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MOBILE CRM FOR ROAD WARRIORS

AVAILABLE ON

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AGENDA ABOUT SWINGBUSINESS

SWINGBUSINESS : WHO IS IT INTENDED FOR ?

DAILY PROFIT

THE COMPASS OF YOUR ROAD WARRIORS

AVAILABLE NOW

THE MOST FLEXIBLE SOLUTION ON THE IT MARKET

SWINGMOBILITY : WHO WE ARE

DIVALTO GROUP : WHO WE ARE

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SWINGBUSINESS : WHO IS IT INTENDED FOR ?

ABOUT SWINGBUSINESS

« In the past, our collaborators spent too much time recording orders, without any interaction with customer service. We process our orders in an hour, whereas it used to take us two days. » Jérôme LAURENT, Sales Manager, La Biosthétique

This flexible, customisable and modular application provides your company with very powerful tools to boost sales and enhance customer interaction.

Within SwingMobility we have built a Sales Force Automation (SFA) tool to meet the needs of your workforce and maintain the interactions between sales and other services and departments. Our goal is to enable your sales people to complete everyday tasks such as orders processing and product overviews in a timely fashion.

Our main objective is to provide you with an easily manageable mobile application that runs alongside the development of your business.

Easy to use, SwingBusiness is the answer to all your sales reps issues, no matter what the nature of your business is.

This mobile application is mainly dedicated to your people who frequently work in the field. SwingBusiness can run on PC, tablet or mobile, offering your sales people the ability to access their CRM application anywhere and at any time.

However, SwingBusiness is not exclusively dedicated to field sales reps.

THE WHOLE COMPANY CAN BENEFIT FROM THIS DYNAMIC SOLUTION.

Customers get relevant and updated responses. They can enjoy faster sales order processing due to real-time integration into your ERP.

Office staff don’t need to process sales orders manually any more, which was often where mistakes and delays lay.

Managers are able to manage turnover, performance and order-to-cash cycle.

Sales Management is optimised due to the fact that all collaborators operate within the very same framework.

The company as a whole enhances its management, as all collaborators get their hands on the same IT tool and the same updated data almost instantaneously.

SWINGBUSINESSDAILY PROFIT

Easy order intakes and immediate access to catalogues

and in-stock products

Our Dashboard helps your sales reps to manage their activities and achieve

their daily objectives

Full calendar for sales reps in the field including but not exclusive to appointments, events, orders and reminders

ENHANCE YOUR PERFORMANCE

SwingBusiness provides an analytical dashboard to help you with decision-making and all data analysis, resulting in increased sales productivity.

OPTIMISE YOUR TIME

There is no more manual processing of information and extra time to prepare business appointments. Save considerable time by recording your orders and reports instantly using our mobile application.

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KEEP IN TOUCH WITH ORDER-TO-CASH CYCLE

With SwingBusiness you can access all order information and details to have a clear view of its status. You can even process real-time payment.

IMPROVE YOUR RESPONSES IN THE FIELD

All necessary information surrounding your sales is available in our application such as product catalogues, consumer spending habits, stock availability,etc. In addition, orders and quotes are recorded and sent by email to customers automatically.

BE MORE INDEPENDENT

Is the product in stock ? What about the status of each customer ? Even offline, you can access all this information and more within SwingBusiness. All data is synced as soon as the application has access to a network.

OPTIMISE YOUR ROUNDS

The SwingBusiness mapping application enables you to have optimal customer care and to be more efficient in the field thanks to the geo-tracking feature.

IMPROVE YOUR BUSINESS PERFORMANCE

If you wish to anticipate and manage your business performance, the steering of your commercial activity is crucial. SwingBusiness allows you to keep an eye on turnover per sales assistant and to adapt your business strategy.

SHARE DATA

Our mobile CRM offers you full data coverage. All information collected in the field is immediately integrated into your management system allowing the rest of your team to access notes. Even in the field your sales reps stay connected to your company thanks to their mobile devices.

DAY-TO-DAY PARTNER

From organising the rounds to consulting catalogues and finally recording orders, SwingBusiness is designed to give a hand to your sales reps, no matter what day.

USE YOUR CRM ON THE GO

We want our application to be simple and user-friendly. SwingBusiness is designed with a touchscreen system to help sales reps save time and increase productivity.

ENSURE RELIABILITY OF INFORMATION

By having an integrated application in your ERP and processing orders tool, sales reps avoid reporting errors and reduce time for problem resolution. Once the information is reported, the system provides your allowed team with immediate access. As a result, your company will limit errors and guarantee updated and reliable information.

360° CUSTOMER VIEW All our users are able to access notes stored on customer profiles such as calls, business rounds, sending information and dispute declaration, etc.

SWINGBUSINESS THE COMPASS OF YOUR ROAD WARRIORS

ORGANISING YOUR SCHEDULE

CALENDAR

The SwingBusiness calendar can be integrated into your sales people’s professional calendar. It gives them a full overview of their activities over a specific period (list, day, week, months) and the ability to add new appointments per staff member, link it to a customer and, therefore, their customer profile.

ROUNDS

This tool allows sales people to organise their customer files. The rounds are automatically or manually generated from a geographical subdivision.It also provides a list of all the prospective clients located in the same area as your actual customer (referred to as the ‘Hub’ customer).

TASKS

Tasks, reminders and notifications are automatically generated in case of delay.

DELAYED VISITS

After each visit, the application automatically opens a dialog box to submit a review for both the sales rep and the customer.

CUSTOMER INFORMATION

CUSTOMER ACCOUNT

The customer account provides an overview of all information related to each client including third-party data identification, bank details, mode of payment, contact details, delivery address and the sales reps who accessed the account.

CUSTOMER ACCOUNTING AND OUTSTANDING DEBT

Sales reps are notified of open cases of debt and customer accounting. They can also cash customers, be it a partial payment using the order lines or a full payment using the invoice. If so, a notification will be sent by email to the office and then integrated to your ERP to announce the update of the ongoing case.

SALES HISTORY

You can access the billing history of each of your customers and keep an eye on delays to delivery.

REPORTING

The Reporting tab aims to improve customer monitoring. The application provides your sales reps with reports completed in advance, and lists to save time and to have optimal organisation.

FORMS AND SURVEYS

The application provides a forms service. You can customise this service using your own fields, pictures, signatures, etc. Forms are then filled-out by sales reps and sent by email in PDF format.

ORDER RECORD / QUOTES SERVICE

CATALOGUES

Thanks to an intuitive and prominent feature, you can present product catalogues using the SwingBusiness application (category and subcategory) headings, and use stickers with integrated product pictures.

ORDER PROCESSING

The tool for processing orders allows you to manage all aspects of reservation such as recording orders, notes and returns. This modern tool records the payment methods of each customer. Also, you can search for any item within customer order history using previous records (quotation requests), pre-set order models or directions via catalogues.

MAPPINGGEOLOCATION OF COMMERCIAL ACTIVITY

Data can be geo-located each time a visit report or commercial documents are created.

FIND NEW PROSPECTIVE CLIENTS USING THE HUB CLIENT

The use of hub client helps to manually optimise the rounds and the sales rep’s calendar, in order to arrange travel times and prioritise your most important clients.

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STEERING AND MONITORINGCOMMERCIAL ACTIVITY PLANNING

You can adjust your sales strategy according to a client’s typology by simply using our application. In the field, your sales rep is automatically notified of the specific actions needed for each client. SwingBusiness is a very directive tool which enables you to keep an eye on the achieved actions.

ACTIVITY REPORT

The activity monitoring gives an exhaustive and condensed report of the workforce activity in the field such as turnover or number of visits per day, which can be filtered by period or sales rep.

TURNOVER STATISTICS

At any time, your team can be granted access to the turnover calculations filtered by the precise time frame invoiced in the last three years. The display is made of diagrams or tables for each sales rep, product family or subfamily.

DASHBOARD

Each sales rep has access to graphical indicators on their orders, visits, top articles or top clients.

ADMINISTRATIVE AND COMMUNICATION

FLASH MESSAGES

This integrated communication solution is an alternative to emails and SMS. It also allows a mass diffusion from the administration interface to mobiles. Alerts are automatically provided by a notification centre thanks to IOS and Android systems.

EXPENSES

Sales reps can directly record their expenses on SwingMobility and transfer them to head office.

ADMINISTRATIVE FORMS

The company can provide their sales reps with customisable forms as an aid for administrative uses such as leave requests, customer disputes, etc.

With the adjustable mapping settings, your road warriors can benefit from a full view of your clientele ( customers, prospects). Moreover, they can have immediate access to detailed information of each account from the home page.

Customer (Main address)

Cosburn Ave, TORONTO, ...

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BUILT IN THE FIELD FOR PEOPLE ON THE GROUNDEasy to use, we thought about everything to offer you a fluent and intuitive application.

You can have your SwingBusiness application on any mobile device (PC, tablet, hybrid tablet or mobile) and the main operating systems on the market (Windows, Apple iOS, Google Android).

Also, all forms are designed to allow our platform to be the fastest and most informative on the market : our app provides a range of drop-down menus to avoid long text recording and allows you to add pictures with annotations and manage the coherence of data by script, etc.

SWINGBUSINESS AVAILABLE NOW

Indicators and statistics to quickly visualise trends

Rapid recording and processing of orders

Simple and coherent presentation of your products and price catalogues

An integrated calendar that you can synchronise with your mobile device and Microsoft Outlook

INTUITIVE, TOUCHSCREEN MANAGEMENT SOLUTION

WORK IN OFFLINE MODE WITHOUT AN INTERNET

CONNECTION

SWINGSTUDIO SOFTWARE DEVELOPMENT KITTo best meet the specificities of our customers’ demands and optimise the performance of your sales people in the field, SwingMobility platform sets up a development kit called SwingStudio.

From the modification of database mode to the navigation of mobile application, SwingStudio offers a total freedom of customisation through simple composition and configuration of elements.

SwingStudio guarantees a flexible solution that can be adapted according to the needs of your company. Due to its adaptability, SwingMobility cloud platform allows rapid input of your settings by simply synchronising the application.

SWINGBUSINESS THE MOST FLEXIBLE MANAGEMENT SOLUTION ON THE MARKET CLOUD ARCHITECTUREThe SwingMobility cloud architecture ensures rapid installation and availability across the globe. Our system’s core demonstrates the execution of interface scripts, the synchronisation of data and files on mobile devices, and the unending use of functions such as sending emails, geocoding and image optimisation, etc.

Settings within SwingStudio development kit

The adjustment is available straight away through your SwingBusiness application

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SWINGMOBILITYWHO WE ARESwingBusiness edits applications and is dedicated to offer management solutions for professionals working in the field. We are located in 7 different countries with more than 1500 customer references. Since December 2014, SwingMobility has officially joined the Divalto Group, the editor of management solutions, mobility and collaborative portals.

SwingMobility, a company with 10 years of business experience in mobile applications.

As the leader in mobile applications in France and Europe, we always anticipate the market changes to provide our customers all over the world with the latest technologies.

Website : www.swingmobility.com/en

Get the latest news on SwingMobility :

A FEW FACTS ABOUT SWINGMOBILITY

18,000 users

11available

languages

1,500 customers

2010 first subsidiary

abroad

99.4% of availability

rate

+100,000 registered orders

per month on SwingBusiness

2003 establishment

of the company

€M 44monthly turnover

on SwingBusiness

THE KEY PLAYER IN FRANCE OF MOBILE AND COLLABORATIVE CRM

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THE DIVALTO GROUPWHO WE AREDivalto Group is the French leader in business management solutions for all companies, from small startup companies to major corporations of up to 5,000 employees in every sector of the economy including distribution, manufacturing, and services. Mobility software and collaborative portals are also part of Divalto’s offer.

With more than 300 partners distributing our solutions and 11,000 clients within 300 business segments, the Divalto Group is a key player in the ERP, mobility and collaborative software fields.

Our company is also internationally represented not only thanks to our customers and partners abroad, but also through our subsidiaries implemented in Canada (Montreal) and Brazil (Belo Horizonte) to supply North and Latin America.

Website : www.divalto.com/en

Get the latest Divalto news on :

A FEW FACTS ABOUT THE DIVALTO GROUP

300Divalto partners

globally

200 employees

12,000 business customers

in 6 countries

300 lines of

business

+30 yearsof history

and innovation

2,000 experts in

our ecosystem

30%of turnover invested in R&D

€M 200 annual revenue

of our ecosystem

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ARE YOU CONSIDERINGMOBILE CRM

or just want more information about SwingBusiness ?

We are happy to answer all your questions

Call us at + 33 (0)3 88 64 50 71or visit our website :

www.swingmobility.com/en

Address : 11, rue Icare - Aéroparc - 67960 Entzheim - FrancePhone : +33 (0)3 88 64 50 71 - info@swingmobility.com - www.swingmobility.com