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iManagerMobile - Sales Force Automation (SFA)

iManagerMobile - Sales Force Automation (SFA)

iManager Mobile

The iManager Mobile application provides a solution for your sales force automation (SFA) and invoicing process, for managing your company's clients and stocks using a mobile device, such as PocketPC, PDA, hand held device with bar code reader or a mobile phone with Windows Mobile 5 and 6 versions or JAVA platforms.

iManager Mobile is distributed as vansales or presales.

This application works hand in hand with the iManager desktop version which guaranties that you always have access to updated information while giving you the benefit of mobility.

iManager Mobile can work with any ERP like WinMentor ERP etc.

We can customize iManager Mobile to bring your sales scenario. For more details please contact us.

With iManager Mobile you can:

  • make the invoice

  • retrieve information about issued invoices

  • visualize pie-chart reports representing the amount of paid versus unpaid invoices for a particular client

  • be alerted when customers pay their invoices

  • gather information about your company's clients

  • view the current offer of services and products your company provides with details about updated stocks

  • choose the connection type between WiFi and GPRS thus getting advantage of the low-cost WiFi connectivity when available

  • You can keep an eye where your mobile units are, at a specific moment, easy and inexpensively.

Additional operations performed with/on your agent's PDA:

iManagerMobile - Sales Force Automation (SFA)

- The client: view Client

create new client / save in the database (in the ERP/accounting/ management programme);

customers grouping by day;

iManagerMobile - Sales Force Automation (SFA)

- The stock: viewing a client's stock at the earlier visit, the previous visit's order;

daily data entry on the PDA - initial stock of goods (load from the car), based on which the agent is billing;

current stock and current order

at the end of the day the current stock and order replace the previous ones

iManagerMobile - Sales Force Automation (SFA)

  • Billing module: invoice discount possibility

iManagerMobile - Sales Force Automation (SFA)

- Reports module: generated in Microsoft Excel;

daily report - view agent's activity - for each client there is a situation of the stock and the orders;

iManagerMobile - Sales Force Automation (SFA)

- the data Import / Export: ability to load data about agents, customers, inventory (from the ERP/accounting)

ability to download data about invoices, customers (in your ERP/accounting/)

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