REX INSIGHT

Increase sales team and store efficiency

Guided selling supports sales organizations to establish standardized guided field activities and perfect stores in parallel.

Sales teams need to oversee all important todays’ information and visit customers at a glance. Actions to get done must be easily accessible and worked through to save time for the customer.

Valuable store data must be collected to gain more insights on store and store locations, distribution and promotion participation. The results enable organizations to better plan and control their initiatives and activities.

However many manufactures are unclear to rate the activity results and the overall situation of the store and the customer. The desire of the perfect store - representing the manufacturer brands in the best way - is the key to win at the shelf against competition.

Sales teams need to have direct insights on how to develop perfect stores and work efficiently to get better results and to re-act. Guided selling requires a high customer experience of Ui concepts.

How it works in SF CG Retail Management

Sales Managers use activity management to plan standard and time dependent activities. Standard activities are typically used to ensure sales quality, collect store data and check assortment compliances. Time dependent activities are planned for pre-sell in-post audits and re-actions on exceptions on customer KPis.

CG offline mobile app offers a dedicated UI concept and navigation to provide sales rep and store cockpits with all required information as well as activities guided selling.

Store cockpit is the 360° view of the customer with all needed customer insights and actions to be performed.

Activity Performance provides a graphical view on the activity progress and perfect store fulfillment.

Perfect store activities are enabled by activity scoring.

Scoring activity answers reflect the store performance and activity status by progress and success.

Even when the activity is completed, Sales Reps can review their activity performance and identify potential to improve the store situation by getting better results and establishing a perfect store.

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