Key SFA Features

MOBILE SALES FORCE AUTOMATION (SFA) AND FIELD MERCHANDISING

REP COMPANION®

START OF DAY

SOD synchronization
Customer visits schedule
Visit planning
Review sales objectives
Verify promotions and new products
Review “push” products

CUSTOMER VISITS
with customer-specific information

Suggested orders
Order entry
Inventory entry
Credits
Merchandising
Planograms
Surveys
Competition evaluation
Trade promotions (TPM)
POS printing

END OF DAY

Review notes/events
Plan actions
EOD reporting
Full synchronization

INDUSTRY-SPECIFIC

CIS solutions are built with the flexibility to adapt to industry-specific needs. With easy configuration, the Companion® solution adapts to your workflow and not the other way around.

OTHER FUNCTIONALITIES

Price modifications/adjustments
Smart messaging
Distribution entry
Order type selection: regular, suggested, sample, pre-book and more
Sales objectives follow-up (overall, by client, etc.)
View sales history and statistical data
Track marketing and sales programs and initiatives
Manage multiple/complex pricing tables

Office Companion®

Office Companion® is a middleware application that is linked to the Route Companion® mobile users. This application is installed on a server in the office and it interfaces with the back-end application/ERP (for an architectural diagram, click on the Technical Specifications section.) This solution allows you to effectively manage your routes, mobile sales force, scheduling, mobile computers, reporting, messaging and more. If desired, master files such as pricing, customers and products can be maintained at the Office Companion® level.

Route Optimization Module

The Route Optimization module available with Route Companion® provides you with enhanced efficiency by allowing better route planning, execution and analysis. Elements such as territories, locations, service days, time windows, vehicles and other constraints are all considered in order to provide you with the best alternatives to execute your field operations.

GPS Tracking Module

CIS’ GPS capabilities give management higher levels of control, allowing them to evaluate routes taken, time spent, sequence of stops, idle time and more.

EDI Module

The EDI module caters to specific electronic data transfer needs through industry-specific EDI platforms. Some of the electronic documents managed are: purchase orders, invoices, advance shipping notices, order modifications/confirmations, payment advices, electronic catalogs and others.

CIS' main business focus is on mobile automation: