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Customers Explained

In the context of Skynamo's software, a Customer refers to an entity (organisation, business, site, or individual) that is served by an in field representative (Sales Representative, Merchandiser, Technician) or team using Skynamo. It is a central entity in the system, representing the client base that field reps interact with. Customers are the focal point for activities, data collection, and reporting.

Key Attributes of a Customer in Skynamo:

  • Customer Details: Basic info such as name, address, contact persons, phone numbers, email addresses, and GPS coordinates for location tracking.
  • Assigned Field Rep(s): Each customer is typically linked to one or more field reps responsible for managing the relationship.
  • Visit History: Records of past visits and interactions, including notes, tasks, and outcomes.
  • Orders and Sales History: Records of orders placed during visits, as well as historical sales data synced from the ERP system.
  • Pricing and Product Visibility: Customers can have specific pricing, product lists, or discounts configured, often via ERP integration.
  • Custom Fields (UDFs): Businesses can track specific attributes or categories relevant to their operations (e.g., store type, customer tier).
  • GPS Location Tracking: Used for route optimisation, visit verification, and territory planning.
  • Activity Tracking: Skynamo captures activities such as surveys completed, forms filled in, notes made, or tasks assigned related to the customer.

Functional Role of a Customer in Skynamo:

  • Sales/Service Planning: Reps use customer data to plan routes and prioritise visits.
  • Execution: While visiting a customer, reps can place orders, log issues, complete surveys, and record notes.
  • Reporting: Managers use customer data to track rep activity, performance, and market coverage.
  • Integration Anchor: In ERP-integrated environments, Customers in Skynamo are typically linked to ERP Customers via a unique ID for syncing sales history, pricing, stock availability, and orders.