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Description
Experience seamless CRM, sales, and merchandising capabilities from any location with SAP Business One, which equips your sales team with up-to-date master data, pricing, and inventory levels while engaging with customers in the field. A diverse range of features is at your disposal for executing in-store tasks, such as processing sales transactions, conducting in-store surveys, tracking objectives, and accessing CRM data, including photos and notes from calls. Sales representatives using Opmetrix can significantly enhance their sales efforts and have essential information readily available. Additionally, Opmetrix dashboards provide management with valuable insights into sales activities, customer interactions, and performance trends. By leveraging GPS tracking and geo-fencing, Opmetrix facilitates real-time reporting and activity updates, giving management a comprehensive view of ongoing business operations. This level of transparency empowers leaders to make informed decisions based on real-time data.
Description
Utilize VisitBasis to gather in-store data and transform it into easily digestible, customizable dashboards and reports that facilitate sharing. Tailor forms to meet your specific business requirements and create both simple and product-oriented forms in just moments with VisitBasis. Your field team can deliver up to 16 varieties of data, including photographs, barcode scans, and signatures. Transition all inquiries from paper checklists into efficient VisitBasis smart audit forms with ease. Our user-friendly Form Builder tool simplifies the process of adding questions, incorporates response validation to minimize errors, and offers specialized tools for each question type. Design product-focused forms to conduct planogram compliance checks and merchandising evaluations, linking multiple products and incorporating product images for enhanced convenience, while keeping your product reports organized and accessible. With these features, managing your in-store data becomes not only efficient but also effective in driving business insights.
API Access
Has API
API Access
Has API
Integrations
Access Attaché
Acumatica Cloud ERP
Cin7 Inventory Management
MYOB
MYOB AccountRight
MYOB Acumatica
Micronet Distribution Software
Microsoft Dynamics 365 Business Central
NetSuite
SAP Business One
Integrations
Access Attaché
Acumatica Cloud ERP
Cin7 Inventory Management
MYOB
MYOB AccountRight
MYOB Acumatica
Micronet Distribution Software
Microsoft Dynamics 365 Business Central
NetSuite
SAP Business One
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$0.20 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Opmetrix
Founded
1995
Country
New Zealand
Website
opmetrix.com
Vendor Details
Company Name
VisitBasis Tech
Founded
2013
Country
United States
Website
www.visitbasis.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
eCommerce
CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates
Order Entry
Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management
Retail Execution
AI / Image Recognition
Collaboration Tools
Data Collection
Inspection
Pricing / Placement Optimization
Product Education
Product Promotion Strategy
Retail Site Audit
Workforce Management
Route Planning
Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Service Dispatch
Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management
Product Features
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Service Dispatch
Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
