Bettertech mobile solutions product data sheet

FOR RETAIL CHANNELS MANAGEMENT AND INTELLIGENCE HUB
Product Data Sheet
BETTERTECH
MOBILE SOLUTIONS

Bettertech.
Bettertech is dedicated to the design and implementation of
projects and software solutions, developing the best solutions and
platforms according to the specific needs of each customer.
Software Solutions for Smart Enterprises
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THE DATA SETUP
The system offers a comprehensive
environment for data collection, analysis
and management.
It is possible to fine tune and customize which, and when, data must be collected and define
the KPIs and reports that will deliver timely information on the trade channel status.

Retail channels are a key element of
any retail business. They are the front
window of your company and the main
contact point with your customers.
A VALUABLE SOURCE OF INFORMATION
Retail channels carry your brand, your reputation and, ultimately, the power to acquire or
retain customers.
It is critical to know how trade channels are working. And to find that out, many companies
decide to gather information via external agents through audit or mystery client programs.
This approach causes a few issues that are not in line with the companies objectives, such as
inaccuracy, misaligned data or a small sample of audited channels. However, the main issue
remains, by far, the timeliness of the information.
The period of time from the initial data collection to the reporting of the information is usually
too far between and the information received is often outdated to make critical decisions or
simply adjust to market trends.

AGENTS OF INFORMATION
How, then, is it possible to obtain
relevant information in a timely manner?
Our view is to employ the SalesReps
force to permanently gather data during
their frequent commercial visits to the
retail channels.
SalesReps visit retail channels for a number of activities: to sell products; to find out what the
customers want; to create solutions; and to ensure that the sales numbers do not spiral out.
Having such a workforce on the field is a major opportunity to transform the SalesReps visit
process into a two-way data street, that not only delivers commercial advise but also collects
valuable information on a regular basis.

TRADE CHANNELS COVERED
Bettertech Mobile Solutions offers
SalesReps a set of features designed
to fully conduct a sales visit, from the
marketing catalog to purchase orders
registration, and the vital collection of
data.
This solution not only covers the fundamental requirements to manage prospects and
customers but adds to the equation the possibility to, during each visit, obtain vital
information about the trade channel.
The data can then be accessed and analyzed in real time by sales, marketing or operational
managers.
Mobility of your operational team.

Bettertech Mobile Solutions
PRODUCT
FEATURES

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Product Features
PRODUCT DATA SHEET - BETTERTECH MOBILE SOLUTIONS [EN]
PLAN: VISITING PLANNING
WORKPLAN
Visits could be planed to a period. The calendar feature
displays appointments, planned visits and ongoing
activities. The respective day of the calendar presents the
planned customers and sites to visit for that day.
Customers could also be organized by routes.
• Visit order
• Hour to visit
• Gps assisted routes to customers or prospects
Key Features:

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Product Features
ACTION PLANS
It’s possible to define action plan’s according to customer
types. Each action plan could be configured, and have
several actions.
• Start visit
• Share of Space
• Retail Selling price
• Net Numeric Distribution
• Visibility
• Perfect Serve
• Visit Report
• Take Photo
Key Features:

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Product Features
KPI’S
Bettertech Mobile Solutions measures the success of
your organization. KPIs could be defined to measure
visual communication implementation, allowing you to
categorize into 3 levels of visibility: long, medium and short
range.
Touchpoints and communication materials placed in the outlet are assessed via a form that
contains several elements that may be characterized according to different criteria. This
crucial KPI will allow you to evaluate if all communication follows through your standards and
will tell where you need to improve.

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Product Features
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BUSINESS OPPORTUNITIES
Smartphones and tablets are quickly becoming the
preferred tool for many business professionals. iSales
offers the potential of a CRM on a mobile device and
provides opportunities to gather contacts and sales, and its
subsequent follow-ups.
• Access and edition of contacts and calendar
• Log activities, appointments and follow-ups
• Workflow process (sales funnel)
• Documents introduction
• Market information in real time
Key Features:

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Product Features
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BUSINESS INFORMATION
iSales provides information on the evolution of the
business and its performance via dashboards and reports
of global and specific sales, which can be broken down
by customer types, products or industries. Commercial
and management teams have access, in real-time, to
information of operational and commercial activities,
providing less uncertainty into decision making.
• Indicators by product, customer, industry
• Analysis of products, brands, segments, routes
• Dashboards orders, payments, current-accounts
• Objectives indicators (volume, referral, coverage, billing)
• Dashboards of efficiency and productivity by salesperson, teams, geographical area
Key Features:

Product Features
DO: CUSTOMER VISIT
DATA UNDER CONTROL
This information can be obtained from indirect sales
channels (distributors).
• Setup alerts and access policies to data sets
• Configure reports and dashboard types according to users profile
• Implement an iterative analysis process with different users
Key Features:

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Product Features
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OBJECTIVES MANAGEMENT
iSales allows the configuration of a set of goals that can
be directly associated with an agent, a department or
a customer. The access of these objectives in real time,
through context and location tools, contributes to the
performance and motivation of employees.
• Configuration of objectives (individual, team, department, organization)
• Association of objectives to different logical objects (sales, product, productivity,
customer satisfaction and retention)
• Real-time reports and simulations of proposals and scenarios
Key Features:

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Product Features
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PRODUCT ORDER REGISTRATION
With app, the registration and collection of orders in real
time in a paperless environment is a reality. The user has
the possibility to look up the customer history and calculate
various scenarios of acquisition.
• Preparation of quotations
• Registration and edition of shipping orders
• View order status
• Query history of orders and consumption
• Customized pages
Key Features:

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Product Features
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ORDER (PRINT OR SEND VIA EMAIL)
Orders registered on a customer site must be immediately
communicated to several systems in order to streamline
operations and stock control. iSales allows the printing of
order forms on site or be sent to email addresses or third
party systems, and enables the subsequent monitoring of
the evolution of the logistics process.
• Registration of orders
• Follow-up and notifications of order status
• Printing of order forms
• Integration with email and management systems
Key Features:

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Product Features
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RECEIPT
Payments are managed by the application and based on
the customer’s current account. The respective receipts
can be immediately issued to a mobile printer, to the client
printers or sent directly by email. Moreover, the application
enables various forms of payment, updating the current
balances of customers and communicating, in real time,
that information to management systems.
• Record of payments
• Partial or full payments
• Management of different forms of payments
• Receipts in different formats to different systems
• Sync accounts and balances
Key Features:

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Product Features
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NET NUMERIC DISTRIBUTION
Having in mind that the presence of your products in an
outlet is important, we reach to the first KPI: Net Numeric
Distribution.
When your SalesRep arrives to an outlet equipped with
myTeam for Business, he can assess the presence and
distribution of the portfolio of products, calculating the
trend analysis while the data is being gathered.
The information gathered will allow you to measure how many of your products or group of
products are displayed in target stores and use that information to compare with previous
assessments and help you organize your strategy at every Point of Sale.

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Product Features
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PRICE COMPLIANCE
It is important for any business to set a fair price, a price that
allows to have a good profit margin but also one that gives
your products a competitive edge over your competitors. If
you price it too high, you may lose your customer’s base, but
on the other hand if you price it too low your business may
become unsustainable.
Checking if the applied price complies with the corporate’s stipulated price gap is an
important task. Using myTeam for Business, the Sales Rep can easily identify which SKUs he
has to check and fill out the applied price. Automatically the system will show if the collected
price complies with the stipulated price gap and the Sales Rep can also inform the company if
the product is out of stock.

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Product Features
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SHARE OF SPACE
Share of Space is the indicator that measures the quantity
and distribution of a determined product on the outlet
space. SKUs that occupy more space on a gondola, for
instance, have a higher chance to: be perceived by the
consumer; analyzed and or handled by the customer; have
their image on the customer’s memory; and having the
products added to the shopping cart.
Products that are displayed at eye level, are in high-traffic locations and with many facings,
have also a higher odd to be perceived and selected by clients.

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Product Features
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PERFECT SERVE
The Perfect Serve is about providing customers with exactly
what they want. Knowing what the customer expects is
the first and possibly most critical step in delivering good
quality service. Not knowing what the customer wants can
mean money loss, time and other resources.
Customer satisfaction has a massive impact on revenue,
because happy, satisfied customers are more likely to
remain loyal.
After defining what the customer wants and expects when he is enjoying your beverage, the
next step is to measure and monitor if the service complies with the defined standards.

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Product Features
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VISIBILITY
Sight is the first human sense responsible for the choice
process, because it is the first stimulus that makes the brain
react towards the product.
In a crowded Point of Sale, your brand visibility should
stand out from your competitors and be present on the
small and big details.
Having this in mind, visual communication at the Point of Sale should be consistent and
displayed in order to build a bridge and an emotional bond between your brand and your
client. If you want to convey your brand’s life style, there is no better place than the Point of
Sale.

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Product Features
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FORMS, INQUIRIES, AUDITS
During a commercial visit, iSales allows the gathering
of different types of forms designed for the collection
of information about the customer or the visit. Forms
can be tailored to each industry or market segment and
are parameterized via different types of value fields and
validations.
• Review, edition and registration of forms
• Parameterization by product type, customer and industry
• Definition of form groups
• Mandatory collection depending on conditions
• Configuration of different types of questions and validations
Key Features:

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Product Features
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PRODUCTS CATALOG
The app provides an interactive catalog, generated
dynamically through filters and user preferences, and
based on the customer buying characteristics. The catalog
provides technical and detailed sales information for each
product and is synchronized in real time.
• Access to technical and commercial information of each product
• Catalog and inventory updates in real time
• Promotions and campaigns
• Custom catalogs generation
Key Features:

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Product Features
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PHOTOS
The photos taken during the sales visit may be associated to
a customer/business opportunity/process.

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Product Features
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TIME AND EXPENSES REGISTRATION
Registration of expenses and times spent by employees.
Affecting expense and time items, and the possibility of
associating with clients or prospects.
• Expense record
• Expense Section
• Kms display
• Time Launching
• Heading of times
• Customer or prospect association
Key Features:

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Product Features
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DOCUMENT SUPPORT
The application allows the creation, association and
consultation of documents. The content can be videos,
photos, websites, PDF documents or MS Office and
uploaded once in the backoffice or application and made
available centrally to the entire team.
• Creation of different typologies of documents
• Consultation and association of documents to different business objects
• Access and version history query
• Advanced document search
• Consultation of indicators and statistics
Key Features:

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Product Features
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CONTACTS AND FOLLOW-UPS
Registration of follow-up actions taken and schedule next
action.
• Type of follow-up
• Duration
• Status
• Expectancy
• Next action
• Proposal value
• Kms made
• Notes
Key Features:

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Product Features
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ACTIVITIES AND EVENTS
The management of the agenda is a critical feature for
agents that work outside the office. iSales not only offers a
completely functional schedule management, but also the
chance to register and monitor the occurrences or incidents
relevant to the commercial activity.
• Management of individual agendas
• Notifications and alerts
• Access to the agenda of other users, teams and departments
• Occurrences types configuration and respective follow-up activities
• Management and monitoring of incidents
• Synchronization with productivity applications
Key Features:

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Product Features
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TECHNICAL REQUESTS INTERVENTIONS
Requisitions of technical interventions in the equipments
installed in the clients, identifying the equipment,
description of the fault, reason, urgency, etc.
• Equipment
• Location
• Failure
• Urgency
• Indoor stock products at risk
Key Features:

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Product Features
CHECK: DASHBOARDS
KPI’S ANALYSIS
Analysis of brand kpi’s, points of sale, products and vendors.
Monitoring the performance of the organization. Possibility
association of incentives to superior performances.
• KPI’s under analysis
• Compared with similar periods
• Ideal position
• Difference to the ideal position
Key Features:

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Product Features
CHECK: DASHBOARDS
TEAM LEADER
Monitoring the performance of team members.
• Teams
• Team elements
• Clients visited by each one
• Sales made by each one
• Position in the objectives
• Evolution
• Benchmark
Key Features:

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Product Features
CHECK: DASHBOARDS
POINT OF SALE INFORMATION
Detail information about each point of sale, location,
characterization and additional information.
Complemented with photos taken from the site.
• Address
• Description
• Photos
• Contacts
• Business Data
• Additional information
Key Features:

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Product Features
CHECK: DASHBOARDS
RECOMMENDED PRODUCTS
Selection of products recommended according to customer
type. Checks for presence, availability, and other details.
• History of checks
• Visible
• Ready for consumption
• Other conditions to evaluate
Key Features:

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Product Features
CHECK: DASHBOARDS
TOUCH POINTS
Material of visibility recommended according to customer
type. Checks for presence and other details.
• Check for presence
Key Features:

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Product Features
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EQUIPMENT CHECK
Checks on the installed equipment park, location, state,
stock inside, temperatures, etc.
• Checks on equipment available at the customer.
• Insertion of new equipment installed.
• Request assistance
Key Features:

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Product Features
CHECK: DASHBOARDS
INSTALLED EQUIPMENT
Checks performed on the equipment installed on the client.
• Chek presence
Key Features:

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Product Features
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BUSINESS OPPORTUNITIES
Identification of new growth opportunities in existing
customers or new customers.
• Type of Opportunity
• Associated Value
• Planned follow-up actions
• Tracking History
Key Features:

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Product Features
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COLLECTED FORMS
Evaluation forms collected, identification of opportunities
for improvement. Information for better targeting of
marketing campaigns.
• Reports
• Dashboards
• Export to excel
Key Features:

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Product Features
CHECK: DASHBOARDS
SALES STATISTICS
Knowledge of the profile and consumptions of the client
over the months and years. Consumables by brand, family,
subfamily, type of product. Analyze values, quantities and
other factors.
• Consumption by segments
• Consumption of the year
• Year under request
Key Features:

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Product Features
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TOTAL PORTFOLIO
Analysis of the product portfolio appropriate to the type of
establishment. Favorable and unfavorable developments.
• Period in consultation
• Presence or not
• Type of evolution
Key Features:

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Product Features
CHECK: DASHBOARDS
NET NUMERIC DISTRIBUTION
Follow-up the point of sale numeric distribution KPI
historical evolution, trends, fulfillment of the intended
value.
• Summary of last 12 months
• Summary by reference groups
• Values in products in the last 12 months
Key Features:

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Product Features
CHECK: DASHBOARDS
MEDALS/FIDELIZATION
Management of customer loyalty programs, with
association of medals according to the purchase quantities
of product segments.
• Identification of medals
• Association of medals to types of products
• Assignment of medals to customers in the purchase of products
• Visibility of the medals that the customer has already collected
• Possibility to manage the awarding of awards associated with medals
Key Features:

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Product Features
CHECK: DASHBOARDS
PRICE LISTS
Consultation of the price charts practiced, or particular
price conditions agreed for a period, with some customers.
• Price lists
• Discount Tables
• Price and/or quantity contracts
Key Features:

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Product Features
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SPECIAL OFFERS
Promotional conditions. Campaigns in force in a period
with particular conditions of sale. Conditions of special
discounts or offers.
• Customers covered by the promotion
• Products in the promotion
• Promotion period
Key Features:

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Product Features
CHECK: DASHBOARDS
SUGGESTED ORDER
Order suggestion associated with customer typology or
event nature.
• Products framed in suggestion
• Suggested quantities
Key Features:

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Product Features
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CUSTOMER HISTORY
Customer Relationship History Information
• Client’s data
• Associate salesperson
• Associate distributor
• History of consumption
Key Features:

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Product Features
CHECK: DASHBOARDS
CREDIT INFORMATION
Customer credit control and critical condition alerts.
• Control by:
• - Value of responsibility
• - Number of documents
• - Days of maturity
Key Features:

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Product Features
CHECK: DASHBOARDS
UNPAID DOCUMENTS
Checking current account of documents payable on each
client.

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Product Features
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TO BE TREATED
Customer issues pending resolution.
• Nature of the subject
• Responsible
• Associate Department
• Resolution deadline
Key Features:

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Product Features
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CRM
Customer relationship management.
Registration of all interactions with the client and follow-up
workflow of actions to be performed.

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Product Features
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PENDING ORDERS
Order tracking not yet satisfied.

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Product Features
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SELL IN
Customer sell in analysis.

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Product Features
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SELL OUT
Customers’ sell out review.
Obtained through portals made available by the organized
distribution insignia.

Product Features
A NOTE ON RETURNS
What are the returns of implementing Bettertech Mobile
Solutions? That question is usually best answered after a
careful analysis of several months of operation.
FACTOR ASSUMPTIONS EXPECTED BENEFIT
Productivity
Sales force of 100 Sales reps.
Average of € 40.000 yearly salary
15% productivity gains
€ 600.000 / year
Increased margin from sale size
Average of € 500 per sale
2 sales a day
Increase of 5% of sales size
30% gross margin
250 working days
€ 375.000 / year
However, Bettertech has some inside information on
several cases that show some tangible average trends.

Product Features
A NOTE ON RETURNS
FACTOR ASSUMPTIONS EXPECTED BENEFIT
Increase in sales conversion rate
Average of € 500 per sale
10 lost sales per week
Increase of 10% conversion rate
30% gross margin
44 working weeks
€ 600.000 / year
Hours saved in duplicate data entries
1 hour saved per day
250 working days
€ 500.000 / year
Hours saved per week in assembly of reports
2 hour saved per week
44 working weeks
€ 176.000 / year

References
Some of our customers
RETAIL CHANNELS MANAGEMENT AND INTELLIGENCE HUB PAGE 57PRODUCT DATA SHEET - BETTERTECH MOBILE SOLUTIONS [EN]

Product Data Sheet
BETTERTECH
MOBILE SOLUTIONS
WWW.BETTERTECHSOFTWARE.COM

Bettertech mobile solutions product data sheet

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