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Monolith: CRM

Product
The name of the base system (platform): ERP Monolith
Developers: Monolit-Info
Date of the premiere of the system: 2002
Last Release Date: 2020/08/31
Branches: Light industry,  Food industry,  Consumer goods,  Trade,  Chemical industry
Technology: CRM,  SaaS - Software as service

Content

Main article: CRM (Customer Relationship Management System)

General information

"Monolith: CRM" — the solution for the companies which business is connected with production and distribution of mass market products (FMCG), allowing to automate the following business processes:

  • direct sales — control automation by work of staff of service of sales (sales agents, teleseller, etc.) with support of processes of mobile trade according to schemes of the preorder (Pre-selling) and exit trade (Van-selling);
  • merchandising — control automation by work of merchandisers and sales agents on collecting of marketing information;
  • work with distributors — control automation by work of managers with distributors, to collecting of marketing information, control of accomplishment of orders;
  • accounting and service of a retail store equipment — viewing and correction of characteristics, execution of operations with the equipment, the automated exchange of documents between the company and the service centers.
  • monitoring of location of the mobile staff (GPS monitoring)

A system provides to users stationary and mobile jobs, contains means of web access, the synchronization server, web services of data access, provides access isolation to data and a possibility of audit of actions of users. Integration tools with IT systems of partners (distributors, retail chain stores) provide operational information exchange about clients, the prices, goods and stocks and also about the orders issued by the mobile staff of service of sales.

Implemented in "the Monolith: CRM" provide to technology creation of effective CRM configurations for the companies of national scale. The largest of the implemented solutions includes 5000 sales representatives using mobile devices and 1500 "back office" of users and also about 750 gateways at 76 offices of the company and at 340 distributors.

A system can be implemented in the form of the independent solution, being integrated with IT solutions of third-party producers, or as a part of the software package "ERP Monolith".

The organization of work in a system

System "Monolith: CRM" ensures functioning in unified information environment of the employees performing functions of sales representatives, merchandisers, hardware service technicians, supervisors, heads of sales departments and also employees of the direction of sales of the distributor.

The organization of work in a system "the Monolith: CRM"

Architecture and technological capabilities of a system

Two types of jobs are provided in a system:

  • The mobile workplace  — the client software (software) is established on the mobile device of the employee (the smartphone or the tablet), and data exchange between the mobile device and the central database is performed at the command of the user through a global network the Internet under the HTTP/HTTPS protocol.
  • The stationary workplace  — the client software is established on user workstation and interacts with the server the central database directly within a local network, or by means of the web access module (data exchange is made under the protocol HTTP or HTTPS).

Work in a system is organized on the following principles:

  • all information is stored in the central database;
  • mobile employees use the mobile device for daily work  — booking, collecting of marketing information;
  • data exchange between the mobile device and the central database is made within the synchronization session through a global network the Internet;
  • managers and analysts have online access to the information collected by contractors and which is stored in the central DB, in stationary workplaces (in addition mobile version of a workplace is available to managers).

Important feature of a system  — a possibility of functioning not only as a part of the ERP Monolith complex, but also in ability to integrate with ERP systems of third-party producers. This integration is implemented by means of the module of the data exchange allowing to execute exchanges in the open XML format.

2020

Module "TM Calculator of Activities"

In August, 2020 there was upgraded version of the Management of Marketing Campaigns system on the updated architecture using MS SQL2019 core. The Monolit-Info company reported about it on September 8, 2020.

Changes in the version:

  • restructuring of the user interface is carried out: data and settings are separated and grouped on separate tabs, data filtering is added;
  • transfer of formulas of calculations of settlement indicators to a type available to users is executed;
  • transfer of display of simple tables in the interface in a dynamic type where the structure of fields is defined by the user is implemented;
  • settings of indicators of stocks and economic passports are completely optimized and unified;
  • the built-in module "TM Calculator of Activities" is implemented.

A system on the one hand represents the tool of service of sales and allows specialists of service of sales of the Company to plan TM (trade marketing) of activity for any horizon in different the directions and market segmentations – geography, sales channels, distributors, brands, specific SKYu and outlets, and with another — allows specialists of service of controlling to carry out calculation of the budget of actions, to control expenses and to estimate efficiency of the waged campaigns.

A system includes:

  • Planning of marketing activity on any horizon in different the directions and market segmentations — geography, sales channels, distributors, brands, specific SKYu and outlets.
  • Calculation of the budget of the planned action.
  • Control of accomplishment and exceeding of the budget, collection of information about actual costs.
  • Automatic calculation of reserves under yet not closed activities.
  • Quality control of accomplishment of the planned activities by means of field employees.
  • Efficiency evaluation of the carried-out actions on the basis of the analysis of dynamics of change of indicators of sales in outlets on promotional products.

During operation of the previous version of a system need of creation of additional functionality appeared. It was promoted by the following factors:

  • Permanent expansion of structure of controlled indicators.
  • Frequent change of a technique of planning.
  • User requirements to the system interface.

The command Monolit-Info taking into account these conditions developed the module "TM Calculator of Activities". Using it users of a system can independently create different types of characteristics of TM of actions (profitability, efficiency, any derivative indicators) and also to describe sources of data and calculation formulas of derivative indicators.

Own language of the description of metadata which is built in the TM Calculator allows to describe even the most difficult indicators, and calculation is capable to be executed with detailing, up to implementation of SKU in each outlet.

Function of recognition of photos in the Monolith Agent application

On June 2, 2020 Monolit-Info reported that the sales representative in the Monolith Agent application uses the SmartMerch Camera application which allows to create photos with special parameters for further recognition of goods. The user selects type (the warm shelf, the cold shelf etc.) and photographs a point of sale.

Data online go to "the Monolith: CRM" will also be recognized. Further they the Monolith goes to a system ": CRM", get in line and will be recognized on the server of the partner (SmartMerch company) then the result of recognition comes back to the user in the form of values of questionnaires of a visit.

Advantages of functionality of recognition of photos in the Monolith Agent application:

  • Ease of use. All actions for sending and recognition of a photo in "the Monolith: CRM" are automatic, the user needs to photograph points of sale only correctly.
  • Saving of time. Creation of photos takes only several minutes.
  • Information accuracy. There is no human factor at calculation of positions.

2019: Start of the pilot on implementation of the voice assistant in mobile application Monolith of Agent

On September 12, 2019 the Monolit-Info company reported that it within the CRM solution started a pilot project on implementation of the voice assistant in mobile application Monolith of Agent. With the advent of this functionality it became even simpler to add and delete goods positions.

According to the company, development of technologies promoted that voice assistants firmly entered our life. Virtual assistants automated routine processes of data entry, considerably increased the level of comfort of the user and speed of work with information.

"A monolith the Agent" - a part of the CRM system "the Monolith: CRM", the program for work of sales representatives which allows to collect and exchange up-to-date data between the employee and CRM.

Start of the voice assistant begins with the Start button. The sales agent, using spoken commands, enters dialog with the voice assistant. Dialog is displayed in a special dialog box in which all said commands and the identified answers are displaid. At an incomplete formulation service asks the specifying questions for search of a specific position and the subsequent its record.

At successful processing the answer with the name of the added position arrives. Further the user can continue adding of positions or finishes work by means of the Feet command. Removal of positions is performed by the Delete command.

Voice commands of the employee will be transformed to the text and identified using Just AI Conversational Platform – IT platforms for development of the colloquial assistants understanding a natural language from Just AI company.

Advantages of "Voice Input of Positions of the Order" service:

  • significantly work speed at voice order entry increases;
  • usability;
  • possibility of preserving of the last dialog at repeated activation.

2017

System configuration

For May, 2017 standard configuration "Monolith: CRM", provided on the scheme, is expected sales management of the company of regional or national scale. The given configuration is centralized and requires the organization of channels of a continuous communication with head office. For remote work of heads of regional sales departments and involvement of distributors to direct work in a system the module of web access and the client software set on a stationary workplace is used.

Standard configuration "Monolith: CRM"


Functionality of a system

Functionality of a system "Monolith: CRM" are provided on the following scheme:


The solution from Monolit-Info for customer relationship management includes the following functional units:

Management of the territory

For effective solution of tasks of management of the territory in the Monolith: CRM is implemented the following set of functionality:

  • maintaining and expansion of information base of clients (outlets),
  • automatic distribution of outlets by territories, planning of visits, optimization of routes
  • formation of questionnaires for collection of information,
  • setting and control of accomplishment of tasks in outlets mobile employees from supervisors,
  • input of reports on visits and control of accomplishment of the planned works from the management,
  • system of creation of the reporting.

Management of the territory


Expansion of the customer base

For the solution of a problem of expansion of the customer base a system gives an opportunity to employees to add new clients or directly in a mobile workplace (on the mobile device), or using a stationary workplace at office. For adding of the new client using a mobile workplace the session of synchronization with the central DB within which data on the new client are transferred is executed. Work with the new client is possible right after his activation.

Planning of activity of mobile employees

Planning of activity of mobile employees in a system is executed in two cuts:

  • Planning of activities is executed at the level of the region or the area (can include both a customer group, and the specific client) — the corresponding specialist defines and creates questionnaires for collection of information during the visit to the client.
  • Planning of visits is executed at the level of selected to the employee of the territory — the manager or the higher management defines and sets frequency and frequency of visit of clients and also distributes visits on days of the week and arranges visits within each working day.

For implementation of planning of activity of employees at the level of the region or the area a system supports the concept "Sales Cycles", acting as means of planning of activities of contractors and also determinations of tasks and purposes of these tasks for contractors for a cycle are used for a binding of questionnaires to visits.

To each sales cycle in a system there can correspond several questionnaires. The questionnaire represents the entity describing a template for collection of information.

A set of questionnaires of visits provides a possibility of collection of information by the mobile employee at the client, depending on: roles of the mobile employee (the sales agent, the merchandiser, etc.), like a visit (defines a set of the activities and tasks which are carried out within the visit to the client), a sales cycle (the time period), like outlet, arrangement, etc.

Planning of visits is executed at the level of selected to the employee of the territory for this purpose the manager or the higher management sets a set of the activities and tasks which are subject to accomplishment within the visit to the client.

Job control of the mobile employee means creation in the system of the list of tasks for each working day for each contractor and includes:

  • planning of tasks and control of accomplishment of the planned tasks;
  • collection of data on the actual task performance and their comparison to the planned tasks.

Planning process of tasks is performed in several stages, each next stage details the plan received at the previous stage. In a system there are four detail levels of plans:

  • the vista shot — defines the number of visits for a certain planning period;
  • the plan for weeks — defines the number of visits with breakdown by weeks;
  • the plan for days of the week — details visits on days of the week;
  • the ordered plan for days of the week — detailing of an order of visits in each day of the week.


Reports on visits and control of accomplishment of the planned works

Based on accomplishment of a visit by the contractor in a system the document "The Report on the Performed Works" is created. The report is created for each visit of each outlet and contains sign of execution of works, included in a task for visit, information collected during the visit, attributes of the client which were entered or changed during the visit, and data on the actual existence of the equipment in outlet at the time of the visit. Contents of each report include the following information:

  • the performed works;
  • assembled monitorings (filling of questionnaires);
  • changes of the main and additional attributes of the client;
  • changes in structure of the rent equipment which is at the client.

Loyalty program

In "Monolith: CRM" is created the effective mechanism of the solution of a task of management of a customer loyalty. The chain of actions for its solution looks as follows:

  • development of criteria and methods of their assessment for clients;
  • development of frequency of assessment of criteria;
  • creation of set of tasks (structure of the questionnaire) for sales representatives;
  • setup of parameters of accomplishment for the created tasks for periodic calculation;
  • setup of a system of awarding of clients (outlets) and sales representatives.

The management subsystem provides with a customer loyalty solutions of the following tasks:

  • increases in level of loyalty of end buyers due to the correct positioning of products of the company in outlets;
  • motivation of outlets on observance of the standards set by the company on promotion and sale of products of the company;
  • additional control and stimulation of sales representatives for high-quality work with outlets.

Process management of sales

The management subsystem sales processes implements a standard sales cycle — obtaining orders from clients, transfer of orders to the distributor, execution of orders, a possibility of status monitoring of the order at each stage of its execution.

Examples of screen forms of a mobile workplace of the sales representative:

Solution SFA for mobile employees

Implemented in "the Monolith: CRM" the SFA solution allows to automate the following business processes:

  • direct sales — control automation by work of staff of service of sales (sales agents, teleseller, etc.) according to the schemes Pre-sale and Van-sale
  • merchandising — control automation by work of merchandisers and sales agents on collecting of marketing information
  • measure calculation of efficiency for sales representatives
  • work with distributors — control automation by work of managers with distributors, to collecting of marketing information, accomplishment of Pre-sale and Van-sale for the benefit of the distributor, to control of accomplishment of orders
  • accounting and service of a retail store equipment

Important feature of this SFA solution is the possibility of functioning either as a part of the Monolith complex ERP, or in interaction with ERP systems of other producers by means of integration. The module of data exchange which allows to execute exchanges in the open XML format is intended for integration with ERP systems of third-party producers.

Examples of functionality of a mobile workplace

The mobile workplace is implemented using the Monolith Agent application delivered in two versions — for devices based on Windows Mobile or based on Android OS.

Maintaining and storage of the customer base — gives an opportunity of viewing and selection of clients and adding of new clients.

Storage, modification and viewing a relevant card of the client on each sales point — gives an opportunity of editing attributes of outlet.

Information on the equipment in lease — viewing and correction of characteristics of the rent equipment; execution of operations with the rent equipment: installation, dismantling, movement, repair.

Information on the taken orders and accomplishment of orders by the company or the distributor — on the basis of information on the previous orders is executed calculation of value of the recommended order of products.

Information on settlement with the retail client or the distributor — allows to configure or automatic blocking of acceptance of new orders in the presence of debt, or display of warning of existence of debt, or ignoring of the fact of existence of debt. Includes:

  • register of invoices for payment;
  • register of payment documents;
  • document register of accounting of debt on a container.

Measure calculation of efficiency for sales representatives

In a customer relationship management system a problem measure calculation of efficiency for sales representatives is solved as follows:

  • the performance indicator is formulated and the algorithm of its calculation is defined (for example, the volume of a goods sold the sales representative in a month, accomplishment is more whole on distribution on certain SKU, the average order on a visit, etc.);
  • calculation of all set performance indicators for each employee is daily made;
  • the calculated values of values of performance indicators are unloaded to direct contractors on a mobile workplace (PDA);
  • for each performance indicator in a system the target (planned) value is defined;
  • each contractor in the mobile workplace receives two values for each performance indicator — target and actual (calculated) — thereby he can daily estimate extent of achievement of effective objectives;
  • on the basis of a ratio of values of target and actual value of each performance indicator in a system the report which is a basis for calculation of awards and bonuses forms.

Performance management of work with clients

In a segment of FMCG of costs for promotion of products and work with clients (outlets) are rather essential item of expenditure. For achievement of the greatest return from these expenses it is necessary to manage work with clients effectively:

  • minimize expenses on work with ineffective clients;
  • increase sales volume through the most profitable and perspective customers;
  • provide sales in all canals and price segments for preserving and increase in a market share.

As at a large number of the clients selling products to end buyers, individual approach is impossible, there is a problem of formalization of management of work with clients. In a system "the Monolith: CRM" is implemented the control block efficiency of work with outlets having the following functionality:

  • automatic determinations of belonging of outlets to the selected subchannels on a price segment and potential of development;
  • formation of the optimal SKU list in terms of profitability and sales volume for each price segment and the subchannel;
  • use of the optimized SKU lists by sales representatives by means of the CPC, both at the time of order entry, and during the work with goods (filling of questionnaires, check of placement on the shelf according to plano-grams, and. etc.);
  • setting and tracking of accomplishment are more whole on distribution of products by segments and subchannels;
  • modeling of distribution of distribution by "channel-subchannel-SKU" for obtaining a certain economic effect.

Examples of screen forms of a mobile workplace of the sales agent:

Time recording and bonus calculation of mobile employees

The block of a time recording and bonus calculation of mobile employees gives the following functionality:

  • historicity of data on employees and on positions (appointment, transfer, dismissal, reduction) charge based on work of sales representatives of the salary, allowances, awards, penalties taking into account all payments and compensations with a possibility of control by the direct head (control "from top to down");
  • standard algorithms and procedures with a possibility of setup of filters for calculation for time frames and employee groups (positions);
  • reports for control of information on sales representatives and the analysis of the entered information.

Management of audit and training

Effective work of supervisors is reached using a mobile workplace (on the CPC). For solving of tasks of audit, control and training the customer relationship management system gives the following functionality:

  • accomplishment of joint and individual control visits to clients;
  • filling of the set forms of control of subordinates;
  • carrying out field training of subordinates and registration of results of the provided training;
  • online access to information which arrived from the subordinated (sales representatives) using mobile or stationary jobs;
  • purpose of tasks subordinate and control of timely execution of assigned tasks.

Below the example of the screen of the report with summary results of field training is given in the drawing.

Effect of implementation of control functions by audit and training:

  • increase in mobility of the manager;
  • online access to the information required directly in the course of field work;
  • the effective tool for carrying out coeducation of new employees and advanced training of employees;
  • possibility of viewing reports for work of subordinates out of office;
  • an opportunity to appoint and control execution of individual tasks to specific contractors;
  • liquidation of paper forms of the reporting.

Management of service maintenance

Solving of tasks of management of service maintenance in a system "the Monolith: CRM" is implemented by means of storage and document handling of special type — Request.

Each request contains the description of set of characteristics of the equipment (type, the inventory code, the name of the equipment, etc.), the list of the used spare parts and the list of the performed works. Extent of accomplishment of the request is reflected in field value a request status. The status of the request is set by the user of a system proceeding from the powers determined by his role.

A system performs differentiation of work of users with requests depending on their role. In a system the following roles of users are selected:

  • the supervisor executes creation of requests for installation, removal, movement, editing and repair of the equipment;
  • equipment specialist executes processing of requests by means of change of the statuses reflecting the course of accomplishment of the request;
  • the specialist of the service center executes processing of requests to which the relevant service center, by means of change of the statuses reflecting the course of accomplishment of the request is appointed.

Tasks of management of service maintenance allow to register, process and trace information on the following actions over the equipment:

  • installation of the new equipment in outlet;
  • repair of the equipment which is in outlet;
  • dismantling/write-off of the equipment from the specified outlet;
  • movement of the equipment between the specified outlets;
  • editing characteristics of the equipment (accession number, serial number, contract number) which is in outlet.

Depending on the made action with the equipment in the request the corresponding document type — Installation, Repair, Removal, Movement, Editing is appropriated.

For all types of requests there is a scheme of processing defining the sequence of change of the statuses (statuses) of the request of a certain type. In total there are 3 schemes of processing of requests, depending on their type:

  • scheme of processing of requests for editing characteristics of the equipment;
  • scheme of processing of requests for repair of the equipment;
  • scheme of processing of requests for installation, removal, movement of the equipment.

Purpose of the request for processing in a certain service center can be made both in the automatic mode, and in manual. In the first case the service center is determined by a look-up table "equipment type "-" the service center". In the second option, equipment specialist makes the decision to what service center to send the request and modifies as appropriate the request.

A system provides two types of jobs for creation of requests:

  1. Using the mobile workplace installed on the PDA
  2. Through the client part installed on the desktop computer.

Processing of requests consists in introduction of information on the course of accomplishment of the request and is made by means of a client part from the desktop computer.

Client part of a system functions both as a part of a local network of the enterprise, and in the mode of remote work with the server through the Internet. It allows third parties (for example, to the staff of the service centers) to browse the requests appointed by it and to process them as appropriate.

Interaction of third parties (the service centers) with an ERP system the Monolith can be made by two methods:

  1. using a client part of ERP the Monolith set on the computer of the employee of the service center. Data exchange with the server is made by means of the Internet under the HTTP or HTTPS protocol;
  2. the C help of the module of data exchange of ERP the Monolith giving an opportunity to the organization of the automated transfer of requests in the service centers and acceptance of information on the processed requests; data exchange is made in the open XML format.
Effect of implementation of control block service maintenance of a system "Monolith: CRM"
  • acceleration of process of transfer and processing of requests for repair;
  • reduction of the errors caused by the communication channel along the line of the request from the supervisor to the service center;
  • the centralized information access and possibility of control at each stage of passing of the request;
  • increase in efficiency and transparency of work of departments of hardware maintenance and third parties (service centers), always relevant status of works;
  • single database on service requests;
  • expense optimization on service maintenance.

Partner relationship management

Graphically system architecture of partner relationship management is provided on the scheme on the right.

The following elements are selected:

  • Server of the accounting system Monolith of CRM. The system core, accumulates all entering and outgoing data streams, allows to control quality and frequency of exchanges, to limit intervals of exchanges, to create reports according to information received in different cuts, contains settings of exchanges for all distributors, stores data retrieveds, implements business logic of work of all system on the basis of the above described settings and restrictions.
  • The exchange module on the party of the distributor. The external application implementing a possibility of data exchange in the fixed format between a system of accounting of the distributor and the Monolith of CRM system.
  • Web service of data access. Will transform the commands received from the module of exchange to the sequence of calls of the saved procedures, initiates their serial calling, processes result of consecutive accomplishment and returns the result to the addressed module for further processing.

Functionality of a system:

  • transfer of the orders received by sales representatives of the company in the accounting systems of distributors;
  • transfer to the Monolith of CRM system of information
    • about a remaining balance in warehouses of distributors,
    • about shipments of distributors to outlets (secondary sales),
    • about a status of settlement of distributors with outlets;

  • control of accomplishment of the approved regulations of data transmission and the automatic notification on errors in transmitted data.

As very large number of small and medium business companies use in the activity accounting systems based on products of 1C Company, for simplification of integration of these systems with the Monolith of CRM system the Monolit-Info company created the version of the module which can be used together with standard configurations, and after reconfiguration — with any. Works on setup of the module are described in the detailed instruction that allows users of 1C on the party of the companies distributors independently to configure the exchange module within a week. In the drawing the type of the user interface of modules of exchange for 1C Enterprise of versions 7.7 and 8.1 is given below.

As a result of carrying out exchanges with distributors, in the central base data of four types accumulate:

  • data on settlement of clients with distributors that allows to analyze and control financial performance of distributors;
  • data on shipments of distributors that allows to estimate the speed of expenditure of a warehouse stock;
  • data on a remaining balance in the distributor's warehouses that allows to estimate, first, the current stocks of goods, and secondly, to receive more exact orders from sales representatives;
  • the list of outlets with the legal and actual addresses for solving of tasks on management and development of territories.

The data on settlement coming to a system are available through viewing the report on receivables of clients.

Technological capabilities

Access on the Internet

Monolit crm mob.png

The client software set on stationary working can function as within a local network of the enterprise, so by means of the web access module. The client software and the module of web access interacts by means of the HTTP/HTTPS protocol through a global network the Internet. The similar scheme allows without essential costs for installation and administration of jobs to organize access to a system for the staff of remote divisions and distributors.

Synchronization

The database of a system works under management DBMS Microsoft SQL Server and stores all information of mobile jobs: at synchronization it is given to the central database. Thus, the risk of loss of information on the mobile device is minimum. Synchronization of the mobile device with the database supports several modes:

  • fast synchronization: transfer of the changed data only from the mobile device in the CRM database (D);
  • complete synchronization: bidirectional transfer of the changed data between the mobile device and a DB of CRM;
  • initialization: cleaning of all data on the mobile device and their full load from CRM DB;
  • duplication: the mode is intended for data transfer on the duplicative mobile device;
  • unloading: the mode is intended for unloading of data from the duplicative mobile device.

Access separation

The data access of users of the client software is provided on the basis of a user profile in Windows network. At the same time access to system objects of the database (tables, procedures) using other programs is impossible.

A system allows to differentiate access as at the level of functionality which will be available to the user, and at the level of data sampling.

  • The functionality is limited using setup of jobs: for each workplace only those functions which are necessary for it join;
  • The data access is limited by a role which is appointed to the user, and provision of this role in hierarchy. For example, the user as the supervisor in this territory, gets access to all outlets, routes and documents relating to this territory and also the rights to management of agents who are under its supervision.

Access to work with a system on the mobile device can be limited by standard system software tools using a password request at activation, some devices have the built-in hardware for access restriction, for example, the fingerprint scanner.

Access to the database from the mobile device is provided only via the synchronization module. Process control of synchronization is exercised of the module, thus, the client has no opportunity to interfere with data transfer process.

Possibilities of audit. All sessions of synchronization with the mobile device are registered in the magazine using which it is possible to control accomplishment by employees of the set regulations of work.

For remote users the client software requires at start of input of details of an account (a user name and the password). The mechanism of access isolation is completely identical, applied to users of the client software functioning within a local network of the enterprise.

Effect of implementation "Monolith: CRM"

For clients

  • Operational processing orders and design of sales
  • Minimization of errors at registration and transfer of orders, payment documents
  • Possibility of optimization of the order and, as a result — cost reduction, connected with regrading or deficit of goods and also decrease in warehouse costs.

For mobile employees

  • Online access to information about:
    • - goods, the prices, stocks
    • - the history of relationship with the client, his orders, debt
    • - a retail store equipment

  • Lack of need to carry with itself the large volume of paper documents
  • Convenience of using of smartphones and tablets in comparison with bulky and heavy notebooks, simplicity and convenience in comparison with paper technology
  • An opportunity to receive and transfer information, without coming to office

For heads

  • Lack of need of the organization and control of double entry of information in a system (the agent fixes on paper which then is entered by the operator or the agent)
  • Planning of activity of sales representatives
  • Increase in transparency of activity of employees, operating control of their work
  • Formation standard and creation of own analytical reports

For all company

  • Establishing interaction between key divisions
  • Decrease in operating costs
  • Fall forward and customer service qualities
  • Improvement of working conditions of employees
  • Effective organization of work of sales department
  • Integration with a corporate information system

For distributors

  • The organization of integration between own corporate system and CIS of the producer (business-to-business, B2B)
  • Operational obtaining the new orders issued by the mobile staff of producer (translated orders)
  • Information exchange about clients, the prices, goods, stocks

Scaling options

The technologies implemented in a system provide creation of solutions for the companies of national scale. The largest of the implemented solutions includes 5000 sales representatives using mobile devices and 1500 "back office" of users and also about 750 gateways at 76 offices of the company and at 340 distributors