SalesWorxSalesWorx v2.0    Field Sales Management          Presented by Unique Computer Systems FZE                       ...
SalesWorxUnique Computer Systems                   www.ucssolution
SalesWorxProfile• Unique Computer Systems FZE  is a world-class provider of  outsourced software                          ...
SalesWorxCompany Profile• Offices in: Sharjah, UAE• Associate Offices in: USA, UK, South Africa, India                    ...
SalesWorx And Many More… www.ucssolution
SalesWorxBusiness Drivers• Field Sales People captured customer visit data using  pen and paper and communicated to compan...
SalesWorxObjectives•   Consistent and productive route planning•   Reduce labor intensive tasks•   Decision support•   Boo...
SalesWorxSalesWorx 2.0• SalesWorx v2.0 – a  customizable field  sales automation  solution to enhance  the field sales pro...
SalesWorxProduct Highlights•   Conduct distribution checks•   Improved Route Planning•   Multi-currency•   View product in...
SalesWorxReporting• Over 35 built-in reports available• New reports being developed in SQL Server Reporting  Services• Som...
SalesWorxSolution Architecture               Management                Dashboard      Client                             A...
SalesWorxBackOffice Business ProcessSystem Access     Call Planning     Order Management           Reporting              ...
SalesWorx  FSR Business ProcessSystem Access      Call Planning        Pre-Visit        Call Detailing             Post-Vi...
SalesWorxBenefits• More detailed and more accurate visit  information, more quickly• More informed sales representatives• ...
SalesWorxSolution Benefits•   Extend life of current system to mobile area•   Seamless migration to mobility when desired•...
SalesWorxSolution Advantages• Integrated Security• Multiple User levels and access rights per user level• Distributed appl...
SalesWorxSalesWorx 2.0PRODUCT DEMONSTRATION                  www.ucssolution
SalesWorxFSR Route Management                        www.ucssolution
SalesWorxSales Messaging                   www.ucssolution
SalesWorxReview Messaging                    www.ucssolution
SalesWorxProduct Management                      www.ucssolution
SalesWorxPrice List Management                         www.ucssolution
SalesWorxAssign Price List to Customer                                 www.ucssolution
SalesWorxReports           www.ucssolution
SalesWorxProduct List Report                       www.ucssolution
SalesWorxPrice List              www.ucssolution
SalesWorxDaily Visits                www.ucssolution
SalesWorxCustomer Visits                   www.ucssolution
SalesWorxOrders Taken                www.ucssolution
SalesWorxSales Invoices                  www.ucssolution
SalesWorxSales Invoice Details                         www.ucssolution
SalesWorxStock Transfer Report                         www.ucssolution
SalesWorxMonthly Coverage                    www.ucssolution
SalesWorxWeekly Coverage                   www.ucssolution
SalesWorxPlanned Coverage                    www.ucssolution
SalesWorxSurvey Statistics                     www.ucssolution
SalesWorxDistribution Check Report                             www.ucssolution
SalesWorxCoverage By Customer Type                             www.ucssolution
SalesWorxSales vs. Coverage                      www.ucssolution
SalesWorxUser Roles and Rights Management                            www.ucssolution
SalesWorxBonus and Promotions• Manage Bonus slabs                        www.ucssolution
SalesWorxLot Selection• Select items from near-or far-expiry lots                             www.ucssolution
SalesWorxLoad Van – Get Load Sheet                             www.ucssolution
SalesWorxLoad Van - Confirm Loading                              www.ucssolution
SalesWorxLoad Van – Supervisor Approval                             www.ucssolution
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SalesWorx v2.0

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SalesWorx v2.0 – a customizable field sales automation solution to enhance the field sales process and provide effective reporting and tracking for management

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  • Some of the current clients that have implemented SalesWorx
  • Describe the Business Drivers for organizations to make decision to move to mobile field sales or van sales. Usually these are the pain points that organizations are trying to address
  • Describe the objectives of implementing a mobile field sales solution
  • SalesWorx is a leading customizable field sales automation solution that can connect a variety of ERP solutions
  • Describe the product highlights of SalesWorx
  • SalesWorx Architecture. SalesWorx is a mobile client server system which provides a mobile client that can be installed on a Windows Mobile device and the BackOffice server connects to an existing ERP system to take the base registers and prepare data for the mobile client
  • A suggested business process for the Backoffice. These could be the activities that supervisors and managers complete in the office
  • Benefits of implementing SalesWorx
  • Route Planning for Van Sales or Credit Sales. A route can be prepared on monthly basis. Approvals are required to make the route plan active. Supervisors may comment on route plan to improve them or ask sales person to make changes prior to approval
  • The Sales Messaging screen is used for sending messages to one or more sales people in the field and get a confirmation of their action on the message
  • Products can be assigned based on organization or division to sales people
  • Price lists can be created for an individual customer or a customer group
  • Assigning a price list to a customer
  • Manufacturing or distributionorganizations can forecast the van loads for different sales people and routes
  • Extensive reporting is available in system
  • Product List Report shows all the products with pricing and stock information
  • Price List Report
  • The daily visits report displays the visits made by sales people and show the start and end time of the visit and the activities conducted at the customer location
  • Order details for a sales order
  • Details of sales invoices and their status of interaction with the ERP
  • Details of sales invoices
  • Report on stock transfer between warehouse and vans or among vans
  • Sales Person Monthly coverage
  • Weekly coverage report
  • Planned Coverage report
  • Survey StatisticsReport
  • Report on distribution check done at customer locations
  • The mobile screen for managing bonus slabs for products
  • When making sales the sales person has the ability to select quantities from near expiry or long expiry stocks
  • Van Loading screens
  • Once a van load is confirmed the supervisor can confirm the load
  • Supervisor approval for van load
  • SalesWorx v2.0

    1. 1. SalesWorxSalesWorx v2.0 Field Sales Management Presented by Unique Computer Systems FZE www.ucssolution
    2. 2. SalesWorxUnique Computer Systems www.ucssolution
    3. 3. SalesWorxProfile• Unique Computer Systems FZE is a world-class provider of outsourced software Enhance Design development, integration and testing services, with a focus on Internet technologies, Web services Analyze Deploy and wireless technologies.• ISO 9001:2008 certified Software Development and Manage Services Company Value Proposition: With a focus on business processes and usability, we assist our customers to step effortlessly through the evolutionary process of designing, deploying, managing, analyzing and enhancing their applications. www.ucssolution
    4. 4. SalesWorxCompany Profile• Offices in: Sharjah, UAE• Associate Offices in: USA, UK, South Africa, India www.ucssolution
    5. 5. SalesWorx And Many More… www.ucssolution
    6. 6. SalesWorxBusiness Drivers• Field Sales People captured customer visit data using pen and paper and communicated to company via phone or email or fax• Orders/Reports were filled after hours or few hours later on site after the meetings have been conducted• Approvals are through paper based documents causing lot of paper to be created for each task• Delayed filing may cause orders and call reports to be flawed or inaccurate• Clients may be overlooked or under-served www.ucssolution
    7. 7. SalesWorxObjectives• Consistent and productive route planning• Reduce labor intensive tasks• Decision support• Boosting sales efficiency• Informed client interaction• Mobilizing call reports• Effective tracking and forecasting www.ucssolution
    8. 8. SalesWorxSalesWorx 2.0• SalesWorx v2.0 – a customizable field sales automation solution to enhance the field sales process and provide effective reporting and tracking for management www.ucssolution
    9. 9. SalesWorxProduct Highlights• Conduct distribution checks• Improved Route Planning• Multi-currency• View product information, on-hand stock quantity, pricing• Create and manage orders and invoices in the field• Take returns for resalable, expired or damaged items• Scan barcodes and capture signatures• Print invoices and credit notes in the field• Create messages from device to supervisor• Conduct Sales Person internal audit• Collections extended for PDC, and multiple invoices reconciliation• Synchronize with back office in wired and wireless modes• Updated Security control• Added GPS Data• Source Adapters for Oracle, MS SQL, Tally, SAP, MS Dynamics AX• Leverages latest .NET and SQL technologies www.ucssolution
    10. 10. SalesWorxReporting• Over 35 built-in reports available• New reports being developed in SQL Server Reporting Services• Some reports have ability to be exported into PDF, Excel file, CSV or image format• Some reports can be emailed automatically to a given set of email addresses• Reports provide information on coverage by sales people, route planning, field sales orders, credit notes, returns, survey, etc. www.ucssolution
    11. 11. SalesWorxSolution Architecture Management Dashboard Client Application WiFi, 3G Management Client Interface Database Server Interface www.ucssolution
    12. 12. SalesWorxBackOffice Business ProcessSystem Access Call Planning Order Management Reporting Review customer Review Login Create Route Plan orders Reports Review Route Generate Schedule Approve Held Orders Reports Approve Route Schedule Create Credit Notes Prepare FSR Messages Review Sales Details and Trends Prepare Daily Allocation www.ucssolution
    13. 13. SalesWorx FSR Business ProcessSystem Access Call Planning Pre-Visit Call Detailing Post-Visit Login Conduct distribution Synchronize Assess customer Prepare for history and check next call status Discuss Overdues Load Van Update order Review Capture order at End of call Overdues requirements Get Schedule Prepare Order Unload Van Prepare Invoice Review Messages Take Returns Synchronize Print Invoice/Credit note Review Daily Route Review Collections Conduct Market Survey www.ucssolution
    14. 14. SalesWorxBenefits• More detailed and more accurate visit information, more quickly• More informed sales representatives• Increased productivity of each call while reducing over-visiting situations• Better data quality for information tracking, forecasting and performance evaluation• Better Reporting www.ucssolution
    15. 15. SalesWorxSolution Benefits• Extend life of current system to mobile area• Seamless migration to mobility when desired• Supports changing business needs• Flexible user interface• Ease of customization• Optimized data and synchronization methodology• Highly sophisticated data output for Oracle and many other databases, enabling existing investment to be protected www.ucssolution
    16. 16. SalesWorxSolution Advantages• Integrated Security• Multiple User levels and access rights per user level• Distributed application architecture maintains the applications on a central server, where the data and access permissions are managed.• Uses standard Internet communications protocol to move the applications to laptops, workstations, handheld devices, and Tablet PCs. www.ucssolution
    17. 17. SalesWorxSalesWorx 2.0PRODUCT DEMONSTRATION www.ucssolution
    18. 18. SalesWorxFSR Route Management www.ucssolution
    19. 19. SalesWorxSales Messaging www.ucssolution
    20. 20. SalesWorxReview Messaging www.ucssolution
    21. 21. SalesWorxProduct Management www.ucssolution
    22. 22. SalesWorxPrice List Management www.ucssolution
    23. 23. SalesWorxAssign Price List to Customer www.ucssolution
    24. 24. SalesWorxReports www.ucssolution
    25. 25. SalesWorxProduct List Report www.ucssolution
    26. 26. SalesWorxPrice List www.ucssolution
    27. 27. SalesWorxDaily Visits www.ucssolution
    28. 28. SalesWorxCustomer Visits www.ucssolution
    29. 29. SalesWorxOrders Taken www.ucssolution
    30. 30. SalesWorxSales Invoices www.ucssolution
    31. 31. SalesWorxSales Invoice Details www.ucssolution
    32. 32. SalesWorxStock Transfer Report www.ucssolution
    33. 33. SalesWorxMonthly Coverage www.ucssolution
    34. 34. SalesWorxWeekly Coverage www.ucssolution
    35. 35. SalesWorxPlanned Coverage www.ucssolution
    36. 36. SalesWorxSurvey Statistics www.ucssolution
    37. 37. SalesWorxDistribution Check Report www.ucssolution
    38. 38. SalesWorxCoverage By Customer Type www.ucssolution
    39. 39. SalesWorxSales vs. Coverage www.ucssolution
    40. 40. SalesWorxUser Roles and Rights Management www.ucssolution
    41. 41. SalesWorxBonus and Promotions• Manage Bonus slabs www.ucssolution
    42. 42. SalesWorxLot Selection• Select items from near-or far-expiry lots www.ucssolution
    43. 43. SalesWorxLoad Van – Get Load Sheet www.ucssolution
    44. 44. SalesWorxLoad Van - Confirm Loading www.ucssolution
    45. 45. SalesWorxLoad Van – Supervisor Approval www.ucssolution

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