CRM software detail:
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 software
software detail

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

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