Journey of Sales Automation
Experience every step of smart sales transformation with Grahaak's field automation tools.
1. Visit Start
At the start of the day, mark attendance and choose the reason for working. This helps managers identify employees who are consistently absent or tardy and take corrective action.
- GPS Tracking
- Attendance Marking
- Work Reason Selection
- Daily Reports
2. Tour Planning
Grahaaks tour planning feature enables itinerary creation and management with details like schedule, destinations, and activities to optimize field visits.
- Route Optimization
- Schedule Management
- Activity Planning
- Visit Tracking
3. Distributor Visit & Joint Working
Plan distributor visits with joint working features that enhance collaboration, manage inventory, and analyze performance through live insights.
- Collaborative Tools
- Inventory Sync
- Performance Analytics
- Live Dashboard
4. Book Order / Secondary Sales
Centralized platform to manage orders and track sales efficiently. Boosts distributor operations and enhances customer satisfaction.
- Quick Order Booking
- Inventory Validation
- Price Management
- Sales Tracking
5. Expense Management
Track and manage field expenses, travel costs, and reimbursements through a single, efficient module — perfect for mobile sales teams.
- Expense Tracking
- Receipt Upload
- Approval Workflow
- Reimbursement Status
6. Order PDF Generation
Automatically generate professional PDF invoices for every order, ensuring consistency and accuracy in documentation.
- Auto Generation
- Custom Templates
- Digital Signatures
- Email Integration
7. Complain & Suggestion
Enable customers to share complaints or suggestions, ensuring continuous improvement through valuable feedback.
- Feedback Portal
- Ticket Management
- Priority Levels
- Resolution Tracking
8. Real-Time Notification
Stay informed instantly with real-time notifications for every activity or status change in the sales workflow.
- Push Notifications
- SMS Alerts
- Email Updates
- In-App Messages
9. Collateral
Store and manage marketing materials in one place for quick and consistent distribution to field sales teams.
- Document Library
- Version Control
- Quick Access
- Offline Availability
10. Support Desk
Get WhatsApp group assistance and open support contacts directly from the mobile app for instant issue resolution.
- 24/7 Support
- WhatsApp Integration
- Knowledge Base
- Video Tutorials
Ready to Transform Your Sales Process?
Join thousands of businesses automating their field operations with Grahaak
Book a live demo