MAKE SALES HAPPEN

EQUIP YOUR FIELD AGENTS WITH TECHNOLOGY DEVELOPED TO DRIVE AND INCREASE SALES

An all-in-one platform designed to streamline all sales aspects of your business, OPTIMUS ensures that your business runs smoother and more efficiently, while consistently providing your customers with the best possible experience. Unlike other business tools, OPTIMUS combines everything you need in one handy place, and offers endless customization options so that you can make the OPTIMUS platform truly yours.

Effective planning

Effective planning

Comprehensive products

Comprehensive products

Maintained contacts

Maintained contacts

Effective visits

Effective visits

Efficient orders

Efficient orders

Instant proposals

Instant proposals

Standardized processes

Standardized processes

Streamlined surveys

Streamlined surveys

Efficient task management

Efficient task management

Proficient route management

Proficient route management

Accurate merchandising

Accurate merchandising

Easy competition tracking

Easy competition tracking

In-depth inventory and stock taking

In-depth inventory and stock taking

Live dashboards

Live dashboards

Convenient instant messaging

Convenient instant messaging

User-friendly B2B eSHOP

User-friendly B2B eSHOP

Intuitive business process integration

Intuitive business process integration

Intelligent reporting

Intelligent reporting

Bulletproof data storage and security

Bulletproof data storage and security

Back office data integration

Back office data integration

Effective planning

Watch your business reach its goals in real time

No business is complete without a measurable sales plan. Keep track of your business’s success with OPTIMUS’s built-in sales planner. Equipped with a user-friendly interface as well as everything you need to plan and track your sales goals, OPTIMUS makes your sales planning, tracking and monitoring process so much easier. With real-time realization and tracking capabilities, you can watch your business reach its goals – exactly as it happens.

OPTIMUS also ensures that all key team players are aware of your plan and exactly what they need to do to help your business succeed. Built-in communication tools mean you can keep all the right people up-to-date on your sales plan and progress in real time.

Set time-based sales planning goals, or plan by whichever method makes the most sense for your business.

Comprehensive products

Keep product information relevant and up-to-date

With a customizable and easy-to-use e-catalogue module, OPTIMUS allows you to showcase your products on all platforms. You’ll be able to access and edit product information on tablets, smartphones and desktop computers, meaning that no matter where you are, you’ll always have all the information you need right at your fingertips.

Comprehensive products

Easy access to complete product information

Group products and increase value

Set and manage your discount policies

Showcase your products in the best way possible

Create multiple pricelists in various currencies

Give your sales force more than they need

Access real-time stock levels

Receive and send instant updates and notifications

Utilize smart product targeting

Run special offers and promotions designed to increase sales

Set up unlimited dynamic categories

Maintained contacts

Bring your contacts database into the 21st century

The days of address books and manual filing systems are a thing of the past. Keep on top of your contact list with ease thanks to OPTIMUS. Equipped with a range of handy tools you’ll actually use, OPTIMUS makes storing, maintaining, accessing and sharing your contact information a breeze.

Efficient orders

Create customer orders in just a few clicks

OPTIMUS is equipped with simple yet powerful tools that will not only help you increase your orders, but optimize opportunities to increase the size of these orders. Designed to make the order process faster and more organized, you’ll not only make life easier for your agents but you’ll impress your customers with your ongoing efficiency.

Efficient orders

Readily access and display detailed product information

Make it easy for customers to find what they need with pre-defined assortment types

Find and select the right products quickly

Work anywhere, anytime – even without an internet connection

View only the most up-to-date inventory level

Access complete order history in just a few clicks

Create targeted catalogues

Capture and store information instantly

Generate multiple order types

Effective visits

Keep track of your customer visits in real time

Equipped with a number of smart algorithms, OPTIMUS makes it easy for you to create customized planograms for your customer visits. Manage who to visit and when, and plan the action points of each visit. Once you’ve locked in your visits, you can monitor these in real-time or through end-of-day reporting methods.

Manage the visit process seamlessly

Schedule visits proficiently

Assign location-based tasks

Plan the most efficient routes

Verify visits

Instant proposals

Create professional proposals in matter of minutes

Impress your prospects and customers with professional, tailored proposals. With OPTIMUS’s intelligent proposal builder you can create custom proposals in a fraction of the time. Send your proposals instantly and receive notifications when your customers accept.

Create and send standardized PDF proposals

Access and analyse your proposal history

Create proposals on-site

Instant proposals
Standardized processes
Standardized processes

Streamline your entire sales approach

Make sure that your entire sales force are following the same process and maintaining your high standards across the entire company, no matter where they are. With OPTIMUS, you can make your sales process clear to all representatives and ensure that they are covering all the steps they need to take when visiting a client or a prospect.

Create a step-by-step process

Ensure your sales team follows your process to the letter

Streamlined surveys

Find out what your customers are thinking

OPTIMUS’s beautiful survey tool means you can find out exactly what your customers think about your business. Create custom surveys with ease and ask customers to let you know what you’re doing well and what you can be doing better. Highly customizable, your surveys will not only look professional but can be designed to match your branding in just a few minutes.

Streamlined surveys

Access all your surveys any time, from any device

Collect location data without any extra effort

Ask questions in a range of formats and get the most informative answers

Give recipients the clearest instructions

See the results as they happen

Get instant, online signature verifications

Efficient task management

Keep on top of your task management

OPTIMUS’s handy tools makes it easy for you to stay on top of your day-to-day tasks. With a range of flexible options, you’ll also be able to assign tasks in whichever way works best for you. You can rest easy knowing that everything that needs to get done, will get done.

Assign tasks by user

Assign tasks by client or contact

Assign tasks by location

Set your own instructions

Proficient route management

Increase productivity while reducing costs

Simultaneously increase your productivity and reduce costs with OPTIMUS’s route management and accounting tools. Using our intelligent tools, you’ll streamline processes and free up time that you can make better use of.

Proficient route management

Keep your customers happy

Schedule the most efficient routes

Keep track of vehicles and drivers

Increase profitability

Easy competition tracking

Keep an eye on what your competitors are up to and stay one step ahead

OPTIMUS equips your business with the tools you need to keep a close eye on what your competitors are up to, ensuring that you’ll always be one step ahead. Keep track of what they are doing in stores, how they are pricing and displaying their products and how they are performing. Use this information to compare against your own performance and find ways to improve your offering and ensure you stand out from the crowd.

Monitor what competitors are up to in stores

Compare your performance against competitors

Get instant merchandising alerts

Easy competition tracking
Accurate merchandising

Stand out on the shelves

Ensure that your products stand out on shelves by equipping your field merchandisers with all the right tools. OPTIMUS offers everything you need to make sure your team are the best at what they do, with a simple yet powerful means of performing in-store retail audits, visual merchandising and activity planning. They’ll have real-time visibility and control over all retail execution processes performed out in the field giving your business a competitive edge.

Accurate merchandising

Monitor your team’s activities

Collect data in stores

Take and tag pictures

Gain real-time visibility

Speed up the stock taking process

Start picture-based discussions

Contractual, additional and regular product positioning

Monitor retail prices

Merchandising – REVIEW THIS

In-depth inventory and stock taking

Gain better insight into your inventory and sales performance

Save time, money and hassle by gaining greater insight and control of your inventory. OPTIMUS equips you with a straightforward and stress-free way to monitor your stock across multiple distributor and retailer outlets, without taking up all your time. OPTIMUS allows you to avoid uneven stock distribution across your supply channel by locating surplus stock and diverting it to the most suitable distribution points, therefore saving you costs.

Get accurate sales insights

Monitor your inventory levels

View only the most up-to-date inventory level

Be ready to replenish your stock

Live dashboards

Keep up to date with what's happening in the field - as it's happening

The OPTIMUS dashboard ensures that you are always up to speed on market activities exactly as they happen. Beautifully designed, our relevant, timely and KPI-based status boards provide insight into your sales like never before.

Live dashboards

Watch your performance on the big screen

Choose from a range of industry dashboards

View multiple dashboards all on one screen

Watch your performance on the big screen

Compare data quickly

Customize your dashboards

Convenient instant messaging

Keep your workforce connected with easy communication options

OPTMUS IM chat offers a fast and easy way for you to have discussions with your team. It will also prevent your email inbox from becoming overloaded, and provides a way for you and your team to solve problems and find answers faster.

Start content-based conversations

Chat to users from any device

Keep your team connected with relevant information

Chat directly to single users or to your entire team

User-friendly B2B eSHOP

Make it even easier for your B2B customers to place orders

Give your B2B customers the best possible user experience

Increase your B2B sales visibility

Make your products impossible to refuse with stunning showcase options

Set multiple prices lists

With our intuitive B2B ecommerce app or web portal, your B2B customers can place their orders directly in just a few clicks. Compatible across all devices, your B2B customers will have no trouble getting their orders in, and can make their decisions on the go.
With a range of easy to use features, including stunning online catalogues that showcase your products and can be assigned to customers, controllable pricing and a seamless system to track and fulfil your sales orders, OPTIMUS makes B2B business a piece of cake.

Automatically feed information with two-way ERP integration

Ensure your catalogue is exactly the way you want it

Drive sales with customizable promotions and special offers

Create unlimited tailored catalogues

Intuitive business process integration

Run your business your way with streamlined business processes

OPTIMUS allows you to customize your existing operational procedures or build brand new ones from scratch. From straightforward vehicle assignment processes to more complex sets of logistic procedures, OPTIMUS will enhance your operations, while ensuring that you carry on running your business your way.

Be ready when accidents happen

Automatically send information back to your office

Keep on top of cold-chain management

Equip your users with fuel cards

Make the loading and offloading process a breeze

Effectively assign vehicles to users

Intelligent reporting

Revolutionize the way you analyse your sales performance

OPTIMUS Reporting is a powerful tool that allows you to easily analyze your sales performance from multiple perspectives. Select and alter specific perimeters in order to analyze different aspects including how your sales representatives, clients, geographical regions and product categories are performing. Use this information to improve your day-to-day operations, get ahead of your competitors and grow sales.

Intelligent reporting

Restrict reporting access

Monitor your performance against industry standards

Analyze your data in-depth

Get accurate sales insights

Create and deliver automated reports

Bulletproof data storage and security

Keep your data safe and sound at all times

Not only will OPTIMUS keep your data encrypted and safe from potential threats, it will also keep your data backed up at all times. This means you don’t need to worry about unwarranted access or improper use of your data and you don’t need to worry about losing it either. OPTIMUS data storage and security functions mean your data is one less thing you need to worry about.

Get fast and easy access to your data history

Keep your data safe with hourly backups

Keep your data secure with state-of-the-art data encryption

Enjoy the difference of world-class infrastructure

Back office data integration

Keep your back office systems up-to-date with no additional effort

All the data you collect and process via OPTIMUS can be easily integrated with your back office systems. Seamlessly integrate OPTIMUS into your business at all levels using the two-way OPTIMUS API.

Integrating OPTIMUS with your business is easy. If your ERP system is SQL-based, which it most likely is, all you need to do is configure the OPTIMUS CONNECTOR to define which data needs to flow between OPTIMUS and your systems, as well as the frequency of these updates. Select from categories including products, pricing, invoices, debts and many others, then let OPTIMUS do the rest. OPTIMUS will ensure that your sales team and your customers always have all the information they need, and that your back-end systems are always up-to-date.

Back office data integration