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What is this
Product about?
This is a channel sales management solution bringing the Company Sales force and company management on same
platform to have daily Order booking and record keeping on real-time basis.
Why do you
Need this?
What is Daily Order booking of your sales individuals?
Tracking of route activity of sales officer?
How many routes(areas) has he covered?
What is the Daily sales productivity of him?
Complaints about your products in market?
How to run survey in distribution channel?
It is Mobile App +
Web Dashboard
Real-time Order Booking Dashboard -with Daily, Weekly, Monthly sales
Instant Order details sent to respective stockiest /Distributor through SMS/e-mails
GPS tracking of sales force
Daily sales e-mails
Direct reporting to your Manager
MIS reports for Management
Mobile Application
View assigned routes
The Field officer will view all the routes
assigned to him along with the retailers of
every route
Take Orders from retailers
All the orders of the retailers are noted by the
Field officers in the mobile application
Features
Add Retailer
Field officer can add a new retailer into the
system if required
Order History
All the orders generated by the Field officer
will be stored as history
Register complaint
All the complaints regarding the products can be
added from the mobile application
Take Surveys
Field officers can also collect responses of the survey
from the retailers if found necessary
Monitor Stock
All the stock at the stockist end can be
monitored through the stock statement
generated
Payment Module
Payment reports generated from tally are imported into
system. The user can see invoice number, date, opening
balance & pending amount
user account life-cycle
management. Featuring user
creation, modification and removal
of user accounts .
User Management
All the routes are managed from this
section as well as assigned to the
required user as and when required. The
assigned user will be responsible for
attending that route. The timeframe to
cover the route will also be specified in
this section
Route Management
This section will deal with management of the
products into the system. User can add/ delete
/update the products as per requirement. The
categories of products will also be managed
from this section
Product Management
Here all the orders received for user will be
displayed to be process by following the
required steps. This section will also
include the retailers who have not placed
order along with their proper reason
Order Management
This section will manage retailers,
stockist and distributors
Sales Channel Management
Admin will be able to view all the complaints
received from the retails and take proper action
as required.
Complaint Management
All the required surveys will be managed
through this section.
Survey
Managers can download sales executive
wise payment collection reports both in
excel as well as pdf .
Payment Collection
OUR VISION
(Username and password for
accessing the application for
each user.)
User name
& Password
Security Features application side
IMEI
(IMEI number and user Id
binding for authentication of
device and application user.)
IMEI Number
Authentication
(1st time login password
change prompt for mobile and
backend.)
1st Time Password
Change
(Every 1 month forced password
change prompt for mobile and
backend for security.)
Monthly
Password change
OUR VISION
(SSL certificates installed and
makes it secured.)
HTTPS
Security Features application side
(Every day one logout from
mobile application will be there
at the end of the day.)
Automatic App
Logout
(If incorrect password attempted 10
times then mobile handset will be
force fully erased with application
data.)
Data wipe
out facility
Reports & Statistics
Live Order Booking
Order Values Chart
Daily Sales in January 2015 Monthly Sales in 2015
Product Category wise Sales
Field Officer’s Daily Sales and Call Productivity
Field Officer’s Route
Activity on Google Map
Complaints Reports
Complaints Reports
Survey Reports
Stockist Stock Statement Reports Retailer Buying Behaviors Reports
Retailer wise Order
Booking Reports
Stockist wise Order Booking Reports
Cygneto field sales

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Cygneto field sales

  • 1.
  • 2. What is this Product about? This is a channel sales management solution bringing the Company Sales force and company management on same platform to have daily Order booking and record keeping on real-time basis. Why do you Need this? What is Daily Order booking of your sales individuals? Tracking of route activity of sales officer? How many routes(areas) has he covered? What is the Daily sales productivity of him? Complaints about your products in market? How to run survey in distribution channel?
  • 3. It is Mobile App + Web Dashboard Real-time Order Booking Dashboard -with Daily, Weekly, Monthly sales Instant Order details sent to respective stockiest /Distributor through SMS/e-mails GPS tracking of sales force Daily sales e-mails Direct reporting to your Manager MIS reports for Management
  • 4. Mobile Application View assigned routes The Field officer will view all the routes assigned to him along with the retailers of every route Take Orders from retailers All the orders of the retailers are noted by the Field officers in the mobile application Features
  • 5. Add Retailer Field officer can add a new retailer into the system if required Order History All the orders generated by the Field officer will be stored as history Register complaint All the complaints regarding the products can be added from the mobile application
  • 6. Take Surveys Field officers can also collect responses of the survey from the retailers if found necessary Monitor Stock All the stock at the stockist end can be monitored through the stock statement generated Payment Module Payment reports generated from tally are imported into system. The user can see invoice number, date, opening balance & pending amount
  • 7. user account life-cycle management. Featuring user creation, modification and removal of user accounts . User Management All the routes are managed from this section as well as assigned to the required user as and when required. The assigned user will be responsible for attending that route. The timeframe to cover the route will also be specified in this section Route Management This section will deal with management of the products into the system. User can add/ delete /update the products as per requirement. The categories of products will also be managed from this section Product Management
  • 8. Here all the orders received for user will be displayed to be process by following the required steps. This section will also include the retailers who have not placed order along with their proper reason Order Management This section will manage retailers, stockist and distributors Sales Channel Management Admin will be able to view all the complaints received from the retails and take proper action as required. Complaint Management
  • 9. All the required surveys will be managed through this section. Survey Managers can download sales executive wise payment collection reports both in excel as well as pdf . Payment Collection
  • 10. OUR VISION (Username and password for accessing the application for each user.) User name & Password Security Features application side IMEI (IMEI number and user Id binding for authentication of device and application user.) IMEI Number Authentication (1st time login password change prompt for mobile and backend.) 1st Time Password Change (Every 1 month forced password change prompt for mobile and backend for security.) Monthly Password change
  • 11. OUR VISION (SSL certificates installed and makes it secured.) HTTPS Security Features application side (Every day one logout from mobile application will be there at the end of the day.) Automatic App Logout (If incorrect password attempted 10 times then mobile handset will be force fully erased with application data.) Data wipe out facility
  • 14. Order Values Chart Daily Sales in January 2015 Monthly Sales in 2015
  • 16. Field Officer’s Daily Sales and Call Productivity
  • 21. Stockist Stock Statement Reports Retailer Buying Behaviors Reports Retailer wise Order Booking Reports Stockist wise Order Booking Reports

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