OPTIMAL SALES HUB
Improve the performance of your sales team.
Maximize efficiency and productivity with Optimal SalesHub, our advanced sales force automation solution.
30+ Satisfied Customers
What is Optimal SalesHub?
Optimal SalesHub is the result of a rich experience in the field of implementing SFA systems, primarily at manufacturers (multinational companies) and FMCG (Fast Moving Consumer Goods) distributors.
Technically speaking, Optimal SalesHub is presented at the highest level, ensured by the use of cutting-edge technologies, both in terms of the mobile application part and the BackOffice part.
Why Optimal SalesHub?
Mobility
Optima Software specializes almost exclusively in mobility and ID automation solutions.
Scalability
The solution allows extensive scalability and complete SFA/CRM functionalities.
Integration
The platform allows easy integration with any ERP system, including SAP.
Multiplatform
The solution is multi-platform: Windows 10 / Android / Web / Windows Mobile, in any combination (for example: Web, Windows 10 and Android simultaneously).
Data synchronization
The platform enables native, optimized, multi-user synchronization.
Marketing & Merchandising
The integrated Marketing and Merchandising module allows gathering any type of information from the market.
Complex reporting
The solution includes a complex reporting module, with BI & mapping elements.
Experience in the field
The Optima team has extensive experience in many FMCG implementations.
Maturity
The solution has a high degree of maturity and can be configured to cover at least 95% of the business processes of any client.
Post-implementation services
Optima Software ensures professional implementation and adequate post-implementation services.
Key features
- Planning & execution of visits to the Outlet, with GPS validation of each visit;
- Management of customer information (debts, discounts, special offers, regular or special orders, payment terms, due/late payments, etc.);
- Management of product information: price lists, packaging, sales promotions, free items;
- Management of agreements signed with the client / venue, including the signing process;
- Taking orders or issuing & printing invoices, with all commercial and credit policies applied according to the current point of sale;
- Cash collection;
- Collecting data about own and competitors' products (presence, prices, faces/displays, position in the store, etc.);
- Monitoring own/competitive promotions, with impact measurement;
- Monitoring the installation of own / competitive assets and POSMs;
- Collection of any other field data, through an extended set of calling cards.
- Planning daily/weekly/monthly routes for representatives;
- Setting up KPIs and bonuses;
- Defining the necessary calling cards and "targeting" them towards the Outlet universe;
- Evaluation of representatives' efficiency (travel time versus visit time, compliance with predefined visit order, number of successful visits/orders, etc.).
- Each sales/trade representative has a complete and up-to-date picture of their activity (including bonuses) through the mobile application;
- Managers have a comprehensive set of reports, including powerful BI and mapping tools.
Optimal SalesHub benefits
- "Clean" and "Fast" information;
- Lower costs for obtaining market information;
- Shorter response times to requests and changes in the market;
- Objective supervision of distributors' activity;
- Cost control related to equipment and POSMs;
- Better services for end customers;
- Better image in front of customers and own distributors.
- Increasing the efficiency of sales agents by reducing data collection time and the number of collection errors;
- Increasing sales per customer by maintaining "up-to-date" information about the customer;
- Updating sales information in real time;
- Improving relations with customers and partners, through a better knowledge of the specific details of each, at any level of the sales force.
- Improved relationship with the FMCG producer and distributor, based on the exact knowledge of the needs and own profile;
- Increased confidence in the agent of the manufacturer and/or distributor.
- Adequate professional development in a competitive environment;
- Better knowledge of the specifics of each own client, based on the up-to-date information found in the mobile application;
- Better personal image in front of customers and competition;
- Possibility of objective assessment of the results of the work performed.
Optimal SalesHub components
Front-end application
Installed on a mobile device, the front-end application facilitates the field work of the salesperson or merchandiser.
Back-office application
Installed in the cloud or on the company's central server, the back-office application takes the data collected from the field and processes them centrally, providing BI (Business Intelligence) reports as well.
The communication module
Made through a mobile communications network (4G or later), the communication module allows on-demand, bidirectional transfer between the front-end application and the platform database.
Start transforming your sales team!
Discover how Optimal SalesHub can revolutionize your sales process.
Contact us today for a free demo and take the first step towards maximum efficiency and impressive sales results!