Order Taking
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CAPTURE ORDERS AND COLLECT PAYMENTS
Equip your sales reps to handle every transaction in the field—capture orders, send quotes, manage returns, collect payments, and more—all from a single, seamless platform.
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COMPREHENSIVE PRODUCT INFORMATION
Answer every customer question on the spot with a rich product page—featuring selling units, real-time stock levels, last order date, previous pricing, photos and videos, ingredients, usage instructions, and more—so you have everything you need to drive the sale.
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360 CUSTOMER INFORMATION AT A GLANCE
Access all the relevant customer information at the point of sale—order history, outstanding balances, and key analytics—so you can personalize every interaction and drive larger orders.
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ZERO CONNECTIVITY WORRIES
Work doesn’t have to stop when connectivity drops. Sales reps can continue working in full offline mode without losing functionality. Mobisale automatically syncs with your ERP once the connection is restored.
Route accounting – Direct Store Deliveries
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Quick invoicing
Streamline every in-store activity—take orders, replenish stock, process returns, issue invoices, collect payments, capture electronic signatures, and print documents—all from one easy-to-use solution.
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Full support of complex pricing
Mobisale supports customer-specific price lists, including special promotions, automatic and manual discounts—all fully aligned with your ERP or managed through our back-office system.
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Improved Inventory control
Track and manage inventory across every stage—on-the-go, delivered, damaged, and returned—so you can reduce waste and optimize your overall inventory investment.
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Schedule routes
Plan and schedule store visits and deliveries more efficiently to optimize routes, save time, and maximize productivity in the field.
Retail Execution
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Execute in-store activities
Boost merchandising effectiveness by executing in-store activities with precision—store checks, competitor audits, and planogram compliance—all in one streamlined workflow.
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Collect business information
With built-in survey capabilities, you can easily capture competitive insights, take photos of shelves and marketing materials at the point of sale, and gather valuable field data to inform smarter decisions.
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Capture planogram photos
Capture photos of product displays to give back-office teams full visibility into planogram execution and compliance with contractual terms.
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Gamification and team collaboration
Motivate your merchandisers with built-in competitions based on visits or any KPI—driving daily performance and harnessing team momentum to achieve better results.
Proof of Delivery
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Customer visibility on status of pick-up, delivery and ETA
Deliver an “Uber-like” customer experience by sending SMS notifications when the driver is on the way—complete with live location tracking on a map and an accurate estimated time of arrival.
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Delivery confirmation with electronic signature
Capture proof of delivery with an on-screen customer signature and recipient details, such as an ID photo. A PDF is automatically saved to your ERP or digital archive for easy future access.
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Full Visibility
Plan, dispatch, and analyze deliveries from one customizable dashboard. Track drivers and orders in real time on a visual map, and resolve issues quickly with customizable alerts.
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A PAPERLESS EXPERIENCE:
With Mobisale, drivers receive job allocations and manifests directly on a simple, user-friendly mobile app—while also reporting vehicle safety checks with ease.
B2B E-commerce
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Receive orders anytime, anywhere
In the Amazon age, your customers expect more than outdated ordering methods. They don’t want to call a sales rep, send an SMS, fax the office, or wait on hold—they want a fast, convenient, self-service way to place orders anytime.
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Mobile first platform
More than 80% of online orders come from mobile devices—so your commerce platform must be mobile-first to deliver the best possible user experience and maximize conversions.
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New marketing tools
Engage your customers with rich, connected experiences—give them access to YouTube videos, Facebook pages, and your website, while sending push notifications on new products, promotions, delivery updates, and order reminders—all while creating a direct communication channel between your brand and your customers.
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Save your sales reps time
Studies show that up to 70% of a sales rep’s time with customers is spent sharing technical information—like stock levels and product details. Empower your customers to access this information themselves, so your sales reps can focus on selling, visit more customers, and make every interaction more valuable.
Fully integrated with your ERP and BO systems
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Fast and secured integration with leading ERP and accounting systems
Field reps have instant access to all relevant customer information at the point of sale—including real-time inventory levels and detailed product data. Orders are transmitted automatically to your ERP, streamlining processing and accelerating the order-to-cash cycle.
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Cloud based or on-premise
Mobisale can be deployed in a private or public cloud on AWS, or on your own servers—giving you the flexibility to choose what fits your business. Its modular architecture ensures the agility and scalability needed for fast deployment, while easily adapting to local requirements across global operations.
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Fully configurable for your needs
With flexible deployment options—fully hosted in the cloud or on-premise—Mobisale is built to meet the unique needs of any business. Easily configure everything from driver workflows and task sequencing to required delivery data and the KPIs displayed on your dashboards.
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Security and compliance
Mobisale seamlessly integrates with your ERP, in-store data providers, CRM systems, image recognition tools, and BI platforms—so you can leverage the best technologies without ever leaving the app.
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