Field Sales management

Since the SetXRM application is developed with HTML5, CSS 3 and Bootstrap, it can be easily used on all types of mobile devices. The campaign and sales conditions defined on the central application are applied exactly on the mobile device. With the map application on the mobile device, the locations of the customers and whether the sellers are at the customer locations can be checked through the system.The most problematic point for field sales personnel is whether the sales personnel actually visits the customer and at the specified time. This point is unclear, sales personnel record activity as if they visited a customer without visiting any customers, SetXRM provides a solution to this problem and enables businesses to plan more tightly.Entering the location coordinates of the clients in the SetXRM Customer card is sufficient for this type of tracking. Sales representatives can make their planned visits by taking customer locations into consideration, which saves time.

By working integrated with the commercial program, SetXRM Field Sales Management can track customers’ current current balances, previous purchases, turnover, risks, risk limits, product-based targets, if any, and their own and customer complaints through the application. Orders created from mobile devices are subject to approval by the relevant persons as suggestion orders.

In SetXRM field sales management, if the customer wishes, he can add a virtual POS application and make some of his collections through the system. Additionally, with the collection module added to the system, he/she can instantly enter his/her collections into the system. To do this, you can select the collection section, select cheque, credit card or cash and carry out your transactions. If they are receiving a check, they can take a picture of the check and add it to the system as a file. Service personnel can also follow up all their service-related work through the same application. Service work orders are delivered online to the service personnel, who carry out the operations for the service through this system.