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

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SALES REPS




Pobuca Sales for sales representatives
 

Sales representatives use a mobile phone or tablet to access all their customers' data offline and perform their daily tasks.

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Create orders

Use Pobuca Sales ordering module to enter sales orders, returns orders, free goods orders, or any other type of document.

 

Product info

Present your products with pictures, videos or specifications documents.

 

Customer product range

Filter products according to what the customer usually buys.

 

Manual discounts

Allow sales reps to enter discounts manually.

 

Multiple pricing

Apply complex pricing scenarios (prices and discounts according to quantity, customer, product, order value etc.)

 

Cross sell/up sell

Help your sales reps sell more, by guiding them to add the most suitable products to the existing order.

 

Product catalogue

Use pdf documents as product lists. Present your products and take orders, without leaving the pdf screen.

 

Barcode scanning

Use a Bluetooth scanner to add products to your order.

 

Order approval

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

 

Print/Email orders

Print or email your orders to your customers or partners.

 

Merchandizing

Take pictures of shelves during your customer visits and automatically translate them to merchandizing data using our state of the art machine learning algorithms.

 

Picture taking

Take pictures at the customer’s sites and view them in our powerful back-office image viewer, using filters and tags.

 

Stock taking

Record customer stock during order taking.

 

Merchandizing history

Use data from previous visits as default values during merchandizing audits.

 

Image recognition

Take pictures of shelves during your customer visits and automatically translate them to merchandizing data.

 

Customer list

Sales reps can create requests to create new customers or change existing ones.

 

Surveys

Take surveys during your customer visits, track promotional activities compliance, get insight on your customers’ sales classification etc.

 

Van sales

Issue invoices, returns, delivery notes or other documents and sell directly from your van’s stock.

 

Print/Email invoices

Print or email your invoices to send them to your customers.

 

Track payments

View customer balance sheets, enter payment data on the device and print receipts.

 

Task management

Manage the tasks sales reps must complete in each visit.

 

Route planning

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

 

Track visits

View sales reps visits vs planned routes, track your vehicles’ locations.

 

Reports

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

 

ERP integration

Integrate customers, products, pricelists, orders, warehouse stocks etc. with your ERP or other 3rd party system.

 

On premise

Install Pobuca Sales on your own servers.

 

Support

Prepaid professional services charged by incident for business support or training. SLA for response time within 1 working day.

 

MANAGERS




Pobuca Sales for sales managers

Sales managers can perform tasks offline on a mobile device, or online on a web platform.

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Manage routes

Plan your sales representatives’ routes, manually or automatically.

 

Order approvals

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

 

Manage data

Import or edit customer and product entries.

 

Manage tasks

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

 

Send messages

Communicate with sales representatives by setting reminders or sending messages.

 

Real-time KPIs

Provide sales representatives with useful data to help them boost sales, productivity and motivation.

 





ADMINS




Pobuca Sales for administrators

Sales administrators manage the back-office system.

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Manage tasks

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

 

Create surveys

Create surveys that sales representatives can use as a means of gathering valuable insights from your customers.


Send messages

Communicate with sales representatives by setting reminders or sending messages.

 

Real-time KPIs

Provide sales representatives with monthly targets to boost sales, productivity and motivation.