CRM software detail:
here’s everything you need to know
here’s everything you need to know
Key points of difference
Maintain full access to all functionality without WIFI
Runs on iPad, iPhone, Desktop, Android and Windows
Full customer data management
CRM Functionality
Capture orders in-store for immediate action in head office
Turn-over orders sent quickly, and directly, to wholesalers
Suggested order creation
Split delivery dates
Manage returns and replacements
Flag promotions and discounts
Record product facings
Capture stock count
Capture planogram compliance
Manage on-shelf availability (OSA)
Manage out-of-stock (OOS)
Manage category and cluster ranging
Share product images and presentations
Collect in-store photos
Carry out competitor analysis
Coles and Woolworths ‘Items not Scanned’ integration
CRM Reporting
Over 300 industry-standard reports across all functional areas (ordering, distribution, field management)
Microsoft Business Intelligence (BI) capabilities
Custom reports with filtering ability
Analytics reports
Insights via custom dashboard
Export to PDF or Excel format
Subscribe to reports on recurring basis
CRM Team management
Web portal for easy team management
Report on team activities for time and efficiency
Track against KPI’s
Report on sales orders and distribution
Use data to tailor coaching programs
Set priorities for the team
Implement strategies to counter competitor activities
CRM Support
Easy implementation – you can be up and running in minutes
Full training
Integrate with 3rd parties – MYOB, Xero, SAP, Pronto, Microsoft Dynamics, Sage, etc
Regular software updates – new features, tweaks, etc
Support website: documented processes, video tutorials, release notes
“I was highly impressed with the timeliness and integrity of the reports that Purveyance generated. The level of information, plus the quality of the data, were critical to help make key decisions concerning resourcing and future investment in the channel.”
Ross Hansen
National Account Manager – Consumer Health
Bayer Australia Limited