Case Study
Automate – One Stop Solution for In-Store & On-Field Sales Management

What is Automate?

Automate is a SaaS (Software as a Service) based real-time business performance monitoring application which provides insights for in-store and on-field sales. It aids the Sales Force and Senior Stakeholders to manage the on-field resources & productivity, gain market intelligence and acquire detailed sales analytics to drive strategic business decisions.

Industry Challenges

Managing the in-store and on-field sales data points is a strenuous task.  With traditional reporting model, there is a possibility of human error. 80% of reporting managers have concerns around sales data reported from the field, deviation in the SKU numbers, display defects etc. In addition, the manual process of managing the Sales Force’ attendance and productivity is broken.

The Senior Stakeholders in the system require a complete overview of the employee productivity, reasons for opportunity loss and total sales to identify performance gaps and strategic improvement opportunities.  Introducing Automate – a complete solution to tackle all the above challenges.

Features of Automate:

Automate is packed with incredibly useful features to provide actionable and data driven business insights, some of which are:

1] Master Data Management

One stop solution to maintain repository of all master values starting from Dealers, Branches, Sales Targets/Incentives to Employees’ weekly off and leave plans. The Operations team can easily manage this data through our user friendly web and mobile interface.

2] Essentials

3] Analytics

Benefits of Automate

Being a business performance monitoring application with fantastic features, Automate comes with many great benefits as well:

Service Sectors Catered by Automate:

Automate has rendered it services to cater various service sectors such as Retail, FMCG, FMCD, Logistics and BFSI.

To conclude, Automate is a wholesome product bundled up with real time reporting, mobility tracking, market intelligence and advanced sales analytics which benefits the entire hierarchy – starting from the ground staff to the reporting managers and up towards the senior client management. If you would like to know more about this Web & Mobile application, please write to us at info@calibehr.com.