100% Visibility
for Supervisors.

Give Supervisors the Insights They Need

The iMentor sales force automation solution equips supervisors with the insights they need to train, track, manage and coach sales reps and merchandisers in the field.

Heat Map


Monitor KPIs, identify high/low performers, track progress, and view time spent on individual tasks.

Coaching


Provide targeted coaching materials to help guide and coach sales reps to hit goals consistently.

Relief Management


Easily re-assign a visit plan from one sales rep to another in real-time to manage fire-drills and team schedules.

Workflow Approval


View, approve and reject requests such as asset placement, vacations, or product samples.

Order History


Review and track the progress of orders as they are submitted as well as receive delivery confirmations.

Give Supervisors the Insights They Need

The iMentor sales force automation solution equips supervisors with the insights they need to train, track, manage and coach sales reps and merchandisers in the field.

Heat Map


Monitor KPIs, identify high/low performers, track progress, and view time spent on individual tasks.

Coaching


Provide targeted coaching materials to help guide and coach sales reps to hit goals consistently.

Relief Management


Easily re-assign a visit plan from one sales rep to another in real-time to manage fire-drills and team schedules.

Workflow Approval


View, approve and reject requests such as asset placement, vacations, or product samples.

Order History


Review and track the progress of orders as they are submitted as well as receive delivery confirmations.

My Team Dashboard

Instead of tallying call sheets, the My Team dashboard gives supervisors immediate access to each sales rep’s activities, sales figures, performance, and goals. Supervisors have 100% visibility to measure and develop sales territories in real-time.

Team Summary

Your team’s data is organized, meaningful and easy to digest with a quick glance.

Real-Time Intelligence

There are no surprises and supervisors have more control over daily activities and goals.

GPS Monitoring

Track rep activity, incomplete visits in real-time and monitor their location on Google maps.

Proactive Insights

Proactively address market issues or reallocate resources before it’s too late.

The Salesforce.com Advantage

Dynamic data and real-time communications are some of the many benefits that come from building iMentor on the Salesforce.com cloud infrastructure. Supervisors can utilize Chatter, the Salesforce.com social media platform, to easily stay connected with their sales reps, merchandisers, and delivery drivers.

COACHING YOUR FIELD FORCE

Continuous learning and improvement is the best way to build a strong field force. The Coaching module within iMentor gives supervisors the unique ability to help each sales reps reach their incentives and hit goals more consistently.

At a glance, supervisors can view a summary of strengths and opportunities for each sales rep. An overall Summary Score further enables supervisors to track improvements and provide targeted coaching materials as needed. Here’s how it works:

U

Supervisors observe the sales rep in action.

Rate the rep’s performance based on company standards.

Assign a Summary Score and determine coaching strategy.

READY TO AUTOMATE YOUR SALES FORCE?

Interested in seeing what a world-class sales force automation and retail execution solution looks like?

READY TO AUTOMATE YOUR SALES FORCE?

Interested in seeing what a world-class sales force automation and retail execution solution looks like?

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