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ProductSales Force Automation

Sales Force Automation

Empower sales teams to plan, execute and review with the upto date information on the move at their finger tips.

User Profile

Define hierarchy based user profiles with personlised access controls.

Attendance Management

Enable field personnel to submit attendance digitally through the mobile app.

Permanent Journey Plans (PJP)

Setup Sales person-wise PJP and get the list in channel partners to visit on a daily basis.

Visit Planning

Apart from PJP, create a customised visit plan for a day, week or a month for self and sub-ordinates.

Task Planning

Plan the activities based on visit planning and get reminded during the visit.

Today's Plan

View all the planned visits and activities to be carried out in one plan.

Check-in / Check-out

Capture check-in and and check-out with date and time stamp.

Physical Visit Tracking

Capture latitude and longitude of channel visit check-in and and check-out.

Adhoc Visits

Login adhoc visits and the activities carried out.

Channel Physical Stocks

Capture physical stocks of channel partners during the visit for further analysis.

Channel Registration

Register New Channel Partner from the mobile app with latitude and longitude and business premise image.

Order Booking

Book orders of channel partners through mobile app during the visit.

Call Order

Record Orders received on phone through mobile app as Call Orders.

Target V/s Actual

View target v/s actual displayed graphically at a touch of a button.

Sales Invoicing

Generate and issue sales invoice on the go using mobile apps.

Sales Return

Create Sales Return on the go using mobile apps.

Money Receipt

Record receipt of money with mode of payment through the mobile app.

Requistion

Capture all the requisitions through mobile app and track the status right from approval to delivery.

Order Forecasting

Record the forecasted orders in discussion with channel partners and compare with actual.

Channel Survey and Feedback

Be closer to your channel partners by getting feedback through surveys questionares from time to time.

Event Planning and Participation

Create events and assign team members for participation and feedback.

Marketing Collaterals

Empower the sales teams and channel partners with latest marketing collaterls available at their finger tips. Supports JPEG, PDF and MPEG formats.

Chat

Get the power of sharing information instantly across the sales teams.

Schemes and Promotions

Display of running schemes to channel partners on the mobile app and web portal based on geographical locations and channel tiers.

Claim Verification

Empower sales teams to verify claim documents of channel partners from their mobile app.


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