Field sales with better context

Orders and pipeline inside a sales portal

Unica's sales portal reduces friction in the commercial routine, giving field teams more speed without losing visibility over orders and follow-up.

700+ partners and points of sale
1500+ clients served
200+ integrated distributors
SFA Less friction at the order moment and more pace in the selling routine

Field sales gets faster access to account context, order capture and structured follow-up in one practical flow.

  • Faster orders
  • Account visibility
  • Follow-up
Where sales loses time

When orders and account context are hard to access, the rep slows down

Without a better-supported selling flow, the field team loses speed and consistency in every customer interaction.

Orders

Slow capture hurts productivity

The effort required to register an order or retrieve information slows down the entire routine.

Accounts

Scattered follow-up creates noise

Without a consolidated view, commercial follow-up becomes less predictable.

Management

Leaders struggle to read the field

Managers lose time trying to understand what the team is seeing and doing in the market.

How the flow gains speed

The sales portal brings commercial context to the moment of action

The selling routine becomes smoother when orders, accounts and follow-up live in the same path.

01

The rep reviews the account base

Relevant information is available before the visit or call happens.

02

Orders are captured faster

The selling flow removes friction when the rep needs to register a sale.

03

Follow-up stays organized

Orders and commercial actions keep moving without parallel controls.

04

Management sees more clearly

Commercial execution becomes easier to monitor for leaders.

What improves

More speed to sell and less effort to follow up

The goal is to support commercial execution with enough context to act better and faster.

Field team

A smoother selling routine

Reps gain speed to review accounts, capture orders and keep follow-up moving.

Management

A clearer read on the pipeline

Leaders get a better view of account movement and commercial rhythm.

Operations

Less noise between sale and fulfillment

The commercial flow connects better with the rest of the operation.

Success stories

The point is to help sales move faster without unnecessary friction

The gain appears when technology supports the routine instead of slowing it down.

Unica + Akzo

More agility in the operation and smoother client relationships

When migrating its EDI Mercantil process, Akzo needed a faster operation and better service. With Unica, the team reduced manual effort and gained speed across the commercial flow.

  • Less manual order entry
  • Faster handling of the commercial flow
  • Better visibility across the operation
Unica + DNI

A more productive sales force with information in the palm of the hand

DNI rolled out Unica's SFA sales portal to give the field team more autonomy and immediate access to the information they need. With orders, account data and commercial follow-up available at the right moment, sales reps gained speed, increased productivity and were able to focus on what matters most: selling better and serving customers with more context.

  • More autonomy for the field sales team
  • Higher productivity with faster access to information
  • Sales effort focused on relationships, execution and results
Unica + Obramax

A unified WebEDI layer for supplier onboarding, product setup and delivery flow

Obramax needed to reduce friction between supplier registration, product onboarding, purchase orders, invoices and delivery scheduling. With Unica, those workflows were centralized in one WebEDI platform connected directly to the ERP.

  • Suppliers and products managed in one approval flow
  • Orders, invoices and scheduling inside the same portal
  • More operational control with direct ERP integration
Unica + Leo Madeiras

One platform to scale supplier management across stores and partners with tighter control

Leo Madeiras needed to centralize a large operational network with suppliers, stores and partners spread across critical workflows. With Unica, the company unified more than 400 suppliers in a single platform and gained stronger control over onboarding, orders, documents and day-to-day follow-up.

  • 200+ stores and partners connected
  • 400+ suppliers unified in one platform
  • Centralized management with stronger operational control
Next move

If field sales still carries too much friction, there is already a clear opportunity to improve

The first conversation helps identify which parts of the commercial routine deserve to be accelerated first.

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