ClearView Salesforce App

ClearView Salesforce App

- Manage stock requests at the beginning of daily ...

App details

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App description

- Manage stock requests at the beginning of daily activities.
- Manage pre-define today's appointment with a team and a specific salesperson.
- Add unplan today's appointment on customer called.
- Check the customer GPS location on a map including the suggestion of the nearest customer.
- Check-in & out customers by capture GPS location and time of work.
- Check the customer stock inventory for the products and competitor's products
- Survey competitor's product pricing survey.
- Check the merchandise and POSM
- Perform sales transactions (Pre-sales or cash sales).
- Check the customer's account receivable and perform cash collection.
- Perform item redemption to customer
- Notification alert on promotion or redemption notifies by system admin.
- End of the day settlement stock and cash collection.
- Manual upload daily transactions to the back-end system.
- The salesperson can perform their daily job without an internet connection.
- The mobile app does a background process auto-synchronization for the back-end report.
- Checking salesperson target, sales actual and achievement %
- Call compliance report
- Call positioning and duration of customer onside visit
- Sales performance by brand, SKU report
- Call effectiveness by downline salespersons and SKU report
- SO outstanding, shipped report
- Salesperson GPS living tracking

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