SHELF SERVICE SOFTWARE

Representatives on the field

The Opteamus CRM The representatives access the system from any mobile device – typically a tablet – with an online connection. Colleagues can see all the data, complete history, and statistics of the visited stores and units, and new data and information can be easily recorded. There is no need for synchronization; all data is up-to-date. Each representative only sees the data permitted by the authorization system, the Opteamus shelf service system, as in everything else in this. customizable upon request.

Planning visits, tour plan

The Opteamus CRM shelf service software stores the rating of individual commercial units and the expected frequency of visits, so it immediately shows representatives which units need to be visited in the near future. At the same time, managers receive automatic reports on delays and completed visits. The positions of the units are also shown on a map. Accurate tour plans can also be easily created and approved. It is important that the Opteamus CRM system does not force a new work schedule on its users, we always adapt to current habits. The functions of our system in all cases customizable on demand.

Administration of visits

Actual visits are stored with a timestamp and optional GPS location. During a visit, any text notes, photos, or related data can be recorded. The data recorded in this way not only serves statistical purposes, but the complete history of units, products, and key personnel can also be easily reviewed.

Shelf mirror, price survey, POS materials

The Opteamus CRM shelf service system can accurately record exactly the data you need during a visit. It can record the actual shelf display, deviations from the expected distribution, the presence of POS materials, the condition of technical equipment, in other words, anything.

Statistics

Arbitrary statistics can be prepared both on the visits and on the distribution of individual products, as well as on the activity and effectiveness of individual representatives. The statistics can be requested at the push of a button, but also in the form of an automatic email.

Interface for business management systems

With custom development, we easily connect to existing business management systems, allowing master data synchronization, retrieval of current traffic statistics, and the recording of new orders to work excellently.

Extremely fast customization and deployment

Opteamus CRM our shelf service system is not only incredibly flexible, but it can be implemented very quickly. On average, two calendar weeks are enough for us to deliver a turnkey system that meets the requirements.

Come to us and see for yourself the effectiveness of our software at our personal presentation!