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With over 25 years experience providing technology to help you sell better in the field, Perenso Field Sales provides an unmatched array of features to help you reach the most people, with the right information, to do the best deals, become more efficient, and maximize sales.

BENEFITS

ADVISE AND EDUCATE

  • Spend less time updating data
  • Ensure data is up to date
  • Save time on content administration
  • Find content quickly and easily
  • Share content easily with customers
  • Reduce rep admin time
  • Enhance the rep experience
  • Improve future planning
  • Standardize coverage
  • Increase rep planning efficiency
  • Measure reps’ call targets
  • Reduce sales administration
  • Achieve maximum field efficiency
  • Prioritize customer visits
  • Ensure objectives are not forgotten
  • Assign objectives for team members
  • Improve call objective visibility

NEGOTIATE AND DEAL

  • Enable multi-tasking
  • Gain access to relevant information
  • Increase visit efficiency
  • Proactively reduce distribution gaps
  • Understand customer ordering preferences and opportunities
  • Ability to talk to the customer using familiar product references
  • Upsell during order taking without interruption
  • Control provision of non-standard offers
  • Get advanced orders to improve stocking accuracy
  • The rep has tools to negotiate with their customer in real time
  • Ensure key deals are presented to the customer
  • Increased efficiency of order taking process
  • Increased telesales efficiency

ANALYSIS AND INSIGHTS

  • Save time preparing reports
  • Harness multi-year data
  • Get information when you need it
  • View reports that match business requirements
  • Enhance reporting security
  • Enhance business analytics
  • Reduce time spent on reporting
  • Easily detect gaps in distribution
  • Identify customer action points
  • Enhance KPI measurement
  • Improve store level distribution
  • Focus on core product distribution
  • Capture and report on competitor activity
  • Track targets in real time
  • Broaden the scope of targets managed
  • Easily manage target values

FEATURES

ADVISE AND EDUCATE

Data

  • Bulk data export and import capabilities
  • Bulk content upload and auto-matching capabilities

Content

  • Intuitive user interface for content search
  • Email content from within the app

Call Management

  • Create multiple calls in diary at one time
  • Intuitive diary management interface
  • Repeat bulk scheduled calls
  • Define customer visit rules
  • Display planned, due or overdue accounts
  • In-app coverage reporting
  • Create regular multi-customer visits with trip zones
  • Plan geographically logical visits with trip zones
  • Identify priority customer visits with trip zones and coverage functions
  • Set call reminders
  • Assign objectives to another person
  • View call objectives from within a call, or all in one place

NEGOTIATE AND DEAL

In-store

  • Complete multiple in-store tasks in one screen
  • See things when you need to with the store check workflow

Orders

  • Submit suggested orders for core products
  • View customer’s order history
  • Ability to cross reference product information between distributor and customer records
  • Access product content from within an order
  • Escalate orders and/or offers to supervisor for approval
  • Take lead orders, and convert when required
  • Configurable order screen to suit business requirements

Deals

  • Flexible deal engine that enables multiple types of discount offers
  • Ability to negotiate outside default deals
  • Flag important deals to bring to the reps’ attention
  • Easy to use in-store negotiation system

Telesales

  • Telesales portal with desktop centric UX
  • Click to call from telesales portal

ANALYSIS AND INSIGHTS

Standards

  • Standardized data entry
  • Custom data standards

Reports

  • 50 standard reports with custom filtered views
  • In-app live data reports
  • Control report visibility

Integration

  • Simple integration with 3rd party analytics applications
  • Import 3rd party data

In-store

  • Overall store distribution visualization
  • Core product distribution filters
  • Capture photos and notes, consolidate and aggregate reports on competitors

KPIs

  • View target goals vs progress at any time in-application
  • Set targets for a wide range of items in-application
  • Export and import target values
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