Two kinds of customer conversation
Dealer replenishment and contractor requirements can happen on the same route.
How SalesTOS helps
Keep each visit associated with the correct customer so the office can understand its context.
Electrical & Lighting Products
Bring dealer orders and contractor visits into the same view.
Help electrical and lighting sales teams cover dealers, record business customer visits and follow through on product requirements. Give managers a practical record of the activity behind each territory.
Built for the people behind the customer relationship.
For electrical wholesalers, lighting distributors and representatives serving trade counters and contractor business accounts. Territory managers and collection teams can review assigned customer activity.
From challenge to action
Give everyday field work a clearer structure.
Product requests need detail
A generic message is not enough to identify the configured item and quantity.
How SalesTOS helps
Capture product-wise order rows using the business catalogue.
Field effort is hard to review
A contractor visit may matter even before an order is placed.
How SalesTOS helps
Use visit history and route activity to review customer engagement as well as sales.
Outstanding follow-up is fragmented
Different employees may revisit the same payment conversation.
How SalesTOS helps
Record the account follow-up and payment commitment in the collection workflow.
A typical working day
From the first call to the manager review.
A practical example for electrical & lighting products; the steps depend on your enabled modules and employee roles.
Review the territory
Plan dealer and contractor customer calls.
Visit the account
Record the meeting and review previous customer activity.
Capture the requirement
Submit the configured electrical or lighting products and quantities.
Record payment follow-up
Review the outstanding account when collections are enabled.
Review team activity
Managers look at visits and submitted orders across the territory.
Relevant capabilities
Useful tools, close to the customer.
For the field team
- Trade counter visits
- Record dealer calls with time and location context.
- Business customer history
- Keep contractor account visits available for follow-up.
- Catalogue orders
- Capture configured items and quantities.
- Outstanding accounts
- Use balance visibility for collection conversations.
For managers
- Manager review
- Follow the team activity behind order performance.
Illustrative workspace · Sample data
Trade account activity
Sample Circuit Traders
Customer activity · Example field day
- 1Dealer counter visitedPrepare
- 2Contractor account follow-up recordedVisit
- 3Lighting order submittedRecord
- 4Payment conversation notedReview
Team view Activity available for review
Suitable packages
Choose the tools behind your workflow.
Review Field for visit activity, Sales for order work, Collection for account follow-up, and All-in-One for a combined workflow.
Explore the current plans and features for your team.
Features and availability follow the current package catalogue. Compare all package features and configured limits.
Practical questions
Electrical & Lighting Products FAQs
Can dealers and contractor accounts use the same visit workflow?
Yes. Both can be represented by configured business customer records. Establish clear naming and account ownership before importing customers.
Does this design lighting layouts or electrical systems?
No. The described software supports field activity and orders, not lighting calculations, electrical design or engineering approvals.
Can we order by our own product codes?
Confirm the configured product master during setup. The order workflow uses catalogue items; specialist compatibility or substitute-product logic needs separate verification.
Can an unconverted contractor visit still be recorded?
Yes. Visit logging is useful independently of an order. Managers can review the activity and decide how to continue the customer conversation.
Are installation and warranty cases included?
Installation dispatch, warranty handling and service tickets are not part of the field-sales scope described here. Discuss any integration with your existing service system separately.
Explore related field workflows.
Consumer Electronics & Appliances
Connect appliance dealer coverage, product orders and outstanding payment follow-up.
Explore Consumer Electronics & Appliances solutions
Hardware & Tools
Connect trade counter coverage, repeat B2B orders and collection follow-up.
Explore Hardware & Tools solutions
Building Materials & Cement
Connect dealer and site visits with material orders, territory activity and payment follow-up.
Explore Building Materials & Cement solutionsSee your electrical & lighting products workflow in action.
Bring a representative customer account and a typical working day to the demo.