Sales Diary is a Mobile based sales tool to increase your sales, providing a set of features for Sales Force Management. Sales Diary manages all stages of the sales process from initial retailer contact and order management. It provides a mobile application to every sales executive allowing them to perform sales functions including route planning and activity management at the retailer location. It also provides various intelligence reports allowing the sales managers to analyze assess and optimize field activities of their staff.
Sales Diary gives business professionals better tools to visualize, analyze, and leverage their business data in order to improve efficiency and decision making. No matter what industry you are in, business success means making wiser decisions faster than your competition. Being able to understand the market and obtain information quickly so you can optimize your resource time and increase the overall. The intuitive power of maps often reveals trends, patterns, and opportunities that may not be detected in tabular data alone.
Key Module :
Beat Plan (also referred as ‘Permanent Journey Plan’) is a day level route plan made for field sales/marketing personnel to make visits to a number of stores at a pre-defined frequency. A Beat Plan defines whom to visit, when to visit, based on company’s priorities on stores category/segment. These visits can be made for the purpose of sales order collection, visual merchandising, etc.
Beat Plans are planned in advance, mostly for a month, to ensure no deviation is there and each of stores gets required visits from company representatives.
Other Features of Sales Diary:
Real-time Access to retailer information at point-of-need
Works Both Offline and Online (Smart Data Sync)
Allow sales team to share activity, calendar, and workflow data
Access up-to-date product information with e-catalog
Access retailer-specific pricing and product configuration
Route historical sales analysis and Analytics for continuous optimization
GIS based tracking & Analytics of sales area coverage.
Tools for building market intelligence.
Approvals and Workflow Automation
Big Data Analysis on historical data.
Retailer and Contact Management
Primary & Secondary Sales goal setting
Mobile based Order Management
GPS-GIS(geographical information system) based Sales Activity Tracking
Product Catalog and Price-list variants (Mobile)
Promotions and Schemes
Shelf Analysis and Market Feedback
Spot Printing with mobile printer
Individual Retailer Order history and
Retailer Classification (Class A,B,C,D) & Scheme Management
Appropriate dashboards for Sales Representative, Sales Officer, Area Manager & Management
Reports: Area wise, Sales Representative wise, Secondary Sales Tracking (Goal vs. Achievements, )
Reports: Top 5 Performers and Top 5 Under Performers
Reports: Top 5 SKU movements etc.
Area wise outstanding balance Summary.
MIS Reports: Easily customizable reports on the fly by the end user.
About Our Company