Purvey provides a 360 degree coverage of the total distribution cycle from material inward receipts to storage, distribution through van sales, regular sales executive order booking, delivery procedures,rejection acceptance.

1. Marketing &Distribution Management
⎈ Web Application ⎈ Android Mobile App ⎈ Customer Ordering Mobile App
⎈ FIELD MARKETING
⎈ SALES
⎈ DISTRIBUTION
⎈ INVENTORY
⎈ INVOICING
⎈ PAYMENT COLLECTIONS

2. A
S I N G L E
S O L U T I O N
PURVEY provides a total all inclusive solution for Marketing, Sales and Inventory Management. The solution provides a complete oversight of the
operations of Marketing & Distribution and retail chain organizations.
PURVEY takes care of critical business functions. Territory Management, promotion visit recording samples and promotion material distribution,
Order booking, dispatch processes, invoicing / billing, payment collection inventory and reorder level management.
to run Marketing, Sales, Distribution and Inventory

3.  Territory Management
 Visit Reporting
 Product Promotion
 Quotation Management
 Order Management
 Customer History
 Master Data Management
 Dispatch management
 Payment Tracking
 Inventory Management
 Leave Management
 Expense Management
in a nut shell…..
PURVEY

4. PURVEY
Future
Tech
Functionalities….
Intelliread
Cutting edge “Optical Character Recognition” technology applied to enable
scanning of business cards and adding customer details into contact data.
Thereby saving time and increasing accuracy of customer information
Live GPS tagging that keeps track of field assets in real time. Each of your
assets uniquely identified and tracked continuously. It helps creating
great efficiency in customer reach out time
Audio Visual and static document presentation helps product introduction
to customer more interactive and in detail. This helps garnering customer
attention and delivering complex messages easy.
Speech to text function allows dictation of comments into the system which
automatically converts that into text. Thereby saving typing time and
avoiding typing mistakes. This helps field force to complete tasks on the fly.
InRoute
Video Streaming
Dictation

5. PURVEY
Future
Tech
Functionalities….
Offline mode provides hindrance free operations in scenarios of
lack of connectivity. The auto syncing functionality intelligently
transfers data two ways from device to main system and vice
versa
Offline Mobile / Tablet Apps
The Last mile of automation in sales. Online Intending App would
help retailers to directly place requirements of products from our
portfolio. PURVEY converts into a purchase order. The order
would automatically get inserted into the regular order
management process that exists.
Customer intend App

6. Contact
Management
Product Portfolio
Management
Promotion Materials
Management
Tour Planning
Joint Tour
Planning
E-Mail
Interface
Visit Reporting
RCPA
Secondary Sales
Report
Receivable
Management
Quotation
Process
Order
Processing
Invoicing Credit Note
Inventory
Management
Expense
Claim
Leave
Management
Performance
Management
Master Data
Management
Closed Loop Marketing
Operation
Management
Sales & Inventory
Management
PURVEY

7. Marketing
Customer Level Visit Planning
In Plan, out of Plan Customer / Retail Outlet
visit reporting
Visit target Management
Field staff can add new Customer/ Retail Outlet directly
No waiting for reporting newly added Customer visits
Automatic data validation to eliminate duplicate additions
Exclusive “Office work” reporting for recording meetings
Order booking and mail transfer function
PURVEY

8. • Customer level visit planning.
• In plan and out of plan customer access in one screen
• Customer history visibility at planning and pre-visit stage
• E-Detailing with Video streaming and slide presentation
• Auto updating of visit reporting
• Multi Country team management
• Multiple product lines management
• Multiple brand teams management
A
Future tech CRM
with absolute Ease of Use
PURVEY

9. • Past Visit history provides a cutting edge advantage to plan the current
interaction.
• Helps to maintain continuity of discussion
• Builds strategical edge in carefully delivering all aspects of the product being
detailed
• Past visit frequency
• Products introduced
• Topics covered at earlier meets
Past visit to HCP and interaction historyPURVEY

10. • PURVEY E-detailing feature helps in establishing consistency in message delivery across executives
• The Video and presentation streaming provides the cutting edge in communicating the critical
information precisely
Video & Presentation
Streaming For Detailing
PURVEY

11. Automatic updating of
visit report
• PURVEY’s unique Automatic updating of visit report
significantly cuts down time the field team invest in filing
reports and forms
• PURVEY‘s Automated reports get generated while the exec
performs the e-detailing task
PURVEY

12. • PURVEY keeps account of Samples and Promotion
Materials allocated to each field staff
• Helps manage issued quantity of Samples and Promotion
Materials against stipulated quota for each HCP
• Provides visibility of real time available stock at each
executive level
Samples
&
Promotional
Material
Management
PURVEY

13. Field Team Management
• Routing plans in process through approval of reporting
managers
• Leave request management
• Field staff capable of adding new Stores, Wholesalers
while on field
• Managers empowered to validate addition of customers
and fix credit limits
• Login based attendance
PURVEY

14. Order Booking
• Complete view of list of Customers in route plan area
• Multiple product order booking in single screen
• Display of non-moving products specific to the customer, based
previous supplies history
• Display of shelf life expired products returned, specific to the
customer based previous supplies history
• Real time stock availability
PURVEY

15. Product Stock AvailabilityInventory Management
• Automated ATP ( available to promise) process and alerts during
order entry
• ATP processing considers existing material on hand
• System to actively manage minimum stock levels (Re-order level) along
with FIFO model display at batch level for release.
• Maintains exclusive inventory of goods returns due to breakage or goods
that are past “best before date”
PURVEY

16. Price Management
PURVEY allows storage and application of four different pricing for same product. The systems
provides automatic pricing assignment during order processing and generation of invoice.
PURVEY

17. Provides central control over credit policy information
Provides online access to customer credit limit, payment
history, and collection notes
Supports the placement of sales orders on credit hold based
system criteria, Invoice due and Payment instrument details
• Customer orders to invoice
• Invoice to payment receipts
• Product level movement track
• Product level returns segment by reason
for return.
Credit Management Account Reconciliation
PURVEY

18. Get in touch with us!
+91 7736 742 072