Cygneto field sales

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Transcript of Cygneto field sales

What is this

Product about?

This is a channel sales management solution bringing the Company Sales force and company management on same

platform to have daily Order booking and record keeping on real-time basis.

Why do you

Need this?

What is Daily Order booking of your sales individuals?

Tracking of route activity of sales officer?

How many routes(areas) has he covered?

What is the Daily sales productivity of him?

Complaints about your products in market?

How to run survey in distribution channel?

It is Mobile App +

Web Dashboard

Real-time Order Booking Dashboard -with Daily, Weekly, Monthly sales

Instant Order details sent to respective stockiest /Distributor through SMS/e-mails

GPS tracking of sales force

Daily sales e-mails

Direct reporting to your Manager

MIS reports for Management

Mobile Application

View assigned routes

The Field officer will view all the routes assigned to him along with the retailers of every route

Take Orders from retailers

All the orders of the retailers are noted by the Field officers in the mobile application

Features

Add RetailerField officer can add a new retailer into the system if required

Order HistoryAll the orders generated by the Field officer will be stored as history

Register complaintAll the complaints regarding the products can be added from the mobile application

Take SurveysField officers can also collect responses of the survey from the retailers if found necessary

Monitor StockAll the stock at the stockist end can be monitored through the stock statement generated

Payment ModulePayment reports generated from tally are imported into system. The user can see invoice number, date, opening balance & pending amount

user account life-cycle

management. Featuring user

creation, modification and removal

of user accounts .

User Management

All the routes are managed from this

section as well as assigned to the

required user as and when required. The

assigned user will be responsible for

attending that route. The timeframe to

cover the route will also be specified in

this section

Route Management

This section will deal with management of the

products into the system. User can add/ delete

/update the products as per requirement. The

categories of products will also be managed

from this section

Product Management

Here all the orders received for user will be

displayed to be process by following the

required steps. This section will also

include the retailers who have not placed

order along with their proper reason

Order Management

This section will manage retailers,

stockist and distributors

Sales Channel Management

Admin will be able to view all the complaints

received from the retails and take proper action

as required.

Complaint Management

All the required surveys will be managed

through this section.

Survey

Managers can download sales executive

wise payment collection reports both in

excel as well as pdf .

Payment Collection

OUR VISION

(Username and password for

accessing the application for

each user.)

User name & Password

Security Features application side

IMEI

(IMEI number and user Id

binding for authentication of

device and application user.)

IMEI Number Authentication

(1st time login password

change prompt for mobile and

backend.)

1st Time Password Change

(Every 1 month forced password

change prompt for mobile and

backend for security.)

Monthly Password change

OUR VISION

(SSL certificates installed and

makes it secured.)

HTTPS

Security Features application side

(Every day one logout from

mobile application will be there

at the end of the day.)

Automatic App Logout

(If incorrect password attempted 10

times then mobile handset will be

force fully erased with application

data.)

Data wipeout facility

Reports & Statistics

Live Order Booking

Order Values Chart

Daily Sales in January 2015 Monthly Sales in 2015

Product Category wise Sales

Field Officer’s Daily Sales and Call Productivity

Field Officer’s Route

Activity on Google Map

Complaints Reports

Complaints Reports

Survey Reports

Stockist Stock Statement Reports Retailer Buying Behaviors Reports

Retailer wise Order Booking Reports

Stockist wise Order Booking Reports