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Sales Force Management

Watch a video on how to manage your sales force using the TMX-SD Portal.

Agent Management

  • Define and manage the field agents who will be using the Mobile App.
  • Manage agents directly within TMX-SD or integrate with an existing application with agent representation.
  • Manage mobile devices to ensure device authentication, data security and integrity.

Route Planning

  • Create daily journey plans for field agents by defining routes.
  • Define transit times between various locations to trigger notifications and alerts.
  • Supervise in-flight journey plans at any time of the day.

Order Booking

  • Create orders right at the customer site. App suggests item quantities based on previous ordering trends.
  • Check item inventory levels at the warehouse before taking orders.
  • Apply promotion discounts to orders.
  • Transmit orders instantaneously to back-office systems.
  • Generate order receipts and capture customer signature.

Deliveries, Returns, and Spot Selling

  • Record deliveries – full or partial – of goods ordered previously.
  • Record return of items that were delivered previously.
  • Sell and deliver on the spot to a customer by recording a sale and delivery transaction in one go.

Performance Management

  • Define sales targets for field agents – revenue or units sold.
  • Define productivity targets for agents.
  • Monitor agent performance through multiple reports and insightful dashboards.