Virtusel – Sales Force Automation System

XONT – Virtusel

 

Android / iOS

Sales Force Automation System

The Virtusel Hand Held Solution is designed to automate the Sales Representatives field invoicing function. Whilst providing the complete functionality required by the Sales Rep (SR), the simplicity of the application is the key to the success of the total solution. The typical daily process would begin with the Sales Rep downloading the day’s route plan and the inventory necessary to feed the chosen route. The system will download the latest price changes, inventory items & discounts on to the Hand Held automatically from the head office CRM server.

Once the SR has updated the Hand Held device he would commence the daily sales rounds. At the outlets (shops, retailer, supermarket ect..) location the SR would pick the name of the retail outlet, who’s profile would automatically appear on the screen, with the most frequently bought items listed in ascending or descending order. The SR could then proceed to invoice the retail outlet, any applicable discounts specific to the retail outlet could be passed on based on the discount rules set at the Head Office.

Qualitative Information

Any Sales returns could be accepted by the rep based again on the rules set by Head Office. The Rep could also update the settlement plan for the invoice being generated. A report could be provided at head office listing all the invoices and the outstanding collections as per the committed payment plan. The system could also be used capture retailer shelf stock.

A Purchase Order could be raised to the Head Office from the Sales Rep Palm, which could then be uploaded back to the Head Office ERP Server as a Sales Order.

Qualitative information gathering is facilitated with the market survey function. The information collected country wide could be later used at Head Office to analyze against sales rep performance and the qualitative data collected. Each sales invoice generated could be updated instantly from the field or could be updated on a batch mode at scheduled intervals.