SolutechSAT (Salesforce Automation Tool)
Objectives
For Field Sales Team
Solutech SAT (Salesforce Automation Tool) targets Manufacturers and distributors with field reps that visit established clients on a recurring basis to perform customer service and field management functions, such as recording active sales, taking replenishment orders, merchandising products on retail shelves and recording competitor activities.
- To ensure efficiency in day to day van selling, order taking, accurate reporting and Easy and real-time access to reports by sales managers.
- To ensure visibility of the sales team activities to ensure maximum utilization of resources.
- Ensure Full Territory coverage with Workforce Tracking.
Features
Inventory Management
Sales team can only sale the available products hence proper management of production needs
Routes Management
Ensure consistency in visiting routes, we use automated route plans with off-route capabilities
Orders Management
Manage and fulfill orders from a central dashboard
Van Selling & Pre-selling
Collect Sales orders and do active selling on route visits
ETR Receipt Printing
Print receipts on the go using a portable Bluetooth printer. The receipts are compliant with KRA (Kenya Revenue Authority) regulations
Customer Management
Add new customers from the application, edit details and disable if outlet is closed completely
Customer Profiling
Advice customers based on their previous orders on the rate of products movement so that they can increase their sales leading to fast products movement
Territory Management
Segment areas of operation by countries, regions and locations to create routes that will be exhausted in each sales cycle and monitor areas that have not been visited in a while
Inter Communication
Send Message to your Sales Managers and start conversations on actions
Status Update
Sales team can update photographic evidence why they are not at work e.g on leave , vehicle breakdown
Bulk Messaging
Send SMS to customers on promotions and discounts , or wish your customers holiday messages
Commissions
Motivate your sales team as their commission is calculated at real-time as they make sales
Maps Integration
With Location tagging of activities we provide information on products, outlets and sales team movement on Google Maps
Location Tagging
GPS functionality enable us to tag the location of field activities with orders and other records.
Photo Capturing
Make photos during operation on competitor activities or report on various cases e.g products or displays
Offline Mode
Work with no or poor Internet connectivity then the data will be synchronized once there is connectivity
Performance Reports
Sales team can see their performance against his/her target and performance against all other team members creating a competition
Extract Reports
Extract Sales report using various parameters i.e Products, Countries, Date range, Sales Men, promotion items, point of sale displays e.t.c and receive reports on email on a daily basis
Data Export
Copy or export in PDF, Excel and CSV for the purpose of printing or analysis using third party data analysis tools
Cloud Hosting
The app is hosted on the cloud providing you with access to reports anywhere, anytime