This document discusses sales force automation solutions and describes a mobile application that aims to help companies improve their sales processes, track employee performance and activities, provide sales training, and automate reporting. It highlights issues like poor sales management, strategy, and training that can prevent companies from achieving targets. The proposed solution is a cloud-based platform with a web application for managers and a mobile app for field teams. It features like visit tracking, expense reporting, orders, attendance, and dashboards. Case studies show implementations for healthcare companies resulting in 64% more sales growth and reducing manual work.

1. Sales Force Automation

2. Your Target And Actual Growth
Why can you never achieve your business target?
0
0.5
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1.5
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2.5
3
3.5
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4.5
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Q 1 Q 2 Q 3 Q 4
Target Actual

3. It Needs to Improve Sales
Process Of Manufacturing Sector
to Return to High-growth Path.
World Bank
Poor Sales Management
Poor
Territory
Poor
Strategy
Fall
Business

4. What Is Missing?
Do You Know?
Your field employees are regular and visiting clients or not
Do You Know?
Individual visit performance and sales target achievement
Do You Know?
Where your employees are travelling

5. Inadequate Sales Training
How do you give sales orientation?
Save time, money now and provide
training through mobile application.

6. Manual Reporting?
Out of time?
Feeling stress?

7. The Solution

8. Architecture
Run on Google cloud platform
Web application for
Admins & Sales Managers.
Mobile App for Field Teams
All Reports Available on
Google Maps Real-time
Online customer support &
Downloadable in Excel
Highly Scalable, Extensible
and Affordable
Seeing is believing
Web Application + Mobile App

9. Features
Visits Expense
OrdersAttendance
• Normal Visits
• Time Bound (Start–
Stop buttons)
• Design route plan for
your Sales Rep
• Keep track of every
visit with photos &
custom forms
• Sales Rep submit
expenses along with
receipt photo
• Monitor expenses
submit against the
budgeted.
• Mobile based Order
System
• Submit order details to
your enterprise sales
system from client
location
• Start – Stop of the day
• GPRS based
attendance system
• Role based leave
approval system
• Attendance rosters
Dashboard
• Sales Target Analysis
• Team Performance
• Visit Performance
Google Map views
Live
Live Dashboard,
Attendance, Visits, Orders,
Expenditure, Team
locations & movements
Unlimited Custom Forms
for Reporting & Market
intelligence data
collection
Multiple Pricelists
+ Regular updates
Customer Support
• With help desk tool
clients can live chat for
support
• Big supplier network can
be easily maintained
• Clients can see product
catalogue and price list
• Clients can track their
order status
Customer
• Sales Rep can add new
customers in the data
base.
• Sales rep can online
create report and
submit from mobile
phone

10. Web dashboard

11. Movement Tracking

12. Mobile App

13. Karma Healthcare Ltd.
karmahealthcare.com
Taiwan based multinational
offering rehabilitation
products
Karma Healthcare is using Clobz Sales.
Main features
• Sales Rep is able to take customer order on
their mobile device. Order is auto-pushed to
Karma’s ERP as created on mobile
• Sales Rep daily activities could be tracked from
a single dashboard
• Distribution center use mobile based delivery
system for managing delivery of shipment to
retailers
We are using Clobz Sales for our
Sales person tracking, expenses
reporting, warehouse bill
submission, sales person visit
reporting etc. We have satisfied
with the product and support
service. The system is beneficial for
us and help us to reduce our
manual work in courier, phone
calls etc.
Randheer, Karma Healthcare
CASE STUDY

14. Result
64% More Sales Growth

15. Happy Clients
Happy Clients

16. Global Presence
India
Saudi Arabia
Kenya
USA
Nigeria
UAE
Lebanon
Egypt
Malaysia
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Global Presence

17. It’s time to move to Cloud
Thank you!
Partha.saha@logixgrid.com
+91-9999091278