Sales On Mobile is a mobile based app for field sales people. They can book order, collect payment, track location, check DSO, inventory & order status, view target achievement. It works in online-offline line mode with option to sync and post data whenever net is available.
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Sales On Mobile - Mobilize Sales Force
1. Extend ERP to field
and multiply output of the sales force
SalesOnMobile.com
Mobilize your Sales Force
2. Presentation Flow
Challenges with
Field Sales
Team
Solutions with
Mobile Sales
Benefits of
Mobile Sales
Solution
Overview
Value
Proposition
How the
Solution Works
A Case Study Next Step
3. Presentation Flow
Challenges with
Field Sales
Team
Solutions with
Mobile Sales
Benefits of
Mobile Sales
Solution
Overview
Value
Proposition
How the
Solution Works
A Case Study Next Step
4. Challenges with Field Sales
Why ?
Accurate information on
Customer’s outstandings are
not available while booking the
order at site
Orders booked from
customers, with poor credit
rating, leads to increase in
outstanding
5. Challenges with Field Sales
Why ?
Sales people pick up order
for products, which are
not available in stock
Getting information on
product availability from
backend team is tiresome
6. Challenges with Field Sales
Why ?
Sales person needs to spend
long time at customer
location, which restricts
number of customer visits
During every customer visit, it
takes time due to lot of paper-
work and also verifying details
with the back end team
7. Challenges with Field Sales
Why ?
Customer complaints are not
given due diligence, makes
unhappy customers
Sales person is reluctant in
forwarding customer
complaints due to manual
process involved
8. Challenges with Field Sales
Why ?
Sales people take the
advantage of not being
monitored, when in the field
1
Many a times Sales people
claim conveyance without
visiting customer sites
9. What is the Solution?
salesonmobile.com
Mobilize your Sales Force
10. Presentation Flow
Challenges with
Field Sales
Team
Solutions with
Mobile Sales
Benefits of
Mobile Sales
Solution
Overview
Value
Proposition
How the
Solution Works
A Case Study Next Step
11. Solution with Mobile apps
Latest customer outstandings
data are pushed onto mobile.
It helps sales person manage
the account better
As soon as sales person
checks-in at a customer
location, his geo-
coordinates are sent to the
backend system
1
Complaints are forwarded
instantly from the customer
site and automatically
allocated to the concerned
person for resolution
12. Solution with Mobile apps
While booking new order,
current stock available at the
warehouses is flashed to the
sales person
All relevant data is loaded
on mobile, using different
data sync techniques like
manual, Cloud Message
based or forced sync.
Exception reports are
generated from the system
and emails are send
automatically to the
management.
13. Presentation Flow
Challenges with
Field Sales
Team
Solutions with
Mobile Sales
Benefits of
Mobile Sales
Solution
Overview
Value
Proposition
How the
Solution Works
A Case Study Next Step
14. Benefits
Increase Sales1.
Shorten the Sales Cycle2.
Reduce Outstandings3.
Increase number of customer visits4.
Access Crucial Information anytime anywhere5.
Become ultra-responsive6.
15. Presentation Flow
Challenges with
Field Sales
Team
Solutions with
Mobile Sales
Benefits of
Mobile Sales
Solution
Overview
Value
Proposition
How the
Solution Works
A Case Study Next Step
16. Solution Overview
Outstanding – View Ageing buckets.
Drilldown National, Zone, Region, Area to
individual customer level.
Inventory – View Stock levels of product at
various warehouses / plants.
Place Order – Book Order in online/offline
mode. Instant posting into ERP system,
when network is available.
Order History – View Orders history with
fulfilment status.
Collection – Take collections in online/
offline mode and post to ERP system, when
network is available.
Dealer Visit – Capture visit details of new
dealer or existing dealer with check-in and
check-out to capture geo-coordinates.
17. Solution Overview
Target vs. Actual – View Sale and Collection
target achievement for the month.
Drilldown to Sales Person level.
Pending Order – View details of pending
orders for any customer / dealer on the go.
Attendance – GPS / Net based attendance
marking facility from the vicinity of office.
Data Sync – On demand, Google Cloud
Messaging (GCM) or Midnight syncing of
various data from ERP and other systems.
View Sync log for data extraction time,
download time, sync time.
CMS – Complaint Management System
(CMS) to capture customer complaint on
the spot, update status and also check
current status of any complaint on the spot.
18. Achievement vs. Target
Location filters
Sales and Collections Target
vs. Achievements
Drilldown to view achievements for the next level
20. Data Sync
Data Syncing done in 3 modes:
- Manual (On demand)
- Triggered thru’ GCM as and
when data changed/refreshed
in ERP system
- Mid-night syncing
Sync Log displays,
- data generation time
- download time
- syncing time.
21. Presentation Flow
Challenges with
Field Sales
Team
Solutions with
Mobile Sales
Benefits of
Mobile Sales
Solution
Overview
Value
Proposition
How the
Solution Works
A Case Study Next Step
22. Salient Features
Works in offline mode
(even if connectivity is not available)
Configurable Sync options (on-demand, pushed)
Highly optimized Syncing,
takes about 30 sec to sync all data for Sales Head
Data security with only relevant information
available to the active employee
23. Presentation Flow
Challenges with
Field Sales
Team
Solutions with
Mobile Sales
Benefits of
Mobile Sales
Solution
Overview
Value
Proposition
How the
Solution Works
A Case Study Next Step
24. How the Solution works
Internet
Web Apps
Mobile Apps
Cloud Messaging
ERP
ERP System
FTP Server
25. Presentation Flow
Challenges with
Field Sales
Team
Solutions with
Mobile Sales
Benefits of
Mobile Sales
Solution
Overview
Value
Proposition
How the
Solution Works
A Case Study Next Step
26. A Case Study
Case Study
Shalimar Paints has launched an application for its field sales force to improve real time
visibility and grease their business wheel.
By Madhav Mohan
A case study on Mobile Apps in Chemicals / Paints
Published on Jan 28th 2016
http://www.cio.in/case-study/mobility-solution-helps-shalimar-paints-improve-
productivity-field-sales-force
Full Case Study available at following URL:
27. A Case Study
“While standing at the dealer’s counter, the sales force was dependent on back-
office for reports for the entire sales process—ordering and collection booking,
knowing the availability of nearest inventory of paints, reporting of dealer visits,
knowing their daily performance. The field sales executive used to call back-office
frequently to get information,” says Ashok Jade, CIO, Shalimar Paints.
It covers the entire process of order to cash cycle. Masters and Transactional data
such as sales and collection targets, actual sales and collection, availability of
inventory and the amount outstanding. All data is taken from the ERP.
Interestingly, this data gets synchronized to central server on Manual or Auto mode.
“We have also implemented a forced synchronization process where necessary data
is pushed to the central server once in a day for the reporting manager to review,”
says Jade.
Challenges:
Solution coverage:
28. A Case Study – Business Outcome
Customer Visit time reduced by half.
Number of customer visits increased from 7 to 10 on an average
Outstandings reduced by one forth
Overall Sales target achievement increased by 15%
Collections target achievement increased by 25%
29. A Case Study – Business Outcome
Company became profitable
from being loss making
within one year
31. Presentation Flow
Challenges with
Field Sales
Team
Solutions with
Mobile Sales
Benefits of
Mobile Sales
Solution
Overview
Value
Proposition
How the
Solution Works
A Case Study Next Step
32. Next Step
Do a Pilot: Decide on the areas to be covered in the first phase
Assess Benefits: Assess benefits from the Pilot project
Go for next phase: Take up subsequent areas for the next phase
Continue on mobility: Implement mobility solutions at organization level
33. Engagement Models
CONSULTANCY
Our domain and functional expertise can be made available to help you build the
mobility solution required for your organization.
Good for: organizations having technical/software development skillset in-house for the
development of mobility solution.
SOLUTION DELIVERY
End-to-end delivery of the mobility solution starting from requirement gathering
to development, implementation and maintenance of the solution.
Good for: organizations who do not have in-house technical/software development team
and want to outsource this work.
PRODUCT IMPLEMENTATION
Our existing solution can be made available for the implementation with minor
modifications/customizations.
Good for: organizations from paint, cement, chemical or FMCG industries running a ERP
system (like SAP) at the backend.
34. Thank You
HEXLOG INFOTECH PRIVATE LIMITED
602 Manjusha Building, 57 Nehru Place, New Delhi – 110019
Tel: +91-11-41610505, Fax: +91-11-26217218
contact@hexloginfotech.com
www.hexloginfotech.com
We are committed to
Clients Success
and
Employees Delight