Empower Your Customer Representatives with SDX

Optimize customer engagement, streamline order processes, and elevate the service
experience with tailored tools designed for efficiency and success.

 


Transform your Mobility Operations

The Customer Representative (CR) plays a vital role in mobility operations, skillfully combining various responsibilities into a single, streamlined role. Acting as a salesperson, delivery agent, payment collector, and asset manager, the CR should ensure efficient transactions, timely deliveries, and precise asset oversight.
SDX empowers your Customer Representatives by providing them with powerful tools designed to simplify and streamline their diverse tasks, enabling them to deliver exceptional service and achieve optimal productivity, no matter where the job takes them.



Key SDX Features for Enhanced Mobility Operations

Increased Productivity

Increased Productivity


Eliminate downtime and improve operational efficiency by enabling sales teams to conduct business processes from anywhere.​

Enhanced Customer Engagement

Enhanced Customer Engagement

Meet customer needs promptly and effectively, building stronger relationships and driving sales growth.​

Data-Driven Insights

Data-Driven Insights


Make informed decisions on the spot with access to real-time data and analytics, optimizing sales strategies and operations.​



A Day in the Life of a Customer Representative with SDX

Screenshot1 - Morning

Morning

Starts the day by either initiating a load request to ensure products and assets are ready for sales and deliveries, or by preparing for collections and store checks. This flexibility ensures he is set up for success, no matter the focus of his day.

Screenshot2 - Midday

Mid-Day

Conducts scheduled customers visits to deliver orders, onboard new clients, and collect payments. Using SDX, the CR manages deliveries efficiently, acquires new customers seamlessly, and processes payments through mobile payment, instantly allocating them to invoices for a streamlined operation. The CR also maintains clear communication with the distribution center, ensuring that all updates on deliveries, payments, and inventory are seamlessly coordinated throughout the day.

Screenshot3 - Afternoon

Afternoon

Focuses on mobility operations, using SDX to complete customer visits, track orders, and collect payments. This ensures seamless transactions and that all customer needs are met efficiently throughout the day.
Screenshot3 - afternoon (1)

End of Day (EOD)

As the day concludes, the CR reviews automated reports generated by SDX, which log all completed deliveries, payments, and activities. With everything accurately tracked, the CR simply checks the day's performance and uses these insights to plan efficiently for the next day.

Screenshot5 - next day

Another Great Day!

Looking forward, the Customer Representative (CR) leverages SDX to gear up for the new day's tasks. They review performance metrics and insights from the previous day to fine-tune their approach. Automated alerts and recommendations help the CR prioritize customer visits and manage deliveries effectively. Additionally, they organize their route and checklists to ensure smooth asset management and payment collections. With SDX, every new day brings a fresh opportunity to enhance customer interactions and streamline daily operations.

Discover more about SDX and accomplish your daily tasks effectively

 


Customer Representative Interaction Points with SDX

Screenshot7 - Order Preparation

Order Management

The CR uses SDX to review and manage customer orders efficiently. The platform provides real-time updates on order statuses, helps prioritize deliveries, and ensures that all necessary products are prepared and dispatched according to schedule.

Screenshot2 - Midday

Payment Processing

SDX enables the CR to handle payments seamlessly through its mobile payment system. The CR can quickly process transactions, allocate funds to the appropriate invoices, and maintain accurate financial records, reducing the time spent on manual payment tracking.

Screenshot9 - feedback

Customer Insights

With SDX, the CR accesses detailed customer profiles and transaction histories. This allows for personalized interactions, better understanding of customer needs, and targeted sales efforts, enhancing the overall customer experience and driving successful outcomes.

Screenshot1 - Morning

Mobility Operations

The CR uses mobile tools to conduct customer visits, process orders, and handle payments efficiently. Real-time communication with the distribution center and automated reports from SDX help the CR manage tasks smoothly and plan effectively for the next day.

Order Management

Payment Processing

Customer Insights

Mobility Operations

 

Other Personas

 

 

 

Ready to learn more?

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