ASKIT://
+ Sales.
− Errors.
Zero guesswork.
askit™ takes the sales operation into the field: a tablet app for the rep, a manager module on the desktop and artificial intelligence suggesting the next sale.
01://THE PROBLEM
Field selling is still done blind.
Orders, payments and signatures travel on paper, messages and spreadsheets. Whatever reaches the system stays there.
The rep arrives without knowing what has already been bought, or what makes sense to offer next.
Collections, payment terms and sales trends stay unknown until someone adds it all up by hand at the end of the month.
Result: fewer sales, more errors and an operation that is hard to control.
02://SOLUTION
askit solves exactly that.
A single platform: the rep app, the manager module and artificial intelligence.
Rep
On the tablet, in the field: catalogue, customer record, debts and sale entry, even away from the office.
- Catalogue with photos
- Receipt with signature
Manager
On the desktop: follow sales, collections and tasks for the whole team from a single interface.
- View of the whole team
- Collections and terms
Artificial intelligence
Suggests the products most likely to sell on each visit and keeps data aligned between field and office.
- Suggests the next sale
- Syncs the data
03://HOW IT WORKS
From the field to the manager dashboard in 3 steps.
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The rep records
On the tablet, in the field: records the sale, checks the customer and takes payment with an on-screen signature.
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AI organises
Syncs products, customers, debts and sales over API, and suggests the next sale from the history.
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The manager follows
On the desktop: sales, collections and tasks for the whole team, with month-by-month trends.
04://TABLET APP · ANDROID
Everything the rep needs in the field.
Catalogue with photos
Products with image, price and stock at hand, ready to show the customer.
Customer record
Details, purchase history and contacts, before walking through the door.
Debts and payments
Balance and terms visible before selling, so nobody sells to an account already overdue.
Receipt with signature
Records the payment and captures the signature on screen, without paper.
My performance
This year against last, and month by month, so the rep knows where they stand.
Manager tasks
Receives assigned tasks and closes them with the outcome.
05://ARTIFICIAL INTELLIGENCE
Artificial intelligence suggests the next sale.
Based on what each customer has already bought, askit™ recommends the products most likely to sell.
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Reads the history
Reads what each customer has bought, how often and in what quantities.
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Finds the patterns
Cross-references that history with the catalogue and finds complementary products and restocking cycles.
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Suggests on the visit
The recommendation appears on the tablet at the moment of the visit. The decision is always the rep’s.
06://MANAGER MODULE
The whole team on one screen.
Visible to the manager only: sales, collections, terms and tasks for every rep.
Sales analysis
Compares this year with last and month by month, by rep and by team, without spreadsheets. Trends show up before the month is over.
- This year against last
- Month-by-month trend
Collections and terms
Debts, terms and receivables are visible per customer and per rep, instead of surfacing only once they are overdue.
- Balance per customer
- Receivables
Task management
The manager assigns the task, it lands on the rep’s tablet and stays open until it is closed with a record of what was done.
- Assigned to the rep
- Closed with an outcome
07://RESULT
Real impact day to day.
Before
- Scattered records and systems that only store
- Rep without customer history on the visit
- Debts and terms with no visibility
- No idea whether sales are up or down
With askit
- Digital, synchronised sales
- AI suggests what to sell on each visit
- Collections and terms monitored
- Sales trend against last month and last year
+ Control+ Sales+ Revenue
More controlMore salesMore revenue
08://INVESTMENT
A simple model.
A one-off implementation and a monthly fee that covers hosting and maintenance.
Implementation
3 500€* one-off paymentSystem configured to each customer’s operation.
- Configuration tailored to the operation
- Catalogue and customer import
- Tablet app (Android)
- Management module
- AI product suggestion module
- Sales analysis by rep, month and year
- ERP integration, assessed case by case
- Team training
Monthly fee
450€*/mo use, hosting and maintenanceEverything the system needs to run, with no infrastructure on the client side.
- Full access to the platform
- Hosting included
- 10 hours of maintenance per month
- Synchronisation between field and office
- Continuous updates
- Support
Eligible investment. askit invoices are issued with an itemised description suited to applications for support towards company digital transition, in particular under the RRP — NextGenerationEU and Portugal 2030, where subscriptions to artificial intelligence systems are usually eligible expenditure. Eligibility and the conditions of each scheme are set by the relevant managing authority.
* Prices in euros, excluding VAT at the legal rate in force. Values subject to change without notice; the applicable conditions are those set out in the commercial proposal.
09://SCOPE
What is in and out.
Included
- Configuration: system adjusted to the customer’s operation, with their pricing and team rules.
- Onboarding: import of the catalogue and customer base, and team training.
- Rep: Android tablet app with catalogue, customers, debts, receipt with signature and tasks.
- Manager: module for following sales, collections and tasks across the team.
- Artificial intelligence: product suggestions from each customer’s purchase history.
- Analysis: sales trends by rep, by month and against last year.
- Monthly fee: hosting, synchronisation, updates and 10 hours of maintenance per month.
Optional, quoted separately
- ERP integration: assessed case by case, depending on the system and the interfaces available.
- Additional maintenance: hours beyond the 10 included.
- Bespoke development: features outside the base configuration.
Out of scope
- Hardware: the reps’ tablets and data plans belong to the customer.
- Commercial decision: the AI suggestion is a recommendation; price, discount and the decision to sell are always the customer’s.
- Source data: catalogue, prices and customer base are supplied by the customer, who is responsible for their accuracy.
Data protection
The operation involves personal data of end customers (contacts, purchase history, debts and signature) and of reps (activity and performance). The customer remains the data controller and invokit acts as processor under Article 28 of the GDPR, with a written agreement.
Per-rep indicators are intended for managing commercial activity during working hours. It is for the customer to inform its workers and to meet the obligations applicable to monitoring in the workplace.
Product suggestion is decision support with no legal effect on the end customer: what to propose is always decided by the rep.
Language processing is carried out by external providers named in the agreement, with no data retention on their side.
Access is defined per user, with an operations log.
International transfers are carried out only with the safeguards laid down in Chapter V of the GDPR.