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Impel CRM Field Reporting
Impel CRM Field Reporting
Impel CRM Field Reporting
Impel CRM Field Reporting
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Impel CRM Field Reporting

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Get the pulse of business across the country with detailed and summary Secondary and Tertiary data – all via SMS. …

Get the pulse of business across the country with detailed and summary Secondary and Tertiary data – all via SMS.

Impel’s Field Reporting module is an
Enterprise-class application for secondary sales data capture and reporting. It brings visibility into the channel through a simple SMS-based field data collection model. And it helps senior management make the right tactical decisions.

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  • Impel’s Field Reporting module is an Enterprise-class application for secondary sales data capture and reporting. It brings visibility into the channel through a simple SMS-based field data collection model. And it helps senior management make the right tactical decisions.
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  • 1. Impel CRM Solution Brief Field Reporting Get the pulse of business across the country with detailed and summary Secondary and Tertiary data – all via SMS. Multi-tier channel marketing involves multiple sales intermediaries. While this model is great for business, “monitoring sales” becomes a huge challenge. The more the number of tiers in your channel, the less visibility“How many <whatevers> did we sell in the you have into the sales channel. This isSouth yesterday?” the reason why it is so critical to track“Was my salesperson in <wherever> on the secondary and tertiary sales.field yesterday?”“Salespeople use inexpensive phones – can Welcome to the worlds simplest, mostwe get them today’s shipment status via reliable, cost-effective Secondary /SMS?” Tertiary Sales and Inventory Tracking“How has <whatever> sales in <wherever> System. A simple SMS from the fieldcity moved this month?” combined with Impel CRM’s powerful“What’s the current status of this dealer’s Ad-hoc Reporting Engine brings youorder in our Production process?” up-to-date secondary and tertiary sales“Winter’s coming – do dealers have enough information.<whatevers> to cover increased demand?” Impel’s Field Reporting module is an“<whatever> sales have slowed – aredealers getting special competitor deals?” Enterprise-class application for“Distributor wants extra <whatevers> - are secondary sales data capture andthere enough in the <wherever> depot?” reporting. It brings visibility into the channel through a simple SMS-based field data collection model. And it helps senior management make the rightCan you answer these questions today? Withreal-time, regularly updated data? Without tactical decisions.tearing your hair out?Now you can, with Impel Field Reporting.Without spending a fortune on it.
  • 2. In today’s growing but competitive market Track sales and inventoryscenario, it is imperative for manufacturersand brand owners to have a complete visibility through the completeinto sales and inventory information in the distribution channelfield. Secondary / Tertiary sales from the Impel CRM gives you cutting edge capabilitiesretailer are the true measure of demand in the to manage your complete channel sales andmarketplace. Unfortunately, most inventory from distributor down to the retailmanufacturers do not have access to any level. Whether your field sales force reportsinformation beyond the distributor level where the data or you pick up data directly from thethe primary sale happens. Collecting and channel, all data comes into one centralizedreporting on sales and inventory information system.at the distributor, dealer, stockist and retail Simple, affordable data collectionlevels is critical for manufacturers tounderstand the true picture in the field. Impel’s Field Reporting module collects field- level information through a simple SMSImpel CRM’s Field Reporting module gives you format.a simple and unique method to track sales andinventory throughout your distribution • No expensive phones, laptops, datachannel. Your existing field sales force helps connectionsyou collect valuable information from the field.They use a simple pre-formatted SMS to give • Simple SMS format that your salesyou fast and easy access to just the force is already familiar withinformation that you need. • Not tied to any specific telecomBenefits of Field Reporting provider. Our SMS gateway receives and passes SMSs from any providerImpel’s Field Reporting module brings yousome tremendous advantages: • A simple SMS reminder to ensure timely reporting from the field.• End-to-end visibility of sales and inventory across the channel including primary, Smart Reporting secondary and tertiary channel levels • Our exhaustive Ad-hoc Reporting• Access to real-time field sales and Engine enables you to create just the inventory data, summarized and detailed reports that you need – summaries or details - sent at the frequency that• Dealer performance assessment based on you choose actual secondary sales data • By getting specific data from your ERP• SMS access to Order and inventory from system into Impel, you can now report ERP systems via Impel down to field on the combined data for better personnel tactical analysis• Mapping of sales orders against field sales • Our Automated Alert mechanism to identify under-booking, stuffing, etc. ensures that the correct reports reach• Competitor offers, sales and inventory your management team at the tracking at every point in the channel. frequency that they require it.
  • 3. The biggest advantage of Impel CRM’s Field Imagine the power that your salesperson hasReporting module is that you can collect when he walks into a dealer / distributorinformation from every point in your distribution meeting with all the details of outstandingchannel into a single centralized repository. amounts, shipments, order status and inventorySalespeople can report dealer-level secondary at his fingertips. Today, it may be impossiblesales, region-level tertiary sales, dealer-specific for your sales team to access data from the ERPinventory, even competitive information – all via system. But with our simple ERP integration intoSMS. All that data can be collated in that one Impel, you can give your sales team access tosingle repository by people in your various whatever data you think they need. Use ouroffices, using the simple, point-and-click powerful Ad-hoc Reporting Engine to createreporting tools that Impel includes. You can summary / detail reports tailored exactly thethen give access to the specific data within way you need them, without needing aImpel to the specific people that need it. Add to programming degree. And our Automated E-mailthis any ERP-side data that you may want to Alert system will ensure that these reports canintegrate and this goes from a great solution to be forwarded to the people that need them, ata must-have, terrific solution. the frequencies that they want them in.
  • 4. Why Impel CRM?Impel CRM’s Field Reporting mechanism is specifically designed for Channel visibility. The differencewith Impel comes through in our objectives, approach and success metrics.• Access on any channel. Whether you need SMS, mobile, E-mail, Call Center, Voice-over-IP, Internet access, we provide it all. In one integrated system.• Cost-effective Subscription with Affordable Customization. Typical CRM deployments have a 30:70 ratio between license and customization. Our approach is that we “fit your business” at an “affordable price”. To that end, we bring not just amazing functionality, but underlying technology that builds well and saves money.• You work with the Principal. With large CRM providers, partners end up implementing and customizing the CRM for you. With Impel you get the Principal taking primary responsibility, allowing you to deal with only one vendor, with no finger-pointing.• The power of the Platform. Our speed and effectiveness of customization is unparalleled. Our underlying development Platform-as-a-Service (PaaS) enables us to quickly and efficiently customize Impel and to integrate with your other systems. At Impel CRM, we are large enough to be effective, but small enough to be accessible. If you have a problem, you can talk directly to senior management, without the usual run-around! We are a young, agile player that’s hungry for your business. And we believe that the way to gain business is to provide overwhelming value in our product. So talk to us today about how we can be of service.Contact UsPK4 Software Technologies Pvt. Ltd. PK4 is a leading Software-as-a-Service (SaaS)31, Kempapura, Hebbal CRM provider. PK4’s Impel CRM helpsBangalore 560 024 companies put their customers at the center of their business. We enable CustomerPhone: +91-80-30080000 Relationship Management across sales, service and marketing functions. We empower ourwww.impelcrm.in users to effectively and accurately communicate with their customers across multiple communication channels. We provide the flexibility of customized CRM with the ease-of-use of a SaaS solution.

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