Published on February 23, 2014
mSFM 1 MOBILE BASED SALES FORCE MANAGEMENT SOLUTION mSFM – Presentation Ver 1.0
About the Solution 2 M-SFM mSFM – Presentation Ver 1.0
About the Solution 3 mSFM stands for Mobile-based Sales Force Management Solution It works in combination with web and mobile platform It is a complete automated system to handle all the sales personnel working in the field One could track and define the routes of the salesmen and allow them to take stock positions and fresh orders of the products assigned to them on their Android mobile phone from the retailers they are assigned to The complete sales operations’ information submitted from the mobile phones is accessible from the web along with GPS coordinates (location details) at the time of inputting the data The web module has complete MIS on various parameters depicting the efficiency and productivity of all the sales people and one could even mark attendance of the people through this; thus automating the first part of pay-roll mSFM – Presentation Ver 1.0
Who should use? 4 M-SFM mSFM – Presentation Ver 1.0
Who should use? 5 This platform is suited for 1. All FMCG company having multiple sales people operating in multiple geographies 2. All direct marketing companies who have field executives and want to track their movement for customer servicing 3. All service organization having field engineers 4. All kinds of DSA and insurance companies who have agents on the move in the field at any given point of time 5. This solution can be integrated with existing ERP of the organization therefore enabling sales order information in real-time for manufacturing purposes 6. Companies who do not have an elaborate IT infrastructure but want to make use of technology to manage their operations from anywhere anytime mSFM – Presentation Ver 1.0
Benefits 6 M-SFM mSFM – Presentation Ver 1.0
Benefits 7 Anytime Anywhere Information – The management can login from anywhere since it is a cloud based system which in turn provides much better control over sales/service operations Ease of Use – It requires hardly any training for the users to adapt to and reduces the dependency of people because of attrition Improves Overall Efficiency – It is a very good productivity tool in the hands of sales/service department since it provides information about the executives in real time Scalability – This solution provides scalability for any number of users having multiple roles that of Executives, Area Managers, Regional Managers and Head of Sales Ensuring authentic sales information - The information generated through GPS coordinates adds to authenticity and helps tracking the fields force on real-time basis mSFM – Presentation Ver 1.0
Benefits 8 Removes Duplicity of effort – There is no need to do punching and consolidating the data from different offices since the data entered is directly taken into the centralized IT system Maintains Confidentiality - Each sales person can view only those retailers and products which have been assigned to him/her and similarly the team leader can view data related to his/her own team only. Knowledge Management – Since a history is being created against all orders/retailers and sales people, it acts as a very important tool for future benchmarking on various performance parameters by applying suitable analytical tools thus enabling datamining / datawarehousing Reporting & Messaging - Several reports allow the sales managers and Sales Head to easily manage the output of the entire sales team. The administrator can send customized notifications to retailers and sales people instantly reducing the time-to-market a new product drastically mSFM – Presentation Ver 1.0
Benefits 9 Reporting & Messaging - Several reports allow the sales managers and Sales Head to easily manage the output of the entire sales team. The administrator can send customized notifications to retailers and sales people instantly reducing the time-to-market a new product drastically Image – The usage of this automated system greatly impacts the image of the organization in the eyes of all the stakeholders be it channel partners, sales force and end-customers mSFM – Presentation Ver 1.0
Screenshots 10 M-SFM mSFM – Presentation Ver 1.0
11 Web Interface mSFM – Presentation Ver 1.0
12 Order Details Screen on Web mSFM – Presentation Ver 1.0
13 Stocks Report on the web mSFM – Presentation Ver 1.0
mSFM – Main Screen
mSFM – Login Screen
mSFM – Home Screen
mSFM – Add Retailer
mSFM – Select Retailer
mSFM – Retailer Selected
mSFM – Take Stock/Order
mSFM – Product Category Select from product category
mSFM – Choose Product Take new order for the product, the Retailer is required to enter his/her password in order to confirm the order
Features 23 M-SFM mSFM – Presentation Ver 1.0
Product Features 24 1. Intuitive Interface 2. User-friendly, requires minimal training to users 3. Web-based and mobile based (Android), therefore platform independent 4. Enables anytime, anywhere operations 5. Multi-user, multi-location 6. Available on pay-per-use (SAAS) mode, therefore, low investment mSFM – Presentation Ver 1.0
Features (Roles & Permissions) 25 Flexibility to create multiple sales persons and roles within the system Each role has separate permissions within the system Admin has all rights, it can create a new user, a new sales person as well as a new retailer Sales can login from his Android mobile phone and take fresh order from a retailer assigned to him/her and also record the stocks of various products at the counter The records entered from the mobile phone get reflected on the web interface for the managers to review The records get created along with the GPS coordinates of the sales person The retailer can enter his PIN in order to confirm the order mSFM – Presentation Ver 1.0
Features (Control & Publishing) 26 The mobile App will be sent on the mobile phone of the sales person created in the system along with the login id and password The Admin can assign products and retailers to sales person and he will get access to only those products and retailers When the retailer is created from the sales person’s mobile phone the GPS coordinates are also captured The manager can plan routes for the field force for multiple days and has the flexibility to re- assign to another person in case anybody is on leave mSFM – Presentation Ver 1.0
High Level Process Flow 27 M-SFM mSFM – Presentation Ver 1.0
How Intellituts Delivery Works ? Step 1 Step 2 Step 3 mSFM – Presentation Ver 1.0 • • • • Admin User logs into the system. Admin can create sales persons with different roles Admin creates the region and zones Admin creates product categories and products under each category • The mobile app is installed on the sales person’s mobile phone • Sales Person logs in into the mSFM App • Sales Person can add a new retailer directly • He/she can take order or stock of a retailer and submit directly • • • • The order or stocks gets reflected on the web interface The manager can view the report of any sales person The manager can decide the route of any sales person The manager can track the GPS location of the sales person in the field
The Team 29 M-SFM mSFM – Presentation Ver 1.0
The Team 30 The team behind this comprises of seasoned professionals from the field of Information Technology and Education. The members of the team include: Manish Kumar, BE (EEE) BITS Pilani, M. Tech, Six Sigma Black Belt Having more than 19 years of industry experience in hard-core software development Has handled several large projects during earlier tenures like TCS, HCL, BirlaSoft and Dalmia Group He is a natural leader & a trainer and has been grooming young professionals since long time Rajesh Butta, MMS BITS Pilani He has been a co-founder of various start-up ventures in the field of IT and Education Comes with rich experience of more than 23 years in the service industry Tremendous organizational abilities to execute large & complex projects with ease Has very strong people skills and go-getter attitude Naveen Khajuria, M.E. Software Systems with M.Sc. (Tech) Engg Tech, BITS Pilani He has worked with large companies like TCS, ST Microelectronics for several years He has been the architect of several path-breaking solutions in various domains Has capabilities to work with multiple technologies in order to create an innovative solution Has handled large and complex solution Comes with rich experience of more than 10 years in IT mSFM – Presentation Ver 1.0
For More Information: 31 PLEASE CONTACT: +91 - 88 00 999 281 firstname.lastname@example.org mSFM – Presentation Ver 1.0
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