Sales force automation uses workflows and tools that automate all the key steps in the sales process to boost sales productivity of field sales persons.
Order Booking,
Geo Fencing,
Reimbursement
- Sales Person can see achievements and chase their targets.
- He can browse customer list by type and territory.
- He can take orders, note visit discussion, modify order cart and browse customer history.
- He can browse items by Group and Category. Filter items by Item code.
- He can modify cart and give remarks before place order.
- He can share price list and Product’s Catalogue in "Text" and "PDF" format.
- He can show working hours details of particular day.
- He can request for leave to supervisor and can see status for leave approval.
- He can submit report if there is no visit for the day due to TRAINING, LEAVE, OFFICE etc..
- Catalogue & Product Management
- Price Management
- Order Management
- Offer & Scheme Management
- Retailer Onboarding with KYC
- Beat Roster Management
- Influencer Onboarding with KYC
- Loyalty Management
- Sales Target and Performance Management
- GEO Fencing
- Reimbursement Management
- Training Management
- Competitor Analysis
- Upload Documents
- Survey & Feedback