Welcome to Numerik: Simplifying Your Journey
Starting your journey with Numerik means getting comfortable with both the desktop and mobile app features. Let's break it down in simple terms to make using Numerik a breeze.
1. Mobile App: Unleashing On-the-Go Potential
Features Tailored for Sales Reps on the go:
Posts: Stay connected and informed while on the move, facilitating quick updates and communication. Adding notes after every customer interaction has never been easier.
Scorecards: Track your sales targets with ease, keeping a finger on the pulse of your performance against set objectives. Toggle between performance vs last year and target, choose your metrics (Avg unit price or GP) to break down the sales.
Revenue Streams: Monitor live sales effortlessly, providing real-time insights into your customers' purchasing behaviour.
To- Do List: Keep organized and on top of your responsibilities with task management functionalities.
Customer Area: Access vital customer details swiftly, ensuring you have the information you need at your fingertips. Including the customer toggle, to present the data in front of customers without the fear of revealing any internal information (like targets or GP).
Mobile Opportunities: Seize opportunities as they arise, leveraging the mobile app's flexibility for timely action. Create a new opportunity on the go or update the status in mobile pipeline.
Mobile Forecasting: Update forecasts seamlessly, enabling you to adapt your projections on the go.
Goalcards: Setting rebates and goals for customers for better engagement and performance of customers.
Alerts: Stay in the loop with mobile alerts, receiving timely notifications to keep you informed.
Manage Push Notifications: Regulate your notifications, ensuring you receive pertinent updates without unnecessary interruptions.
Contact Support: Enjoy direct access to support, fostering a quick resolution for any queries or concerns.
2. Desktop App: Illuminating Comprehensive Insights
Features Crafted for people in the Office:
Scorecards with full display of Numbers: Experience a comprehensive overview of data, conveniently presented in one consolidated table.
Full Forecasting Ability: Engage in strategic planning with the desktop app's robust forecasting capabilities, allowing for meticulous preparation.
Desktop Pipeline View: Get a more elaborate view of the opportunities sitting in the pipeline, to enhance your decision-making powers.
Download Data: Export data effortlessly in an Excel sheet, facilitating further analysis and collaboration.
Forecasting View: Gain a holistic view of forecasts, aiding in decision-making and long-term planning.
Manage Push Notifications: Regulate your notifications, ensuring you receive pertinent updates without unnecessary interruptions.
Contact Support: Enjoy direct access to support, fostering a quick resolution for any queries or concerns.
Making the Choice:
Mobile App:Advantages:
Ideal for On-the-Go Reps: Perfect for sales representatives requiring flexibility and constant connectivity.
Visual Interface: The app provides a visual interface, ensuring quick insights for swift decision-making.
Feature-Rich: Packed with features, catering to the dynamic needs of sales professionals on the move. | Desktop App:Advantages:
In-Depth Reporting: Acts as a comprehensive reporting tool, particularly beneficial for managerial roles.
Data Presentation: Information is presented comprehensively in one table, facilitating a holistic understanding of the data.
Robust Forecasting: Offers robust forecasting abilities, essential for strategic planning and forecasting accuracy.
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Conclusion:
Choosing between the Numerik desktop and mobile app hinges on your role and specific requirements. Sales representatives will find the mobile app indispensable for its accessibility and feature-rich design, empowering on-the-go decision-making. Managers and sales support people, on the other hand, will appreciate the desktop app's in-depth reporting, robust forecasting, and collaborative features for strategic planning and comprehensive insights. Whether you're a rep in the field or a manager at your desk, Numerik is your partner in navigating the complexities of data-driven decision-making. Happy navigating!