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Simplified ordering anytime, anywhere - also at the customer's location. Mobile app support, managing business contacts, tasks and more
Our business modules
Possibility of granting the giveaways by sales representatives. Thanks to recording them in the mobile application, the granting of the freebies will be recorded in real time in the system, which will take appropriate actions, such as taking the product out of stock or due settlements. The register of giveaways enables their smooth distribution and checking whether they have been issued in accordance with the company's policy
Possibility to place a direct order for the customer at his location, e.g. at his company's premises. Thanks to the support of the mobile application, the sales representative not only presents the offer, but carries out the entire transaction process in real time - from placing an order, through payments and invoicing, to transferring the order to the shipping department. In addition, it has the ability to negotiate, correct the presented offer, grant discounts, giveaways or set up promotions
Possibility to settle and post cash transactions on an ongoing basis by sales representatives at the place where the offer is presented, e.g. at the customer's office, along with the generation of the appropriate type of invoice and cash receipt. If you have the appropriate equipment, it is possible to print documents mobile at the customer's location directly from the mobile application
Possibility to create a dedicated warehouse shelf for a sales representative to collect goods for sales records or return them to the warehouse. Thanks to this functionality, orders placed in real time (for example via a mobile application) are synchronized with the inventory, which allows to avoid errors in the form of ordering the missing goods by another employee of the company in the event of a potential lack of a given item in the warehouse. The functionality also allows you to obtain information about where and with whom company goods are at a given moment
Possibility to adapt the application to one of 19 language versions. The functionality facilitates the presentation of the offer to a foreign-language client by generating the offer in the native language and presenting it in the contractor's language. The application enables international sales and the transfer of orders or tasks to foreign employees who carry out their tasks at a later stage in the sales chain. Thanks to this functionality, international corporations can use one, coherent system without the need to install and integrate many applications supporting communication in different languages
Possibility of recording and storing business and commercial contacts, etc., available for the execution of orders and offers. A tool related to CRM, which allows you to make contacts from, among others, forms on the website, e-mail, contact databases, etc. Recorded contacts can be converted into system users, which gives the opportunity to expand the sales base and expand commercial activities
Possibility of manual placing of orders for customers from the administration panel and simple and intuitive generation of orders for goods from the supplier by system users. The functionality allows you to obtain the data necessary to complete the order, edit and print them, or add notes and comments. The functionality supported by the mobile application is particularly useful, for example, in the work of a sales representative
Possibility to specify the service during the booking process by adding additional options to the basket
Possibility to set discounts when paying in advance, e.g. percentage discounts with full prepayment (the customer will receive a 10% discount by paying the required amount in the form of a deposit)
Possibility to set discounts for the purchase of full packages. The customer will receive a discount on products, e.g. when buying a carton of liquids, consisting of 12 individual bottles
Ability to set up multiple users for a given seller or buyer under company accounts working on behalf of a single company. The whole team functions on the account assigned to one NIP number, also in the case of different locations of users, different roles and system and warehouse rights. It is possible to search for a user by NIP number or other identifier
The ability to include the option for regular customer purchases in software targeted primarily at enterprise/system users. With the help of an intuitive mobile application, the customer will be able to search and purchase the products they are interested in, also with the use of QR code and barcode scanners. With the functionality of providing trusted customers with the ability to use the application, the organization automates purchasing processes, thereby saving its employees time and increasing the number of orders received
Ability for the system user to quickly complete purchases and tasks. Thanks to a mobile application, the work of, for example, a sales representative will be significantly automated, and the employee himself will become more efficient. It will enable him to place orders for the customer at his location in real time, easily record and archive business contacts, supervise the purchase and sales process on an ongoing basis and many other options. The application supports the same sales terms based on price lists and discounts that the sales department will implement in the system. Orders generated by representatives will allow for faster processing, as all departments responsible for service will be notified in real time. If the buyer meets the conditions, you can immediately begin processing the sale in stock, without the need to involve the BOK. If payment for the order is required, the buyer can use a convenient payment system or pay in cash to the representative, who will manually record the payment in the system, print the appropriate documents and initiate the execution of the order
Ability to scan QR codes and product barcodes by employees and customers using an application supported by mobile devices (phone, tablet). The application allows you to receive products to the warehouse, track the path of the product/variant or determine its location in real time. Its extensive functionality allows, among other things, quick placement of orders, ordering of shipments or multidimensional recording of goods and documents along with instant access to them
Ability to perform key tasks by system users, including but not limited to sales representatives. The salesman is able to quickly and easily present an offer to the customer and place an order for him from the administration panel in his own location. Generated order lists are sent to the system in real time. Using the mobile app, the sales rep can also make and collect contacts to customers and business associates, along with the ability to link them to the CRM contact management tool. It is possible to add and archive notes from meetings, add and edit data and many other functionalities located in the administrative panel of the system, which can be added or subtracted according to customer preferences. Organizing work and sales from the beginning allows for quality and efficiency in the customer service department without losing data
Possibility to create a list of contact groups, supporting among others. sending mailings and newsletters, granting discounts and promotions etc. for dedicated target groups. Contact groups are managed by the administrator of the corresponding system module, who is able to configure and create groups, as well as administer their members. Assigning a client to a group does not mean that they cannot be treated individually, i.e.. cannot be granted to him, e.g.. individual discount or special offer sent. The tool is connected to the CRM system, which facilitates contact management for system administrators, sales representatives, account managers, etc.
Possibility to manually add a contact to the newsletter while editing customer data. An automatic mailing is then sent out asking for confirmation of the subscription and the customer is put into a network of contacts who are notified e.g.. about important events in the life of the company, promotions, etc. Contacts can be assigned to account groups, which has an impact on discounts, rebates, offers, mailing groups (whether and which message the customer receives)
Possibility of making notes in the system while working with clients, saving and archiving findings, comments, guidelines, etc.. in order to communicate consistently and avoid misunderstandings. Note history can be shared with another user who replaces the previous employee. Each note can generate a task for a member of the organization that will appear directly on their calendar, allowing tasks to be assigned to more people while still in conversation with the customer. Organizing work and sales from the beginning allows for quality and efficiency in the customer service department without losing data
Ability to modify data instantly customer with considerable time savings. Editing a contact connected to the system account is equivalent to changing the data of a company account. The administrator changing the contractor's data, e.g.. in the mobile application, edits them simultaneously in all places of the system
The ability to make an individual offer to the customer consisting of products available, unavailable and those that are not in general sale. This provides an opportunity to check whether there will be demand for a potentially marketed product. Offers can be presented to customers via mailings, in the form of automatically generated pdf files, and in person at their location by sales representatives (via mobile app). The offer in pdf can be individualized in terms of graphics and sent to the customer with the possibility of negotiation by the system, which will allow the calculation of the imposed profit from the offer, the volume of sales. This functionality will allow you to maintain the continuity of sales negotiations in one thread and control the profitability of a given transaction
Possibility to obtain details about the customer's account, e.g. data, author, contact status and type, contact language and guardian. Each lead can also receive information about the client's budget. Each account can consist of many users, then all contacts of each employee are collected in one place. The system allows you to view the history of purchases or sales with one click
Ability to archive offers for later viewing. Thanks to this functionality, the system administrator can return to the history of sent offers, analyze them, edit and, on this basis, create new ones.. Digitization of quotations and their archiving saves working time and increases employee productivity
Ability to assign statuses to offers and manage them. Browsing through the offers is made easier by intuitive filters that will help the system users to get clear information about the stage of the offer's realization. Consistent with the CRM system, managing and assigning tasks to offers becomes simple, clear and perfectly organized, and delegating or distributing tasks to users with a priority system supports sales efficiency
Configurable product data in the offer, such as parameters or the addition of individual texts in multiple languages. KingAPP® quotation system allows you to create offers in foreign languages without the need for translation or knowledge of the given language
Ability to quickly turn an offer into an order with the buyer accepting it. Thanks to the function of automatic data downloading into the system, all the necessary information is transferred in real time to the sales department, which starts the realisation of an order placed on the basis of an offer, e.g.. with a sales representative
Possibility of negotiating the offer with the buyer. Thanks to the possibility to generate an offer in the native language and present it in the language of the contractor, conducting online negotiations (with the support of the system) becomes easier. Functionality has an option to calculate the net profit of a transaction or to calculate the sales volume. The system controls financial assumptions on given transactions
Possibility of manual creation of personalized offers for customers by system users, including sales representatives, also by means of a mobile application. The administrator will be able to easily add or remove products that he would like to present in the offer to a given client or group of clients, edit it visually or substantively. Creating an offer based on product data and previously prepared modules is efficient and fast
Possibility to add a condition to the order, e.g.. expected delivery date, minimum order price, split or "on-hand" payments or percentage discounts
Possibility of directing dedicated offers to customers / customer segments with products selected specifically for them on terms and conditions defined by the company. From the offer (also in PDF) you can directly generate an order or a counteroffer to negotiate prices and terms of the transaction. The tool is supported by the KingAPP mobile application ® and allows personalized sales to multiple customers simultaneously
Possibility of directing dedicated offers to customers / customer segments with products selected specifically for them on terms and conditions defined by the company. From the offer (also in PDF) you can directly generate an order or a counteroffer to negotiate prices and terms of the transaction. The tool is supported by the KingAPP® mobile application and allows personalized sales to multiple customers at the same time
The ability to track the current account balance (payments) of a given user for the purpose of making / completing a transaction or monitoring the trade credit with the support of the mobile app
Possibility of issuing and editing FVAT invoices, pro forma invoices, advance payment invoices, credit invoices (in selected countries), correction invoices by system administrators (accounting staff, sales staff, sales representatives, etc.). There is also an option to fully automate the generation of all types of invoices, as well as a possibility to issue documents using a mobile application at the customer's location (if the customer has the appropriate hardware)
Possibility of simple transfer of offers and orders for further processing to another user, which is great in combination with CRM KingAPP ® to support teamwork. The employee to whom the task has been delegated will receive an automatic notification that it has been assigned, and the details will appear in their system calendar
Possibility to grant personalized discounts for customers according to discount groups (product and / or order), which gives unlimited possibilities of defining and configuring the company's pricing policy and minimizing administration. Automation used in this way greatly supports sales, and the buyer knows immediately what the cost of individual products and services will be. The sales representative, in turn, gets the tool fully ready for sale in the field
Possibility of current records and control of contacts, received and submitted offers, and correspondence with the support of a mobile application. CRM KingAPP ® effectively supports processes carried out at the contractor's location and by sales representatives. With the mobile application, current data and activities are communicated and visible to employees in various departments of the company in real time