Retail & Distribution Sales
Retail Sales & Distributions channels for consumer brands are not only complicated but also continuously evolving in a fiercely competitive space. One of the important levers to stay on top of the competition is to empower the field sales team with a mobility-based Sales Force Automation solution that can help maximize sales productivity by improving market working discipline and by providing effortless interfaces for managing transactions and inventory information such as primary order, secondary sales, distributor stock, retailer inventory, fulfilment, payments, sales return and many more.
With comprehensive master data management, flexible transaction configurations, seamless field work management and powerful analytics framework of Assistive CRM, retail and distribution sales teams can deliver high market coverage and the best sales results.
Configurable Product Forms
Most of the SFA solutions designed for order and stock management comes with a very standardized product master with fixed set of attributes and pricing options. That not only limits the configurability of the solution for variety of use cases but also puts a constraint to use same product master / same UI for all product specific data points such as primary order, secondary order, stock, sales return etc.
With Assistive CRM Product Forms, one can define the entire product hierarchy and customized pricing option as per the business needs. Our CRM allows to design different user interfaces on the mobile app for different features depending on the actual requirement.
Authenticated Outlet Universe
A retail sales person is not only tasked to take order from the existing outlets and distributors, but also responsible for expanding the outlet universe to ensure maximum coverage for the brand. As the incentives are related to new outlet / distributor onboarding also, it becomes quite important to authenticate the new masters which are getting added from the field.
With OTP based outlet validation and geo-tagging of new channel entries, Assistive ensures that sales & distribution universe is always authentic. Hygienic outlet information along with order history helps the sales team perform better when they are on the move.
Intuitive Order Management
Assistive CRM sales force solution guides sales team to sell more during every visit – be it primary orders from distributors or secondary orders from retailers. Intuitive user interface results in quicker data entry giving more time to sales team for customer interaction, cross selling and up selling.
Assistive’s API library and webhook framework helps in securing real-time integration with DMS or ERP solutions ensuring order processing without any delay or information mismatch which may lead to incomplete fulfilment or exceeded credit limits. With powerful analytics framework at the backend, field teams as well as managers can analyze and get real-time insights on order placement and fulfilment data with click of a mouse.
Real-time Stock Management
Assistive allows sales team to capture stock availability of different SKUs at different channels such as Retailer, Distributor, Stockist etc. It also provides the flexibility of capturing sales return along with reason and any other data point that is important to capture. All these data points help distributors, wholesaler or the company itself to understand potential demand which plays an important role in production planning and minimum product wastage.
As a robust sales force automation solution, Assistive CRM provides a platform for monitoring stock on-the-go and automate replenishment of SKUs to different channels ensuring optimal product distribution across retail universe.
Assistive’s is one of the best CRM software for field sales. It helps us collect data from over 100 field salespeople across the Gulf region and send instant analytical reports. When we walk into the office in the morning, the automatic sales reports are already waiting in our mailbox. This innovative CRM software has helped us win many clients and is a deal breaker.
Thanks to Assistive field CRM software, we have managed to automate our manual sales process across Asia and Australia into a mobility-based solution, with details of every account over the cloud. Key account managers can see results, any time, across the region. This has helped us to improve our digital transformation and improve sales capabilities.
Assistive field CRM has made a huge impact on our sales reports, making it easy to track number of customer visits with realistic numbers. The support has been excellent. I am glad to be working with the right partner who understands our requirements. We have never come across a situation when the Assistive team has said No, or that it is not possible to any challenge we throw at them.
Mario Gibson Nadar
Before Assistive CRM software, we evaluated many sales CRM apps and choose them over the others for the innumerable configuration options that meet our business requirements. It is now very easy for us to manage field sales operations in a simple click. We are delighted that we choose the right partner for our field sales CRM needs.
We faced several challenges with the earlier B2B CRM tool that we used using both in service and modifications. We wanted multiple options as we did not want a standardized application and our requirements have always been changing. Assistive is the best B2B CRM for lead management that gave us the flexibility and speed we wanted. During our assessment, we received positive feedback about the team and their service levels and it continues with every interaction.
Prior to Assistive : field CRM, we were using a globally renowned CRM solution but we were not happy with its performance. Assistive’s rich functionality and endless configurability options met our business requirements perfectly. It made CRM implementation in Ambuja Cement the fastest ever, creating a new milestone company wide.
Prior to Assistive CRM, we were using a well-known B2B CRM tool in flexibility but the localization required for the Indian market was very limited. We evaluated multiple field CRM solutions and choose Assistive for its well established and stable CRM tools. We faced no issue during transition. The process was seamless and very fast.
Assistive is one of the best B2B and B2C CRM tool whose solution has been key to bring reality to our vision of getting a complete insight of our field sales execution. It has been a great tool to manage distribution, merchandising and loyalty projects for our high profile clients. The support of the team and their availability for suggesting approaches for better project management has been amazing.