Sales Diary - FMCG - CPG

Introducing SalesDiary, the smartest AI-driven Sales Force Automation (SFA) system designed to revolutionize the management of field operations for businesses. With SalesDiary, you can boost your field force efficiency by a minimum of 30%, transforming how you handle sales activities on the go.

SalesDiary is not just a tool; it's a game-changer that slashes the time spent on coordinating and planning daily and monthly routes by up to 60%. Our clients have seen their revenues soar by 50% within just three months of implementing the SalesDiary system. Utilizing advanced Business Intelligence (BI) tools, SalesDiary helps you pinpoint the right markets and ensures your products are positioned perfectly. In fact, leading brands have experienced a fivefold increase in their product's geographical reach within a year of using our platform.

Our system includes a comprehensive Distributor Management System (DMS) integrated right into the mobile application, allowing you to manage order deliveries, stock levels, payments, and outstanding balances seamlessly. The SalesDiary DMS has proven to enhance order fulfillment rates by 60% and cut down payment collection delays by 45%.

Leveraging sales forecasting and smart Machine Learning (ML) recommendations based on historical data, SalesDiary enables you to optimize your inventory planning, reducing carrying costs by at least 20%. In the FMCG sector, where the industry average for Out of Stock situations is around 8%, our clients have managed to lower this to just 5% within six months of adopting our system.

With SalesDiary, you can manage catalogues, schemes, and merchandising in real time, ensuring that your sales force is always up to date and ready to engage effectively with the market.

Key Module: Beat Plan

The Beat Plan, also known as the ‘Permanent Journey Plan,’ is a crucial feature of SalesDiary. It's a day-level route plan designed for field sales and marketing personnel, outlining visits to various stores at a predetermined frequency. This plan determines whom to visit and when, based on the company's priorities regarding store categories or segments. These visits can be aimed at collecting sales orders, conducting visual merchandising, and more.

Beat Plans are typically planned a month in advance to ensure consistency and that each store receives the necessary attention from company representatives.

Other Features of SalesDiary:

• Real-time access to retailer information at the point of need
• Functionality both offline and online with smart data synchronization
• Enables the sales team to share activity, calendar, and workflow data
• Access to up-to-date product information through an electronic catalogue
• Retailer-specific pricing and product configuration
• Route historical sales analysis and analytics for continuous optimization
• GIS-based tracking and analytics of sales area coverage
• Tools for building market intelligence
• Approvals and workflow automation
• Big data analysis on historical data

Modules:

• Secondary Sales
• Distributor Management Systems
• Attendance Management
• Route Management
• Secondary Sales Target Planner
• Secondary Sales Order Management
• Returns Management
• Targeted Schemes Management
• Payments & Reconciliation
• Outstanding and Overdue Alerts
• Focus Product Development
• Complaint Management
• Shelf Analysis with Photo
• Planogram
• BTL Activity Management
• Digital Catalogue
• Opening and Closing Stock Updates
• MTD and DSR Reporting
• One Click MRM (Monthly Review Meeting)
• Deviation Tracking on a Map with Analysis
• Customer Surveys
• Market Share and Shelf Share Analysis
• Customer-wise Price List Management
• Outlet Profiling and Classification
• Outlet History and Growth Indicators
• Product Placement Analysis
• Coverage Analysis
• KRA & KPI Tracker
• Zero Sales and Degrowth Analytics
• Real-time Dashboard
• Alerts on Supervisors' Mobile
• Primary Planner
• Primary Order Management
• Order Delivery Tracking
• Secondary Order Delivery Plan
• Order Fulfillment Reports
• Payment Collection
• Distributor Inventory Updates
• Primary Sales Return
• Outstanding Payments
• API Integration
• Distributor Outstanding
• Load In and Load Out
• Route Management
• On-spot Billing with Mobile POS
• Van Tracking
• Real-time Van Inventory
• Real-time Cash and Credit Sales
• Outlet Level Discounting
• End of Day Van Sales Closing Summary

Learn more about how SalesDiary can transform your sales operations by visiting our website.