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CatalogPlayer News – November 2022

At CatalogPlayer we work daily to make available to you the best platform for B2B sales teams, based on three pillars: robustness, security and user experience. All to ensure that salespeople want to use it, and thus increase the productivity of sales teams and favour ROI.

We present the new update (2.8) of our Sales Enablement platform, CatalogPlayer. It contains important new features and improvements, and will be available at the beginning of November. 

omnicanal - CatalogPlayer

SALES ACCELERATION

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More efficient order generation

We present the new interface of the orders module. This new design allows a wider view of the added lines, improves usability in relation to the presentation of content and adds new functionalities and interactions to those already known, to make the process of generating new orders from the tablet application more efficient.

4 Order Cart - CatalogPlayer

NEW!

Profitability indicators

This new profitability module will inform the salesperson, through a visual indicator and a percentage, of the margin they have in relation to a product or an order.

This profitability will be calculated in relation to a base rate that will be configured generally or optionally to the rate linked to the selected warehouse and is compared with the rate that a customer has for that product.

The visual indicator can be configured with the percentage to know whether it will show in green, orange or red, and will show the percentage plus the control traffic light.

profitability - CatalogPlayer

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Multiple sales units and surcharge

This module allows you to indicate both on tablet and in the extranet the unit of measure with which you want to serve a product and add a surcharge depending on the type of unit or quantity added.

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Quick item creation

If you have a barcode reader, you can now add references quickly and obtain information on their stock or similar references. This functionality is also available in the extranet.

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Sales history in product file

Quickly view the prices of the last sale and the purchase history of a specific item.

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Reports

  • Report of payments received
  • Advanced activity report
  • View the details of routes, visits and orders in a single report
crm movil - CatalogPlayer

CRM FUNCTIONALITIES

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Tablet customer module

We present the new design of customer and prospect management, renewed and adapted to obtain better navigation in the listings and details of records.

  • Dynamic searches and sorting
  • New map interface with different navigation modes, grouped / individual
  • New customer segmentation filters

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Task management module

The new task management module now allows you to work more extensively, giving options to:

  • Work in list mode being able to execute quick tasks (calls, quick visits) and to report in an agile way through a list filterable by status, activity type and other options
  • View the detail of reported tasks and their generated actions (orders, shared items…)

NEW!

Business / opportunities module

We present a new module for the management of business opportunities.

This module allows:

  • The creation, tracking and closing of direct or indirect opportunities relating to a company
  • The creation, management and tracking of the contacts involved in that business and to see their link / activity
  • Definition / assignment of the business origin
  • Define the business with a target closing date or recurring
  • Definition / creation of the business objective
  • Definition / assignment of the current phase of that business
  • Definition / assignment of the quality / potential & temperature of that business
  • Obtain a list of actions carried out in a business (visits, calls, etc.) and schedule new ones
  • Generate dynamic questionnaires to complete during the visit process.
  • Obtain / view the feedback obtained from the products and services presented visually (interested or not interested, etc.)
  • Review shared content and whether that information has been visited
  • Review offers / ours sent from that business
  • Review the businesses –globally, or through the record– active in a client
  • Export / connect all the information via API

Example Scenarios for the use of this module:

  • Medical rep who presents pharmaceutical products to doctors / physicians to introduce / recommend them
  • Salesperson who contacts an influencer / athlete linked to fashion / sport so that they introduce / recommend the manufacturer's items in different [places] and generate indirect sales
  • Tracking of opportunities that have complex phases until the sale is finally closed
farma generic - CatalogPlayer

NEW!

Challenges Module

This new module adds new functionalities linked to the sales gamification process in the form of specific «challenges» in which dynamic rules can be defined for clients or salespeople.

  • Generate Leagues with 1 or several challenges for your sales team.
  • Assign «points» or «rewards» upon completing those challenges. The completion of a challenge can be calculated by the application itself or through an external integration of a BI / ERP.
  • Create objectives / challenges for your clients and for the sales team to progress. (Examples: Carry out N visits, Present N products, etc.)

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Notifications and alerts

  • New manager to generate real-time or scheduled notifications via Push to the users of your account.
  • This new manager also allows you to schedule personalised warning alerts when a user shows inactivity in the application after N days
  • User inactivity report
APP Notifications - CatalogPlayer

NEW!

News / FAQs

New module to generate news and/or frequently asked questions linked to the company or its competition.

This module can be used both for the training of the sales team and to have an updated database of all that activity linked to the company or its competition.

This documentary base can be segmented through tags / attributes dynamically in order to facilitate its search by topics, locations or other parameters that can be configured during implementation.

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SEPA forms integration

Functionality to complement the registration / conversion of a prospect to a client and obtain the necessary information signed by the client in real time. Customise the fields according to the typology, client's language.

Create and customise forms for the creation of SEPA documents and/or personalised reports during the client registration process.

catalogo digital - CatalogPlayer

CATALOGUE AND PRESENTATIONS

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Dashboards

Manage and create configurable dashboards when starting the visit or when presenting the catalogue with the accesses to content, modules or sections or rankings that you want your sales force to present.

Create dashboards for sales reps, for customers with specific segmentation or particular customers.

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Feedback

This module allows you to add feedback through configurable graphic icons on items, documents, pages of a book…

catalogo digital - CatalogPlayer

B2B SALES PORTAL

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General

The new version of the extranet contains many improvements both in terms of usability and functionalities focused on the display of sales histories and their interaction with order lines or orders, so that the end customer can access and view their own activity.

Some of them are:

  • New customised lists of invoices, delivery notes
  • New lists of pending orders / lines
  • Coupon management based on simple promotions
  • New viewer for books and new configurable actions to interact

NEW!

POS integration module

Payment integration via Sermepa POS (payment gateway).

NEW!

PDF invoice importer module

NEW!

Distribution Extranet

We present the new module so that the manufacturer can create multiple customised shops for each of their distributors.

Each shop can operate in «purchase» mode to place an order with the manufacturer or in sales mode, so that their end customers can make their purchases / quotes.

The Administrator of each shop will be able to:

  • Configure the look & feel of their shop (logo, contact information) and an access domain
    configure prices by generating dynamic increases based on their cost rates
  • Have salesperson user profiles
  • Make purchases from the manufacturer according to their price conditions
  • Create customised quotes for their end customers
  • Share content and generate PDF price lists with the customised format and information of their shop as a distributor to distribute to their end customers

The Manufacturer will be able to:

  • Create distributors / shops and assign specific conditions
  • Centralise all product sheet content, customer files
  • Indicate which content a distributor can view, have a centralised view of all orders and quotes submitted and synchronise them with their ERP
  • Have a global panel of all activity and traceability of their products: what has been shown, what has been shared and what quotes or prices are being increased during the sales process to the end customer
integracion erp - CatalogPlayer

CONNECTORS

NEW!

sales layer - CatalogPlayer

SalesLayer connector

Full integration of Catalogplayer with the PIM Saleslayer.

Synchronise primary and multi-reference products, characteristics, attributes and files.

NEW!

dropbox - CatalogPlayer

New Dropbox/FTP connector

Automatically synchronise the images or documents linked to your products.

  • Create a pattern for linking the photo / document to your products
  • Link 1 to N documents to your products
  • Detect new or modified files
  • Schedule the frequency
cuadro de mandos - CatalogPlayer

CUSTOMER JOURNEY

NEW!

New Customer Journey app

New app for the creation of personalised customer journeys for the customer.

customer journey mapping - CatalogPlayer
gestor contenidos - CatalogPlayer

ADMINISTRATION PANEL

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The new backend version includes many improvements for the management and visualisation of processes:

  • New viewer of change logs, submissions and transactions
  • Advanced user roles viewer
  • Customer segmentation manager
  • Specify notification emails by groups
  • CORE improvements and new APIs to integrate data available at developer.catalogplayer.com
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