Autologue Computer Systems is launching a mobile business intelligence and CRM tool called eSalesBI Dashboard, which is designed to help outside sales teams and counter personnel boost sales.
eSales is web-based and is used on a PC at the business and is also available as an app for Android and Apple mobile devices. It is primarily designed to be used by an outside sales team on tablet PC’s, allowing maximum interaction with their customers during routine sales calls.
eSales is complete with management defined sales alerts, notifying salespeople when trends change with individual customers. There are notifications and opportunities created by an administrator for events, promotions and specials, which can be distributed to the entire sales force or selective salespeople.
eSales contains a complete scheduler for the sales team to use to plan their daily routine, including the capability of setting recurring appointments and phone calls. The scheduler is complemented by Google Maps with pushpins for all the day’s appointments to aid the salesperson in planning their route for the day.
It also includes a section for miscellaneous tasks that aren’t time or date sensitive (“to-do” list). When a customer is selected, the salesperson is presented with an array of options for that individual account. There is a CRM section that includes both business and personal details about the customer. CRM includes size and type of business, family names and birthdays, favorite sport, hobbies, car and many more details about the customer.
Autologue said the most productive section of eSalesBI is the ability to directly log into the customer’s account and perform a stock order, stock check or a catalog lookup. One of the newest features is the ability to utilize Vendor Managed Inventory and take orders and transmit them to the store while still at the customer site.
In most cases a stock order can be picked and delivered before the salesperson leaves the customer’s place of business. Sales call and visit notes are also saved and visible to management. There is direct access to ePaperlessOffice so the salesperson can answer customer questions about invoices, credits and statements by consulting the tablet.
The Owner module gives an administrator the capability of reviewing individual Sales Team performance, including goals. There is also a graph depicting goals for the entire store. All notes can be viewed or edited, tracking time, date and person creating the particular note.
The schedule can be viewed for an individual salesperson, or for a group of salespeople, to see planned activity for the day. Geo-fence reports show time and duration of visits on a particular day in the schedule.
The counter module gives in-store sales staff the capability to view their individual performance with goals, as well as access to all customers CRM and Business Intelligence.
Customers have endorsed eSalesBI software. Rob Jacobs of Automotive Supply Inc. in Wichita says, “Just what our salespersons have needed to keep up to date with our customers sales. Information at your fingertips, up to date, and at a moment’s notice, instead of on a paper report that is last month’s data".
Jim Franco, CEO of Autologue says. “I believe this new eSalesBI tool will have a large impact in fortifying the relationships between the sales staff and the customer. The eSalesBI model gives the outside sales and counter personnel everything they need to know about the customer, and everything the customer needs to know about your company and what you have to offer. The magic of eSalesBI is that it’s always connected to your management system. By accessing the customer’s account the salesperson can answer any question, i.e. pricing, availability, ordering, invoice history including credits, statements and sales activity with the Business Intelligence Dashboard. All this information sometimes referred to as “Big Data” is condensed, simplified and current as of the close of business the prior day. This creates confidence, loyalty and helps you retain your customers, in turn, they will buy more from you.”
To learn more about SalesBI tool, click here to see a power point presentation, or call 800-722-1113 and schedule an interactive demo.
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