Our Sales Person App is engineered from the ground up to address the unique challenges of field sales in today’s fast-paced market. Here’s how each feature drives efficiency and growth for your business:

1. Seamless Sales Person Registration & Onboarding

Technical Detail: A cloud-based, admin-controlled registration portal. Administrators can quickly create new sales agent profiles by inputting basic details (name, ID, territory). The system automatically generates secure login credentials and sends an instant invitation to the agent’s mobile device, enabling them to download the app and get started in minutes.

Benefit: Eliminate paperwork and manual setup. Scale your field team up or down effortlessly and get new hires generating revenue from day one.

2. Robust Authentication via Secure OTP (One-Time Password)

Technical Detail: Implements a multi-factor authentication (MFA) system using SMS or email-based OTP. This ensures that access to sensitive sales data and payment functionalities is granted only to authorized personnel. The OTP tokens are time-bound, expiring after a short period for maximum security.

Benefit: Protect your company and customer data from unauthorized access. Prevent fraudulent activities and ensure compliance with data security standards, all without requiring agents to remember complex passwords.

3. Intelligent Product Ordering & Catalog Management

Technical Detail: Features a dynamic product catalog that syncs in real-time with your central ERP or inventory management system. Salespersons see accurate, up-to-date information including product images, descriptions, real-time stock levels, and customer-specific pricing tiers. The intuitive interface allows for quick search, filtering, and adding items to a cart.

Benefit: Never miss a sale due to outdated information. Agents can confidently offer products that are actually in stock and quote correct prices, enhancing professionalism and customer trust.

4. Integrated Payments using MPESA

Technical Detail: Direct, seamless integration with the Safaricom MPESA API. The app generates a unique STK Push prompt, sending a payment request directly to the customer’s phone. The system automatically verifies the payment confirmation in real-time and updates the order status to “Paid,” reconciling transactions instantly.

Benefit: Close the sale on the spot! Improve cash flow by collecting payments immediately, drastically reducing debtor days and the administrative burden of manual payment tracking and reconciliation.

5. One-Tap Order Submission

Technical Detail: Once the cart is finalized and payment is confirmed, orders are submitted with a single tap. The order data—including items, quantities, prices, customer details, payment proof, and GPS location stamps—is encrypted and transmitted instantly to your headquarters’ backend system for processing.

Benefit: Drastically reduce errors associated with handwritten orders. Accelerate the order fulfillment process as the warehouse receives accurate digital orders the moment they are placed.

6. Real-Time Order Tracking & Status Updates

Technical Detail: Provides full order journey transparency. Salespersons and managers can track an order’s status through every stage: Submitted → Processing → Approved → Dispatched → Delivered. Automated notifications keep the salesperson informed, enabling them to provide customers with accurate delivery updates.

Benefit: Enhance customer service and satisfaction. Sales agents become proactive advisors, managing customer expectations effectively and building stronger relationships.

7. On-Demand Customer Statement Printing

Technical Detail: Agents can generate and print comprehensive customer account statements directly from their mobile device (via Bluetooth printers). These statements pull live data from your accounting system, showing transaction history, current balances, credit limits, and payment due dates.

Benefit: Facilitate informed financial discussions during customer visits. Resolve queries on the spot, expedite payment collections, and maintain clear financial records with professionally formatted statements.

8. And So Much More…

Our platform is packed with additional features designed for peak performance:

GPS Location Tagging: Automatically records the location of every order and visit for accurate territory management and analytics.

Offline Mode: Agents can continue taking orders and accessing customer data even in areas with poor connectivity. Orders are automatically synced once a connection is re-established.

Performance Analytics: Dashboards for both agents and managers showing key metrics like sales volume, collection rates, and frequently sold products.

Customer Relationship Management (CRM): Access customer history, previous orders, and special notes to personalize every interaction.