Sales Force Automation

A Day in the Life

Bizz Field Sales Force Automation workflows mirror a day in the life of a sales rep.

Step 1

Attendance & Leave Management

Mark attendance at the start of day & choose reason of working.

Step 1
Attendance & Leave Management
BizzField
Selfie + GPS punch-in
Leave & reason capture
Day-start in seconds
Step 2

Performance View

View actionable real-time insights on KPIs: productivity, focus brand performance, compliance, T&A etc and monitor day-to-day performance through real-time dashboards.

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Step 2
Performance View
BizzField
This week▲ on track
Productivity KPIs
Focus brand performance
Compliance & T&A
Step 3

Adding Outlets

Add new business prospects with ease to the existing universe for market expansion and capture the minutest of information of the potential client with outlet verification.

Step 3
Adding Outlets
BizzField
New prospect capture94%
Outlet verification80%
Market expansion88%
Step 4

Pre Sales Analysis

Analyse daily route plan, recent transactions, outlet information, applicable trade promotions, outlet history, etc.

Step 4
Pre Sales Analysis
BizzField
Daily route plan
Recent transactions
Outlet history
Step 5

Call Execution

On-the-go sales call execution for stock capture at stores, order processing and reconcile stock returns.

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Step 5
Call Execution
BizzField
This week▲ on track
Stock capture
Order processing
Stock returns reconciled
Step 6

Trade Promotions

Visibility of schemes and discounts product wise for providing benefits.

Step 6
Trade Promotions
BizzField
Product-wise schemes94%
Live discounts80%
Benefit visibility88%
Step 7

BTL & Merchandising

Perform various market activities such as competitor analysis, store audit, surveys, etc.

Step 7
BTL & Merchandising
BizzField
Competitor analysis
Store audit
Field surveys
Step 8

Collections

Mobile collections for remote operations from retailers through cash, cheque, online.

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Step 8
Collections
BizzField
This week▲ on track
Cash & cheque
Online collections
Remote operations
Step 9

Claims Settlement

Submit daily claims to brands for travel, food, conveyance, etc.

Step 9
Claims Settlement
BizzField
Travel claims94%
Food & conveyance80%
Daily submission88%
Step 10

Collaterals

Digital collaterals such as promotional videos, PDF, product catalogs, etc are available which can shared with retailers.

Step 10
Collaterals
BizzField
Promo videos & PDF
Product catalogs
Share with retailers

See it on your own data

A 15-minute walkthrough of the full field workflow — no slides, just the product.

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