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.
.png)
Order
Creation
.png)
Customer & Contact Management
.png)
Assignment & Task Management
.png)
Route
Optimization
.png)
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
.png)
Actual vs. Planned Analysis
.png)
Nearby
Customers
.png)
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
.png)
.png)
.png)
.png)
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
.png)
Team
Reports
.png)
Dynamic Report Creation
.png)
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.
