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

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