SandD: End-to-End S&D Management

Transcription

1 marlabs driving digital agility SandD: End-to-End S&D Management Achieve sales targets, resolve complaints Overview SandD is an end-to-end sales and distribution management application built on Salesforce platform. Designed to streamline and add mobility to your sales, SandD is flexible, intuitive, and cloud-based, enabling you to optimize your sales cycle, reduce costs, and increase performance. Unlike other sales and distribution (S&D) apps in the market, it s a multi-dimensional tool, designed to automate sales organizations of any size. SandD works in tandem with Salesforce Enterprise Edition. It has been built on Force.com, one of the world s foremost app building platforms. SandD is mobile and flexible; it can be deployed within two-weeks at half the cost of traditional enterprise-wide S&D management systems. Based on your preferences, you can customize all the functionalities of SandD to suit the sales organization s requirements. It is subscription-based and completely scalable, so you only pay for what you use and later on, as your business grows, you can add more users if you wish.

2 Gain Complete Control over Sales and Distribution SandD guarantees complete control over all aspects of sales and distribution, which include planning, execution, reporting accurately in real-time, fulfilment of orders, bringing the competitive advantage of mobility to business on the field, and removing room for errors. Our app directly impacts how you approach, target, segregate, organize, manage, control, and grow your business, while optimizing the sales team in unlimited ways. Track Real-Time Location The real-time location tracking feature in the app not only helps pinpoint the location of the visit, but also allows the salesperson to record the check-in/check-out times and locations of all visits. This makes it easy to track the total number of customers visited and also provides a complete view of all the accounts or customers in an area, which is convenient for unplanned visits as well. Simplify the Process of Field Force Operations SandD can manage everything on and off the field from setting targets to tracking orders, closing them on the move in real-time, and collaborating with other team members. You don t have to spend sleepless nights trying to plan your visits or tasks. SandD can help you do that on a weekly, monthly, or quarterly basis, and keeps you connected with all your accounts Add Mobility to Sales SandD is a mobile app you can use on any device as it is built on Force.com, one of the world s foremost app building platforms. With SandD, you can manage the entire S&D network of your company with minimum effort and maximum ease from anywhere, at anytime, because of its numerous features and user-friendly operation. and customers. It simplifies the entire sales transaction process end-to-end, so that you can work like a champion, irrespective of the complexity in your target achievement plan. 5 Top Reasons for Subscribing to SandD Minimum time to procure and deploy Scope to customize and scale Pay-by-use Secure online cloud-based app Less capital investment, low risk 1

3 Bucketing SandD has a unique system at its core, called Bucketing, which makes it highly flexible and versatile to the extent of a user s requirement. With the Bucketing system in SandD, a sales head or manager can: Create multiple roles and measures Use various parameters Re-assign people Add territories Carry out customized marketing schemes Track overlapping targets Manage multiple prices. Bucketing, in effect, allows the user to explore and create limitless possibilities to develop, differentiate, implement, offer, and manage a variety of markets, schemes, data, roles, people, and prices at the same time. Bucketing empowers a sales head or manager to draw up his own perspective on how he should approach the market in order to achieve his goals. Further, this leads to a higher level of engagement on the part of the salesperson as he is well-equipped and more confident of reaching his sub-goals and delivering a higher level of customer satisfaction. Features SandD has three main functions that enable the sales team starting from the top level sales head or manager to the grass root level sales executive or field force to be more effective in planning, execution, and order-taking and fulfilment. The app has a dozen features that help to plan, execute, take action on real-time data, and get a 360 degree view of the customers and transactions. Uncover Unlimited Possibilities in Sales Goals and targets: Set targets for the team Set overall sales targets for all team members Measure the team's performance based on the targets they have completed Generate periodic reports to measure M-o-M or Q-o-Q performances Slice and dice the market or territory in whichever way you like Create multiple roles for the team and self across geographies and accounts Use various parameters to determine the best way to serve accounts Add new territories and re-assign team members based on region, role, account, etc. Track overlapping targets of the team Manage multiple prices 2

4 Reach Your Destination Faster Real-Time location tracking with dynamic maps: Save time through pre-planned routes View planned and completed visits by location Check-in and check-out from customer location to track visit duration Check-in to nearby locations to track ad hoc visits Go deeper into individual visits directly from the map Search and find nearby accounts. Day at a Glance Single screen dashboard view: View your entire day s activities and tasks on a single screen Complete access to account information, sales objectives, orders, escalations, etc. Collaborate with every member of your team. Plan Your Visit in Advance Permanent journey plan: Plan your visits by day, territory, and priority View visits by day, week, and month Pre-plan activities for a visit Use flexible options to plan the length of the sales period. Manage Customers Better Data to enrich interaction experience: Review existing pending orders, escalations, deliveries, etc., prior to visits Review tasks on hand for the day, week, and month Track time in territory/location through check-in and check-out Log complaint cases directly from visits Access 360 degree view of the customer Have a Grip on Everything Reports and dashboards: Report and track every metric including visit activity, real-time account coverage, check-in and task compliance See your team's visit and account activity on a map Add, edit, and view visit information from the map view Get real-time insights into your team's performance in the field. Wrap up Business before Going Home Order management: Generate orders directly from visits Add and edit individual product line items Support for custom product and price books Integrate with your backend ERP. Maximize on Marketing Schemes Customized field campaigns: Create new field campaigns on the move with a few clicks Run marketing schemes based on priority in the market Track and record competition schemes and marketing initiatives to react effectively. 3

5 Take Stock after Each Visit Planned vs. actual: View planned vs. actual visits Track the distance of check-in and check-out from the account Take stock of future activities for the account. Ease of Integration Simplified integration with third-party systems: Create approved distributor accounts automatically on your ERP Instantly push order data to your ERP Receive delivery information from your system and auto-update order onto the app. Define Your Sales Organization Distributor accounts: Create a distributor in a few clicks with approvals Align sales team to distributors and sales teams Launch distributor-specific schemes. Industries The app can be used by a variety of industries: FMCG, manufacturing, airlines, telecom, automobiles, and financial products. Some of our existing S&D clients CEAT, Adani Wilmar, Bosch, Ashvirad, and United Breweries, who belong to different industries with their unique business challenges and distinct objectives have already used a version of SandD. Now in the form of a mobile app, SandD cuts across a spectrum of requirements in various industries and can be further customized to meet the unique needs. Marlabs helps drive digital agility for our clients. We deliver innovative business solutions using digital technologies such as cloud, mobile, analytics, Internet of Things and social. With a dedicated team of over 2,100 associates, a network of delivery centers in USA, Canada, Mexico and India, and strong partnerships with industry leaders, Marlabs offers a wide range of IT services across industries. Through our emphasis on quality driven by CMMi, PCMM, ISO , ISO and SSAE 16 Type II best practices and a customer-centric client engagement model, Marlabs has achieved a dependable track record of meeting high standards of excellence in every customer engagement. This has resulted in several awards and recognitions, including being consistently ranked in the Deloitte Technology Fast 50 and Fast 500 programs. Marlabs is headquartered in New Jersey, United States. For more information: please call us at +1(732) or us at sales@marlabs.com USA Canada Latin America India Malaysia Copyright 2015 Marlabs Inc. All rights reserved. 3