DS AgentiR SFA

DS AgentiR SFA (Sales Force Automation) is a modern and efficient mobile solution dedicated to field sales force automation. The application optimizes the daily activity of sales agents, facilitating fast order taking and efficient cash flow management by collecting outstanding invoices directly at the customer's premises.

Developed to ensure maximum data accuracy, DS AgentiR SFA is natively compatible and fully integrated with the WinMENTOR Enterprise ERP system. This allows real-time synchronization of stocks, prices, commercial policies and partner balances.

Key benefits and functionalities

Real-time order taking:
Agents can enter customer orders directly from their mobile device, having full visibility over actual stocks in WinMENTOR Enterprise and personalized prices (discounts, promotions).

Receivables management (receipt collections):
The application displays the list of outstanding invoices for each partner. The agent can make partial or full collections and issue receipts on the spot, by connecting to a mobile thermal printer.

Elimination of human errors:
Data entered in the field reaches directly into the ERP, eliminating the need for manual re-entry of orders or receipts by operators in the office.

Bidirectional synchronization:
Downloading product, partner and price lists from WinMENTOR Enterprise, as well as automatic sending of documents generated in the field.