Field Sales Automation Software Features

Ordering

Ordering

Problem:

Ordering is unorganized and inefficient

Solution:

A customizable and intuitive order screen provides product pricing, order history, and automatically calculated deals to improve customer conversations and allow up-selling and quick order entry. Learn more.

Planner

Planner-1

Problem:

Future planning is difficult, no sure which customer to visit

Solution:

Reps can view overdue accounts, plan a visit to a customer in the future, and plan their calendar in advance. Perenso makes everything simpler for reps so they can focus their valuable time on closing deals.

Content
Management

Content Management (1)

Problem:

Inefficient to move between multiple systems to access content

Solution:

Everything in one place - ensure sales reps have all the up-to-date supporting information on their tablet - right where they need it and when they need it. Learn more.

Territory
Management

Customer Targets (1) (1)

Problem:

Difficulty prioritizing customers call cycle

Solution:

Reps are able to schedule smarter with real-time data to assist in managing their territory more effectively. Reps get insights into appropriate visit frequencies and due and overdue customers.

Retail
Execution

Objectives

Problem:

Difficult for merchandisers to manage store compliance and discount rules

Solution:

Reps can conduct stocktakes, planogram checks, store compliance checks, and record competitor information while in store.

Route
Optimization

Route Optimization (1)

Problem:

Wasting time driving between customer visits instead of selling

Solution:

Intuitive route optimization - maximize each sales reps' schedule with real-time route planning that prioritizes sales calls based on client value - and shows you where your reps are at any moment. Learn more.

Ranking

Ranking (1)

Problem:

Difficult for reps to determine which items to focus on.

Solution:

Utilize a "ranking" column to view top-selling items. Reps know what items to focus on when they sort the column and can easily view the top-selling SKUs.

Ranging

Ranging (1)

Problem:

Reps are unsure which items are contractually obligated to be in the store.

Solution:

Create ranging groups for items and determine if they are "Core" or "Optional." Reps can easily access the info with an added column.

Integrations

Integrations (1) (1)

Problem:

Using multiple systems means data is out of sync

Solution:

APIs allow Perenso to seamlessly integrate with your existing business processes and systems so data is consistent. Easily merge with your ERP systems as well as other CRM platforms.

Reporting

Reporting (1) (1)

Problem:

Reports do not give the necessary information

Solution:

Comprehensive reporting tailored for you - Using a simple drag and drop report builder, you can create reports and dashboards to suit your business - sales, coverage, and distribution of your products.

What Customers Are Saying About Perenso's Field Sales Software

"Perenso is so user-friendly and can be adapted easily to meet a sales team's needs. We have seen a compliance uplift to 96% overall since our team has been running reports and our team can track their sales by brand on a daily basis! Having used many CRM systems over the years, we find Perenso extremely user-friendly from both a field rep’s perspective and as a management tool. "

- Jeanette Walker, Stratpharma

"Order accuracy has improved by as much as 10%, which represents hundreds of thousands of dollars per year in increased profit.Our ability to process orders has completely changed - now with Perenso, within seconds of the rep taking the order it can be picked and ready for dispatch. "

-GM, Pharmacare Laboratories

"Our results for the operational reliability of Perenso has exceeded expectations. Perenso has allowed our business to supply critical in-market data to our key suppliers in real-time. Technical assistance and support has been excellent in setting up reporting templates, and training support for the Administration operation of Perenso."

-Greg Baker, BNG Trading Company

Learn How Perenso's Field Sales Software Will Help Your Organization

Want to increase field sales revenue by 20%? 

Watch to learn how Perenso's field sales software can help.

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FS Features Ordering

Field Sales Ordering App

The sales rep app helps your team increase order efficiency and maximize sales.

FS Features Content

Content For Field Sales

The field sales software allows sales reps to easily access content so they can advise and educate customers.

Features Route Optimization

Route Optimization

Help your reps optimize their daily route so they can reach more customers in less time.

B2B Field Sales - Compressed

Are you a B2B manufacturer?

Download the new guide to learn field sales management strategies for your sales team.

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