Active
Field Sales And Distribution
Move daily visits, orders and collections for field teams into a mobile workflow.
Web Admin Dashboard
Perso
QR Attendance
Procurement
ATS
Report Center
Field Operations
Payroll
POS
Construction
Mobile Employee App
Perso
Procurement
RFQ
Shifts
Tasks
QR Attendance
Typical Needs
- Visit plans are manual
- Orders and collections arrive late from the field
- Routes and customer state are hard to see
Perso Approach
Perso Field Sales combines visit points, routes, maps, forms, customer accounts, orders, price lists and shipments.
Used By
- Field Manager
- Field Representative
- Branch manager
Modules
Modules Covered by This Solution
Visit points
Routes
Daily visit plan
Map
Forms
Customer accounts
Collections
Products
Price lists
Orders
Shipments
Workflow
- Import customer points
- Assign routes to personnel
- Check in and fill forms on mobile
- Send orders/collections to manager review
Web And Mobile Usage
Routes, price lists and order management run on web; visit execution runs on mobile.
Reporting
Field sales dashboard, visit reports and account/collection views are used.
Security Note