Centoro SFA – a mobile app for sales representatives
A field sales representative needs quick access to customer history, current prices, stock levels and tools for taking orders. In companies employing field sales representatives, the efficient organisation of visits and the flow of information between departments have a direct impact on sales performance. Centoro SFA is a programme for sales representatives that combines mobile working with customer relationship management, enabling them to schedule meetings, prepare orders and report on their activities. Find out how this app for sales representatives supports manufacturers, distributors and wholesalers.
Customer data
Your purchase history, price lists and product availability at your fingertips whilst you’re here.
Order in-store
The transaction is created at the counterparty’s end, without any subsequent re-entry.
A well-organised day
Meetings, customer map and tasks all in one app.
What does the Centoro SFA app for sales representatives include?
Six areas of work for a field sales representative. Offline quotations and orders are additional tasks.
Customer stories
Contact details, previous orders, tasks and activity history prior to the visit.
Customer orders
Product catalogues, price lists and terms and conditions will be available at the meeting.
Offers in PDF format
Product range in the system, saving as a PDF and converting to an order.
Visits and tasks
Meeting planning, a client map and a list of tasks for the day.
Offline work
An order saved on the device is sent to the system once connectivity is restored.
Reports for the manager
Visits, tasks and activities at clients’ premises, all in a single timeline.
Mobile sales representative – how does Centoro SFA support field sales?
A field sales representative often visits several clients a day, so they should have access to the information they need during meetings. Centoro SFA is a programme for sales representatives that allows them to view customer data, purchase histories, current price lists and product availability. The app for sales representatives reduces the need to contact the office to check basic information.
Unlike simple apps for sales representatives, Centoro combines sales functions with the organisation of field work. The CRM available to sales representatives helps them keep track of contact histories and plan follow-up actions, whilst the CRM software allows them to link these to orders and visits. This enables sales representatives to prepare better for meetings and serve their clients more efficiently.
CRM software for sales staff – customer history and relationship management
CRM software for sales representatives helps to gather information about past dealings with clients. Before a visit, a field sales representative can check contact details, previous orders, assigned tasks and activity history. Access to client information makes it easier to prepare for a sales meeting, without having to search through several separate systems.
Centoro also provides a view of invoices and their payment statuses, as well as the ability to create notes and follow-up actions. In this way, the CRMsystem for sales representatives helps to ensure continuity in customer service.
The app for sales representatives integrates this data with mobile working, whilst the software for sales staff supports its use during client visits. When choosing from the various apps available for sales staff, it is worth opting for solutions that link the history of the business relationship with actual sales processes, rather than merely storing contact details.
Software for sales staff – orders and quotations prepared on the customer’s premises
A sales programme should enable sales representatives to take orders whilst meeting with a client. In Centoro SFA, mobile sales representatives have access to the product catalogue, price lists and terms and conditions, enabling them to prepare a transaction without having to re-enter the information later. Orders are fed into a centralised sales process, which reduces the amount of manual work required by the customer service department.
The app for sales representatives can be expanded to include the creation of customised quotes. The sales representative prepares a proposal based on the products, saves it as a PDF, and can then convert it into an order.
CRM software for sales representatives provides context regarding previous purchases, whilst CRM for sales representatives helps them plan future contact. Compared with simple apps for sales representatives, combining quotation and customer service streamlines the entire sales process, from the initial conversation through to order fulfilment.
Customer history, price lists and orders all in one app on your mobile or tablet. See how it works in practice.
Apps for sales representatives – planning visits, routes and tasks
Apps for sales representatives should not only make selling easier, but also help organise their working day. Centoro SFA enables users to schedule appointments, view a map of clients and manage tasks. A sales representative on the move can organise their schedule of visits, taking into account the location of clients and planned activities.
The programme for sales staff thus supports work planning in individual regions, whilst the app for sales representatives enables them to submit reports directly whilst carrying out their duties. The CRM programme for sales staff organises contact history, whilst the CRM for sales staff helps to manage follow-up actions. Better organisation of routes and meetings reduces the time spent on administrative tasks, leaving more time to work with clients.
An app for sales representatives – work online and offline
An app for sales representatives should also work well during visits to locations with limited internet access. Centoro SFA offers an extension that enables orders to be taken offline. A sales representative on the move can save a transaction locally, and the system will synchronise it once a connection is re-established, allowing them to continue working despite a temporary lack of network coverage.
The Centoro sales app works on Android and iOS phones and tablets. What sets it apart from other sales apps is its ability to extend mobile working to include order processing without an internet connection. The CRM for sales representatives and CRM for sales representatives, on the other hand, support the organisation of history and tasks following data synchronisation.
CRM for sales staff – reporting and monitoring team performance
CRM for sales representatives helps sales managers analyse their activity and organise the team’s work. Centoro SFA enables the reporting of visits, tasks and activities carried out at clients’ premises. Information on staff activity is recorded in a shared history, which makes it easier to monitor the progress of plans and identify clients who require a follow-up.
A field sales representative can access a list of assigned customers and indicators showing their purchasing activity. Depending on the configuration, the system also provides additional reports and analytical functions.
The CRM software for sales staff supports relationship management, whilst the sales software enables this information to be linked to orders. The app for sales representatives provides data from fieldwork, meaning that performance analysis is based on the team’s recorded activities. This is a significant advantage over sales apps that are limited solely to planning visits.
How does Centoro SFA integrate with ERP, OMS and the B2B platform?
A field sales representative should have access to information that is consistent with the data used by other departments within the company. Centoro SFA enables synchronisation with ERP and sales modules, allowing the sales representative’s software to provide access to price lists, customer data and product availability. A consistent flow of information reduces the need for manual order processing, as well as the risk of discrepancies between systems.
Centoro’s OMS system supports the further processing of transactions, whilst the B2B sales platform enables business partners to place orders themselves. The PIM system organises product data, and the order management system facilitates the coordination of sales.
You can find information about packages and add-ons on the B2B platform pricing page. Find out more about the SFA system and get in touch with us to select the features that best suit your team’s needs and plan the implementation.
FAQ – frequently asked questions about the Centoro SFA app
Which app for sales representatives works without an internet connection?
Does the app display up-to-date prices and stock levels from the ERP system?
Can a sales representative prepare a quote for a customer within the app?
On which devices does the app for sales staff work?
How much does the app for sales representatives cost?
Centoro – which app should you choose for sales representatives in the field?
Would you like to streamline the work of your field sales staff?
Book a demonstration and see what a visit to a client looks like using Centoro SFA on your phone or tablet.