Boost Sales Efficiency with Advanced Scheme and Claim Management Software

1. Boost Sales Efficiency with Advanced Scheme and Claim Management Software In a rapidly evolving business environment, brands and distributors are constantly striving to simplify and automate their trade processes. From managing sales schemes to processing distributor claims and incentive payouts, manual methods often fall short—leading to inefficiencies, errors, and disputes. This is where Scheme and Claim Management Software steps in as a vital solution to streamline operations, improve transparency, and boost overall sales performance. Zylem’s advanced solutions are specifically designed to address these challenges, empowering businesses with tools to manage schemes, monitor claims, automate settlements, and effectively handle salesman incentives with minimal administrative effort. Understanding Scheme and Claim Management What is Scheme and Claim Management Software? Scheme and Claim Management Software is a comprehensive tool that helps organisations create, monitor, and settle trade schemes and claims submitted by distributors and field sales teams. Whether it’s a discount offer, volume-based promotion, or a target-driven bonus, this software ensures the entire lifecycle of a scheme—from launch to settlement—is tracked and executed seamlessly. The Role of Scheme Management Software in Trade Promotions Trade schemes are essential to push sales, clear inventories, and reward channel partners. However, managing multiple schemes across different regions and product lines can be daunting. Zylem’s Scheme Management Software offers: ● Centralised Scheme Creation: Easily define and roll out trade schemes for different distributors, products, and locations.

2. ● Real-Time Monitoring: Track scheme progress and distributor participation on a single dashboard. ● Automated Validations: Ensure claims submitted are as per the scheme’s rules to eliminate fraud and errors. ● End-to-End Visibility: Get detailed insights into scheme effectiveness and ROI. By automating the process, businesses can eliminate manual errors, reduce delays, and empower sales teams to focus more on execution than on administrative tracking. Simplify Claims with Distributor Claim Management Software Challenges in Manual Claim Management Without a digital system, claim processing often involves paperwork, follow-ups, and extended approval timelines. This creates bottlenecks and weakens trust between brands and their distributor networks. Common issues include: ● Discrepancies in claim documentation ● Lack of visibility on claim status ● Delayed reimbursements ● Audit difficulties Distributor Claim Settlement Software: A Game Changer Zylem’s Distributor Claim Settlement Software solves these issues by offering an automated, transparent, and rule-based claim submission and validation platform. Key features include:

3. ● Digital Claim Submission: Distributors can submit claims online with proper documentation. ● Auto-Validation Engine: Claims are automatically checked against scheme criteria and transaction data. ● Approval Workflow: Multi-level approval systems ensure governance and compliance. ● Integration with ERP Systems: Automatically posts validated claims for financial processing. This not only speeds up settlement times but also strengthens distributor relationships through timely and fair reimbursements. Motivate Your Sales Force with Integrated Salesman Incentive Management Incentives are a proven strategy to keep sales teams motivated and driven toward targets. However, manual tracking of sales performance and incentive calculations often lead to confusion and errors. Salesman Incentive Features in Zylem’s Software: ● Target Setting: Define monthly, quarterly, or yearly goals for individual or team-based performance. ● Performance Tracking: Get real-time updates on achievement against targets. ● Automated Payouts: Incentives are automatically calculated and processed based on defined rules. ● Transparent Reporting: Sales reps have access to their performance dashboards and incentive earnings. By digitising the Salesman Incentive process, Zylem helps businesses reduce administrative load while enhancing motivation across the sales team.

4. Unified Claims Management Software: A Holistic Approach Modern businesses require a unified platform that combines scheme tracking, distributor claims, and sales incentives in a single solution. Zylem’s Claims Management Software does just that—providing a comprehensive tool for trade program management. Key Benefits: ● Single Source of Truth: Consolidated data on schemes, claims, and incentives. ● Real-Time Reporting: Access insights on claim volumes, approvals, and pending settlements. ● Custom Rule Engines: Set your own validation criteria for different types of schemes and claims. ● Compliance Ready: Audit logs and documentation for regulatory or internal audits. Whether you are in FMCG, pharma, consumer durables, or any business that relies on channel partners and trade schemes, Zylem’s software ensures accuracy, visibility, and accountability. Why Choose Zylem? Zylem has built its reputation by delivering intelligent, reliable, and scalable enterprise solutions tailored to India’s and global distribution ecosystems. Our Scheme and Claim Management Software stands out due to: ● Industry Experience: Deep domain knowledge across multiple verticals. ● Configurable Platform: Adaptable to your unique business rules and processes. ● Seamless Integrations: Connect easily with existing CRM, ERP, and accounting systems.

5. ● User-Friendly Interface: Intuitive design for ease of use across all stakeholders. ● Dedicated Support: Robust onboarding, training, and customer support services. Our goal is to reduce inefficiencies in trade operations and help you focus on driving growth, not managing paperwork. Real-World Impact: Case Studies FMCG Client Success A leading FMCG brand was facing issues with delayed distributor claims and inconsistent scheme implementation across regions. After implementing Zylem’s software: ● Claim settlement time reduced by 60% ● Scheme participation increased by 40% ● Distributor satisfaction and retention significantly improved Pharma Brand Results A pharmaceutical client used Zylem’s Salesman Incentive module to digitise performance tracking. Result: ● 100% transparency in incentive payouts ● 30% increase in target achievement ● Boost in sales team morale and productivity Conclusion: Future-Proof Your Trade Operations In an age where speed, accuracy, and transparency drive channel success, relying on spreadsheets or outdated tools is no longer viable. Zylem’s Scheme and Claim

6. Management Software, with integrated Distributor Claim Management and Salesman Incentive modules, gives businesses the tools they need to thrive. Whether your focus is better trade scheme execution, faster claim settlements, or incentivising sales reps more effectively—Zylem offers the ideal end-to-end solution. FAQs Q1. What is scheme management software used for? A: Scheme management software helps businesses design, deploy, and track trade promotions and schemes offered to distributors and retailers. Q2. How does distributor claim settlement software improve efficiency? A: It automates claim submissions, validations, and approvals, reducing manual errors, speeding up processing, and ensuring timely reimbursements. Q3. Can the software manage salesman incentive programs? A: Yes, Zylem’s software tracks performance, calculates incentives automatically, and provides real-time dashboards for both management and sales teams. Q4. Is claims management software scalable for growing businesses? A: Absolutely. Zylem’s platform is designed to scale with your business, adapting to increased claim volumes and scheme complexities. Q5. How does Zylem ensure compliance and transparency? A: With audit trails, document logs, approval hierarchies, and ERP integration, Zylem ensures every action is traceable and compliant with internal policies and regulatory requirements.