Plug2 field sales management
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Plug2Field is a mobile and cloud-based field sales automation solution developed by Kirtane Pandit Group. It allows field sales officers to capture orders directly from customers, view real-time reports, and schedule and map routes. The solution integrates with backend systems and works offline. It provides features like customer mapping, order management, dealer portal, and analytics to help streamline field sales processes and provide insights. Plug2Field differentiates itself from other competitors by offering a simple mobile-first design, offline functionality, integration capabilities, and tools tailored for secondary sales.
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Plug2 field sales management
- 1. Connect Your Office To The Field
- 2. About Us www.plug2field.comwww.plug2field.com • is a part of Kirtane Pandit Group of companies : • Kirtane & Pandit, renowned firm of Chartered Accountants with a track record of more than 6 decades • ESOP Direct, market leaders in the Equity compensation domain with track record of more than 15 years • KPIT Technologies Ltd., a listed company engaged in IT services to Manufacturing and Automotive industry globally • As a group we bring strong credentials: • Accounting, Auditing and Finance domain • Rich experience in offering managed services – Outsourced services using web based platforms • In-house expertise in platform development and support • Track record in rendering Value services • has 2 divisions • – used for field sales force • – used for service field force
- 3. www.plug2field.com Sales Officers want to reduce reporting time and utilize it for visits Challenges ? Field Sales 1200+ products Management want to understand distributor wise orders in real-time and process them faster 23 States 35 Distributors 34000 Retailers 325 Sales managers 900 Sales Officers
- 4. www.plug2field.com Our solution Field officer visits assigned customers He submits the order along with customer signature Connects field to office Visualizing and Scheduling He showcase the product details Order is visible to office in real-time
- 5. www.plug2field.com Differentiator Sales Service Consumer Unique business solution Real-time field insights Integration with enterprise systems Works offline too… Cloud + Mobile + SAAS model
- 8. www.plug2field.com Location Mapping Locate customer’s location on map for most specific location to find way out easily
- 9. www.plug2field.com Map View of Customers
- 10. www.plug2field.com Route Map Find directions to customer site from their current location directly from the app Call the customer directly from the app Reminder to Staff in case services not completed
- 11. www.plug2field.com Customer Feedback with Signature Capture Customer’s signature and feedback Address – location capturing Time stamp Customer Notification
- 12. www.plug2field.com A comprehensive tool for business anywhere, anytime
- 13. www.plug2field.com Dealer Management • Dealer Registration • View Offers/ Discounts • New Launches • Sales Orders • Trade Offers • Contact to POCs • View Product Catalogue • Inquiry
- 14. www.plug2field.com Our customers Service and Consumer Sales and Delivery
- 15. www.plug2field.com Comparison Other Competitors Plug2Field Sales Automation Quick orders from field Lead, Opportunity, Order work flow or cycle time is big than actual on field for each retailer Quick orders can be placed directly from field Ease to use Visit update for each outlet and tracking for each visit is custom flow based on task module User can update visits easily and UX is simple Filters Filter retailers based on city, distributor, route beat requires custom flow Sales Officers can find outlets easily with the given filters for Route and Distributor Analytics Analytics work on web online mode Field sales officers are cable to take decisions on field and needs core data on field Mode of work Works with internet Works in offline mode and sends data in online mode Difference between Primary and Secondary Gap analysis is not present for primary vs secondary Primary and Secondary sales are captured and difference is shown easily User Friendly Mainly used for marketing and sales automation using web first approach Mobile first approach so more focus is on ease of use for Field sales automation Sales Automation Sales Automation Field sales automation for secondary sales Catalogue availability Online Catalogue Offline Catalogue Platform dependency Separate system for dealer management and licenses fees Common platform for dealer management app is provided for Dealer also Geo Tagging Power of location data based on GPS is not capitalized in detail Each Retailer is marked on map with its geo- location and further it is used to compare its visits, orders, etc Target assignment Targets can not be assigned Targets can be assigned which can be viewed in the application by the sales officer Targets view by sales officer Sales officer cannot view his targets in the application Sales officer can view My summary report in his mobile which shows his targets against achievements at the start of day and at the end of the day
- 16. THANK YOU Please feel free to call/mail us for further clarification Plug2Field Contact: +91-9765198587, 020 65290619 Email: sales@plug2field.com Visit Us: www.plug2field.com India - Pune | Mumbai | Bangalore US - Texas
Editor's Notes
- Let me share story of our esteemed client Syska LED. Syska has a portfolio of over 1200 products. It has sales network spanning across 23 states, 35 distributors & 34000 retailers. 900 Field Sales officers visit multiple retailers, take the orders and assign those orders to distributors. On an average 9000 orders are submitted to office everyday from field which is huge in numbers. Field sales officers and management face different challenges… How to understand distributor wise number of orders in realtime and process them faster Sales Officers were spending huge time for reporting orders, Visits, Collections to office. Can this time be reduced and utilized for more visits? How to address both? There are multiple businesses across the world facing similar challenges which impact their topline growth.
- What is the solution? Fieldomobify is a cloud-based field-force mobility solution which connects field to its office and vice-versa for visualizing and scheduling field work. Let’s take an example of sales officer in Mumbai visiting assigned retailer. He showcase various product details on his mobile, submits the order along with customers signature and focus on more visits further Management is able to understand distributor wise orders in real-time
- Fieldomobify provides a unique business solution For salesforce, we have a sales app called Pocket FSA. For post-sales service and delivery, we have Fieldomobify App. And for consumer facing businesses, we create white label apps. We offer this through a SAAS model that connects to mobile through cloud. Through real-time field insights business leaders can take informed decisions faster. Most large organizations use SAP, Oracle or Microsoft Dynamics. Fieldomobify integrates with existing enterprise system, that strengthens the systems data and decision making capability. Offline capability enables field officers to use it even in remote locations
- Know your customers according to their geographic location
- We have a broad range of clientele in FMCG and Utility segment