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Phone +39 0332/239546
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Order collection for sales agents: how to automate it and make it effective.
Order collection for sales agents is always a hot topic within any company with a network of sales agents spread across the territory.
Adopting software for order collection management is therefore one of those steps considered necessary to make a quality leap in this delicate and, let’s admit it, often confusing phase of negotiation.
- Think how effective it would be to:
- Receive orders in a uniform format
- Measure the performance of your agents and customers
- Effectively organise your sales reps’ visit routes
A dream? Not really.
Weblink introduced Upp to the market years ago, the sales force automation solution for iOS tablets, iPad, and Android also available via web, already used by hundreds of sales agents and company representatives of all sizes.
uPP is the flexible and high-performance tablet order collection app for sales agents
uPP provides your company’s sales reps and agents with a practical and powerful app to simplify customer management through CRM functions and to collect orders easily, reducing administrative workload and eliminating the margin of error, all perfectly integrated with your business applications and management software.
1. Select and verify the customer
2. Add products to the cart
3. Transfer the order to the company
Contents of this article:
Six good reasons to equip your agents with uPP, the order collection app.
- It is a multi-platform solution.
In the TABLET version, iPad and Android, it is ideal for mobile agents, but it is also available in the WEB version for office-based users. - It uses existing PDF catalogs
Product search, in addition to the classic method by name, code, etc., is carried out by browsing and clicking on existing PDF catalogs, automatically made interactive. - ONLINE and OFFLINE operation
To make the most of mobility, the agent can enter orders both with and without network connectivity. - Enhance your sales force with CRM functions
The agent can better prepare for the customer visit thanks to rich information on the customer’s history, such as solvency, turnover, previous purchases, etc. - Completely customisable
Your app is customised both in its graphic appearance and in the implementation of your commercial rules. - Integrated with business applications
Thanks to connectors, it integrates with any management software or ERP to extract information and transfer orders.
Visit preparation
Before meeting the customer, the agent can view all historical data that can help them finalise the sale more successfully:
- Select the customer from the complete customer database or by geolocation on a map
- Evaluate complete personal and accounting data
- View historical results and trends in turnover and purchased products
- Identify issues related to payments, invoicing and deliveries
The sales agent can rely on advanced tools such as visit route preparation, prospect identification, and visit report completion.
Order creation
During the interaction with the customer, the sales agent has a complete set of tools available to create their order quickly and without errors using their iPad or Android tablet.
- Identify the product to add to the cart through the clickable interactive PDF catalog
- Use alternative methods: search from product database, load products from previous orders, browse through categories and subcategories
- Manage complex items, such as size/color, product variants and additional information such as product availability
- Apply commercial rules: select from multiple price lists, apply discounts up to 7 levels, add free gifts and promotions
- Enter notes, header discounts and customer signature
These operations are carried out in just a few steps and in a natural way, in line with the agent’s sales habits.
Order sending
Once the cart is complete, the agent manages order sending.
- Orders are sent whenever the agent chooses, when network conditions allow
- The order can be reopened for changes
- Sent orders remain archived
Orders are transferred from the system to the management software, reducing errors to zero and drastically decreasing the administrative workload of the back office.
The features of our order collection solution for sales agents
The system is offered in commercial packages that include different feature sets that can be combined according to the customer’s needs. The basic package includes all the features needed to create an order and includes the following:
Basic features:
- Multi-platform tablet, iOS or Android
- Interactive PDF catalog management
- Item search by code or description
- Quick entry mode
- Customer profile and contact management
- Customer blocking, insolvent or other
- Generation and sending of order copy
- Product packaging management
- Note for order line
- Basic multiple discounts, 3 levels
- Sent order history
- Agent tablet blocking from back office
- Data backup and synchronisation
- Online/offline operation
- Other features…
Additional features:
PRO Package
BASIC PACKAGE +
- Product warehouse availability, stock level
- Accounting details, credit limit, price list, last delivery, payments
- Deadlines, overdue/expiring invoices
- Order reopening for changes
- Free gift per order line
- Free gift budget
- Product entry with barcode reader
- Other features…
Advanced Package
BASIC PACKAGE +
- Size/color management and display
- Monthly turnover for current year/previous year
- Returns management
- Previous order loading as a new order
- Possibility to create offers
- Advanced discounts, canvass, promo, other, up to 7
- Promotional campaign management
- Super-agent and area manager functions
- Other features…
Dashboard Package
BASIC PACKAGE +
- Customer geolocation on map
- Visit route creation
- Agent performance display
- Customisable visit reports
- Global turnover compared to targets
- Other features…
Complete service for your order collection
We create your custom app and offer operational support including system hosting in the cloud, management of exchange tracks with ERP and CRM, routine maintenance and telephone technical support, and agent license management.
How much does order collection for sales agents with Upp cost?
If you would like more information about our sales force solution, you have several options:
By phone, at 0332/239546
Through the live chat on the side.
Through the contact form below.
