CIS-Companion RouteCIS Group
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CT MobileCustomertimes
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Related Products
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About
Our Companion® Route software offers incomparable advantages to optimize your delivery processes. There are various predefined billing, ordering and return screens allowing the mobile user to quickly and efficiently enter the quantities to be invoiced, by product and by customer. The mobile user can be prompted to answer a series of questions and take photos. Responses and photos taken will then be accessible from office reports to analyze the results. Sales and return statistics for the previous week can be viewed by a customer or by product. The user can quickly view statistics such as sales, returns and percentage of return in dollars and units by customers and by product for that customer, allowing more informed decision-making. All information is stored in a secured vault in the cloud which the handheld connects to. For security reasons, the delivery person only sees the type of card and the last 4 digits.
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About
Gain offline mobile access to Salesforce to enhance the customer experience. Integrate CT Mobile with the CT family of products to boost sales and improve the efficiency of your field teams. CT Mobile is purpose-built to improve sales cycle performance and help you prioritize customer success. Available online or offline, CT Mobile increases field team efficiency with AI integrations tailored specifically to your customers. Maintain access to the data in your Salesforce System whether you’re in or out of the network. Get the information you need to keep appointments on track, grant access to account, contact, contract, and special request data, and manage it all with just one click. Empower your field sales team by using additional functions on CT Mobile to automate and accelerate everyday activities. Increase sales efficiency and effectiveness by creating modules for presentations, retail execution, order management, and much more.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies looking for a route accounting solution that enables automated management of direct store delivery activities
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Audience
Enterprises and companies in need of a solution to manage and access their CRM data even without internet connection
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCIS Group
Founded: 1977
Canada
www.cis-group.com/en/suites-en/cis-companion-route/
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Company InformationCustomertimes
Ukraine
ctsoftware.net/ct-mobile/
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Alternatives |
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Categories |
Categories |
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Mobility Features
App Management
Barcode Scanning
Compliance Management
Content Management
Data Collection
Data Management
File Management
Forms Automation
Mobile Messaging
Remote Access
Remote Systems Monitoring
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Sales Force Automation Features
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
Audit Features
Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management
CRM Features
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
Retail Management Features
Commission Management
CRM
eCommerce
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management
Retail POS Systems Features
Barcode Scanning
Commission Management
Discount Management
eCommerce
Gift Card Management
Inventory Management
Loyalty Program Support
Pricing Management
Returns Tracking
Sales Tracking
Touch Screen
Sales Enablement Features
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
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Integrations
Acomba
Infor Financials & Supply Management
Microsoft Dynamics 365 Business Central
Oracle Fusion Cloud ERP
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
SAP Cloud Platform
SAP ERP
Sage 300
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Integrations
Acomba
Infor Financials & Supply Management
Microsoft Dynamics 365 Business Central
Oracle Fusion Cloud ERP
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
SAP Cloud Platform
SAP ERP
Sage 300
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