Field Sales Automation with Live Tracking

LIVE TRACKING

  • See current location of all your field staff in a single map
  • Track/record entire route during work hours
  • See time spent at different points in the route
  • Get alert notification when field person halts at a specific location for more than 30 minutes

BEAT PLAN

  • Create a Beat Plan for field staff for daily visits
  • When at the customer’s location, field person can record meeting notes, payments, take orders, record opportunity and other details
  • Get alert if the field person is not able to complete the beat plan

RECORD DAILY ATTENDANCE

  • Easy to keep attendance record of each sales person
  • Record daily work hours
  • Notifies when person starts and stops his work

EXPENSE MANAGEMENT

  • Records total km's travelled during a day or month
  • Payments can be made by actual km's travelled
  • Field staff can feed their expenses and upload images of bill
  • Authorized person can view all sales expenses for payments

TRACK PAYMENTS AND DAILY COLLECTIONS

  • Sales person can see outstanding balance for the customer
  • Consolidated view of daily payments received, with photo of cheques
  • Know your daily cash and cheque collection for accurate tally at End of Day
  • Check history of payments by sales person or customer

LEAD MANAGEMENT

  • Sales person can record any new opportunity he comes across
  • Single view of all the new opportunities logged by the field staff to authorized person

ORDERS AND RETURNS

  • Sales person can record new orders and returns along with pictures if required
  • All orders and returns would come in a single panel to a designated person in real time
  • Take action on immediate basis to expedite delivery
  • Enter orders in our order management system

REPUTATION MANAGEMENT

  • Record customer's feedback and issues during the visit (if any)
  • Single view at the backend to see a consolidated list of feedback

PROOF OF DELIVERY

  • Field person from his current location can capture and save images of delivery as POD which will be saved with time and location
  • Immediate notification to the relevant person

PERFORMANCE MANAGEMENT

  • Easy to calculate performance metrics of each employee like sales, collection, leads, returns, attendance, beat plan compliance, expenses
  • Keep record of each day/month target completion

OPTIMIZED ROUTE

  • Helps field person to get the best and most time efficient route to reach the assigned destinations
  • Will improve sales productivity and save money

SHARE LOCATION

  • Share live tracking link with customers
  • Helps customers in delivery van tracking

OFFLINE TRACKING

  • In case of lost data connectivity, the location data will still be stored on mobile and synced with server later

GEO-FENCING

  • Create a virtual boundary on the map for your sales or delivery people/vehicle
  • Get an alert if it moves out of the fence

How the solution works


  • Field Staff get a Mobile App with auto login feature
  • Backend Users/Admin users get Web Portal to manage and control various functions

PRICING AND OFFERS


Price Limited period offer
299 INR per user/month One month free trial and @ 99 INR per user/month for next 6 months

  • No additional expenses on server or devices
  • free upgrades for new functionalities
  • Zero initial cost
  • Price includes mobile app for every user and web admin console
  • To subscribe for this offer fill up the form below. Offer available on first come basis

Interested!!!

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