What is this workflow ?
This workflow is relevant in the context where the sales of goods is done directly over the counter, at one of your shop / franchisee location. In other words, when the customer comes to the shop, instead of the usual way where the sales rep visit the retailer to do the sales. In this case, there is no geo check in feature, and the sales is done directly.
Who is this workflow for?
For franchisees / agents / micro distributors who sell to customers coming to their premises to buy directly
What KPIs will you get ?
Sales done per customer
Sales done per product
FieldPro templates show you how with our no-code app builder you can obtain different workflows to digitse and automate your field processes. Our mobile app enables a flexible data collection in the field and our web app allows you to visualize all the information gatehered and obtain analytics for your business.
"
I am very happy to count Optimetriks as our IT partner for our sales digitisation effort. I appreciate their reactivity in rolling out software solutions that are relevant for us, that produce the right analytical data to understand our distribution at a granular level."
Ziobeieton Yeo
West Africa General Manager
FanMilk
More templates
Farmers certification
Collect detailed data from farmers to conduct certifications. Take photos, register locations & more.
Order & Delivery
Log orders/pre-sales made by sales reps and assign deliveries. Follow their completion and payment collection.
Customer activation (BTL)
Automate the data collection for your Bottom the Line marketing activities by recording all customers engaged.
