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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Our Companion®, Route software provides unparalleled advantages to optimize your delivery processes. The mobile user can quickly and efficiently enter quantities to be invoiced by product or customer using predefined billing, order, and return screens. The mobile user can be asked a series questions and taken photos. The office reports will allow you to view the responses and photos. A customer can view sales and return statistics for the week prior by product. It is possible to quickly view statistics such sales, returns, percentage of return in dollars or units, by customer and by product. This allows for more informed decision-making. All information is stored in a secure vault in the cloud to which the handheld connects. The delivery person can only see the type of card and the last four digits for security reasons.

Description

CompanionSFA (Pharma) serves as a comprehensive Sales Force Excellence Solution that streamlines Field Activities and Marketing Initiatives while integrating CRM to enhance various customer interactions. The rise of smartphones has prompted the demand for cutting-edge mobile sales force automation tools, allowing sales teams to provide updates on a call-by-call basis, enabling management to monitor real-time activity in distant locations. Companion is crafted to revolutionize customer management, making the process quicker, simpler, more efficient, and ultimately more productive. Transition to a digital approach today. As competition intensifies, customer loyalty becomes crucial for maintaining profitability, making it essential to select a CRM solution that can access and analyze the history of past customer orders, thereby aiding in the enhancement of sales prospects. By leveraging this historical data, businesses can identify trends and opportunities for upselling and cross-selling, further strengthening their market position.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Acomba Yes 
Infor Financials & Supply Management Yes 
Microsoft Dynamics 365 Business Central Yes 
Oracle Fusion Cloud ERP Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
SAP Business One Yes 
SAP ERP Yes 
Sage 300 Yes 
Sage 50 Yes 
Sage X3 Yes 
Vibe Interactive Whiteboard No 

Integrations

Acomba No 
Infor Financials & Supply Management No 
Microsoft Dynamics 365 Business Central No 
Oracle Fusion Cloud ERP No 
QuickBooks Online No 
QuickBooks Online Advanced No 
SAP Business One No 
SAP ERP No 
Sage 300 No 
Sage 50 No 
Sage X3 No 
Vibe Interactive Whiteboard Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$3.00/month/user
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CIS Group

Founded

1977

Country

Canada

Website

www.cis-group.com/en/suites-en/cis-companion-route/

Vendor Details

Company Name

Mavens I Softech Solutions

Founded

2013

Country

India

Website

www.mavens-i.com

Product Features

Distribution

Barcoding / RFID No 
Import / Export Management No 
Inventory Management No 
Order Management No 
Purchasing No 
Returns Management No 
Sales Forecasting No 
Shipping Management No 
Warehouse Management No 

Food Service Distribution

Costing No 
Customer Management No 
Import / Export Management No 
Inventory Management No 
Lot Tracking No 
Order Management No 
Picking & Routing No 
Purchasing No 
Quotes / Estimates No 
Traceability No 
Vendor Management No 
Warehouse Management No 

Mobility

App Management No 
Barcode Scanning Yes 
Compliance Management No 
Content Management No 
Data Collection No 
Data Management No 
File Management No 
Forms Automation No 
Mobile Messaging No 
Remote Access No 
Remote Systems Monitoring No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Product Features

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management Yes 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

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