Features & SFA Modules
- Gathering market information by using trade-marketing questionnaires on mobile terminals: sales price, the presence of own products and competition, visibility;
- Monitoring the performance of trade-marketing activities and the presence with own promotional materials at points of sale: POSMs, secondary placement etc.
- Monitoring merchandising shelf activities;
- Information gathered in the field can be synchronised at the end of each visit, centralised on a server, thus an extended set of reports with fresh data is permanently available for the managing teams;
- Possibility to pick up existing stocks for the “focus products”;
- Monitoring the daily itinerary and registering the main activities developed by the field agents;
- Integrating images: pictures of products, product catalogues, photos made at the visited locations;
- Setting quantity and value targets for each sales agent;
- Evidence of target level according to each agent, brand or product;
- Listing the target level achieved on the mobile terminal based upon the delivered orders;
- Listing the daily targets – quantity or value-based;
- Customer target for a certain product;
- Setting targets for a certain type of customer;
- Calculation scheme of bonuses according to the target level achieved.
- Conceiving mixed promotions for product packages and varieties of products;
- Visualising active promotions on each customer’s mobile device;
- Listing promotions granted for each order;
- Brief description of conditions of granting each promotion on your mobile device;
- Reports of promotions granted per each agent, customer, period of time.
- Photographing products on shelves, display position, refrigerated display cases, promo actions;
- Specific photos in the completed questionnaire;
- Photos attached to the ordered product;
- Catalogue of commercialised products;
- Multimedia presentations (films, .pdf etc.).
- Gathering information by specific questionnaires from each Customer;
- Controlling subordinated agents (counter-inspections);
- Monitoring and coaching;
- History of questionnaires (supervisor, checked agent);
- Comparative reports following supervisor’s inspection;
- Reports of coaching results.
This component of the HERMES system (BackOffice App = BOA) provides a wide set of functionalities specific to the sales activity and distribution by agents, among which we mention:
- Classifying and organising work information according to specific requirements;
- Setting the discount scheme, special price lists (according to groups of customers and/or groups of products);
- Setting payment crediting and customer blocking criteria;
- Mechanisms of checking, amending and confirming information introduced in the system: new customer details, orders taken by agents in the field;
- An extensive set of Reports: sales, payments, KPI (Key Performance Indicators), times of visit, numerical distribution, coverage, POSMs, promotional activities, competition situation;
- Managing data import/export operations and interface with other applications.
- Automates the distribution and sale in an order-taking regime (pre-sales);
- The agent has on his or her mobile terminal complete and updated information about:
– Daily itinerary;
– Available products (including image catalogs);
– Stocks, prices, discounts, active promotions, situation of due bills;
– Complete customer-related details – address, contact person, deadline, maximum credit amount etc. - During a visit to a customer the agent can take orders, cash bills, pick up stocks (for “focus” products – visible on shelf) – to which he/she has right of access;
- Proposes an automated order based on the history of orders with the possibility to modify/adjust it afterwards based on the talks with the customer’s representative.
Pre-sales domains: FMCG, food products, drinks, cosmetic products, pharmaceutical products, homecare cleaning products.
Renders van-sales distribution and sales automatic for the distributors/divisions including in their portfolio a relatively narrow array of products ready to be sold from a lorry (van, trailer)
The agent going in the field carries the goods in a van and has additionally a mobile printer allowing him to print on the spot the documents corresponding to a sale (invoice and receipt). As with the pre-sales work module, the agent can cash orders and gather stocks (for focus products) and other information during the customer visit.
The goods are delivered on the spot, and stocks are updated in the “VAN stock” version on the mobile terminal.
Examples: distribution of ice cream, cigarettes, chewing gum, ice, milk products, bread, veterinary pharmaceuticals, supplements etc.
- Memorising the coordinates of each location (shops);
- Tracking agents’ position at the time of order placing by Google Maps;
- Map-type activity report;
- Displaying an agent’s itinerary at a certain date on a map;
- Maintaining an evidence of all the customers assigned to an agent.