Sales Force Automation in Delhi (3 service providers available)

1. Tour Program /Advance Monthly Activity Plan: It facilitates to make monthly Plan for sales representatives with each day detailed activities. It helps in managing the activity of sales force in advance, to mange the routes they will work, and also the task they will work on. Create Your Month Plan Submit Your Plan for Approval Senior Manager will get Alert about TP Approval Senior Manager Can Update & approve the Plan Senior Manager can View the TP of all Team Members in a Single Sheet. Tour Program reflects at The DashBoard Calendar Everyone do Work as per Tour Program Tour Program Deviation Reports 2. Daily Call Report / Daily Sale Report / Daily Activity Report : It is the whole Day Activity did by the sales Representative/Manager .There is a Specific Format in which SR select the following Find Tour Program as per the selected Date Select Day Activity as per Actual Working (Working Day/Meeting/Transit /Training / Interview / Bandh /Other). Select Visited Place & Worked with (Hierarchical Field Staff) Dr & Chemist Call Submission along With Visit Time & Product Wise POB / Sample Gift Products & Remarks. Reminder Call Entry if configured. Automatic DA & Fare Calculation (If Configured). Other Expenses Details & Whole Day Remark to the Company. Multiple Reports can be generated at above Data, Like Customer Coverage Report , Customer Activity Report , Call Avg ,Self & Joint Working Details , Daily Expense , Sample Gift Distributed by the Employee , Product Wise Retailer Wise Daily POB ,DCR Received , DCR Not Received , Daily Reprt Register ,DCR Deviation with MTP, Leave Register , Attendance etc. 3. Expense Management : A Brief about Expense Management Expense Process can be configured manually or fully Automatically For Automatic Expense , Create Route & Define Allowences TA & DA are calculated from Daily Call Report as per configuration Other Monthly Expenses Like Courier charges, phone charges can be add at the time of Monthly Expense generation. Employee Can Claim their Expenses after the Complition of DCR Entry. Submit the Monthly Expense for approval along with attachments Senior Manager can Approve & Update the Daily Allownses with their Remark. Finally, Expense Can be Passed at HO / Accounts end . Employee can see Claimed, Approved & Passed Expense Statement in a Single sheet. 4. Target Vs Sales : Target: Target can be set HQ Wise Month Wise or Brand Wise HQ Wise Month Wise or Product Wise HQ Wise Month Wise Primary Sales: It can be capture from Your ERP Software in a specific format or from Our SCM/ERP Software directly Secondary Sales: of a Pharmaceutical Marketing Industry is the Sale done by the stockists to retailers. This is the actual Sale of a Marketing Industry. Sales Representative have to select a month for which he want to add Primary/Secondary/Tertiary Sale & have to enter Opening , closing & receipt Product Wise. Then it will automatically calculate Sales. Second time, SR will find Opening by default & just have to enter Receipt, Return & Closing only. 5. Sample & Gift Inventory: Essential-SFA can issue and track gifts and samples to Field Force and their further distribution to Doctors and Chemists. Companies can determine the available balance of Gifts and Samples left with SRs. Companies can also track Distributed Sample & Gift Product to Doctors & Chemist in a specific Period of time. Sample & Gift Dispatch Report Sample & Gift Given to Doctors Sample & Gift Summary Sample/Gift Consumption Report Sample & Gift Deviation Report Field Force Wise Samples & Gift 6. Customer Management : Our CUSTOMER MANAGEMENT SYSTEM is used to maintain a list of customers's names , addresses ,Territory , Email , Phone Nos , Website, BirthDays , Marriage Anniversary, Category , Speciality , Qualification , Associated Distributors , Focused Products , Monthly Visit etc. On the basis of Customers Data & Daily Activity Data with customers, we can generate following Report: 1. Customer Coverage Report 2. Territory Coverage Report 3. Customer Category, Speciality, Qualification, Type wise Coverage Report 4. Customers Visit & Order Analysis 5. Customer not visited / not given order in last 6 Month or in a specific Period 6. Potential / Non Potential Customers Data 7. Upcoming Customers Birthday & Anniversiry & SMS it to them. 8. Monthly Visit, Miss Call, Excess Call, Avg Call & Other Detais 7. Internal Messaging System: An internal messaging system is provided for communication between field staff. Administrators can also post important notices or information on the homepage. The registered users will be allowed to send mails to users registered on this system. The functions like compose, check mail, new mail alert etc. are provided for bi – directional flow of messages. Our Internal email system can be customized as per company strategies. • Targeted: allow you to target specific recipient groups and reach defined, Hierarchical Employees Only • Speed: messages are delivered straight to the recipients' inboxes, instantly as used single Data Base Server. • Reach: overcomes geographical parameters that exist with other communication methods • Efficiency: messages can be distributed to multiple recipients very quickly and accurately • Customization: any Type of customization, like DCR Entry will be allowed after reading all mails ,Mail can not be set as Read Mails without clicking subject, Mail Group can be set Area Wise, Designation Wise. 8. Online Exam / Quiz / Test / Survey: Online Examinations are the examinations conducted through the internet for remote candidates. Candidate is given a limited time to answer the questions and after the time expiry the answer paper is disabled automatically and answers sent to the concern Person may be HR or Admin. Online examinations can be conducted at any time and does not incur higher cost as traditional exam scenario as there is no paper work involved. Recruiting companies can use it for candidates’ skills evaluation. Companies can also use it for existing Employees to check there Product Knowledge. 9. RCPA (Retail Chemist Prescription Audit) A Brief about RCPA: RCPA Purpose: RCPA Facilitates RCPA Right Method Identify Potential Customers. Assess Potecy of Customers. Prepare and update core doctor list. Effective Product Info. Detail Right Product Sample Right Product Give Right Input Demand Right Product Validate Support through RCPA Choose Right Chemist for the Doctor Visit Nearby chemist before every call choose right time to visit Build Relationship (POB & New product Availablity) Always ask open ended Questions Which doctor you are getting regularly? Which ABC brands are selling in counter? How much each ABC brands are selling per week or per month in box/strips? Who are the three main Rxer? How much these major prescriber contributes to sale?....etc Convert RCPA information in making pre-call strategy Select doctor for product Select product for doctor Plan input/sample and opening for call Quantify Rx demand Detailing without RCPA is blind 10. MIS/Comprehensive Reports 1. Customers Covered & Missed Analysis on Monthly, Qtrly & Yearly Basis. 2. Customers Coverage, Territory Coverage, Specility Coverage, Category Coverage 3. No of Self & Joint Working analysis Report (To Copmaring Manager & SR DCR) 4. Target Vs Sales Hierarchy 5. Target Vs Sales Vs POB VS Closing Heirarchy Wise 6. Sec & Primary Sales Zone Wise State Wise HQ Wise Product Wise 7. Analytical Report Month Wise 8. Customer Wise Visit with Sample 9. Customer Wise Visit with POB 10. Customer wise Visit with Sales 11. Sales Monitoring Reports • Product wise Sales Trend. • Field Force Ranking - Cumulative (YTD). • F/Force Ranking For Selected Month. • Annual Productwise Target - For All Months. • Performance For Specified Period. • Growth Comparison For Specified Period. • Sales Vs Target For Selected F/F And Products. • Last Year's Sales Average Comparison. • Month wise / Productwise Target for Selected Quarter. • Stockist wise Sales Trend 12. Other Reports 1. Login Log Report 2. DCR Unlocking Status 3. No of Received Mail Employee Wise 4. No. Of Unread Mails Employee Wise 5. Product Feedback 6. Recent Activity Details

Sales Force Automation, business automation, crm software solutions

Sales Force Automation