eLeader Mobile Visit Features

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Create and monitor trade promotion campaigns.

Manage the financial resources used for trade promotion management.

Align campaigns and trade promotions with the brand strategy of the company.

Develop potential scenarios to identify risks and opportunities

Create and compare trade promotion scenarios to estimate their impact on sales.

Provide suggestions to improve trade promotion campaigns and planning.

Users can quickly adjust trade promotions based on alerts and recommendations.

Support data harmonization and integration with systems such as POS, ERP, and syndicated data

Automate post promotion event analysis and align with the sales strategy of the company

Track factors that affect pricing and adjust prices accordingly to increase sales

Create what if scenarios to estimate the impact of various types of promotions

Receive data and information in real time

Assess and optimize pricing markdowns, special offers, or other promos

Evaluating strengths and weaknesses of companies with the same target audience

Track lost sales and identify the causes per campaign or product family.

Analyse return on investment for different types of trade promotion campaigns.

Forecast customer demand using historical insights and simulations

Ensure campaigns are alligned with corporate goals.

Ability to execute trade promotion managment campaigns.

Track both results and financial resources allocated for campaigns.

Identify lost opportunities

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Ensure campaigns align with merchandising strategy.

Improve collaboration with retailers for further promotions,

Analyze ROI of retail promotions.

Ability to identify KPIs of campaigns

Increase revenue through analytics-based marketing.

View and track pertinent metrics to find patterns and gain insights from data

Allows users to control of the sizes, shapes, and quantites of sales team areas

Allows users to map your customers to strategically incorporate them into your canvassing and field sales

Automatically assigns reps to new sales opportunities that are within their current territories

Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts

Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day.

Provides users with live directions en route to the final destination

Provides users with engaging sales competitions

Provides field sales statistics for all sales reps

Provides data on the data on the performance and whereabouts of reps in the field

Provides video capabilties that field reps can use during field sales calls

Allows field reps to create digital contracts within the software

Allows users to collect e-signatures within the software

Check Inbound and outbound logistics activities to and from the store.

Provide visibility into order management, fulfillment and return.

Able to track low or missing shelf stock and keep shelves replenished.

Ensure right inventory and products with updated price and offers.

Must maintain right volumes and eliminate defective or outdated product from shelves.

Ensure store is equipped to streamline operations, maintain high standards and prevent incidents.

Track tasks in progress, completed and incomplete tasks.

Allow planning, scheduling and communication of duties and responsibilities to store personnel.

Capable of allocating multiple task to the store personnel.

Evaluate task execution, record performance based on field activities, and identify emerging trends.

Allow visibility of stock replishment on a single intiutive dashboard.

Allow visibility into loss prevention, bottlenecks and shrinkages.

Intended to be used by manufacturers

Design, communicate, and distribute incentives to perform a specific action

Store and organize information about customers and previous interactions

Application programming interface that allows for integration with other systems/databases

Use AI to generate content in the form of text, images, videos, etc.

Graphical representation of data

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Pre-designed layouts that can be customized to match preferences and requirements

Track, store, and access client contracts or licenses

Alter the layout and content of reports

Manage the process of evaluating documents or requests submitted for approval

For Retail Stores

Track and manage adherence to policies for any service, product, process, or supplier

Plan and schedule promotional campaigns for a specific calendar month or year

Create, design and manage workflows for repetitive tasks

Process of submitting and following up on claims with insurance companies

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Set up connections to third-party platforms to improve business processes

Track products that are for sale at a reduced price or part of coupon promotions

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Plan availability and assign specific time slots for tasks and resources

Route documents and other data through one or more stakeholders for review and approval

Track and manage the profit margin between the cost of a product and its selling price.

Manage and track all internal and external communication conducted via calls, email, text, or chat

Access previous interactions or concerns to maintain customer relationships

Store and organize documents in a centralized system

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Pre-designed layouts that can be customized to match preferences and requirements

Automatically identify and save contact information of potential customers

Score a lead on their quality or likelihood to buy based on certain behaviors

Finding the most optimal routes for drivers based on various factors and constraints

Track and manage schedules and meetings via an integrated calendar

Create, design and manage workflows for repetitive tasks

Addition of necessary external data, applications, tools, or features

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Application programming interface that allows for integration with other systems/databases

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage, store and organize emails within the system or via third-party apps

Track all opportunities for potential sales and convert them into recurring revenue

Customize contracts and forms to collect specific information

Swipe a credit card or manually process payments while with the customer in the field

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Manage, organize, and store contact information

Manage sending personnel and resources to a site as needed

A collection of customer information such as contact details, demographics, previous interactions, etc.

Access software remotely via mobile devices

Track and document all activities across devices, networks, and other systems

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Define, track, and/or automate sales activities and sales processes

Tracking, calculating, and paying commissions and earnings to employees

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Organize customer data and accounts by user or geography

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Use AI to generate content in the form of text, images, videos, etc.

Internal and external product tracking codes

Create, send, and track purchase orders and their statuses

Ability to link barcodes or serial numbers with specific items for identification

Identify and track items using barcode tags or RFID (radio-frequency identification) tags

Create custom predefined rules for prices for products and services

Accept and process customer payments for products or services using hardware and software

Collect, organize, and track inventory/product data including item numbers, descriptions, etc.

Access the system via a mobile application

Automate order processes to improve operational efficiency in fulfillment, shipping, and more

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

Forecast customer demand using historical insights and simulations

View and track pertinent metrics to find patterns and gain insights from data

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Maintain and control the stock level of inventory

Present a catalog of inventory that customers can view

Import and export data to and from software applications

Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Use AI to generate content in the form of text, images, videos, etc.

Manage and support multiple locations

Reports specific to sales analysis for trends and strategies

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Alter the layout and content of reports

Search and filter data across systems to locate required information by entering keywords or certain criteria

Tool used to determine accurate pricing and product eligibility for borrowers

Manage special order requested by a customer

Access previous interactions or concerns to maintain customer relationships

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Track and facilitate returns of products sold

Track products that are for sale at a reduced price or part of coupon promotions

Manage and track customer orders for goods, investments, or any other purchases

Manage all supplier data and operations

Set up connections to third-party platforms to improve business processes