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CRM Mobile Sales and Service

What's New in Retail Execution 3.0


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


  • Customer analytics- view dashboard pertinent


  • 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

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