As a sales representative, you spend a lot of time out in the field. It can be difficult trying to wrangle customers, vendors, and suppliers all at the same time. How can you make sure you get the appropriate products to the right customers? Carrying a laptop around town can be cumbersome. Thankfully, there are three apps available on the iPad to help you stay organized – Perenso Field Sales, Handshake, and SupeRep.
About The Companies
Perenso Field Sales is owned by Perenso Pty Ltd, an Australian-based software company. According to their website, the software is aimed towards pharmaceutical and fast moving consumer good companies. They have been in business since 1994.
There isn’t a lot of information about Handshake on their website. They are based in New York City and they have an interesting office space based on all of the pictures they have posted. According to a 2012 TechWorld article, Handshake was formed by an Australian living in New York in 2010, when the beta version of the app hit the iTunes store. In 2011, it converted from an open beta to a subscription service.
SupeRep is owned by WRNTY, another company located in New York. The company was formed in 2006 by an Israeli entrepreneur. Their software mostly focuses on retail business, such as fashion or food/beverage companies.
The Software Breakdown
Perenso has robust software that allows you to easily manage a number of clients. Not seen in other software, Perenso lets you segment your database by assigning each client a letter grade. This will help you determine your most valuable clients. In addition, all of the relevant client information, such as the names and contact information for every owner, manager, and buyer at each individual client, is easily accessible and easily updated. There is even a built-in diary to help schedule your sales meetings and track what occurred in each meeting. It is easy to use and able to hold every piece of information you need, Perenso is definitely the cream of the crop.
While Handshake runs along the same lines as Perenso, there are quite a few differences. With Handshake, you cannot grade your clients but you can sort your clients by the volume of their orders. You also cannot add more than one contact to each client. This may make it difficult to keep track of who you spoke to if a client has more than one manager or buyer doing the purchasing. Another piece missing from Handshake is the diary feature. You cannot track your meetings with each client via the software. However, Handshake does an incredible job of tracking the amount of product each of your clients purchases. There are a number of reports available that should allow you to get a good idea of the overall progress of your company.
Finally, there is SupeRep. This software is somewhere between Perenso and Handshake. The client folder allows you to not only keep all of the contact information you need for each client, it also allows you to track each contact a representative had with the client. You can easily note every email, phone call, or visit with the client and it will show up in their file for future reference. This is also where all of the information for the Activities tab lives. When you add an upcoming phone call or reminder to the client folder, it will appear in the Activities tab to show you when it is due. Unfortunately, the Activities tab isn’t as nicely arranged as Perenso’s diary feature. It can be difficult to determine exactly when things are occurring.
When a sales rep is out in the field, it is imperative that they can easily access all of the information required to make sure the store shelves are properly stocked. With Perenso Field Sales, the rep can show the buyer their relevant sales history for the previous 24 months on each product they have bought. They also have access to how much stock is in the warehouse, in case the client needs assurance there is, in fact, enough product to cover their order. To help the buyer be sure they are ordering the correct product, the rep can access photos or videos of the product to allow the buyer to make a fully formed decision before their purchase.
Perenso Field Sales also has a section that will allow the sales rep to do a store check. In this section, the rep can make sure the client’s display is set up properly, take pictures of anything that is out of specifications, and track competitor’s information. The Competitor Information section lets the rep take photos of the displays in question and write notes about sales or price reductions or anything else the competitor might be doing at the time. Keeping track of what your competitors are doing will allow your company to stay in game and not fall behind.
In a similar fashion, Handshake will also give the sales rep a client’s sales history. However, the software only shows the most recent items ordered and the top items ordered. It will not bring up every order the client has placed. On the plus side, you will be able to see photos of the products and how many are stock. Unfortunately, unlike Field Sales, there is no way to make sure the client’s display is set up properly nor is there a way to track what your competitors are doing in the store. It would be nice if Handshake could track a little more information about what is going on at each client site.
SupeRep lives up to its reputation by being, once more, in between the two other products. Your sales rep will be able to track their clients’ sales for the past 24 months. This section will show how many units of each product brand or type the client sold, as well as the revenue generated by these sales. In addition, the rep can also take photos of your displays, the store front, competitors’ displays, and any other item they may need. Each of these photos can be classified under the appropriate tag and notes can be made in the file. The menu system here is still slightly more clunky compared to Perenso’s but, with a little bit of effort and training, you can get a similar amount of information in your clients’ files.
Perenso Field Sales starts at $29 per user per month. The price goes up from there depending on how many reps you have and whether you want to pay as you go or pay up front, you also have an increase in price for increased functionality.
Handshake has three tiers but only two of them have prices listed on their website. The Core tier is about $30 per user per month if paid annually or $40 per month if paid monthly. This only gives you about half of the options the Professional tier gives you. That tier costs $60 per user per month if paid annually or $80 per month if paid monthly.
There are four tiers in the SupeRep package. The Team tier is $28 per user per month if paid annually or $38 per user per month if paid monthly. However, this gives you almost no customization and limited reporting. The next tier is Professional, which costs $48 per user per month if paid annually or $68 per user per month if paid monthly. This is probably the tier that a majority of companies would use. If you need more than that, there are two more tiers above it. Corporate is $68 per user per month if paid annually or $88 per month if billed monthly. The Ultimate tier is $98 per user per month if paid annually or $118 per user per month if billed monthly. Both of those give more customization, more catalogs, and more ability to track stock.
Each software definitely has its positives and negatives. Perenso shines when it comes to intimately knowing each of your clients. Handshake is better at keeping solid sales reports, showing which products are selling faster or better than others. SupeRep has the best of both worlds but it isn’t as user friendly as either of its competitors. Since all three products are similarly priced, it solely comes down to what type of information you want to access easily.