Terminal system for field salespeople
The terminal system for field salespeople, in the MAGICNET management system, provides the salesperson with access to information that enables the creation, management and monitoring of all the actions required to perform his work with maximum efficiency, starting with the construction of the quotation and turning it into an order and ending with the issuance of an invoice from the accounting system in real time from anywhere and from any device (computer , tablet or smartphone).
The software shows the sales agent in the field the existing product data (including photos), the quantities in stock in real time, all in a convenient and friendly interface that allows him to carry out the process with the customer in the field.
In addition to the direct sales tools, the terminal system for field sales agents also provides tools for monitoring the sales process, filtering according to different statuses, target vs. performance, sales reports, collection, etc. All of this contributes to the optimization of the sales agent's work and the sales manager's management and control of the sales agent's work in the field
A terminal system for field salespeople serves as a complete toolbox for the salesperson.
Some of the tools that can be found in the sales promotion system:
- Full management and tracking of quotes, orders and invoices
- Locating inventory against the organization's systems
- Converting a quote to an order in the ERP system
- Advanced permission system
- Goal definitions for the sales agents by the management level
- Full control and monitoring of the management level
- A sales report showing goals versus performance
- Continuous connection to corporate information (customer orders / inventory / debt collection)
- Receiving up-to-date accounting information about the client
- Diary management for scheduling visits and meetings
- Alerts and reminders for customer processes
- Full access to the company's product catalog including customer price lists