Sales and Trade
B2B ordering, service and loyalty maintain relationships between sales visits.
What to measure
Retailers turn elsewhere when buying or getting support is difficult.
Track: adoption, repeat purchases and reactivation.
TRADE&GO · B2B RELATIONSHIPS AND OPERATIONS
Connect your company to your retailers’ daily business.
Orders, payments, loyalty and service in an integrated operation. Mobiup implements, supports and develops this relationship with your team.
Part of the retailer’s routine
- App
- Website
- Conversational WhatsApp
Sales and delivery teams also participate, with in-person POS payments.
One relationship. Four connected layers.
Explore the four layersApp, web and WhatsApp for retailers. POS for field teams.
The retailer at the center
The purchase is one step. The relationship continues.
Explore what retailers can do and what your company manages at each stage.
The right offer reaches its audience.
- Audience and campaign
- Retailer catalog
- Purchase decision
For the retailer
Categories, brands, packaging, unit prices and potential points make the choice clearer.
For company management
Target offers and messages by channel, network, region and visit day. Set audiences and schedules.
Value for the operationAlign Trade marketing with the needs of each retailer group.
The order continues through delivery.
- Order
- Preparation and delivery
- Next purchase
For the retailer
Follow order stages and expected delivery, review items and access invoices, help and reordering.
For company management
Manage cut-off times, lead times, capacity and service conditions in connection with your ERP.
Value for the operationAlign the buying experience with operational capacity.
An outstanding balance can start a new conversation.
- Purchase or debt
- Payment methods
- Reconciliation
For the retailer
View limits, payment slips and outstanding balances. Pay with Pix or cards and renegotiate debt under the operation’s terms.
For company management
Connect receipts, transaction references and exception handling through a multi-acquirer gateway and reconciliation.
Value for the operationMake it easier to settle balances and continue buying.
A tangible reason to return.
- Campaign and rules
- Points earned
- Benefit redemption
For the retailer
See your balance, points under review, statement and redemption catalog. Track redemption orders.
For company management
Configure campaigns by audience, brand, category and product, with earning factors, validity and expiration.
Value for the operationEncourage participation, frequency and a broader product mix.
Your company, present between visits.
- Retailer context
- Communication and support
- Continuity
For the retailer
Find business information, communication preferences and access to support and services.
For company management
Bring together retailer context, follow participation and organize targeted, scheduled communication.
Value for the operationMaintain service and relationships across the channel.
Trade&Go
Three teams. One retailer relationship.
Sales, finance and technology connected to the buyer’s journey.
Discuss my operations ↗
Finance and Operations
Cards, Pix, boleto and debt renegotiation, with a multi-acquirer gateway and reconciliation.
What to measure
Limited payment options and laborious reconciliation constrain operations.
Track: receipts, outstanding balances and payment costs.
Technology
Integration with the leading ERPs on the market, with defined interfaces, data and responsibilities.
What to measure
Disconnected channels create discrepancies and rework.
Track: data consistency and exceptions.
Sorocaba Refrescos · Orbitta
At Sorocaba Refrescos, Trade&Go is Orbitta.
The solution has connected SR to its retailers for over five years. Previously called Konnect, the experience evolved into Orbitta, bringing together purchasing, payments, service and loyalty, with SAP integration.
3X
Growth in sales through the channel
Result reported by Mobiup in the Sorocaba Refrescos case. It refers to channel sales, not total company revenue or a forecast for other clients.
- Before
- Boleto was the payment option. SR financed sales; outstanding debt drove retailers away from the direct channel.
- What changed
- More payment options, card-based debt renegotiation and a journey connected to teams and SAP.
- The retailer relationship
- Retailers can buy, settle outstanding balances, track orders and participate in the loyalty club.
In the press · digital order growth in 2024
Mobiup triplica pedidos digitais da Sorocaba Refrescos com Orbitta ↗Trade&Go · Payments
One gateway. Multiple acquirers.
The balancer distributes transactions across acquirers according to operating rules.
Web · App · POS
Multi-acquirer gateway
BalancerTransaction distribution
AcquirerA
AcquirerB
AcquirerC
Reconciliation · Integration with leading ERPs
People + AI
Agents working within operations.
People define policies and authority. Agents participate in the processes.
Payments
Agentic process
Orchestrate the flow
Team
Monitor execution
Loyalty
Agentic process
Support relationships
Team
Assess progress
Reconciliation
Agentic process
Analyze receipts
Team
Handle exceptions
Governance, authority and human review follow the operation’s policies.
From implementation to improvement.
- 01
Understand and demonstrate
We learn about your needs and show relevant journeys.
- 02
Define scope
We align costs and responsibilities. Any contracted assessment has its own proposal.
- 03
Integrate and validate
We configure, integrate and validate workflows with your team.
- 04
Monitor and evolve
Metrics and retailer experience guide improvements within the contracted scope.
View scope and terms
Platform
Orders, payments, loyalty and reconciliation configured for your operations.
Integration
ERP and partners connected, with agreed interfaces and responsibilities.
Preparation
Teams, controls, data and acceptance criteria prepared for operations.
Support
Support defined in the agreement and evolution priorities informed by metrics.
Scope, responsibilities, costs and support terms are defined in the proposal. Any paid assessment is presented before work begins.
For manufacturers and distributors selling to retailers, especially in beverages, food and consumer goods.
Clarity for your decision.
Does it integrate with my ERP?
Yes, with the leading ERPs on the market. Interfaces, data and responsibilities are defined during implementation. SAP is the example at SR.
How do agents participate?
They work across payments, loyalty and reconciliation, with human collaboration and operational policies.
How does the gateway work?
It connects multiple acquirers. The balancer distributes processing according to defined parameters.
How are contracting and support handled?
The model adapts to your operation, with predictable investment and recurring service. We agree scope, integrations, responsibilities and a routine for ongoing support and improvement with your team.
Trade&Go · Mobiup
Talk to a team that will understand your operations.
Share your needs. Our team demonstrates the solution and assesses fit with you.
What happens next
- Share your main challenge.
- Explore the relevant journeys.
- Agree on the next step with the team.
Prefer to write directly? comercial@mobiup.com.br
Your context, directly to the team
Trade&Go: your context and campaign codes, when present, accompany your submission.