Companion Rep

Key features

• Automates representative tasks

Streamlines the daily activities of reps, merchandisers, and account managers during client visits, reducing manual effort.

• Supports SFA and CRM processes

Covers all sales force automation and customer relationship management tasks in one integrated platform.

• Real-time communication with mobile personnels

Allows office teams to send instructions, tasks, and updates directly to field staff.

• Configurable user behavior by client type

Lets you customize workflows and settings based on customer category or banner for personalized service.

• Custom interface per workflow

Adapts screen layouts to match how reps work in-store, improving speed and efficiency.

• Dynamic dashboards for managers

Provides detailed visual reports (visits, orders, distribution, surveys, photos) to support strategic decision-making.

• Integration with Companion® Office

Connects with CIS’s desktop middleware to store and manage richer data than a typical ERP system.

• Custom mobile user models

Defines user roles and behaviors like merchandisers vs account managers for tailored task execution.

• Menus tailored to user roles

Displays only relevant features and data for each type of mobile user.

• Supports ERP-independent master files

Enables you to manage extra data like task lists, promotions, product images, and marketing plans outside your ERP.

• Customer visit planning

Sets visit frequency and task sequences per customer or banner, ensuring organized field operations.

• Customer-specific priorities

Flags priorities such as promotions, new listings, delistings, and flyers per customer account.

• Tracks in-store tasks

Helps reps manage appointments, take notes, track expenses, and follow visit schedules efficiently.

• Opportunity and order management

Allows reps to forecast sales, suggest orders, take new and free orders, or manage returns and credits.

• Competitor product tracking

Enables the collection of competitor product data during store visits for market analysis.

• In-app photo capture

Lets reps take photos for store audits, compliance checks, and before/after comparisons.

• Access to client history

Displays detailed visit and transaction history to assist reps during client meetings or reviews.

• Planogram compliance and inventory audits

Helps verify store shelf layouts and capture stock levels during visits.

• Customer agreement and consignment management

Tracks special agreements and consigned inventory for accuracy.

• Detailed visit reporting

Generates structured reports from each visit, capturing actions taken, data collected, and outcomes.

• Real-time activity tracking

Displays ongoing sales, orders, returns, and field activity in live dashboards.

• GPS and document archiving

Uses GPS to track rep movements and archives all documents created in the field for reference.