Centoro SFA
A mobile app for sales representatives at B2B.
Centoro SFA It supports field sales representatives: from planning visits and working with customers, through placing orders, to reporting on activities and synchronising with the B2B and ERP platforms.
- Mobile salesorders, quotations and current price lists
- Visits and itinerariesplanning meetings and fieldwork
- CRM salespersonclients, history, tasks and follow-ups
- ERP and B2Bconsistent data flow between systems
The sales representative has everything to hand – offers, prices, stock levels and orders.
The app organises sales representatives’ day-to-day work and helps the organisation to better monitor field activities. Data can be accessed within a single, integrated sales process thanks to integration with B2B and ERP.
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01
Preparing for your appointment
The sales representative checks the customer’s details, order history, tasks and current terms and conditions before the meeting.
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02
Working on site at a client’s premises
On their mobile device, they have access to the product range, price lists and the information needed to conduct a sales conversation.
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03
Order and quotation
An order or a bespoke quote can be drawn up directly during a meeting with the client.
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04
Activity reporting
Visits and sales activities are recorded in a shared history, giving managers a clearer picture of the team’s work.
Key features of the Centoro SFA.
A single app supports sales representatives throughout their day, from planning their schedule, through customer service and sales, right through to synchronising data with the company’s central systems.
Sales staff work with the same data as the rest of the organisation.
The ERP system remains the source of company data, whilst the Centoro solutions utilise this data in specific sales processes. As a result, Centoro SFA can provide sales staff with up-to-date prices, products, stock levels and customer data without the need to create a separate information source.
- Up-to-date data from ERP is also available in the field
- No need to manually re-enter orders and activities
- Seamless data flow between sales channels
- Centoro B2Bonline wholesale
- Centoro OMSorder processing
- Centoro CRMcustomer relationships and history
- Centoro SFAfield sales representative role
Start with SFA. Develop further processes based on shared data.
Centoro SFA It can be used as a standalone tool for sales representatives or as part of an environment comprising B2B, OMS and CRM.