Distribution companies face various challenges in their operations, such as:
- Need to monitor field staff (sales representatives, merchandisers, service engineers, etc.).
- Need to enhance customer interaction and loyalty levels.
- Need to optimize routes and transportation expenses.
- Need to analyze large volumes of data and make timely decisions based on them.
To address these challenges, distribution companies require modern technologies to automate and streamline business processes, enhance employee productivity and quality of work, and obtain current and reliable market and competitor information.
One such technological solution is the WiseRep CRM field personnel management system, developed by Wise Technologies, LLC. WiseRep CRM is a mobile sales and customer communication management system, available online and offline, designed to work with an unlimited number of employees and products from various market sectors (pharmaceuticals, medical equipment, children's goods, food products, cosmetics, electronics, outsourcing, services, etc.).
The WiseRep CRM system consists of two main components: a mobile application for field personnel and a cloud application accessible via a browser. The mobile application, available on Android and iOS platforms, allows field personnel to perform the following functions:
- Display scheduled and completed visits.
- View routes and information about relevant locations.
- View customer information (previous and scheduled visits, outstanding debts, order history, etc.).
- Fill out customizable questionnaires.
- Add photos (photo reports).
- Add orders and use data from previous visits.
- Customize order statuses.
- Cancel visits.
- Display repeat visits.
- Conduct simultaneous visits.
- Create and send reports to a secure server.
- View reports for any date.
- Edit generated reports after saving but before sending (before synchronization).
- Add and view reminders and notes in contact reports.
The mobile application can fully function without internet access. All information is stored locally and synchronized with the database when a connection is available. The application also integrates with Google Maps for employee location determination and optimal route planning.
The cloud application enables distribution company managers and analysts to perform the following functions:
- Create and edit customer and product databases.
- Create and edit visit plans for field personnel.
- View and analyze reports on visits, orders, sales, photo reports, etc.
- View and analyze statistics on field personnel (number of visits, time on site, distance, timing, timekeeping records, etc.).
- View and analyze statistics on customers (number of visits, orders, sales, outstanding debts, loyalty levels, etc.).
- View and analyze statistics on products (number of orders, sales, stocks, competitive offers, etc.).
- View and analyze market statistics (number and shares of sales points, assortment, prices, promotions, promo materials, etc.).
- View and analyze competitor statistics (number and shares of sales points, assortment, prices, promotions, promo materials, etc.).
- Create and export various types of reports in Excel, PDF, Word, etc.
- Customize user access rights and roles.
- Integrate with other systems (1C, SAP, Bitrix24, Microsoft Power BI, shelf recognition services, and other services using APIs).
The cloud application ensures data security and encryption, as well as backup and recovery capabilities.
The WiseRep CRM system offers several advantages over similar solutions in the market, including:
- Free 30-day trial period.
- Cost-effectiveness and prolonged phone battery life due to high-quality software and automatic data optimization.
- System adaptability and flexibility to accommodate various business sectors and an unlimited number of products.
- Two system versions available: LITE (with limited functionality, no individual settings, and customization) and PRO (with individual settings and customization according to client requirements).
- Availability of a supervisor mobile application for real-time monitoring of field staff work.
- In-house technical support and user training.
- Various tariff plans suitable for different business sizes and budgets.
WiseRep CRM solutions help distribution companies increase field staff efficiency and quality, improve customer relations, boost sales volume and profitability, and gain a competitive edge in the market.
If you want to learn more about the WiseRep CRM system or try it for free for 30 days, you can contact us by phone, through our website feedback form, or via email.
Wise Technologies, LLC - your reliable partner in mobile solutions for distribution companies.
