Workzent

Trading and distribution

Field sales activity connected to stock movement and order follow-up.

Today

What it costs to run this on messages and spreadsheets.

01

Customer visits reported verbally

02

Follow-ups remembered rather than recorded

03

Stock position separate from the sales conversation

04

Targets reviewed only at month end

Connected

One chain, not six systems.

A supervisor logs a delivery on their phone at the site. That same entry is what the approver opens and what the month-end report counts, so nobody types it into a spreadsheet again.

  1. Field visit
  2. Customer activity
  3. Lead
  4. Quotation
  5. Order
  6. Stock movement

Sales & CRM

Keep every opportunity moving, and know what needs follow-up.

Field Visits

Know what field teams are doing, and what happened at the visit.

Sales Targets

Connect salesperson activity with opportunities, targets and outcomes.

Inventory

Know what exists, where it is, how it moves and what needs attention.

Dashboards & Reports

See exceptions and decisions, not just charts.

What changes

A sales head can see which accounts have gone quiet and which opportunities are waiting on stock.

Show us one week of your operation.

We will map it against the trading and distribution configuration and show you where the manual steps disappear.

Workzent Zeno
Online · Workzent Assistant
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Workzent Zeno · AI assistant