Galaxy Sales Tracking Application - Bridge Suite

1. GALAXY APPLICATION Transforming Field Sales Workflows www.bridgesuite.ai

2. OVERVIEW Galaxy is an advanced app that streamlines field sales with features like selfie attendance, route planning, and enhances efficiency and productivity for sales teams by managing tasks, expenses, and customer interactions seamlessly. order tracking. It

3. CHALLENGES FACED BY FIELD SALES PERSONNEL Unpredictable Traffic and Delays Data Integration Integrating data from various sources (CRM, ERP, etc.) can be complex. Traffic congestion and unforeseen delays can disrupt schedules. Incosistent Field Reporting Managing Field Force Performance Inconsistent or incomplete reporting from field agents can hinder decision-making. Monitoring and evaluating the performance of field agents can be difficult.

4. BENEFITS Improves Sales Opportunities Enhanced Accountability Managers can monitor agents' performance effectively, ensuring accountability and transparent reporting to easily identify and address any issues. Timely follow-ups boost sales opportunities and conversions, while proactive agents quickly identify and act on new opportunities. Ensures Accountability Better Data and Insights Tracks all activities meticulously, providing transparency and accountability for field sales operations. Tracks sales activities for trend analysis and improvement; monitors KPIs to measure sales strategy effectiveness.

5. FEATURES ATTENDANCE MANAGEMENT Selfie Punch: Sales personnel can clock in and out using a selfie, ensuring accurate and verifiable attendance records. Detailed Attendance Records: Provides a comprehensive view of attendance history, leave balances, and working hours.

6. ROUTE MAP PLANNING Efficient Route Planning: Helps sales personnel plan the most efficient routes for their daily visits, saving time and travel costs. Real-Time Navigation: Integrates with GPS to provide real-time navigation and updates on traffic conditions.

7. CUSTOMER DETAILS MANAGEMENT Customer Profiles: Stores detailed information about each customer, including contact details, visit history, and preferences. Interaction Tracking: Logs all interactions with customers, providing a complete history for better relationship management.

8. ORDER MANAGEMENT Order Tracking: Manages customer orders from creation to fulfillment, ensuring timely delivery and accurate records. Item Categories: Organizes products into categories for easy selection and order placement.

9. TASK AND VISIT MANAGEMENT Task Management: Organizes tasks into pending, completed, and cancelled, helping sales personnel stay on top of their responsibilities. Visit Logs: Records details of each customer visit, including date, time, and outcomes. Activity Tracking:Identify the specific activities that need to be tracked (e.g., customer visits, sales calls, deliveries, maintenance tasks).

10. APPLICATION SETUP Initial login requires your phone number for authentication. 01 Following login, an OTP is sent for verification. 02 Finally, set a 4-digit MPIN to access further features securely. 03

11. APPLICATION SETUP Initial login requires your phone number for authentication. 01 Following login, an OTP is sent for verification. 02 Finally, set a 4-digit MPIN to access further features securely. 03

12. FUNCTIONALITIES OF THE APPLICATION Galaxy's Media Section centralizes videos, posters, and documents, ensuring easy access, sharing, and efficient management and distribution within the organization. The Galaxy dashboard provides a comprehensive overview, quick access to modules, and efficient monitoring and management of organizational operations. The Customer Module in Galaxy tracks orders, stores notes, and offers customer overviews, enhancing CRM with insightful decision- making capabilities. Galaxy's Attendance Module centralizes tracking and management of employee attendance, leaves, and expenses, optimizing HR processes for efficiency.

13. FIELD ACTIVITIES Pending Tasks: Lists all tasks that are yet to be started or are in progress. 01 Completed Tasks: Records tasks that have been finished, providing a clear view of accomplishments. 02 Cancelled Tasks: Keeps track of tasks that have been cancelled, including reasons for cancellation if needed. 03

14. HR ACTIVITIES Attendance Management: Sales person can clock in/out with selfie verification, ensuring accurate attendance records, including dates, times, and locations, for all. Leave Management: Employees submit leave requests via the app, with real-time balance updates and comprehensive leave history for easy tracking and approval. 01 02 Expense Management: Sales person can submit expenses with receipts through the app, track all expenses, and check reimbursement statuses for clarity. 03

15. SALES ACTIVITIES Products represent items available for purchase, with details such as descriptions, prices, availability and you can add to cart from here. Overview offers a comprehensive snapshot, summarizing key metrics and trends for informed decision-making. Order management handles transactions, inventory, and delivery logistics. Notes section allows users to jot down important information or reminders related to sales activities.

16. MEDIA MANAGEMENT Offers a repository for storing and accessing multimedia content. 01 Includes videos, posters, and documents for easy sharing and reference. 02 Supports efficient media management and distribution within the organization. 03

17. Contact Us www.bridgesuite.ai 03 +91 9667307527 USA | INDIA | UAE