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Opmetrix

The perfect SAP Business One module

Mobile Sales and Merchandising for Field Teams

SAP Business One
Opmetix

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 SAP Business One, 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.

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  • CRM
  • Sales
  • Merchandising

Opmetrix Features- CRM

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Easy to use for field teams

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.

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View real-time updates

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

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Know your customers

Add information about your customers right in the field via accessing all data online and offline

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Seize Opportunity

Add new prospects, update existing prospects, build call history and surveys all in one place

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Activity Compliance

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.

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Productivity & Communication

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.

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Share, Automate and Report

Send key reports to your management and field team. Opmetrix Portfolios are just one example of the powerful automation within the system.

Opmetrix Features- Sales

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Sales Automation

A sales entry system for your field team which automates transactions, invoices, orders, credit requests and quotes.

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Advanced Functionality

Advanced features can be enabled or disabled to suit your business needs and empower your sales team.

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Visibility of Sales History

Opmetrix displays the previous products purchased along with dates last purchased, pricing and quantities. An exceptional feature for regular route sales ordering.

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Comprehensive Sales Reporting

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.

Opmetrix Features- FMCG Merchandising

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.

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Merchandising

Field teams can collect and update in-store data so that information on products and competitor brands are current.

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Promo Compliance

Check that outlet have the correct promotional displays in-store at the correct time, such as aisle and counter displays.

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Product Distribution

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.

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Stock Health at a glance

Identifying delivery or stocking issues quickly is key to sales success.

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Share of shelf

Ensure your market share of the shelf matches your market of a share of sales.

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Measurable sales execution

Measuring growth and opportunities in distribution is a key requirement for FMCG. Opmetrix delivers this with clarity.

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An introduction to Opmetrix

Software for high-performing organisations. With the Opmetrix App, sales teams maximise efficiencies with every call they make. We back our SFA application with outstanding support and a constant focus on innovation.

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Free Initial Assessment

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.

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