Solution allows to gather data about your product and / or competitors' product placement types, pricing, placement-related problem situations, and your job demands. The solution provides the company's employees the possibility to have all the required information about customer to provide service in accordance with your company's customer service politics.

 

The visit report is immediately transferred to the system server and, if necessary, to an accounting system where it becomes available to office staff for analysis and processing.

 

EAGENT Merch SOLUTION FUNCTIONALITY

The system consists of two parts –a mobile client and server.

 

POSSIBILITIES ofEAGENT Merch Android PART

 

  • Information about customers (debts, balance, delivery and legal addresses, contacts, contract period and other important information)

  • New customer adding / editing customer data

  • Daily routes. Customers, which agent has to attend today are specially highlighted. The mechanism allows determine customer visiting (For example: each first Tuesday of month or each even Monday). The route is displayed to the agent in alphabetic order or in the order given on a server. 

  • Information about products (possibility to register fact about each of products – price, promo price, promo period, OOS, placement type, other notes)

  • Products inventory in warehouse / on the clients shelf

  • Products grouping (it is possible to set one or two level grouping)

  • Goods assortment filtration depending on the client category. 

  • Customer's debt management. The agent is able to see issued and unpaid payment documents, as well as the list of documents with delayed payment terms. 

  • Possibility to take a pictures of facts connected to products at clients premises (promotions, OOS, product positioning) and classify them accordingly. Photos can be sent to server and shared using services installed on device.

  • Support of several languages (LV/RU/EN/LT/EE etc.)

 
POSSIBILITIESof EAGENT Merch Server PART​
  • Import/Export of the necessary information by using mechanism of integration.

  • Agents list management

  • Customer visiting routes creation 

  • Product groups / brands assignation to the merchandizer

  • Clients to agents assignation

  • Agents temporary replacement mechanism

  • Reports (Time spent during the visit). All the reports can be filtered by dates, workers, customers.

  • Possibility to export reports in the Excel file is supported.

  • Rights delegation mechanism. It is possible to specify list of merchandizers to each operator and operator will see activity only of assigned agents

  • All functionality is accessible by using browsers.

  • Additional modules:

    • Determining the GPS location of the device allows to automatically register and monitor location of the device allows to register and monitor the coordinates of the location of creating the order

    • Questionnaires – versatile tool for different data registration about customers premises - the activities of competitors, tracking the fulfilment of the conditions of promotion activities agreed with customer, any customer information collection and analysis. The results are available in Excel format.

    • Agents have assigned jobs to be done while visiting customer.

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