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What is PDI/Retail Suite?

Whether managing a single outlet or a chain of stores, the intricacies of running a convenience retail business are apparent. In the relentless pursuit of customer loyalty and the challenge of maintaining narrow profit margins, it is crucial to utilize every resource at your disposal in order to gain a competitive advantage. Our retail management solution effectively simplifies operations from headquarters to the stockroom, integrating automation that conserves time, improves productivity, and boosts customer satisfaction. As consumers become more tech-savvy and demand personalized, convenient solutions amidst their hectic schedules, retailers are required to innovate their strategies to meet shifting market demands. To initiate this transformation, consider our Digital Transformation Guide, which provides valuable insights on adapting to these industry changes. Moreover, keep your business competitive with a retail pricing solution designed to not only increase profitability but also to enhance efficiency and automation by leveraging advanced machine learning technologies. By embracing these innovations, your business will be well-equipped to flourish in an ever-evolving retail environment, ensuring long-term success and sustainability. Additionally, staying ahead of trends will enable you to anticipate customer needs and adapt proactively to future challenges.

What is CIS-Companion Rep?

Send information to mobile users from your workplace while effectively managing the regulations needed for task execution and data evaluation. Companion® REP features hierarchies that connect behaviors to different configurations, enabling the customization of how representatives operate based on customer type or brand. This application is crafted to adjust transaction screens to align with your business style, promoting optimal efficiency in retail environments. Equip your managers with the tools to make informed choices by providing them access to accurate data insights through dynamic, powerful, and comprehensive dashboards that monitor visits, orders, distribution, photos, and surveys. This cutting-edge solution allows clients to gather far more detailed insights than conventional ERP systems can provide. With all pertinent information at your fingertips, you can make quick and strategic business decisions, ensuring that your operations proceed smoothly and effectively. As a result, your organization can maintain a competitive edge in the market while continuously adapting to changing demands. Ultimately, this empowers your team to respond to challenges with agility and foresight.

Media

Media

Integrations Supported

Acomba
DataServ
Infor CloudSuite Business
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
Oracle Cloud Infrastructure
QuickBooks Online
Sage 300
Sage 50
Sage X3

Integrations Supported

Acomba
DataServ
Infor CloudSuite Business
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
Oracle Cloud Infrastructure
QuickBooks Online
Sage 300
Sage 50
Sage X3

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PDI

Company Location

United States

Company Website

www.pdisoftware.com/retail-industry/

Company Facts

Organization Name

CIS

Date Founded

1977

Company Location

Canada

Company Website

cis-group.com/en/suites-en/cis-companion-rep/

Categories and Features

Convenience Store

Deli / Restaurant Management
Employee Management
Fuel Management
Fuel POS
Grocery POS
Inventory Management
Lottery Management
Loyalty Program
Multi-Store
Price Book
Retail Management
Single Store

Categories and Features

Convenience Store

Deli / Restaurant Management
Employee Management
Fuel Management
Fuel POS
Grocery POS
Inventory Management
Lottery Management
Loyalty Program
Multi-Store
Price Book
Retail Management
Single Store

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Retail Management

CRM
Commission Management
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management
eCommerce

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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