This capability provides everything you need to manage your business and comes with an embedded Salesforce Lightning Platform license included in your subscription.
It includes all aspects of Aforza's data model and future data model enhancements, plus an additional 10 custom objects to support any unique needs for your Aforza implementation.
Subscribers to Aforza's Visit Edition will be able to perform standard visit tasks as detailed in the Aforza Editions Page. They will also have Read-Only access to data showing all previous Orders, Invoices, Inventory, Promotions, Disputes, Products, Product Collateral, Pricing and Assortments.
Take your data and processes offline with our purpose built mobile apps for Android and iOS.
Construct sophisticated processes and approvals using point and click editors.
Get real time feedback on business performance across all of your data including visits, sales, and products.
Send messages, share files, join groups and collaborate with your colleagues.
Define and manage visit territories.
Execute your daily routes and planned visits. Work through your task lists to make sure each visit is completely perfectly.
Capture detailed customer information and check store compliance using configurable surveys and audits.
Manage customer issues, compliance disputes, and technical requests.
Create orders across mobile, telesales and all your other channels.
Sophisticated discount engines and commercial policies providing penny-perfect pricing for specific outlets.
Organized collections of products with selective distribution rules defining which outlets are eligible to purchase.
Create, print, and distribute invoice documents.
Manage payment methods, transactions, and collect direct payments from customers.
Define inventory buildings and vehicles and automatically manage stock levels.
Schedule and track deliveries and returns.
Design and build your brands and products through intuitive drag and drop studio tools.
Create customized routes and assign visits and tasks to your team. Monitor your team’s performance and deploy changes to their schedule in real time.
Build sophisticated discount rules, bundles, and commercial policies using point and click tools.
Sync all your data and retrieve real time insights directly in your applications.
Recommend and suggest trending products, next best tasks, nearby accounts, and more.
Start your day with your visits scheduled and orders automatically generated.
Optimize your routes and product pricing to increase revenue and improve efficiency.