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Client-Business-Goal

Client's Business Goals

After studying the organizational structure and requirements, a need was felt to implement a robust mobile sales force automation solution that could easily monitor and manage the fleet on the go and extract a variety of dynamic reports that could be of great significance to the stakeholders.

Key Challenges

Since there is a wide product range, spread across India, it is a tough task to manually maintain all involved statistics and details of processes like sales, orders, delivery, returns, etc.

There is a large chunk of data that regularly gets generated owing to the sales cycles. The organization wishes to make optimum use of this data and garner insightful and visually appealing dashboards and reports. This, in turn, would prove useful to them in taking accurate business decisions.

Our Approach

Looking at the challenges, SPEC INDIA helped the client by offering them a comprehensive and easy to analyze mobile sales leader automation application, created particularly for the field force in the healthcare sector. The major focus of this application is to manage, mobilize and automate the daily activities and order-taking of the sales leaders, and field force who are continuously on the move.

Our Solution

This comprehensive sales leader mobile application is primarily meant to offer a seamless flow of information between the involved stakeholders – sales leaders, field force, top management, chemists, stockists, etc. It manages all the main business workflows involved in the planning and execution of sales force management activities.

 

We developed a comprehensive application consisting of a web admin portal, sales leader, and retailer mobile app. This application is mainly divided into two portions:

— The web application handles the master data creation, role-based user log-in, and authorization

— The mobile application handles the utilization of the master data and the working of the sales leaders, chemists, stockists, etc

— There is a separate customer module designed for the retailer application

Salient Features

  • Portable on different types of devices (smartphones, tablets, laptops)
  • Back-office connectivity through mobile internet, 3G/4G, Wi-Fi or Bluetooth
  • Daily notifications
  • Integration of Paytm payment portal
  • Video streaming
  • Dynamic reports and reading files from FTP server
  • Dynamic menu for survey and selfie for retailer application

Direct sales / mobile sales automation

Start day, End Day mechanism

Route planning, selection, and tour planning

Initiation of chemist calls, chemist order history

List of chemists depending upon route selection, purchase points/box points

Daily call report (DCR) / DCR Calendar

Order placement – virtual order, actual order to stockist

Graphical dashboards (Slide drawer) – daily call records, tour plan / Summary reports

Managing expenses and storing details

Device lock mechanism

Device configuration and verification in case of a new device

Schemes, rewards, and redemption approvals for retailers

Sales returns, leave / tour plan approvals

Ask queries on the screen

GPS tracking (Background task)

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Technologies & Tools

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React Native
AWS-Logo
AWS
NodeJs-Logo
NodeJS
MS-SQL-Server-Logo
My SQL

Our Process

Research-icon
  Research/Analysis

Our detailed and accurate research, analysis, and refinement leads to a comprehensive study that describes the requirements, functions, and roles in a transparent manner.

Design_icon
  Design

We have a team of creative design experts who are apt at producing sleek designs of the system components with modernized layouts.

Code_icon
  Coding

Our programmers are well versed with latest programming languages, tools, and techniques to effectively interpret the analysis and design into code.

Testing
  Testing

Quality is at the helm of our projects. We leave no stone unturned in ensuring superior excellence and assurance in all our solutions and services.

Launch_icon
  Launch

We have a well-defined, robust, and secure launch criteria that offers us a successful implementation clubbed with detailed testing, customer acceptance and satisfaction.

Business Benefits

Increased sales leader efficiency by 15% to 20%

Enhanced customer satisfaction and touch time

Maximized return on investment with an effective salesforce

Effective sales leader task force management

Insightful information through data-driven visualization leads to optimal decision making

Effective and optimized reports with enriched graphical display

Sales details and performance analysis with customer data

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