From the optimal plan to today’s visit.
The platform we built so strategy gets executed and measured: optimization-based planning, scheduling by owner, daily operations and evaluation against the plan, in a single cloud tool.
The whole commercial and operational cycle, connected.
Optimization (LP)
Sales, purchasing and inventory plan that maximizes margin with demand by zone, prices, promotions, targets and budget.
- Comparable cases and scenarios
- Sensitivity and backcasting
- Replanning that keeps closed months
Sales scheduling
Splits the plan among sales reps by track record and capacity, and agrees the target with each one.
- Targets by rep, product and month
- Rep–supervisor agreement
- Published sales program
Daily operations
Routes and visit plans, orders, inventory, purchasing, operations with RACI, staff, fleet and collections.
- Daily route and field tracking
- Inventory and purchase orders
- To-dos, tasks and approvals
KPIs and analytics
KPI dashboards, plan-versus-actual evaluation, multivariate analysis and an AI assistant that answers with your company’s data.
- Role-based dashboards
- Plan evaluation
- Assistant in English and Spanish
Companies with teams in the field.
It was born at a dermocosmetics company that sells to physicians, and it works the same in any business where one person recommends and another buys.
Pharmaceuticals and dermocosmetics
Medical visits, targets by rep, sales program, inventory and planning.
Veterinary and agrochemicals
Visits to veterinarians, agronomists, distributors and growers, with seasonal planning.
Medical devices
Visits to specialists, quotes, purchase orders, inventory and collections.
Building materials, finishes and publishing
Follow-up with the architects or teachers who specify, projects and targets by promoter.
A pilot with your own data.
We start with a pilot: we load your catalog, your sales history and your team, solve your first optimal plan and turn it into targets by person. At the end, you decide with numbers.
- Cloud-based, nothing to install; works on computers and phones
- Role- and section-based access, two-factor authentication and passkeys
- Trial accounts for the pilot
- English and Spanish, including reports and the assistant