An offer adjusted on the spot
History, prices and availability support the sales conversation.
FOCUS / 01 R-Node · Trade & distribution
Office & mobile sales
Sell from the office.Move forward in the field.
Prepare visits, take orders at your customers’ premises and continue follow-up at the office. With product availability in view, your team can offer quantities it can actually supply.
Understand how it works
Prepare my quote request with ÉlinaThe workflow · The features · The benefits
- Better prepared visits
- More reliable sales commitments
- Follow-up shared with the office
01 / The workflow
Keep every sale moving, wherever you are.
From the first appointment to ongoing follow-up, everyone finds the information relevant to their role.
Open a step to discover what happens.
01Before the visitPrepare an offer that fits the customer
Your sales representative plans appointments and visits around customer time slots and estimated travel times. Previous purchases, customer prices and an illustrated catalogue help prepare replenishment orders.
For your businessThey arrive with a relevant offer, without having to reconstruct the history.
02At the office or with the customerTake the order with availability in view
On a computer, tablet or phone, your team prepares the quotation and adjusts quantities. Availability indicators flag insufficient quantities or low remaining stock during entry.
For your businessThey adjust the offer during the conversation and reduce unwelcome surprises.
03At the warehouseHand over to order preparation
The sale joins the warehouse workflow. Ready delivery notes reserve quantities; stock is deducted on dispatch. Partial preparations retain the quantities still to be supplied.
For your businessThe office and warehouse know what is ready and what still needs attention.
04After the saleFind the record and prepare the next step
Quotations, orders, invoices and payments remain linked to the customer. View sales by period or sales representative, using the available indicators.
For your businessYour team answers customers using a shared history, while you retain a view of activity.
02 / In practice
The same information, from customer to warehouse.
Your customer requests additional quantities. The representative checks availability, adjusts the offer and retains the record. Back at the office, the team finds what it needs to continue follow-up and maintain continuity in the customer relationship.
Does this example fit your needs? Élina will use it with you to prepare your quote request.
Prepare my quote request with ÉlinaA record ready for follow-up
Relevant teams find the customer’s quotations, orders, invoices and payments.
03 / Features
Useful tools for your team.
Everyday features and connections that make follow-up more reliable.
Appointments & visits
Appointments, customer time slots and estimated travel times to organise field sales days.
Customer history & prices
Previous purchases and commercial terms to prepare a relevant offer.
Illustrated catalogue
Product references and photographs to support the sales conversation.
Quotations & orders
Entry at the office or on the move, with quantity adjustments and stock availability.
Invoices & payments
Documents and sales follow-up together in the customer record.
Oversight & responsibilities
View sales by period or representative, with access tailored to each role.
Your questions
Picture it in practice.
Does the module also serve office-based teams?
Yes. Customer follow-up, quotations, orders and availability are also useful at the office. Appointment and visit planning complement the needs of field sales representatives.
What if the requested quantity is unavailable?
Availability indicators help adjust the offer. During preparation, quantities not supplied remain identified for follow-up.
How does the team get started?
RDV-Partners organises data migration, adapts sales workflows, documents and access rights, then supports and trains your staff.
Let’s start with your organisation
How would this work in your business?
Élina uses this example with you to clarify your workflows, teams and priorities. Review your project before sending it to RDV-Partners to prepare your quote.
Scope tailored to your needs · Data migration and training · Hosting, backups and maintenance
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