“KALPATARU” is one of the fastest growing Laminates brands of India have a large field sales force. The customer wanted an application to help their executive staff manage information on customers and orders, targets versus achievements.
Our application provides functionality to sales officers prepare Journey plan & Sales plan for each month, Tracking by Sales officer through Geo google Map; field staff capture random selfie for location spot confirmation, Prepare Business Expansion / Penetration reports based on Compulsory Journey Plan (CJP), Manage lead, follow up, meetings to generate productive / non-productive calls report.
Using this application user can easily manage customer, orders and collections, site location information, customer journey plan based on nearest location suggestion, achieved and assigned monthly target, keep track of punch in-punchout logs, etc.
Key Features
• Manage Users, Hierarchy and Roles: 100+ Sales Officers, 20+ Managers, 10+ Regional Managers, 2+ Zonal Managers & 20+ Administrative staff
• Manage more than 10,000 customers (Retailers, wholesalers, carpenters & Architects) spread all over India
• Sales officers prepare Journey plan & Sales plan for each month
• System to generate target vs achievement report based on monthly plan & actual achievements
• Manage travel allowance, daily allowance & daily expenses as per company policies
• Tracking by Sales officer through Geo google Map; field staff capture random selfie for location spot confirmation
• Prepare Invoices based on orders from customers / Sales officers
• Manage leaves as per company policy
• To prepare Business Expansion / Penetration reports based on Compulsory Journey Plan (CJP)
• Manage lead, follow up, meetings to generate productive / non-productive calls report
• Manage Reminders & Notifications
