Mobile settings: Setup of the Authentication type and app theme, Definition of the synchronization types and data, User Cockpit content definition based on standard cards
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Customers, Products & Promotions: Setup of the account types, stores and related contacts, customer hierarchy and group of stores, Setup of the territories, Creation of the product templates, conditions, hierarchy and promotions.
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Visit Execution: Definition of the visit template and related activities (planogram, survey, capture order, Check out-of-stock products, checkboxes), Salesforce Maps enabling as well as Visit Notes recording.
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Order Capture: Definition of the order entry template and product selector groups, Setup of the customer conditions and promotion tactics, Penny Perfect Pricing engine configuration
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Visit the right stores at the right time: Drive greater efficiency for field reps by helping them prioritise and schedule store visits. Provide information, including site location, and hours right in their mobile app.
Accelerate in-store productivity: Tailor in-store activities based on customer requirements with job templates.
Maximise in-store sales with mobile order capture: Order captures are now easier than ever with a mobile solution to collect important data such as category, product, pricing, promotion, and quantity.
What are the key benefits?
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Standard implementation to leverage Salesforce platform features and benefit of the future product evolutions
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Streamlined processes across countries to ease KPI analysis
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Provide all-in app to Reps whenever they’ve or not network connectivity
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Flavien Tranvouez
Engagement Manager Core & CG Cloud
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