About Companion Rep
Companion Rep is a sales enablement software from CIS Group that helps organizations manage their sales processes effectively. It includes features like lead tracking, customer relationship management, and reporting tools so sales teams can improve their performance. This software supports collaboration among team members and provides insights into sales metrics for informed decision-making. Companion Rep allows users to integrate with existing CRM systems, facilitating a smooth transition and use. Key capabilities: lead tracking customer relationship management reporting tools integration with CRM systems user-friendly interface Best for: sales teams and managers that need to simplify their sales operations and performance analysis.
Companion® Rep by CIS Group is a comprehensive software solution designed to streamline the tasks of field representatives, merchandisers, and account managers across various industries, especially in Direct Store Delivery (DSD) and food service environments. The application serves as a powerful tool for automating customer visit processes, enhancing efficiency in the field, and ensuring seamless communication between mobile personnel and office-based teams. With its intuitive interface and adaptable transaction screens, Companion® Rep enables mobile personnels to perform tasks such as order taking, inventory checks, surveys, photo documentation, and planogram compliance quickly and accurately while in-store. One of the standout features of Companion® Rep is its high level of configurability through the Companion® Office desktop middleware. This integration allows businesses to customize workflows by customer type, banner, or user role, ensuring the software reflects the exact processes needed for each business case. Managers can assign priorities, customer-specific sequences, and tailored visit routines, while mobile users benefit from access to complete historical data, marketing program details, and dynamic action lists.
Pros & Cons
- • Comprehensive field tool: Effective for sales reps and drivers to place accurate orders and track deliveries.
- • Real-time data capture: Allows quick collection of in-store data, surveys, and distribution gaps for strategic planning.
- • Integrated communication: Facilitates coordination between sales teams and trucking or tele-sales departments.
- • Feature-rich: Offers access to inventory, invoices, order tracking, and account history all in one system.
- • Customizable modules: Survey tools and distribution features can be tailored to business needs.
- • New version improvements: Updates (like v16) are addressing past performance issues and improving relevance of features.
- • Multilingual support: Available in both English and French, useful for diverse teams.
- • Performance issues: The software is frequently described as slow and resource-heavy.
- • Cluttered interface: Too many unnecessary screens and clicks required to complete tasks like orders.
- • Steep learning curve: It can take 10–40 hours before new users become proficient.
- • Underused photo features: Photo capture (before/after) isn’t optimized, leading to duplicates and inefficiencies.
- • Inadequate reporting: Reports don’t always meet user needs; data often has to be exported to Excel or Power BI for usefulness.
Features
Key features
Streamlines the daily activities of reps, merchandisers, and account managers during client visits, reducing manual effort.
Covers all sales force automation and customer relationship management tasks in one integrated platform.
Allows office teams to send instructions, tasks, and updates directly to field staff.
Lets you customize workflows and settings based on customer category or banner for personalized service.
Adapts screen layouts to match how reps work in-store, improving speed and efficiency.
Provides detailed visual reports (visits, orders, distribution, surveys, photos) to support strategic decision-making.
Connects with CIS’s desktop middleware to store and manage richer data than a typical ERP system.
Defines user roles and behaviors like merchandisers vs account managers for tailored task execution.
Displays only relevant features and data for each type of mobile user.
Enables you to manage extra data like task lists, promotions, product images, and marketing plans outside your ERP.
Sets visit frequency and task sequences per customer or banner, ensuring organized field operations.
Flags priorities such as promotions, new listings, delistings, and flyers per customer account.
Helps reps manage appointments, take notes, track expenses, and follow visit schedules efficiently.
Allows reps to forecast sales, suggest orders, take new and free orders, or manage returns and credits.
Enables the collection of competitor product data during store visits for market analysis.
Lets reps take photos for store audits, compliance checks, and before/after comparisons.
Displays detailed visit and transaction history to assist reps during client meetings or reviews.
Helps verify store shelf layouts and capture stock levels during visits.
Tracks special agreements and consigned inventory for accuracy.
Generates structured reports from each visit, capturing actions taken, data collected, and outcomes.
Displays ongoing sales, orders, returns, and field activity in live dashboards.
Uses GPS to track rep movements and archives all documents created in the field for reference.
Additional features
Collects and analyzes field surveys for better customer insight.
Organizes store photos and includes them in reports for visual validation (e.g., red flags or shelf compliance).
Generates reports focused on store inventory, stock issues, and order gaps.
Works seamlessly with platforms like QuickBooks, Sage, SAP, Oracle, and Microsoft Dynamics.
Ensures the highest level of information security and data management practices.
Links with Microsoft Power BI for enhanced data visualization and business intelligence.
Compatible with durable handheld devices and mobile printers to boost performance in field conditions.
Offers round-the-clock assistance in English and French to support reps and managers anytime.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Companion Rep
Companion Rep is a sales enablement software from CIS Group that helps organizations manage their sales processes effectively. It includes features like lead tracking, customer relationship management, and reporting tools so sales teams can improve their performance. This software supports collaboration among team members and provides insights into sales metrics for informed decision-making. Companion Rep allows users to integrate with existing CRM systems, facilitating a smooth transition and use. Key capabilities: lead tracking customer relationship management reporting tools integration with CRM systems user-friendly interface Best for: sales teams and managers that need to simplify their sales operations and performance analysis.
Companion Rep Details
Companion Rep's In-App Market Place
Does Companion Rep have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD ($), CAD ($), CNY (¥), CHF (Fr), SEK (kr), NZD ($), KRW (₩), RUB (₽), INR (₹), BRL (R$), ZAR (R), MXN ($)
Pros & Cons
- • Comprehensive field tool: Effective for sales reps and drivers to place accurate orders and track deliveries.
- • Real-time data capture: Allows quick collection of in-store data, surveys, and distribution gaps for strategic planning.
- • Integrated communication: Facilitates coordination between sales teams and trucking or tele-sales departments.
- • Feature-rich: Offers access to inventory, invoices, order tracking, and account history all in one system.
- • Customizable modules: Survey tools and distribution features can be tailored to business needs.
- • New version improvements: Updates (like v16) are addressing past performance issues and improving relevance of features.
- • Multilingual support: Available in both English and French, useful for diverse teams.
- • Performance issues: The software is frequently described as slow and resource-heavy.
- • Cluttered interface: Too many unnecessary screens and clicks required to complete tasks like orders.
- • Steep learning curve: It can take 10–40 hours before new users become proficient.
- • Underused photo features: Photo capture (before/after) isn’t optimized, leading to duplicates and inefficiencies.
- • Inadequate reporting: Reports don’t always meet user needs; data often has to be exported to Excel or Power BI for usefulness.
Companion Rep's Support Options
Email Address
info@cis-group.comContact
(888) 432-1550Companion Rep's Alternatives
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