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Easy-to-use CRM-SFA for Field Sales Teams

BeatRoute provide a new-age field force CRM-SFA that help to maximize your sales outcome across General Trade, Modern Trade & HoReCa/B2B Channels.

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Easy-to-use CRM-SFA for Field Sales Teams

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  1. Easy-to-use CRM-SFA for Field Sales Teams

  2. New Age Field Force CRM-SFA that maximizes sales outcome across General Trade, Modern Trade & HoReCa/B2B Channels. Award winning. Venture funded. Innovating for our beloved end users since 2014 Front Line Sales Reps Field Force Managers Merchandisers Retailers & Influencers Product Promoters Distributors

  3. LOVED By End Users 150+ Enterprise Customers 10 + Countries 2 Million+ Retailers, 6 K + Channel Partners 100,000+ Feet On Street

  4. Your Growth Levers and Challenges That BeatRoute Addresses TRADE MARKETING NEW OUTLETS NEW TERRITORIES Wrong targeting, Ineffective activation programs, Un- utilized schemes 1 3 2 Unsuccessful expansions for lack of pre-activation viability test Blind onboarding, Missing repeat orders, low outlet revenue FOOTFALL CONVERSION WIDER REACH AT LOW COST FOCUS ON KEY CUSTOMERS Unoptimized beats for class A/B, Unviable cost to serve for class C& D outlets Low conversions by MT Promoters, Ineffective product communication 6 5 4 Insufficient insights for customer engagements in GT & B2B/Horeca

  5. Why Growth Levers Never Get Realized Automation Alone is Not the Solution ALIGNED ACTION CONSISTENT BEHAVIOR 1 2 Two reps behaving differently in same territory Ground level action does not match strategies PROBLEM SOLVING ADOPTION ISSUES 3 4 Field Managers acting like just Robustness, ease of use, not built supervisors, Headquartered analytics for benefitting field users

  6. Workflow Automation Goal-Driven Sales Approach

  7. A modular and scalable platform as a foundation WhatsApp BOT Customers App SFA DMS Integration with ERP & Other Systems Tally + Plugins Zero-Code Platform Enterprise Grade Backend & Consumer Grade User Experience

  8. 01 Set Goals with Score Card KPIs Improve Sales Behavior with Input based Gamification 02 “Goal-Driven Sales Approach” Implemented as a Technology Solution Coach and Train with Insights on Learning Needs of Individual 03 Nudge Managers to solve problems with CuesBOT problem detection 04

  9. 1.1 Defining Team & Individual Goals Defining Goals for every individual. KPIs KPIs - Territory, channel, category, sub-category of products, sales and store performance KPIs. KBIs KBIs - Measuring Key Behavioral Indicators like Interactions norms, range selling, average order size, scheme application merchandising execution Input Activities Input Activities - Define relevant input activities needed to achieve those goals

  10. 1.2 Know your Customers to Differentiate Engagement Use foolproof retailer profiling and segmentation for data-driven product placement to increase hit ratios Algorithm Derived Route Optimization to create ideal Retailer Interaction Plans Use verifiable data points to plan merchandising investments and trade schemes

  11. 1.3 Hybrid Order Execution in Physical World Digital Bridge for hybrid order execution via Retailer App, WhatsApp Orders, SMS Communication, mSites Monitor & Manage Physical Visits as well as Digital Interactions with Retailers in single interface

  12. 1.4 Holistic Engagement with Retailers and Influencers Lead Management and Customer Onboarding Intelligent product promoter & merchandiser enablement with stock norms & VM audits Feedback and Issue Resolution Loyalty Program for retailers/dealers and influencers

  13. 1.5 Distributor Centric DMS for highest Adoption Distributor Management System with mobile app, designed to distributor’s benefit Manage inventory, stock movement, dispatches, returns, schemes, billing, payments Digitally communicate orders to distributors even if they are using third party or no DMS Tally and other Accounting Systems Plugin to pickup secondary data without a DMS

  14. 2. Gamification for Spirited Teams that up their game every month Unique method of rewarding good sales behavior and input activities Close loop feedback with running Leaderboard and pier benchmarking Medals at the month end as brag rights and celebration

  15. 3. Learning Need Identification & Targeted Training Auto Benchmarking on Key Behavioral Indicators (KBIs) Identify Specific Learning Requirements of Each Individual Team Members Targeted Learning Content with Monitored Usage Close loop progress check on KBIs

  16. 4. CuesBOT for Insights & Quick problem solving BOT Engine to detect problems in Route-to- Market Operations without manual analytics Inform the relevant managers & nudge them to take immediate corrective action Create new Cues & Alerts as per your own business goals & requirements Optimize market coverage strategy further based on Cues received from CuesBOT

  17. Request a Demo Click Here

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