Building a Sales REP Customer Schedule/ Routing Tool

The Challenge

HYPE Energy Drinks sought a CRM tool to provide their sales reps with a seamless trade experience. This solution was designed to incorporate each reps’ specific customers with the ability to identify and create new ones. Another key requirement was order generation, ensuring real-time capture and swift email transmission of orders to their Distribution center. Furthermore, it needed to optimize travel time and reduce fuel expenses by strategically routing the designated outlets for visits.

The Solution

  • A CRM module was designed within a mobile app.
  • Access to customer databases and previously captured comments & notes. In app store navigation.
  • Reporting portal and geographical coverage.

Contact

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