CRM Mobile Sales and Service
What's New in Retail Execution 3.0
Tags:
Visit Management
- Calendar enhanced to include split calendar views for visit planning, drag and drop feature to create visits and search
- Easy ‘Check-In’ and Check-Out’ of visits
- Re-assign, reschedule or cancel visits
- View valid promotions for the store
Customers, Contacts and Products
- Augmented customer data – marketing attributes, classification and business hours
- Store binder
- Tools: Account Factsheet
- Products documents and media
- Multiple levels of product hierarchy
- Assets and equipment
- Store promotions and campaigns
Order Management
- Historical orders and Item proposals
- Online ATP and delivery status
- Manual discounts and Free goods
- Promotions integration
Analytics
- Customer analytics- view dashboard pertinent
Tools
- Tools: “Near Me” for stores
- Barcode scanning support during check-in of visits and adding products to journals or orders
- Push alerts/ messages
- Global search
Improved UX Design