CRM for field sales agents: capture orders at the shelf, not at the office

It is rarely due to technology, but because the application demands extra work from the agent without providing value in return.

• Long forms to be filled out after the visit, at night, from memory.
• Apps that do not work in shops or warehouses without signal, forcing orders back onto paper.
• Outdated prices and stock levels, resulting in orders that cannot be fulfilled.
• Reports that are only useful to the manager and invisible to the agent.

The right information must be accessible in three taps, or it simply will not be used.

• Customer purchase history and product gaps in current orders.
• Available stock at the specific delivery warehouse.
• Pricing grids and the maximum discount they are authorised to grant.
• Outstanding balances and overdue invoices before promising delivery.
• Personal targets and progress, updated daily.

The field sales module is native: planned routes and visits, offline ordering with automatic sync, visit reports with photos for shelf execution, and real-time stock and credit validation. These orders enter the common delivery and invoicing flow alongside those from the B2B portal and EDI, eliminating data silos.