Features / Field sales reps
SFA
The sales rep knows who they are driving to
A customer card with the balance and history, prices from the same price lists as the B2B panel, and an offer that becomes an order once accepted. The app for phone and tablet also works without signal.
Marta Wrona's route, arranged by visit frequency and customer locations
Elektro Kowal sp. j.
Visit every 2 weeks, last one 14 days ago
Bought 6 days ago, balance PLN 17 300
Task: show the new GaN chargers
You talk in the car, and the report is already with the customer
Sales app for phone and tablet. An app for Android and iOS with the day's tasks and a report from conversations assigned to the customer in the CRM. Voice notes turn into text, visits have a GPS location, and the manager sees them on a map.
Report with the customer
Elektro Kowal sp. j.
Visit with GPS
today 14:12, 53.1325 N 23.1688 E
Task in the day plan
Call back Tuesday 9:00
Orders without signal
Orders are saved on the phone and sent as soon as the network is back. The catalogue with photos and stock also works without internet.
One list of orders. Orders from sales reps land on the same list as orders from the store and the B2B panel, with the same statuses.
Visit 8:30, Białystok
Elektro Kowal sp. j.
GaN 65 W charger
72.40 PLN, stock 340
20 000 mAh power bank
104.90 PLN, stock 120
USB-C cable 2 m
15.60 PLN, stock 2 400
Nord One ANC headphones
459.00 PLN, stock 18
Waiting on the phone 1 ord. waiting for network, nothing gets lost
Office, order list
1042-004230
Store
642.00 PLN
New
1042-004229
B2B panel
7 420.00 PLN
Processing
1042-004228
Store
189.90 PLN
Shipped
1042-004227
Sales rep, Tomas Lind
3 910.00 PLN
Shipped
1042-004226
B2B panel
12 880.00 PLN
Delivered
1042-004225
Store
89.00 PLN
Delivered
Phone and tablet as a pair
When a customer calls, the tablet asks whether to open an order for them. The same works in the panel in the browser.
Phone: incoming call
Elektro Kowal sp. j.
Tablet
Elektro Kowal sp. j. is calling. Prepare an order for this customer?
Panel in the browser
Elektro Kowal sp. j.
The same question, waiting for an answer
The sales rep sees who stopped buying before driving to the visit
Customer card. Orders, invoices and customer activity in one place. The sales rep sees who stopped buying before driving to the visit. The customer list is colour-coded by activity, with thresholds of 30 and 60 days you can change.
Prad i Spolka
Kolno, Tomas Lind, last purchase 34 days ago
Orders from 3 months
Invoices
Customer purchase patterns
A category pattern assigned to the customer and a sales report by group, from the weakest. Available in the panel and in the app.
Balance and payment reminders
The customer's account balance and reminders before and after the due date, sent to the customer and to the sales rep.
The price from the visit matches what the office sees
Prices from one price list. The sales rep's offer is calculated from the same price lists and discounts as the B2B panel, so the price from the visit matches what the office sees.
Marta's phone shows 72.40 PLN, B2B panel 72.40 PLN, and the office sees too 72.40 PLN
GaN charger 65 W, price list Hurt 2026, margin 19.6 % at a purchase price of 58.20 PLN. The office sees the same value before the offer goes to the customer.
Photo of a list
List from the shop counter
Order from a photo of a list
The sales rep photographs a list of products, crops the photo, and the system recognises the items and turns them into order lines.
GaN 65 W charger
VT-GAN65
20 000 mAh power bank
VT-PB20
USB-C cable 2 m
VT-USBC2
Nord One ANC headphones
VT-NORD
Case: two matching products
choose the right one
Items will appear here
A request from an email becomes an offer, and the offer an order
Quote requests from emails
Recognises quote requests in emails and attachments (PDF, Excel, Word, CSV) and prepares offers.
zamowienia@instal-serwis.pl, attachment zapytanie.pdf
Please quote: 60 chargers, 200 cables, 20 powerbanks.
PDF offers
An offer with products, prices and quantities sent by email as a PDF, also to a company without an account. The list of offers is in the system, and once accepted the offer turns into an order, automatically for customers in the database.
Offer 2026/188
Voltio Wholesale for Instal Serwis
GaN 65 W charger
60 pcs at 72.40 PLN
USB-C cable 2 m
200 pcs at 15.60 PLN
20 000 mAh power bank
20 pcs at 104.90 PLN
Prepared by
Marta Wrona
Payment
bank transfer 14 days
Delivery
3 working days
Offer ready, waiting to be sent
List of offers
Pipeline, email and calendar in one CRM panel
CRM panel. A summary you can arrange yourself, a sales opportunity pipeline and a map of current and potential customers. Everything a sales rep needs to manage relationships.
Sales this week PLN 84 200, open opportunities PLN 412 000, 7 tasks for today
Sales opportunity pipeline
Click an opportunity and it moves one stage on
Email in the CRM
Sending and receiving emails from the panel, with the correspondence saved with the customer. You can see when the customer opened the message.
Offer for GaN chargers, Instal Serwis
Marta Wrona, today 9:14, saved with the customer
Sent, not opened yet
Calendar sync
Tasks from the CRM appear in the sales rep's calendar in Outlook or Google.
The manager sees visits on a map
Every visit has a GPS location. A sales rep sees their own customers, a manager selected sales reps, a director all of them. Current and potential customers are on the same map.
Today's visits with GPS location
The manager sees Marta Wrona and Tomas Lind, on the map 13 points
Visit and route plan
Visits at a regular rhythm, a day plan arranged by visit frequency and customer locations, and a task list for the visit with a survey and photos.
Tasks for the visit, recurring, arranged by the manager
Visit report
Instal Serwis, Monki, Marta Wrona
Check the display of cables and chargers
Cables at the till, chargers on the shelf next to it
Take a photo of the shelf
Shelf photo attached to the visit
Survey: what sells worst
Waiting for the visit
Leave the new price list
Wholesale 2026 price list handed over
Attached to the visit, the answers and the photo are with the customer
Targets and bonuses come from what the sales rep really did
Sales rep targets. Monthly, quarterly and annual targets with sub-targets, for individual sales reps or for groups. Sales rep bonuses. Bonus rules based on turnover, margin or the number of tasks, with payouts approved by the manager.
Marta Wrona, bonus for month
2 444 PLN
Rule: turnover from 90 % of the target, margin from 80 %, tasks from 70 %
Sales rep ranking
Several rankings, for example by area, new customers, sales or actions. There are rewards, each sales rep's position and a 12-month archive.
Archive: November 2026
Reward for first place: PLN 1 000 towards the bonus
The sales rep's dashboard in the inbox every morning
Sales rep dashboard. Sales of the month, latest orders, inactive customers and drops, and email reports at a regular rhythm.
From: Torveo, report every Monday, 7:00
Marta Wrona, sales: PLN 84 200 this week
Latest orders
1042-004231, PLN 7 420
1042-004227, PLN 3 910
1042-004225, PLN 89
Inactive customers
Sklep Bąbel, 47 days
Prad i Spolka, 34 days
Punkt Pradu, 112 days
Declines
Sklep Bąbel, down 22 %
Instal Serwis, down 8 %
Mazury Hurt, down 5 %
Two customers to visit this week
Check whether SFA has what your sales reps need
Sales app for phone and tablet
An app for Android and iOS with the day's tasks and a report from conversations assigned to the customer in the CRM. Voice notes turn into text, visits have a GPS location, and the manager sees them on a map.
Android and iOS, the day's tasks, voice notes to text, visit GPS, a map for the manager
Orders without signal
Orders are saved on the phone and sent as soon as the network is back. The catalogue with photos and stock also works without internet.
offline work, catalogue with photos, warehouse stock
Phone and tablet as a pair
When a customer calls, the tablet asks whether to open an order for them. The same works in the panel in the browser.
tablet, a call from the customer, panel in the browser
Customer record
Orders, invoices and customer activity in one place. The sales rep sees who stopped buying before driving to the visit. The customer list is colour-coded by activity, with thresholds of 30 and 60 days you can change.
order history, invoices, inactive customers, activity colours
Customer purchase patterns
A category pattern assigned to the customer and a sales report by group, from the weakest. Available in the panel and in the app.
category pattern, group report, in the app
Balance and payment reminders
The customer's account balance and reminders before and after the due date, sent to the customer and to the sales rep.
balance, reminders, trade credit
Prices from one price list
The sales rep's offer is calculated from the same price lists and discounts as the B2B panel, so the price from the visit matches what the office sees.
customer price lists, discounts, margin
PDF offers
An offer with products, prices and quantities sent by email as a PDF, also to a company without an account. The list of offers is in the system, and once accepted the offer turns into an order, automatically for customers in the database.
PDF, sending by email, list of offers, turning into an order
Order from a photo of a list
The sales rep photographs a list of products, crops the photo, and the system recognises the items and turns them into order lines.
photo of a list, cropping, recognising items
Quote requests from emails
Recognises quote requests in emails and attachments (PDF, Excel, Word, CSV) and prepares offers.
emails and attachments, a ready offer
One order list
Orders from sales reps land on the same list as orders from the store and the B2B panel, with the same statuses.
store, B2B panel, sales reps
CRM panel
A summary you can arrange yourself, a sales opportunity pipeline and a map of current and potential customers. Everything a sales rep needs to manage relationships.
summary, opportunity pipeline, customer map
Email in the CRM
Sending and receiving emails from the panel, with the correspondence saved with the customer. You can see when the customer opened the message.
email sync, correspondence with the customer, open tracking
Calendar sync
Tasks from the CRM appear in the sales rep's calendar in Outlook or Google.
Outlook, Google Calendar
Visit and route plan
Visits at a regular rhythm, a day plan arranged by visit frequency and customer locations, and a task list for the visit with a survey and photos.
visit frequency, recurring tasks, day plan, surveys and photos
Sales rep targets
Monthly, quarterly and annual targets with sub-targets, for individual sales reps or for groups.
monthly, quarterly and annual targets, sub-targets
Sales rep bonuses
Bonus rules based on turnover, margin or the number of tasks, with payouts approved by the manager.
turnover, margin, approval, bonus
Sales rep ranking
Several rankings, for example by area, new customers, sales or actions. There are rewards, each sales rep's position and a 12-month archive.
many rankings, rewards, 12-month archive
Sales rep panel
Sales of the month, latest orders, inactive customers and drops, and email reports at a regular rhythm.
sales of the month, declines, email reports
Sales rep accounts
Logging in to the customer's account and ordering on their behalf with a trace in the notes, account manager details visible to the customer.
ordering on the customer's behalf, account manager
Two customer account managers
A field sales rep and an office account manager with contacts.
field rep, office account manager
Sales structure permission hierarchy
A sales rep sees their own customers, a manager selected sales reps, a director all of them.
sales rep, manager, director
Planning recurring tasks
The manager plans repeating tasks, for example a visit every 2 weeks, for sales reps and customer segments.
visit every 2 weeks, customer segments
Routes arranged by AI
Planning sales rep routes by the set visit frequency and customer locations.
frequency, location, day plan
We will set up your SFA for you
Implementation is a one-off from PLN 499 net. We start work after payment.