Using a combination of field team engagement and the three core elements – CRM, Sales, and Merchandising, customer information is seamlessly shared, organised and managed anytime, anywhere. Opmetrix integrates with many accounting systems, seamlessly extracting master data.
Opmetrix integrates with MYOB Advanced, seamlessly extracting master data, pricing and inventory levels to ensure field teams have up to date information when face to face with customers. Sales transactions are automatically imported to your accounting system, accelerating workflows and eliminating double handling.
With Opmetrix you can have a daily call cycle of appointments for your sales team, they can add sick leaves or days off to their account, view customer maps and get directions within the app and add prospects and track their progress through the customer journey.
You can also keep a track of how many store visits were completed today, a list of active field team members, a live feed of pictures taken in the field, a sales indicator of invoices, orders and credits and more
Add information about your customers right in the field via accessing all data online and offline
Activity reporting ensures your team are optimised and get the most out of a day. Activity reports match their call cycle against the actual call to ensure compliance.
Add new prospects, update existing prospects, build call history and surveys all in one place
Send key reports to your management and field team. Opmetrix Portfolios are just one example of the powerful automation within the system.
Set targets and measure your performance for the day on the go against your to-do list. Use call cards to record all your communication with customers in one place.
A sales entry system for your field team which automates transactions, invoices, orders, credit requests and quotes.
Advanced features can be enabled or disabled to suit your business needs and empower your sales team.
Opmetrix displays the previous products purchased along with dates last purchased, pricing and quantities. An exceptional feature for regular route sales ordering.
Opmetrix sales history is the fastest way to locate, print and email copies of sales transactions. Transactions are time and date stamped and electronic signatures are kept for proof of purchase.
For great retail execution, combine Opmetrix CRM and Sales with Merchandising features to complete the perfect store call. Designed specifically for FMCG, it delivers a comprehensive merchandising and analytics solution.
Field teams can collect and update in-store data so that information on products and competitor brands are current.
Check that outlet have the correct promotional displays in-store at the correct time, such as aisle and counter displays.
The Opmetrix solution is quick to record and update product distribution with a simple tick or cross. Core range and optionally ranged items are easy to update.
Identifying delivery or stocking issues quickly is key to sales success.
Ensure your market share of the shelf matches your market of a share of sales.
Measuring growth and opportunities in distribution is a key requirement for FMCG. Opmetrix delivers this with clarity.
Book a free initial assessment with us where we understand your business problem and suggest a solution which suits you best and ensures growth for your business.