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Product no.PERSO One Platform product

PERSO FIELD SALES

Field Sales Management

Every step of your field sales team, from route to collection, planned and measurable.

PERSO FIELD SALES manages customers and visit points, daily routes, visits, orders and collections, product and price lists and shipments in one flow. Field performance sits on the manager’s screen, visits on the rep’s mobile app.

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What is PERSO FIELD SALES?

PERSO FIELD SALES is the field sales management product that runs customer visits, routes, orders, collections and shipments of field sales teams on PERSO One Platform. Visit and order entry happens in the rep’s mobile app; route planning and field performance run on the manager’s web screen.

Capabilities

PERSO FIELD SALES

Planning

  • Customers and visit points
  • Routes
  • Map view

Field Operations

  • Visits
  • Orders
  • Collections
  • Products and price lists
  • Shipments

Tracking

  • Field performance
  • Visit and order reports

Who is it for?

  • Field sales representatives
  • Regional and sales managers
  • Distribution and shipment teams

Typical workflows

  1. 1Route plan → visit → order
  2. 2Order → shipment → delivery
  3. 3Visit → collection record
  4. 4End of day → field performance report

Web / Mobile

Web· Mobile

Visits, route tracking, order and collection entry live in the rep’s mobile app; field users can sign in without an HR personnel profile.

Platform connection

Customer data is the platform’s shared business-party record; users, branches and notifications are shared.

Security and access model

Reps see only their own routes and visits; managers report within their region scope; price-list management is a separate permission.

Platform →Security →

PERSO One Platform

PERSO products used together

“Used together” means a shared platform, shared users and shared master data; automatic data transfer exists only where it is explicitly stated.

PERSO CRM

Customer & Sales Management

Manages leads, customers, contacts, opportunities and activities on a pipeline, backed by email, calendar and automation.

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Opportunity and pipeline management run in CRM; both products share the same customer record.

PERSO HR

Human Resources & Workforce Management

Brings Personnel 360, shifts, timesheets, leave, payroll and performance together on web and mobile.

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Targets and commissions are tracked in HR; the field rep is the same employee record.

PERSO FIELD SALES

Let’s shape PERSO around your business, together.

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