Sales Force Management system

Sales Force Management system is effective tool to control and track the field coverage by sales executives. This system aims at keeping the effective record of the work performed by field executive and provides a compact and simple tool to remain connected with the field executive.

This system has addresses the challenges faced by any industry where field work and reporting is expected by sales/field executives. Some of the challenges as given below are taken care in SFM system.

• Many documents for planning and tracking
• No real time tracking
• Delayed reporting and analysis
• No effective way for tracking attendance
• Manual verifications of travel claims

SFM provides centralized tool to address above stated challenges. It is simple to use web application with facility to get field reports from executives via SMS facility as well. It is proving very effective in tracking file work performed as well in keeping management updated on daily basis.

• SMS based interface for field engineers
• Update customer information
• Auto calculated field claims
• Timely reports on field coverage (day to day basis)
• Online planning – Day plan, Route Plan, Tour Plan etc
• Sample allocation tracking

SFM is many features to help and organize the sales force management process. Some of the features are detailed below

Web Based application Sales executive can perform all the reporting and claim related activities on the website itself. Act as interface between field engineers at various locations and head office

SMS based reporting Sales executive submits SMS report to system for day work, which is consumed for relevant reporting and actions. Also marks attendance on receipt of SMS.

User Dashboard User Dashboard is SFM inbuilt functionality to allocate, guide and track the tasks (pending) to be performed by users and escalate no actions

Customer Data Maintenance Sales executive can request addition or modification of customer details online.

Sample Inventory maintenance Sample Allocation to field engineer, sample inventory updates and related MIS

MIS SFM provide set of management reports which captures the details from field work. Some of the useful reports as follows

• Tour Plan, Route Plan details
• Call Analysis
• Field and client Coverage
• Individual performance
• Sample distribution statistics
• Individual Level POB against Overall stats
• Attendance & claims stats