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SIMON for Building materials and specialist trade

Field sales at dealers, tradespeople and installers. SIMON brings the workflows for this from the shared core and is configured to your rules.

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Typical workflows

  • Visit preparation with revenue and potential
  • Track project business and offers
  • Execute promotions at dealers
Closest match

Prototype Store

Retail field sales and retail marketing agencies.

Go to the industry page Store

A day with SIMON

This is what the working day with SIMON looks like. The green hints show what SIMON says at that moment.

Morning

Prepare visits

Baustoffhandel Krüger: insulation revenue below last year, promotion runs for 2 more weeks.

Visit preparation with revenue, potential and running promotions.

At the dealer

Execute the promotion

Display space in the entrance area committed, photo as proof.

Record promotions at dealers with proof.

Project

Track project business

New school center: offer via dealer Krüger, decision in March.

Track projects and offers, from tender to order.

Afterwards

Report in minutes

Three visits documented, two follow-up appointments arranged.

The visit report is created from the process, not in the evening.

Terms SIMON speaks

DealerInstallerProject businessTenderListingPromotionPotential

Related industries

What SIMON prepares for you

Briefing before every visit

Contact person, open points and goal, read aloud in the car.

Order recommendation

From the analysis of customer and location, adjustable during the conversation.

Quality check before signing

So contracts and orders are complete before they go out.

How SIMON thinks ahead

A trial period instead of a requirements spec.

Test SIMON for 4 to 6 weeks with 5 to 10 users from your team. At a fixed price and with success criteria we agree on together beforehand.

Fixed price, quote based on scope
  • Real users, real customers, your processes
  • Success criteria agreed in writing upfront
  • Before-and-after measurement as the basis for decisions
  • IT, data protection and works council involved from the start

Get to know SIMON.

30 minutes, your industry, your processes. Pick a date directly.

Try the prototypeBook a demo