SFA CISLINK

Sales Force Automation OMOBUS technology for Windows Mobile & Android

Copyright © AK OBS, CISLink 2011

| Эргономичность |

Brief Basic Information

Scope:

OMOBUS can be used for automation of personnel activities that are in direct contact with clients and that accept orders/returns of products and/or collect information.

Relevance for the Personnel: Thanks to a small mobile device, the personnel can have all required information all the time: data on client, products, prices, stock remainder, photo etc. Relevance for the Company: Increase in sales (at least because the personnel will have to visit the office less frequently), reduction of operating costs and control of errors associated with creation of documents, speeding up provision of services to client and improvement of quality thereof, and company’s goodwill improvement. Flexibility: Customization of the system in accordance with client’s business processes. No limitations associated with integration with ERP. Considerable scaling capabilities


Benefits

For Personnel: 1. Quick access to information about products, prices, stock, history of relationships with client (its orders, outstanding debts etc.); 2. Option to get and send information without visiting the office; 3. Automatic display of personnel activities in the ERP.

For Company: 1. Reduction of operating costs; 2. Efficient organization and control of performance of sales department; 3. Control of errors upon registration and transmission of documents; 4. Complete integration with ERP enabling to perform automatic data exchange. For All: 1. Increase in sales volume; 2. Client service quality improvement; 3. Company’s goodwill improvement.


At present OMOBUS has been successfully used by the companies located in the following cities: Moscow, Lyubertsy, Vladimir, Saint Petersburg, Vologda, Archangelsk, Murmansk, Petrozavodsk, Cherepovets, Saransk, Kursk, Orel, Belgorod, Lipetsk, Voronezh, Bryansk, Kostroma, Rybinsk, Ivanovo, Tver, Yaroslavl and many other cities in Russia. The system was introduced for the benefit of different scale companies, from small companies with the staff comprising 10 commercial agents and up to sudivisions of large transnational companies.

Usage


Technology


Inte

gra

tion la

yer

LDAP-service

1. Server

2. Client

Account Service

Data update Service

Data Input Service

Notification Service

OMOBUS Components: 1. OMOBUS Server for Linux OS

2. OMOBUS V2 Client

ERP/CRM Interaction:

LDAP-Server Storage of Account Parameters FTP-Server Data Package Exchange SMTP/POP3-Server Message Exchange

Account Service Generation of Accounts Update Service Generation of Update Packages Data Input Service Input of Documents and other Data to ERP Notification Service Sending Notifications to Personnel

Reporting interface, operations, route planning sales representatives

Interface: Select the operation


Route planning

All parameters are set Displays information about the plans

for the device


Example shown on the Google Maps data on the movement of employees.

Interface: GPS information


Example shown on the Google Maps data about the movements

of one employee

Tracing route salesmen


Full Report. Contains a list of

employees and their work perfor

mance.

Personal report on agent

Tracing route salesmen


Creation of various documents, for example: 1. Order of products; 2. Return of products; 3. Products exposure; 4. Comment (you can also add a photo); 5. Operating expenses of sales representative. Linked referenced data sets for PPC, including: 1. Clients, delivery addresses, contacts; 2. Products; 3. Prices (three types, different models); 4. Payment parameters (procedure and types); 5. Warehouses, stock remainders and reserves of products.

Capabilities of the System (client)


Predefined business process

Basic information about product on one display screen Unlimited quantity of prices for product that consider client discounts (individual client prices), various actions etc

Stock remainders of products for any quantity of warehouses

Product release inhibit option for the product that is absent at the warehouse or that has an unspecified price.

Provision of information about sales and returns of products for selected time interval, with an option of provision of detailed information broken by days and documents



Basic information (client’s outstanding debt, limit of credit, differed payment and address) about client on one display screen

Several delivery addresses and contacts for client.

Detailed information about payment settlement with client

Management of internal activities associated with client.

Blocking the clients (using Generation of Update Packages Procedure) to whom release of products is forbidden.

Special report enabling to analyze clients’ product sales dynamics with details by 8 time intervals



Instant sending of documents after they are saved.

Option of accumulation of documents to be sent in one package

Automatic directory update procedure

Low costs for receipt/transmission of data

Automatic receipt of SMS/email notifications

Ergonomic design oriented to field work

The list of the client’s options is not exhaustive



Automatic data exchange between OMOBUS and CRM/ERP.

Centralized storage of the OMOBUS user accounts in LDAP Catalogue (replication with the company’s LDAP Catalogue is possible).

Authentication and authorization of users connected to OMOBUS, discretionary access control.

Use of such only standard protocols (FTP, TLS, LDAP) and open data exchange formats (XML).

Encryption and compression of transmission data

Flexible adjustment of the system components using XML configuration files

Capabilities of the System (server)


Maintenance of logs of all executed operations

Automatic back up and log files rotation

Connection of unlimited number of users

Creation of any number of sets of reference data updates, unlimited number of update points. This enables (using one OMOBUS Server) to organize provision of services for all territorial subdivisions and/or company’s sales directions.

Organization of SMS/email notifications to personnel

Some OMOBUS and CRM/ERP integration methods

Capabilities of the System (server)


Thank you


CISLink Limited

Russia, 125212, Moscow, Kronstadtsky br 7

Tel: +7 (495) 363 02 05, Fax: +7 (495) 363 02 04

[email protected], www.cislink.com

mailto:[email protected]

http://www.cislink.com/

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