360 degree sales lifecycle management : Manage suspect and prospect call repository, bucketing of different leads in cold, hot and warm, also track sales representative through GPS for conveyance management. Also analyze the productivity through conversion ratios.

1. Sales Force Management
Alerts
Quick Search Reassign Entries
Suspect/Prospect
Entry
Simplifies your sales activities

2. Industry challenges
No real time track field team Dependency on desktop systems No visibility of own progress
Sales force spend most of their
time on field for scouting,
prospecting and attending
meetings. Management does not
get a clear picture of their sales
activities.
Sales representatives usually rely
on their desktop to feed in their
prospect/ suspect details and also
to maintain their call schedules.
There are high chances of missing
out on few information later.
Quantifying day to day activity
of a sales representative is a
tedious task. Productivity
management on real-time basis
is always a challenge.

3. Sales Force Management – solves these challenges
360o sales lifecycle management
On-the-go mobile app
Manage suspect and prospect call repository, bucketing of
different leads in cold, hot and warm, also track sales
representative through GPS for conveyance management.
Also analyze the productivity through conversion ratios.
Mobile app to manage all sales call repository, notification
of meetings scheduled, also attendance management
through integration of mobimetrics.

4. Key Features

5. Keep track of all leads
Lead status
Manage the sales funnel by classifying
the calls into Cold, Warm and Hot for
setting follow up plans. Also add
description of call details for future
references.
Progress status
Track the status of the leads converted
from the funnel, thereby giving a clear
picture of progress of your sales activity.
6:13
My sales funnel
Status Name Progress

6. Maintain a repository of calls
Suspect/Prospect call repository
Enter cases of suspects and leads
that have qualified into a
prospect. Gives entire view of all
calls and minutes of the meeting
through descriptions.
Document Repository
Click and save visiting cards and
also attach customer information
sheet. Helps sales personnel for
future references.
6:13
Trans Speed Pvt. Ltd.

7. Quickly qualify leads
Qualification sheet
Fill qualification sheet to track qualification
of prospect over a period of time. Also set
deadlines of qualification for next meeting.
Prospect/ Suspect approval
Superior gets access to approve or reject
a given lead. If suspect / prospect is
rejected then it has to be closed with
proper remarks
6:13
Search for cases
Approved by
Approved
Status

8. Perform advanced searches
Quick search
Quick search helps users to search the
relevant customer from system. Also helps
to verify if the same customer is entered
by some other employee or not.
Historical view of data
6:13
Search for cases
Helps in easy search of relevant customers
from database. Identify the historical data
of calls made over a period of time.

9. Seamless integration with our other apps
Minutes
An app that helps to keep accountability
of your meeting thereby not missing out
on important points of discussions. There
is no hardware integration involved.
Mobimetrics
A portable bio-metric device on your
mobile. There is no hardware integration
involved and the portal can share data
with any 3rd party system.
09:15:03 AM
Within office range (1.9 M)
Punch In Now
Today, Dec 02
IN TIME Yet to arrive
OUT TIME Yet to leave
ATTENDENCE ABSENCE 2
Mobimetrics
6:13 6:13
Meetings
1000863 15:30, Oct 20
Regional sales review
Karl, Martin, Adam, Robert, Michael, +15
1000425 10:00, Oct 20
Prospect visit - PackPro

10. Hassle free deployment
Cross platform availability
The Mobimetrics app is available across all
mobile platforms, thereby ensuring that no
employee is left behind. Also, the app itself
is lightweight and backwards compatible to
work on economical and expensive phones.
Easily customisable rules
The web-portal offers the ability to choose
rules that exactly match company policies.
Map rules from in/out/flexi time, work days,
to any late-arival and/or early-leave rules,
to even the distance of permisable punch.

11. Track employees in real time
Refine results with filters
The portal comes with a number of
filters that help managers uncover
their employees’ productivity.
+
Location Attendance Date rangeMumbai All Today
Rakesh Mehta
IN TIME
OUT TIME
LOCATION
HISTORY
09:03:47 AM
Yet to leave
Bandra, Mumbai
SHARE
Movement in real-time
See employees wherever they are
at any point of the day. Also, alerts
can be set for several events.

12. Track employees in real time
Historical view of employees
The geo-locations of all registered sales
representatives are saved during their
working hours. This can then be presented as
a report or even a playback on map. Simply
select the employee and the relevant dates.
+
Date range Today

13. Seamlessly integrate with your HR system
+
Mobimetrics
Nov 19
Date Employee name Location
Aditya Singh Santacruz, M
Nov 19 Brijesh Rathod Bandra, Mum
Nov 19 Chintan Kadam Thane, Mumb
, Mumbai
In time Hours
08:32 AM 9.2
ni, Mumbai 10:06 AM 8
d, Mumbai 09:51 AM 8.4
Out time
06:47 PM
06:03 PM
06:21 PM
ion
Ask your sales
consultant for
Share data via API or FTP
Sales Force Management has an API library that lets you share data
with almost any system available. For those systems that
don’t use APIs, there is an option of auto-scheduled FTP.

14. Use cases

15. Sales representatives
Most sales employees have to maintain a daily calendar of calls and
meetings. Often maintaining a physical diary and notes becomes
tedious. There are no alerts or reminders in case of manual entries.
SFM helps employees by providing dynamic desktop and mobile
based solution.
SFM is an ideal tool in such situations.
Search for cases

16. Our Customers

17. Thank You
For more info
webxpress.in
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