The document discusses the advanced features of a mobile application designed to support field representatives by enhancing productivity and efficiency. Key functionalities include real-time data capture, mobile CRM, gamification, and geo-intelligence for optimized logistics and sales tracking. The platform aims to increase sales and improve the overall professional image of sales reps through innovative tools and insights.

1. N E X T- G E N O M N I - C H A N N E L
W O R K F O R C E A P P S

2. M A N A G I N G O N - F I E L D R E P S
I S H A R D
T H E C H A L L E N G E

3. M A N A G E A S M A RT E R W O R K F O R C E
A NY T I M E , A NY W H E R E

4. T H E T R AV E L L I N G R E P R E S E NTAT I V E

5. LIVE date & accounts
Productivity Booster
Management Booster
Geo-Intelligence
T H E S M A RT E R R E P R E S E NTAT I V E

6. Mobile Order Taking
Rep create itemised orders. Order History
(overall/account based) linked to accounts &
targets with signature.
Mobile Data capture
Configurable Data-entry forms & surveys.
Attach files & photos with customer
signatures
L I V E DATA & A C C O U NT
GOAL : Collect valuable field data - Sales, Customer Data, Activity
Attendance Clocking
Rep clocks-in with integrated clock & GPS
functionality. Time & Location are
automatically logged.
Mobile CRM
3600 view of customer profile with instant
updates - order history, contact details. GPS
location, In-APP call, log comments.

9. On-the-go Collaboration
Mobile Account Directory with In-APP Call,
Chat with Supervisor. Easy to communicate
minute-to-minute changes, reminders etc.,
Real-time flexible offers
Offers that can be targeted and pushed
immediately based on needs of retailers.
Opportunity to cross-sell and up-sell.
P R O D U CT I V IT Y B O O S T E R
GOAL : Increase Sales, boost professional image & sales rep retention
m-Catalog
Offline marketing collateral such as
brochures, documents, HD product images
& videos to showcase instantly.
Gamification
Gamify field sales to enhance collaboration
& competition. Automated badges & level
ups based on performance and activity.

11. Real-time Location Tracking
GPS Tracking of individual sales rep.
Managers can pinpoint sales rep and see
LIVE sales & location updates.
Route Viewer
Track demand and efficiency across different
routes and sales rep. Optimise route
allocation and track mileage (for expenses?)
G E O I NT E L L I G E N C E
GOAL : Optimise logistics & bird’s eye view of on-field activity
Geo-Fencing
Sales rep leverage benefits by getting
information based on location - traffic
updates, customer data, offers etc.,
Location-aware Allocation
Dynamically allocate new visits for sales rep
based on availability, proximity, performance
and other sale rep data.

13. Mobile reports
Monitor & Track Sales progress with
configurable mobile reports of KPI, orders
with time-stamps, geo-tag etc.,
Perfomance Management
Plan, set, Measure & Track Targets, KPIs,
performance - best sales rep, visits,
engagement & closure rates.
M A N A G E R B O O S T E R
GOAL : Uncover insights & Data-driven informed decisions
Visit Scheduling/Allocation
Allocate visit to sales rep based on real-time
needs. Sales Rep can check-in at customer
location and get signatures to confirm visit
Attendance Tracking
View team timesheet and keep sales rep
accountable with verified location & check-in
data based on tracking.

16. ✦ Chat Bot
✦ Order management
✦ Automated Intelligence on planning
✦ On-site Payments
✦ Retailers APP
OT H E R S I N C O N S I D E R AT I O N

17. We are passionate about building effortless UI/UX
We understand solving (Travelling Salesman) problems
We provide a flexible & adaptable platform
W HY A I DA I O

18. They trust us. You can too.