A field sales repwithout calls to the office.

A sales rep usually calls the office for one of six reasons. If they have that information on a phone or tablet, the conversation ends with an order, not a promise to call back.

Six things at hand

• This customer's price, not the general price list: with their discounts and contract prices.
• Balance and free limit: can the customer order on terms today and how much.
• Availability, but honest: what can ship, not what exists on paper.
• This customer's history: what and how often they buy, what they stopped buying.
• Placing an order right away, on the customer's behalf, landing in the same queue as the rest.
• A record of agreements: visit notes, a quote, a promised date, visible to the office.

Point one matters most. If the sales rep and the customer portal calculate prices with two different mechanisms, sooner or later they will quote two different prices and the customer will remember the lower one.

How it looks in Torveo

In Torveo a sales rep sees the customer record with their prices, balance, limit and order history, prepares a quote the customer accepts in their account, and places orders on the customer's behalf. Prices come from the same mechanism as the store, so they match.

The field sales module also covers visit and route planning, team targets and bonuses, and a manager dashboard. We launch the phone app as part of the Implementation package, together with setup for your sales structure.

A sales rep who has everything on the phone closes the sale with the customer. One who calls the office books the next visit.