Marketing Presentation on Mobile Based Sales/Field Force Management Solution

MOBILE BASED SALES (FIELD) FORCE MANAGEMENT

SOLUTION

mSFM

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mSFM – Presentation Ver 1.0

M-SFM

About the Solution2


About the Solution

mSFM stands for Mobile-based Sales/Field Force Management Solution.

It works in combination with web and mobile platform.

It is a complete automated system to handle all the personnel working in the field whether in sales or

service or any other profile.

One could track and define the routes of the people in the field. While the sales staff is enabled to take �stock positions and fresh orders of the products assigned to them right from their Android mobile phone

from the retailers they are assigned to.

The complete sales operations’ information submitted from the mobile phones is accessible from the web

along with GPS coordinates (location details) at the time of inputting the data.

The web module has complete MIS on various parameters depicting the efficiency and productivity of all

the sales people and one could even mark attendance of the people through this; thus automating the first

part of pay-roll.

A history of Calls and SMS logs are maintained in the system for the benefit of the organization giving

access to this crucial data of the employees.

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Who should use?4


M-SFM

Who should use?

This platform is suited for

1. All FMCG company having multiple sales people operating in multiple geographies

2. All direct marketing companies who have field executives and want to track their

movement for customer servicing

3. All service organization having field engineers

4. All kinds of DSA and insurance companies who have agents on the move in the field at

any given point of time

5. This solution can be integrated with existing ERP of the organization therefore enabling

sales order information in real-time for manufacturing purposes

6. Companies who do not have an elaborate IT infrastructure but want to make use of

technology to manage their operations from anywhere anytime

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Benefits6


M-SFM

Benefits

Anytime Anywhere Information – The management can login from anywhere since it is a cloud

based system which in turn provides much better control over sales/service operations

Ease of Use – It requires hardly any training for the users to adapt to and reduces the dependency

of people because of attrition

Improves Overall Efficiency – It is a very good productivity tool in the hands of sales/service

department since it provides information about the executives in real time

Scalability – This solution provides scalability for any number of users having multiple roles that

of Executives, Area Managers, Regional Managers and Head of Sales

Ensuring authentic sales information - The information generated through GPS coordinates adds

to authenticity and helps tracking the fields force on real-time basis

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Benefits

Removes Duplicity of effort – There is no need to do punching and consolidating the data from

different offices since the data entered is directly taken into the centralized IT system

Maintains Confidentiality - Each sales person can view only those retailers and products which

have been assigned to him/her and similarly the team leader can view data related to his/her

own team only.

Knowledge Management – Since a history is being created against all orders/retailers and sales

people, it acts as a very important tool for future benchmarking on various performance

parameters by applying suitable analytical tools thus enabling datamining / datawarehousing

Reporting & Messaging - Several reports allow the sales managers and Sales Head to easily

manage the output of the entire sales team. The administrator can send customized notifications

to retailers and sales people instantly reducing the time-to-market a new product drastically

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Benefits

Reporting & Messaging - Several reports allow the sales managers and Sales Head to easily

manage the output of the entire sales team. The administrator can send customized notifications

to retailers and sales people instantly reducing the time-to-market a new product drastically

Image – The usage of this automated system greatly impacts the image of the organization in the

eyes of all the stakeholders be it channel partners, sales force and end-customers

Data Protection – The system maintains a log of all outgoing and incoming calls and SMSs for all

the employees of the organization

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Screenshots10


M-SFM

Web Interface

Click icon to add picture11


Order Details Screen on Web



Stocks Report on the web



mSFM – Main Screen

mSFM – Login Screen

mSFM – Home Screen

mSFM – Add Retailer

mSFM – Select Retailer

mSFM –Retailer Selected

mSFM – Take Stock/Order

mSFM – Product Category

Select from product category

mSFM – Choose Product

Take new order for the product, the Retailer is required to enter his/her password in order to confirm the order

Features23


M-SFM

Product Features

1. Intuitive Interface

2. User-friendly, requires minimal training to users

3. Web-based and mobile based (Android), therefore platform independent

4. Enables anytime, anywhere operations

5. Multi-user, multi-location

6. Available on pay-per-use (SAAS) mode, therefore, low investment

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Features (Roles & Permissions)

Flexibility to create multiple sales persons and roles within the system

Each role has separate permissions within the system

Admin has all rights, it can create a new user, a new sales person as well as a new

retailer

Sales can login from his Android mobile phone and take fresh order from a retailer

assigned to him/her and also record the stocks of various products at the counter

The records entered from the mobile phone get reflected on the web interface for the

managers to review

The records get created along with the GPS coordinates of the sales person

The retailer can enter his PIN in order to confirm the order

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Features (Control & Publishing)

The mobile App will be sent on the mobile phone of the sales person created in the system

along with the login id and password

The Admin can assign products and retailers to sales person and he will get access to only

those products and retailers

When the retailer is created from the sales person’s mobile phone the GPS coordinates are

also captured

The manager can plan routes for the field force for multiple days and has the flexibility to re-

assign to another person in case anybody is on leave

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High Level Process Flow27


M-SFM

How Intellituts Delivery Works ?

Step1

• Admin User logs into the system. • Admin can create sales persons with different roles• Admin creates the region and zones• Admin creates product categories and products under

each category

Step2

• The mobile app is installed on the sales person’s mobile phone

• Sales Person logs in into the mSFM App• Sales Person can add a new retailer directly• He/she can take order or stock of a retailer and submit

directly

Step3

• The order or stocks gets reflected on the web interface• The manager can view the report of any sales person• The manager can decide the route of any sales person• The manager can track the GPS location of the sales

person in the field


The Team29


M-SFM

The Team

The team behind this comprises of seasoned professionals from the field of Information Technology and Education. The members of the team include:

Manish Kumar, BE (EEE) BITS Pilani, M. Tech, Six Sigma Black Belt Having more than 19 years of industry experience in hard-core software development Has handled several large projects during earlier tenures like TCS, HCL, BirlaSoft and Dalmia Group He is a natural leader & a trainer and has been grooming young professionals since long time

Rajesh Butta, MMS BITS Pilani He has been a co-founder of various start-up ventures in the field of IT and Education Comes with rich experience of more than 23 years in the service industry Tremendous organizational abilities to execute large & complex projects with ease Has very strong people skills and go-getter attitude

Naveen Khajuria, M.E. Software Systems with M.Sc. (Tech) Engg Tech, BITS Pilani He has worked with large companies like TCS, ST Microelectronics for several years He has been the architect of several path-breaking solutions in various domains Has capabilities to work with multiple technologies in order to create an innovative solution Has handled large and complex solution Comes with rich experience of more than 10 years in IT

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PLEASE CONTACT:+91 - 88 00 999 281 / +91-88 00 26 70 70

[email protected]

Please browse through the product website for demowww.msfm.in

For More Information:31


mailto:[email protected]

http://www.msfm.in/

Marketing Presentation on Mobile Based Sales/Field Force Management Solution

Technology

Transcript of Marketing Presentation on Mobile Based Sales/Field Force Management Solution