Sales force tracking

About the client

The client is a large scale construction material seller to hardwares located nationwide via the head office and the distribution centres.

Issues and challenges
  • Monitoring performance of the sales personnel was extremely hard
  • Real time information was not available to make sales decisions such as availability of stock, delivery feasibility, etc.
  • Tracking of daily targets vs daily achievements of the sales staff
  • Manual calculation of commissions leading to confusions and errors
  • Not being able to identify the hardwares that have already exceeded the credit limit and/or period
  • Sales staff carrying out sales in the areas that they are not allowed to
  • Staff idling and not being able to know the actual location they are at a given time
  • Lack of a customer relationship management system
Our solution
  • Usage of the CRM, Sales, Warehouse management and Finance modules of the FX Hello ERP Cloud system along with FX hello app to be used.
  • CRM is to manage the hardware’s along with their respective contacts, alerts and greetings to be send via the system
  • Individual customers would also get a login to the system for them to manage their finances such as paid invoices, pending balances, order placements, stock balances etc via the system
Benefits derived and outcomes
  • Better management of the sales staff
  • Ability to track and trace the exact locations of the sales staff
  • Order generations, invoicing, payment collections can all be done in one system
  • Availability of information to make quality decisions real fast
  • Ability to monitor individual sales performances, incentives etc
  • Cost and time saving due to automated process
  • Customers themselves can place orders via the system which reduces unnecessary paperwork and time delays
  • Real time information with regard to the stock levels, re-order quantities etc

OCTO cloud ERP system is designed to manage workflow, workforce and customers in an efficient and effective method. Affordable pricing, easy setup, and the modular nature of the system stands it out among other ERP’s

Learn more about OCTO Cloud ERP or talk to us to make your mobile sales force more efficient

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