Case study: Martin&Pleasance
Opmetrix offers Martin & Pleasance greater flexibility and easy integration with SAP B1.
Opmetrix is an all-in-one mobile CRM and sales entry solution designed for sales teams on the road, and is an established product used by thousands of field users.
Integrated to SAP Business One, Opmetrix delivers SAP Business One customer data, pricing, stock and sales history to your field team, giving them the tools they need to grow sales and do business.
Field teams have immediate access to all the information they need to process orders, invoices and credits, record client notes, capture photos and set store objectives. All information is accessible using an iPad or Android tablet and offline functionality means field teams can work anytime, anywhere.
Management stay in the loop using powerful dashboard reporting, including a live stream of photos from the field to find out where teams are and what activities they’re doing.
With clients including Cerebos, Masterpet and San Remo in its stellar portfolio, Opmetrix has seen success across many business categories including grocery, liquor, automotive, health, beauty and gift sectors.
See how Martin & Pleasance improved the efficiency of sales orders and receive unmatchable support.
The story: Martin & Pleasance is a high-end pharmaceutical company established in 1855 in Australia and provides an extensive range of quality natural remedies and medicines. Renowned for its devotion to traditional techniques, Martin & Pleasance combines old practices with modern technology while continuing to strengthen its traditional roots.
Before using Opmetrix the company’s field team were already armed with iPads and using a software program from a company based in Europe, but the distance proved problematic. “If there were any issues and we needed support, that support was very slow coming,” Nick Harper, Martin & Pleasance’ national sales manager says.
So in late 2014 the company decided to replace its old system with a reliable solution without raising costs and keeping its software on premise – Opmetrix were more than happy to meet the company’s needs and provide this option. Out with the old system, Martin and Pleasance selected Opmetrix and went live in early 2015.
Inecom, a leading technology partner headquartered in Melbourne, manage Martin & Pleasance’s SAP Business One accounting system. The company played a significant role in completing the software integration in collaboration with the Opmetrix rollout, which was efficient, on time and helped to ensure the integration was a success.
Nick offers some insight into the company’s decision to select Opmetrix as its new CRM sales solution. “We are happy with the features that Opmetrix offers and the fact it has a good support network was a huge factor for us.” Adding that the quick rollout of software was a painless experience compared to its previous system.
With offices in New Zealand and Australia, Opmetrix proves that distance doesn’t matter. “Every time we’ve had an issue, the support team on the phone have been easy to get hold of and very helpful.”
The field team were previously dealing with paper, faxing and emailing to process and complete sales orders, and this outdated system only had so much capacity for accuracy and clear reporting.
“We want to make it as easy as possible for sales people as well as retailers to place orders with us. So that’s where Opmetrix comes in. It has the capacity not only to send orders through to our warehouse but also to our trading partners with the larger wholesalers or distributor. Opmetrix ticks all the boxes for us,” he says.
Powering field teams
Because the field team were already familiar with using an electronic CRM ordering system before, and with Opmetrix being user-friendly, the changeover couldn’t have been simpler.
Alain Adolphe, Martin & Pleasance’ NSW state manager is a daily Opmetrix user and said Opmetrix has made a huge difference to his working day and has reduced time consuming tasks. It’s helping him to manage his day, every day.
The field team are heavy users of photo capture and call cards which helps them to retrieve information of past sales and communications with individual customers.
“As a sales force we can see what interactions we had with a particular customer. Adding contacts and the whole order process is easy. Opmetrix is very clear.” He said that photo capture has been particularly useful when they do displays and show opposition products, and this enables them to use the information effectively to their advantage.
With orders sent to wholesalers automatically, this has dramatically improved the efficiency of sales orders. “Opmetrix is infinitely reliable than our previous system.”