Customer database
Geolocate customers on map
See the location of your customers on a map. Use different colour pins for different types of customers (by products, sector, ...). Get directions.
Customer data at your fingertips
Addresses, phone numbers, names of contact persons, ... everything directly available at your fingertips!
Customer history
Thanks to the timeline view, you can find back all historic data per customer: last orders, visit history, most popular products sold, ...
Visit reports
Visit report templates
By creating visit report templates, your sales reps will always ask the right questions when in front of their customers/prospects. As a sales manager, you get to see your team's visit reports in a proper, well-structured way!
Traceability
Finding back the conclusions of that meeting 3 months ago can be a complicated struggle. Not with SmartSales: all visit reports are nicely stored by customer and by sales rep.
Custom surveys
If necessary (for example during fairs), you can create a customised survey to complete while meeting visitors at your stand or on other occasions. Stop completing paper forms & manual encoding afterwards!
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Catalog and order taking
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Add products to your basket
It's a child's' game: pick the desired products and add them to the basket.
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Adjust product quantities and allow discounts
Allow discounts during the sales conversation and convince your customer to sign directly!
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Have the customer sign the order
No more signing on paper, scanning & forwarding to the back-office. Everything is streamlined.
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Streamline the back-office work
Your customer receives an order confirmation and your back-end system receives the order for further processing.
Planning
Calendar
Plan your appointments efficiently thanks to the calendar view. Integrate your other calendars (Exchange, Google, ...) in SmartSales as well.
Overview of tasks and appointments
Plan your workload thanks to the clear overview of tasks and appointments. Overviews are available by week, by month, by customer, ...
Planning management
Internal sales teams can plan and manage appointments for sales representatives so that your sales reps can be more productive!
Documents
Always up-to-date
Marketing documents available in SmartSales are managed centrally in the back-end. You'll be sure that your sales reps never show outdated information to customers!
Presentations
Based on the documents available in SmartSales, a sales rep can quickly generate customised presentations tailored to his specific customer or prospect.
Sharing
"Can you send me these slides, please?" We all know this typical request after an appointment. With SmartSales, it's done in seconds.
Reporting
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SmartSales Dashboards
Customisable dashboards available on mobile and on web. Customise your own widgets and add them to your dashboard as you wish.
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Excel reporting
If you prefer Excel-reporting, you're free to export your SmartSales data to Excel to create your own graphics and tables.
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Power BI reporting
For more complex needs, Power BI offers an advanced Business Intelligence solution capable of combining data from SmartSales with data from any other data source (other ERP, CRM, ... applications)
Sales team management made easier
The MyTeam module was designed to make team supervision easier than ever! Sales managers and team leaders adore this feature for following up on revenue targets, sales activity, objectives and all other type of KPI's, all in one centralized module.
Other features
Branding
Customise SmartSales to your company branding.
Communication
Users can communicate via the integrated chat feature
Discounts & Promotions
Allow (or refuse) your sales reps to give discounts to customers, temporary promotional offers, ...
Integrations
SmartSales can be integrated with other 3rd party tools: office tools, CRM/ERP applications, ...
CMS
The content management system allows administrators to add/remove customer data, product catalogs, documents, customised surveys etc...
Barcode scanning
Orders can be taken while scanning product barcodes for streamlined integration with stock management.
Multilingual
SmartSales is available in English, French, Dutch, German, Spanish, Slovak, Turkish, Czech, Polish, Portuguese and Italian.
Available on- and offline
The mobile app is available without internet connection. Very useful when visiting customers in specific locations.