Solutions / Sales & Field Operations / Sales Rep
01 · SALES & FIELD OPERATIONS
Sales Rep
Put customer information, commercial rules and order-taking tools in the hands of your field sales team.
02 · OVERVIEW
The field app that
transforms your sales
team
Sales Rep is a next-generation field sales app, 100% integrated and real time, that gives your sales force productivity, visibility and consistency across every touchpoint. Each rep gets a 360° view of every retailer, a single mobile journey for planning, visits, orders and collections, and AI-driven guidance for every visit, with every
action synchronised instantly with backoffice and management. It works with your CRM (Salesforce, TradeOne CRM or any other) or without one, through Data Bridge.
03 · CORE FEATURES
What Sales Rep does
Retailer 360°
in real time
Orders, promotions, balances,
eligibility, credit days, purchase history and stock alerts for every retailer, synchronised across CRM,
platform and eCommerce.
Pending Rep Approval
eCommerce orders blocked by business rules go straight to the rep, who validates, edits or rejects them on the spot.
One route-to-market journey
Journey planning, visit agendas, digital collections, order suggestions and follow-ups in a single mobile flow.
Performance &
dashboards
Daily, MTD and YTD KPIs for
volume, visit adherence, task
execution and retailer compliance, updated in real time.
& Chatbot
AI-driven insights for every visit
and account, plus always-on
support for products, promotions and processes.
Campaigns, stories & missions
Launches and promotions on the home screen, campaign targets by territory and gamified training missions.
Merchandising &
competitor insights
AI photo recognition for point-ofsale audits and structured capture of competitor actions, fed back to management.
Catalogue & stock alerts
Brand and partner catalogue with From → To substitution
suggestions, and out-of-stock monitoring with action plans.
Built for
Sales representatives,
supervisors and customer
service reps.
Versions
Consumer goods and services
segments.
Runs on
Mobile app, responsive web
and desktop, with a dedicated
Admin.
Integrations
Salesforce, TradeOne CRM,
any other CRM or none,
through Data Bridge.
05 · INTERFACES
See Sales Rep in action
06 · MORE IN SALES & FIELD OPERATIONS
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Explore solution ↗07 · CONTACT
Opens the contact form with Sales & Field Operations already selected.
