CRM

Increase sales team productivity and performance with Opmetrix CRM – the solution which organises your team, collects customer information to one centralised place and shares data easily between the back office and the front line.

You’ll always know exactly what’s happening out on the field, so you can encourage and drive improvements.

Plan Call Cycles!

Planning your day to service your customers is easy with Opmetrix. Tailor your journey plans and manage how much time you spend in store with a handy call visit timer.

The Perfect Store Call

Opmetrix provides the tools field teams need to deliver the Perfect Store Call. Built-in surveys can quickly capture key data, providing you with the insights you need to drive sales further.

Sales Transparency

See customer history at a glance, including last purchase order and transaction details ensuring outstanding customer service for regular route sales.

  • Map call cycles and enhance customer service
  • Improve time management and set a call visit timer
  • Guided journey plans with built-in GPS
  • Capture key customer data with built-in surveys
  • Measure performance and share knowledge
  • Enable team agility and more sales oppotunities
  • See details from the last visit and aid recall
  • Record call notes and enhance customer service
  • Review previous photos to and identify trends

Live Agent

Live Agent improves team transparency and provides management with enhanced data to:

  • Monitor location updates in real time
  • Review route taken
  • Track performance and see activities completed in store

Improve Team Performance

With automated sales reporting, you can schedule your team to automatically receive daily, weekly or monthly sales updates.

  • Automated reporting to keep your sales team on track
  • Set daily or weekly updates against targets
  • Customize breakdowns per product for each field user

Transparent Sales Performance

Opmetrix delivers insightful analytics to help identify sales opportunities and distribution gaps.

  • Compare in-store activity
  • Drive improved performance
  • Enjoy 360-degree visibility

Supercharge your reporting

Opmetrix includes over 140 built-in personalised reports sent directly to your inbox. You want more? Supercharge reports with seamless Power BI integration to:

  • Create your own visualizations, graphs and reporting KPI’s
  • Design reports and add filters per audience
  • Personalise field team ladder boards, sales budgets, and brand reports

Next: Sales

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