WEBMINO Manual

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Follow up with your customers/representatives
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Follow up with your customers/representatives

If you have representatives on the road or do telephone solicitation, it might be interesting to know the system tools to make your task easier.
In the customer file at the top right, the follow-up section allows you to view and enter a follow-up for this customer.

The follow-up codes come from the SERVICE TYPE MANAGEMENT in the administrative settings.


The follow-ups are verified in the CUSTOMER VISIT FOLLOW-UP tool.


This table allows two modes:

- VISIT MODE
The visit mode checks ONLY the customer follow-ups as described at the top of this page. The only eligibility criterion for a customer is to have AT LEAST ONE FOLLOW-UP in their file regardless of the date. This allows you to follow only a portion of the targeted clientele. Otherwise ALL customers would be displayed which could make the table too big for nothing.
Customers can be selected by salesperson, by route, etc... to view only the desired portion.

The analysis button is mainly used in PAR mode but allows you to see the customer's specific items and analyze sales.



- THE PAR MODE
The PAR or NORMAL mode is mainly used in the food sector but can present interesting things for other sectors.

When a customer has specific items listed in his file, we can establish a NORMAL or PAR (as in golf) of the items found in his possession (or on the shelf in the case of a grocery store). A normal 0 indicates that a customer does not keep this product in stock but can still decide to buy it.


Using the MOBILE CUSTOMERS module, the representative can, once at the merchant, check the quantities on site compared to the PAR (normal) by clicking the SURVEY button.


If necessary, he can create an order (ORDER) with the orange button to fill the missing inventory.
Otherwise, he can simply record the visit (VISIT) to this customer with the blue button.


In both cases, the visit will be recorded and visible in the customer visit tracking.


Product analytics allow the seller or manager to see all sales information over multiple periods.