Mobisale Review

Mobisale is a B2B commerce platform that provides a complete solution for all field sales and distribution activities, including order capture, van sales, merchandising, proof of delivery, and mobile first eCommerce apps. It supports ERP and accounting system integrations with SAP, Oracle, Infor M3 and more. Order capture tools allow users to capture orders, submit quotes, manage returns and collect payments online. Users also have quick, centralized access to comprehensive product and customer information such as stock levels, last order date, order history, etc.
Mobisale‘s offline mode allows users to continue working even when connectivity is interrupted. It also allows users to issue invoices, as well as capture electronic signatures and print documents in-store. Users can monitor and manage their inventory and plan and schedule in-store visits and deliveries anytime, anywhere. Surveys and polls help users easily gather business information.

MOBISALE – TUTORIAL

MOBISALE – FEATURES

• Capture orders and manage payments: enable your sales representatives to capture orders, send quotes, manage returns, collect payments, and perform all other necessary transactions.
• Comprehensive product information: answer all your customers’ questions about products from a detailed product page, including sales units, stock levels, last order date, last selling price, current photos and videos, and even product ingredients, instructions, and any other information that will help you generate sales.
• 360° customer information at a glance: get all relevant customer information at the point of sale: order history, outstanding debts, and any relevant analytics, so you can personalize the sale and increase order size.
• Zero connectivity worries: work doesn’t have to stop when connectivity issues arise. Sales representatives can work offline without losing functionality. Mobisale and your company’s ERP will automatically sync once connectivity is restored.
• Quick order and billing: easily accept orders, replenish goods, process returns, issue invoices, collect payments, capture electronic signatures, and print documents, all in-store.
• Full support for complex pricing: the solution supports unique price lists per customer, with special promotions and discounts and manual discounts, based on your ERP or back-office data.
• Improved inventory control: monitor and manage your inventory on the move, delivered, damaged, and returned to reduce your inventory investment.
• Schedule routes: plan and schedule in-store visits and deliveries efficiently.
• Perform in-store tasks: improve merchandising effectiveness with in-store tasks such as store checks, competitor audits, and planogram compliance.
• Collect business intelligence: with survey capabilities, you can now easily capture competitive intelligence, take photos of shelves and marketing materials at the point of sale, and more.
• Capture planogram photos: take photos of product displays to allow back-office teams to monitor planogram and contract terms compliance.
• Gamification and team collaboration: organize competitions among your merchandisers on visits or any other KPIs to encourage them to achieve more every day, and leverage the power of the team to improve results.
• Customer visibility on pickup and delivery status: provide your customers with an “Uber-like” experience by sending them an SMS informing them that the driver is on the way, with the driver’s location on the map and estimated arrival time.
• Delivery confirmation with electronic signature: capture proof of delivery with a customer signature on a screen, along with recipient details (e.g., a photo ID). A PDF will be saved in your ERP or digital archive for future access.