Maximizing Sales Efficiency: How Tropolite Used CRM Software to Streamline Primary and Secondary Sales Processes
The main objective of the project was to collect the orders from retail stores through a fool proof system for the products of Tropolite Foods. Additionally, the client did not have a database of existing outlets which was created through the system. The application was successfully piloted in Delhi region and later rolled out to the entire country.
Approach
Assistive, our in-house mobile based field force automation solution, was the perfect fit for the client’s requirement. Built with a focus on process compliance monitoring and streamlining of field reporting, it improved secondary sales governance in the following manner:
- A few modules were modified through customized development specifically to fit in with the client workflow
- Classroom and Market training sessions were held all across the country to handhold the users till they are comfortable using the app
- Successfully launched across the country and continue to provide support through multiple channels
- Custom built dashboards to access real time analytics
Outcome
Our field CRM solution fulfilled the requirements of the client and helped the client gain complete visibility into its secondary sales operations. The key highlights were as follows:
- Higher focus on compliance and discipline
- All the orders are now captured through the system which ensures thorough process compliance
- Attendance being captured through the application is being used for payroll management
- Highly positive feedback from the users with widespread acclaim for the intuitive workflow and UI
- Actionable data being shared on a daily basis to all the stakeholders to quickly correct the course
