Sales Force Automation

Field sales app for reps
who take orders on the spot.

Route planning, visit execution, order taking and the full customer file, offline and synced to your ERP. Built for pre sales, van sales and direct store delivery.

Επιστροφή σε όλα τα module Sellion

Sellion's field sales app is the mobile tool your reps use to plan routes, execute visits and take orders directly from the customer's own catalog and pricing. It is a sales force automation (SFA) system built to cover the full traditional trade channel: pre sales, van sales and direct store delivery, fully offline-capable and synced to your ERP.

Τι κάνει

What it does

Route and visit planning

Daily plan per rep, with sequence and visit type.

Order taking

Full catalog, customer specific pricing and stock visibility at the moment of the visit.

Van sales

Stock on the vehicle, sale and delivery in the same visit, documents issued on the spot.

Pre sales

Order taken at the visit, delivered on a later route.

Customer file on the spot

Balance, open items, order history and agreed terms, visible during the visit.

Visit recording

Duration, GPS position, notes and agreed follow up.

Offline operation

Full function without connectivity, automatic sync on reconnect.

Targets and performance

Progress against target per rep and per territory.

Pre sales, van sales, or both

Pre salesVan sales
Order takenAt the visitAt the visit
Goods deliveredOn a later routeImmediately, from the vehicle
Stock trackedIn the warehouseOn the vehicle
Typical channelLarger outlets, planned routesTraditional trade, smaller outlets

One system covers both models, including mixed routes where part of a rep's customer base runs pre sales and part runs van sales.

Πώς ταιριάζει

How it fits

The field sales app carries both order taking and merchandising tasks on the same visit, over the same customer record and ERP connection - one stop covers both, instead of two apps, two visits or two logins.

Merchandising
Ποιος το χρησιμοποιεί

Who uses it

Pre sales and van sales rep

Plans the route, executes the visit, takes or delivers the order.

Sales supervisor

Tracks visit compliance, targets and territory performance.

Back office / order desk

Sees every field-captured order land in the ERP with no re-entry.

Περίπτωση χρήσης

A mixed route, covered by one system

A distributor's traditional trade route includes both a chain of smaller kiosks served van sales style, stock and invoice generated on the spot from the vehicle, and a set of larger outlets on a pre sales model, where the order taken today is delivered on tomorrow's route.

The same rep, the same app and the same daily plan cover both. Which model applies is a property of the customer record, not a separate system or a separate login. Whether the rep is at a kiosk or a supermarket, the customer file, pricing and stock visibility they see is drawn from the same ERP connection.

Σχετικά

Συχνές ερωτήσεις

Is this a sales force automation (SFA) system?

Yes. It automates route planning, visit execution and order capture for field sales reps, with the offline and ERP-sync backbone that makes SFA usable on the road.

What is the difference between an SFA and a DMS?

An SFA manages the work of the field team; a DMS manages the operations of the distribution network around it.

Does it support van sales as well as pre sales?

Yes, both models are supported, including mixed routes that combine them.

What happens if a rep has no signal for a full day?

The app runs fully offline. Visits, orders and van sales transactions are all captured locally and sync automatically once the device reconnects.

Can a visit include tasks other than ordering?

Yes, a visit can also carry a merchandising task on the same stop.

One app.
Every visit, every model.

Talk to us about pre sales, van sales or a mixed traditional trade route.