ECOD Agent: What is it and for whom?

• SFA (Sales Force Automation) solution for supporting sales structures
• Solution for companies from FMCG and pharmacy sector (producers and distributors)
• Full integration with other ECOD solutions like EDI (Electronic Documents Interchange) and ECOD Distribution (communication with business partners) 

ECOD Agent: structure of the system

• Inside ECOD Agent system data flows between 3 applications:

ECOD Agent PDA

• Mobile application for Pocket PC devices for sales reps

ECOD Agent Terminal

• Mobile application for Area Sales Managers for Laptop PC’s

ECOD Agent Central

• Central application for Administrators and other business users for PC’s 

System implementation goals

• Reducing costs of customer management
• Quick and accurate information from the market
• Control and optimization of Sales Force
• Elimination of manual work and implementing only electronic reports
• Elimination of mistakes and errors in reporting
• Increase efficiency of sales organization (SR, ASM, DSM, NSM)

ECOD Agent: functional areas

Administration – customers and products data are maintained in good quality

Control – controlling work of sales representatives and area managers in areas of sales, merchandising and logistics

Analysis and reports – reporting key parameters for effective organization work

Communication – effective communication within sales force organization

ECOD Agent: basic functionality

• Sales Representative
•  Registering orders
• Gathering merchandising information (prices, distribution, localization of own products)
• Competition reports
• Registering promotional activities
• POS Materials management
• Work time management
• Expenses control
• Efficient reporting
• Customer history and database access

Area Sales Manager

• Sales representative’s activities planning
• Sales plans and priorities definition
• Sales representative work time and information reliability monitoring
• Multidimensional sales reporting and analysis

Business administrator:

• Coordination of sales structure operations
• Multidimensional reports and analysis
• Promotion campaigns planning
  and monitoring
• Planning of surveys and tasks
• Technical administrator:
• Administration of sales structure
• Defining users, user right 

ECOD Agent: basic information

• Advanced functionality of the system supports:
• Defining different tasks (ex. Prices reports, promotional actions, surveys) and reporting their fulfillment
• Verification of correctness of planned promotional activities
• Using sophisticated tools for different sales support activities (ex. setting promotion parameters such as promotional channel, promotion type, distribution channel, period of time)
• Advanced functionality of the system supports:
• Realization of company’s standards for parameters such as average number of visits per day, average order value, efficiency of sales representatives (as number of successful visits vs. planned visits)
• Knowledge of customers (or group of customers) value for target realization for sales organization

Functionality of ECOD Agent PDA

• ECOD Agent PDA has specialized modules and forms for supporting desired functionalities and process information
• Standard modules of ECOD Agent PDA
• Synchronization
• Route plans
• Promotions
• Customers
• Products
• Reports
• Visits (activities)
• Messaging system