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What is Prism Visual Software?

Elevate your Route Sales, Direct Store Delivery (DSD), and Equipment Service Operations by implementing Prism's all-encompassing Route Accounting Software Platform. This integrated solution, available on desktop, web, and mobile devices, streamlines your distribution workflows, enhancing both sales and operational efficiency in your everyday activities. The mobile app, tailored for route sales managers, provides crucial resources that enable faster and more accurate sales transactions and deliveries. It includes invoicing features that not only bolster sales but also improve collections, significantly minimizing the chances of incurring bad debt. In addition, Prism's mobile pre-order entry function allows sales representatives to interact with clients and place orders effortlessly while out in the field. Moreover, Prism's call center tools assist office sales teams in boosting sales, increasing product visibility, and offering outstanding customer support, which ultimately cultivates enduring client relationships. By adopting these comprehensive solutions, businesses can unlock significant growth and achieve operational excellence, positioning themselves for future success. The integration of such technologies can transform how teams operate and drive better results in a competitive market.

What is CIS-Companion Route?

Our Companion® Route software offers unmatched benefits for enhancing delivery operations. Users on the mobile platform can swiftly input quantities to invoice, whether by product or customer, utilizing established screens for billing, orders, and returns. Additionally, the mobile interface allows users to answer various questions and capture images. Office reports enable comprehensive access to these responses and photographs. Customers can also examine sales and return data from the previous week, broken down by product. This system facilitates a quick review of critical statistics such as sales figures, returns, and return percentages, both in monetary terms and unit counts, categorized by customer and product. Such insights empower more effective decision-making. All data is securely stored in a cloud vault that is accessible to the handheld device, ensuring confidentiality. For added security, the delivery personnel only have access to the card type and the last four digits, safeguarding sensitive customer information. Users can feel confident knowing their data is protected while still benefiting from the software's robust features.

Media

Media

Integrations Supported

Integrations Supported

Acomba
Infor Financials & Supply Management
Microsoft Dynamics 365 Business Central
Oracle Fusion Cloud ERP
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
SAP ERP
Sage 300
Sage 50
Sage X3

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour 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

Prism Visual Software

Date Founded

1993

Company Location

United States

Company Website

www.prismvs.com

Company Facts

Organization Name

CIS Group

Date Founded

1977

Company Location

Canada

Company Website

www.cis-group.com/en/suites-en/cis-companion-route/

Categories and Features

Direct Store Delivery

Not specified

Distribution

Not specified

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Inventory Management

Not specified

Route Planning

Not specified

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Categories and Features

Direct Store Delivery

Not specified

Distribution

Not specified

Mobility

Barcode Scanning

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