FIELD SALES

MANAGEMENT

 
THE BENEFITS YOUR
ORGANIZATION WILL REAP

Integrate Your CRM, Your Communication Platforms, and other Software into one end-to-end solution

IMMEDIATE 

SALES ORDER 

GENERATION

Your sales team can immediately generate sales orders anywhere and anytime, from the convenience of their smartphones. 


No more trying to access multiple systems, or even worse manually filling out and submitting paperwork. More sales orders logged and completed means more satisfied customers.

Order

Creation

Customer & Contact Management

Assignment & Task Management

Route

Optimization

Team/Task Visualization

 
SIMPLIFYING THE MANAGER'S PLANNING PROCESS

Helps you Manage Incoming Sales Orders Efficently

SALES ORDER MANAGEMENT

Create a sales order with the right person in mind, according to your salesperson's availability, utilization, skill, location, and predicted travel time.

This way you can be assured your person on the job checks all the boxes and more, for an enjoyable customer experience. 

Real-Time Location

Mapping

Actual vs. Planned Analysis

Nearby

Customers

Salesperson Shifts

Realtime Stock

 
A SALESPERSON'S
NIFTY TOOL 

An All-in-One Mobile App for Sales Teams 

Request for Assistance

Locate Missing Stock

Account for all inventory with well-recorded logs and history without having to go to the warehouse or go through stacks of paper

Stay on top of which products have been sold immediately when a transaction happens, as well as update total stock once purchased.

Asset Status Update

Our app integrates with the latest RFID technology for quick and easy stock taking

Asset Tagging

MANAGE 

YOUR 

ASSETS

Upon sealing the deal, get approval from your customers with a digital signature

Sales Completion & Sign-off

Get full view of transaction history, product purchases, warranties, and past engagements

Customer & Contact Management

EFFICIENTLY

PLAN SALES ORDERS

Sales reps can instantly inform managers via the app if they need help e.g. processing a Sales Order created

Real Time Visual Alert

Photo Capturing

e-Signature

On Demand Assignment

Documents / Attachment

Check in /

Check out

 
ONE CLICK REPORTING & ANALYTICS

Review Your Sales Performance

IN-DEPTH OPERATIONS ANALYTICS

Create, edit, and customize reports to help you make smarter business decisions and share them with the relevant members in your organization. Standard reports are auto-generated reports that are created by the system.

Upload and download customer data with ease using CSV and PDF formats, linking to your current database and other relevant systems.

Claims &

Commission

Actual vs Planned Route

Team

Reports

Dynamic Report Creation

Sales Performance

A Dynamic Package Of Features

Need More? We Got It!

Multichannel Order Management

Immediately generate job or sales orders anywhere and anytime from a mobile phone, without having to access multiple systems.

Customer & Contact
Management

With Customer 360° ensuring customer satisfaction is a cinch! Records help stay abreast of client preferences & behaviors.

Assignment & Task Management

Take into consideration variables such as salesperson availability, utilization as well as time-distance to destination.

Team/ Task Visualization

Get a full view of different team's performances, sales distribution by geography and hot zones to focus on.

Real Time Updates & Customer Portal

Raise sales order requests and view status of salesperson. Seamlessly dispatch deliveries/job orders through Custella's end-to-end app.

Photo Capturing & e-Signature

Attach photos to validate sale, and customer's digital signature, as proof of sales with a timestamp.

We cover Sales Management over several Cases Studies 

VALUE FOR YOUR ORGANIZATION

+40%

+45%

+95%

+76%

Through enhanced communication and engagement to avoid errors
Use simple one-click planning to streamline operations
Stay updated with real-time alerts and notifications
Research shows that most customers prefer a digital platform
Show More

Subscribe To Our Monthly Newsletter

©2020 by Custella. All Rights Reserved


Terms & Conditions | Privacy Policy

Custella