Check product features for sales reps | sales admins | sales managers

Explore Pobuca Sales by Roles


SALES REPS




Pobuca Sales for sales reps
 
 

Sales reps perform order taking, van sales, merchandizing, collections and business development.

DOWNLOAD FEATURE LIST








Order Taking.

Sales orders on the field: 

  • It guides them through previous customer’s orders to help them avoid out-of-stock products and remember promotions.
  • It show cross-sell and up-sell options for the order.
  • It helps them see pictures of the products and present them to customers.
  • Sales reps can communicate the final order value to the customers and sell more by applying all the customer’s pricelists and discounts scenarios to the order.
  • When the order is ready, sales reps can print a copy or send it by email.





Van Sales.

Direct store deliveries: 

  • Van sales reps can sell directly from their stock, using the van as a warehouse.
  • They can also handle customer returns for expired and good-to-sell products.
  • They can perform van stock counts and issue corrective documents automatically, if there are discrepancies.
  • Last, they can place replenishment orders to fill their van’s stock.






Merchandizing.

Retail store execution: 

  • Merchandizers can quickly conduct merchandising audits (on-shelf availability, price and promotion etc) for company and also competitor’s products.
  • They can also view shelf planogram layouts and validate that shelf layouts match.
  • They can also take pictures of promotional displays or shelves, to communicate them to the sales management.








Collections.

Collections of sales:

  • Receive payments.
  • Match payments to open invoices.
  • Print a receipt of payment.
  • Send a copy of payment to customer.






Business Development.

Expand your reach to a new market: 

  • The business development functionality helps sales reps create new customers and make customer agreements with them.
  • They can show presentations for products and note their success to customers.
  • Answer questions on store performance metrics and help management to better categorize POS.
  • Finally, they can scout for new leads, take pictures of them and record all their data.









Route Planning

 

Access Permissions

 

Track real-time KPIs

 

Work Offline

MANAGERS




Pobuca Sales for sales managers

Sales managers can perform tasks on mobile or desktop device.

DOWNLOAD FEATURE LIST




Manage routes

Automatically build optimized routes based on customer position. Use customized rules to automatically plan your routes.

 

Order approvals

Approve orders in the back office system when they don’t meet certain criteria.

 

Manage data

Sales reps can create requests to create and edit customers, products or orders data.

 

Sales reps tasks

Manage the tasks sales reps must complete in each visit (order taking, merchandizing, van sales etc.)

 

Send messages

Communicate with sales and van sales reps with reminders and messages to keep track of all the visit updates.

 

Real-time KPIs

Provide sales reps with useful data to help them increase sales, productivity and motivation.

 





ADMINS




Pobuca Sales for admins

Sales admins manage the system's back-office.

DOWNLOAD FEATURE LIST




Manage tasks

Manage the tasks sales reps must complete in each visit and increase sales efficiency.

 

Data filtering

Using Pobuca Sales’s intuitive interface, we help you initialize your customer and product data to begin filtering in no time.


Send messages

Communicate with sales and van sales reps with reminders and messages to keep track of all the visit updates.

 

Real-time KPIs

Provide sales reps with useful data to help them increase sales, productivity and motivation.