ESPTEN
Mobile pre-sales · Android and iOS

SmartTraderNX — the mobile sales solution for direct channel

Order taking, invoicing and collections in the same visit, online or offline. More productivity for your sales force.

SmartTraderNX

How it works

How does it work?

It works with or without signal: whatever the sales rep enters is stored on the phone and reaches SIGMA when they sync. It has two modes, depending on who invoices.

Online mode Pre-sales: the company invoices

  1. Takes the order during the visit.

  2. Syncs and sends it.

  3. It goes into SIGMA with no middlemen.

  4. The company invoices and ships it.

Offline mode On-the-spot sales: the sales rep invoices

  1. Invoices and delivers during the visit, even without signal.

  2. Back online, syncs: sends what was sold and receives prices and stock.

Before the visit

What advantages does SmartTraderNX offer a sales rep?

They look up the customer by code, name or address and arrive knowing:

  • Their location
  • Their last visit
  • Their previous orders
  • Which combos to offer
  • Their pending invoices
  • Their discount policy

So the sales rep:

  • Makes the most of their time.
  • Plans the route in advance.
  • Plans the sale around the latest items and news.
During the visit

How does SmartTraderNX help during the customer visit?

Finds the item

By code, name, category or supplier, or by scanning the barcode. With price, stock, pack size and photo.

Builds the order

Suggests offers, must-have items and new products and prices the order as it is entered, with discounts applied at closing.

Invoices and collects

Issues the electronic invoice and records collections on the spot.

Logs the visit

Saves the visit, the order and the customer's location. If there was no sale, the reason why.

On every visit

  • Fewer errors when entering orders.
  • The order is never lost.
  • Useful information for the customer.
  • The direct sale is closed.
Voice ordering

Orders by voice, too

  1. SmartTraderNX listening to a dictated order: six packs of soda, three of yerba mate and two of liquid soap

    Dictates items and quantities.

  2. SmartTraderNX showing the three recognized items to review and confirm

    Reviews and confirms what was recognized.

  3. An order for Almacén Los Robles in SmartTraderNX, with four items and the total

    They go into the order, with prices and total.

For the company

What benefits does the company get with SmartTraderNX?

Everything the sales rep records reaches the company. Plus:

The day's route sheet in SmartTraderNX, with visited customers, one not visited and the pending ones

Route sheet

Based on the visit frequency and day set up in the system.

Visit map

Visibility of each rep's route on the map.

Analysis and statistics

The information generated in the field, ready for analysis and statistics.

No extra hardware

Just the mobile devices: SmartTraderNX is hosted on our servers.

SIGMA ERP add-ons

Other SIGMA SaaS integrations

Connects SIGMA with other systems to query and load sales, stock, purchasing and accounting data.

Learn about SIGMA API

Want to see SmartTraderNX out on the road?

We will show you the app with your company's own items and customers.