Key Features Of Perenso's Field Sales Automation Software

Ordering

Increase ordering efficiency

Problem:

Ordering is unorganized and inefficient

Solution:

A customizable and intuitive order screen provides product pricing, order history, and automatically calculated deals to improve customer conversations and allow up-selling and quick order entry. Learn more.

Planner

Make things simpler with the planner feature - view customer accounts, calendars, and plan a visit.

Problem:

Future planning is difficult, not sure which customers to visit

Solution:

Reps can view overdue accounts, plan a visit to a customer in the future, and plan their calendar in advance. Perenso makes everything simpler for reps so they can focus their valuable time on closing deals.

Sales Enablement

Have everything in one place with content management.

Problem:

Inefficient to move between multiple systems to access sales enablement content

Solution:

Everything is in one place - ensure sales reps have all the up-to-date supporting information on their tablet - right where they need it and when they need it. Learn more.

Territory Management

Schedule smarter with real-time data and insights into visit frequencies and due and overdue customers.

Problem:

Difficulty prioritizing customers call cycle

Solution:

Reps are able to schedule smarter with real-time data to assist in managing their territory more effectively. Reps get insights into appropriate visit frequencies and due and overdue customers.

Retail Execution

Manage store compliance and discount rules easier.

Problem:

Difficult for merchandisers to manage store compliance and discount rules

Solution:

Reps can conduct stocktakes, planogram checks, store compliance checks, and record competitor information while in store. Learn more.

Route Optimization

Sell more efficiently by smart route planning.

Problem:

Wasting time driving between customer visits instead of selling

Solution:

Intuitive route optimization - maximize each sales reps' schedule with real-time route planning that prioritizes sales calls based on client value - and shows you where your reps are at any moment. Learn more.

Ranking

Ranking

Problem:

Difficult for reps to determine which items to focus on.

Solution:

Utilize a "ranking" column to view top-selling items. Reps know what items to focus on when they sort the column and can easily view the top-selling SKUs.

Ranging

Ranging

Problem:

Reps are unsure which items are contractually obligated to be in the store.

Solution:

Create ranging groups for items and determine if they are "Core" or "Optional." Reps can easily access the info with an added column.

Integrations

Seamlessly integrate with your existing business processes with APIs. Merge CRM platforms.

Problem:

Using multiple systems means data is out of sync

Solution:

APIs allow Perenso to seamlessly integrate with your existing business processes and systems so data is consistent. Easily merge with your ERP systems as well as other CRM platforms.

Reporting

Comprehensive reporting tailored for you.

Problem:

Reports do not give the necessary information

Solution:

Comprehensive reporting tailored for you - Using a simple drag and drop report builder, you can create reports and dashboards to suit your business - sales, coverage, and distribution of your products. 

View The Full List Of Features

FIELD SALES FEATURES

See what customers say about our Field Sales solution!

"It's as though I expanded my sales team by two additional people without the added expense. The visibility and transparency Perenso provides have helped improve all areas of our business."

- Eric Tiller, VP of Sales, Redbarn Pet Products

"Order accuracy has improved by as much as 10%, which represents hundreds of thousands of dollars per year in increased profit. Our ability to process orders has completely changed - now, with Perenso, within seconds of the rep taking the order, it can be picked and ready for dispatch."

- General Manager, Pharmacare Laboratories

"Simple, user-friendly, intuitive, quick, efficient, safe, and reliable to use. Reasonable cost compared to other CRMs in the market, great value. Exceptional customer support! I highly recommend Perenso, and from the field team's feedback, users also love it."

- Jin Chen, Sales & Operation Analyst, HealthOne

"Brilliant sales force automation solution with great agility to adopt changes. Excellent UI. Great versatility to capture in-store activity data and insights. Simple management/administration interface. Brilliant customization capability on intelligent order suggestion options. Excellent support services and collaboration with the product team."

- Allen, IT Business Analyst, Pharmaceutical Company

"Great CRM and sales tool for my team. Easy to use, and orders integrate into our accounting software, which saves plenty of time keying in orders. Analytics is also invaluable to our business for custom reporting."

- Glen, Managing Director, Silverline Medical

"Perenso is so user-friendly and can be adapted easily to meet a sales team's needs. We have seen a compliance uplift to 96% overall since our team has been running reports, and our team can track their sales by brand on a daily basis! Having used many CRM systems over the years, we find Perenso extremely user-friendly from both a field rep’s perspective and as a management tool."

- Jeanette Walker, National Sales, Stratpharma

"Our results for the operational reliability of Perenso has exceeded expectations. We have been able to digitize our data collection and reduce the time taken in the field to do so. This has then allowed us to generate reports with greater accuracy and timeliness for our key trading partners and brand owners."

- Greg, Group Sales & Marketing Manager, BNG Trading Limited

Learn How Perenso's Field Sales Software Will Help Your Business

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Learn more about optimizing your sales team.

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