Sales and CRM management software
Boost your business growth with CIS Companion Rep.
An app designed for retail and food service representatives that accelerates your sales, strengthens your customer relationships, and ensures a constant connection with the office.
What really slows down your representatives’ performance.
Why managing store visits is still a challenge for so many companies
Your representatives juggle disconnected tools, which hinders their effectiveness in the field.
Ineffective communication between the office and your sales force in the field.
Poorly applied business rules, leading to analysis errors.
Procedures that vary from one point of sale to another (chain, banner, hotel, etc.)
Manually entering information takes time, which can hurt sales and customer relations.
Time wasted in stores due to interfaces that are poorly adapted to the field context.
Here’s what field work with CIS Companion Rep should look like
Sales growth through more effective visits and optimized execution..
Strengthen your customer relationships by providing consistent, personalized follow-up..
Better performance mesurement, thanks to reliable and actionable data.
Plan, execute, and analyze every store visit.
A solution designed for your real-world situation
We know that your teams juggle changing priorities, promotions that need to be executed quickly, orders that need to be taken on the fly, and follow-ups that need to be completed without losing any information along the way. CIS Companion Rep integrates these challenges into every step of the process, so that every visit counts—really counts.
An app that tracks how you work
Every business has its own unique reality. That’s why our app adapts to yours. Organize roles, menus, and priorities according to your teams. Easily add the data that matters to you—campaigns, tasks, photos, surveys. And plan your customer visits as you already do… but better.
Aligned and effective field teams
With CIS Companion Rep, plan your teams’ priorities and actions based on the reality of each customer or brand. Give them a clear view of promotions, new listings, tasks to be performed, and sales figures. Structure visits, send the right messages at the right time, and keep everyone on the same page.
Everything you need, in store, at your fingertips
Make your teams more efficient. Appointment tracking, order taking, inventory, promotions, photos, competitive data… everything is centralized to perform key tasks in-store. Complete history and visit reports enable you to offer more strategic customer service, directly on site.
A clear view of your activities
Track actions and data captured in-store. Access dynamic dashboards, sales reports, visit reports, inventory reports, and photos. Visualize the impact of your actions (before/after), receive automatic alerts, and archive everything that matters.
Artificial intelligence
at the service of your teams.
They trust us.
Since we implemented Companion Rep, we increased the number of store visits and achieved shorter visit times. The display is very simple to use for representatives, allowing us to be much more efficient in stores and obtain better information capture for our company. The CIS team is highly professional and supported us throughout the project to ensure the implementation went smoothly and on schedule.
Retail Development Manager, Kruger Products
We were seeking an integrated solution, proven and efficient, from an industry leader.
Vice-President, Information Technology, Boulangerie St-Méthode
We have confidence in the technological experience of CIS Group for the automation of our distribution. We have succeeded in implementing SKU Store, a simple and efficient Web ordering tool that perfectly meets our expectations and those of our customers wishing to get a new purchasing experience.
IT department director, Nutrinor cooperative
Reps were quickly getting the most out of their new tools, handling orders and returns quickly and efficiently and automatically transmitting them to the company’s back-end system.
IT Director, Messageries Dynamiques/Sun Media
CIS Group offers innovative solutions to keep our company competitive in an ever-evolving marketplace.
Sales and distribution Manager
The Route Companion is most intuitive in use and allows fast and accurate field data collection.
Sales Director, Reid’s Dairy
With the Companion Suite, La Petite Bretonne guarantees itself a greater control of its activities, while considerably improving its delivery route management.
Finance Director, La Petite Bretonne
One of our distributors had forgotten his computer at the back of his truck. The device fell in the street and a car crushed it: the glass was shattered, and the keyboard severely broken. A passerby picked it up and returned it to the police. Thanks to the CIS label affixed on the computer, they were able to communicate with you, and you managed to quickly find from the serial number that the computer was ours. We retrieved it at the police station and sent it for repair to the manufacturer, who then REPLACED IT WITHOUT CHARGE, thanks to your team and your “ALL RISKS” COVERAGE! A big Thank you!
Distribution Manager, Boulangerie Auger (1991) inc.
We trust CIS Group’s technological expertise for the digitalization of our distribution. We were able to deploy SKU Store, a simple and efficient web ordering tool that perfectly meets our expectations and those of our customers who are looking for a new shopping experience.
IT Department Management
The Bermudez Group has implemented Companion Office by CIS Group across all its operating companies as its DSD solution. Over the past eight years, this solution has performed well for the Group by delivering efficiency gains, strengthening controls, and providing better insights into business data and trends.
IT Director, Bermudez Group
Your data integrated into a comprehensive suite.
We connect with others
Ready to see our application in action?
Discover how your team can do more, faster — starting with their very next task.
FAQ.
Sales Force Automation consists of the judicious use of software applications to assist sales staff, enabling them to increase productivity, primarily in terms of speed of action, but also particularly in terms of accuracy in the execution of their tasks. Perhaps most importantly, however, is the control of information, as any data, figures, statistics, or trends can be obtained at your fingertips at any time, anywhere. This immediacy of information is crucial to optimizing decision-making, which is the foundation of any sales initiative.
For some, Sales Force Automation is more specifically aimed at managing and analyzing data relating to existing customers and interactions with them, with the aim of maintaining satisfaction. However, SFA also aims to automate tasks related to prospecting, sales pipeline management, and the evaluation of opportunities and projected revenues.
However, you will find a very different perspective on SFA if you ask food or consumer product manufacturers who need to deploy field representatives—who regularly visit retailers such as grocery stores, department stores, and others. For them, SFA is the use of automation to support and streamline in-store tasks such as order taking, merchandising, and business reviews.
In cloud or on-premise mode, Sales Force Automation solutions can be integrated with other applications such as financial systems (ERP), eliminating data entry redundancy. Integration can also involve Business Intelligence applications—although the SFA application itself can offer extensive functionality for data analysis and drilling, in the form of a manager’s dashboard. An interactive sales system allowing customers to place their orders online can also be expected to be included as an additional module in the application.
Essentially, to increase efficiency and reduce costs. Automating activities using software tools is undoubtedly one of the main ways to reduce the time required for any task.
Added to this is the paramount importance of information, which has become one of the most powerful digital tools in its own right—whether it be outgoing information, such as price lists, product sheets, or promotional details, or incoming information, such as vehicle routes and locations (GPS), digital archiving of transactional documents (which can then be emailed to the customer), and finally the collection of all information gathered at the point of sale (product distribution, compliance with commercial agreements, retail prices, competition).
The CRM (Customer Relationship Management) system can be useful in after-sales relations to build customer loyalty and satisfaction by recording details of interactions with customers. The information managed includes contact details, emails and attachments, and a timeline of your sales team’s activities.
By automating tasks performed at points of sale, an SFA solution puts information control in your hands, providing you with transparency and visibility into what is happening in the field, and the ability to accurately gauge your key performance indicators (KPIs), whether they relate to execution (staff performance) or transactions (company performance).
