Turnkey Mobility Solutions. For Supply Chain

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2011

Turnkey Mobility Solutions

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Turnkey Mobility Solutions

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Sales Order



Van Sales / DSD



Sales force automation

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GPS tracking

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Mobile - Data Capture

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Mobile - Reporting

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Custom solution (MEAP based)

App name

Target users



Distributor’s van sales team

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Manufacturer’s sales team

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Distributor’s sales team

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Principal’s Sales team

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Sales Order Capture

 Manufacturers extend their workflow to their sales team - higher productivity, increase in revenue

 Distributors gain by faster distribution and reduced inventories

 Sales reps can track their targets and focus on effective products/outlets

TARGET USERS

Manufacturer’s Sales Rep

 To capture primary orders from distributors

 To capture secondary orders from retail on behalf of distributor

BENEFITS

continued…

Distributor

Manufacturer Sales_Rep

Primary/Secondary Orders Sales Rep Product/Price Secondary orders Product/Price Distributor’s Sales Rep

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Sales Order Capture

Order capture

• Suggest orders to customers from their order history

• Search previous orders of customer and keep a tab of the outstanding …

Retail outlets

• Add retail outlets for the sales team to visit and capture orders …

Routes / Beats

• Create routes to be visited by the sales team by the proximity • Manage / map outlets within the route

• Optimize the route using Map view …

FEATURES

Product definition

• Publish product information - categories, product lines and SKU • Publish price information by Product SKU

…

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Sales Order Capture

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Van Sales

(Direct Store Delivery)

 Faster distribution and reduced inventories for Distributor  Sales team can track their targets (monthly, outlet based etc)  Focus on effective products and revenue generating outlets

TARGET USERS

Distributor’s Delivery Van personnel

 To maintain stock of mobile inventory in the van  Extend the distributor sales workflow

 To capture secondary orders and record deliveries from the van

BENEFITS

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Retail Stores Distributor Warehouse DSD Vans Van Inventory

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Van Sales (Direct Store Delivery)

Customers

• Add customers • Manage their info • Outstanding

…

Targets

• Target setting – volume / value • Target Vs Actual

…

Reports

• Product performance • Sales rep performance • Zone performance • Daily collections • Daily sales/returns …

Sales invoice

• Route based / Ad-hoc

• Apply Discounts – item / order level • Track order delivery

…

Collection

• Map invoice to payments • Multiple payment modes …

Routes

• Create routes • Map route to van

• Map route to customer …

Products

• Define products

• Assign prices / discounts …

Users

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Van Sales (Direct Store Delivery)

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SFA

 Manufacturer gains visibility into Secondary sales pipeline  Faster distribution and reduced inventories for Distributor

 Sales team can track their targets and focus on effective products/outlets

TARGET USERS

Manufacturer’s Sales Rep

 To capture secondary orders

 The Sales team would then pass on the order to Distributor, who would in-turn place the Primary order with the manufacturer

BENEFITS

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Retail Stores Distributor Warehouse Medium-Large Manufacturer Sales Rep Secondary Orders (Demand generation) Primary Orders

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SFA

Order capture

Suggestive orders from history Apply discounts – item/product Search, Track order

…

Retail outlets

Add outlets from the field Tag GPS coordinates

…

Targets (Sales rep)

Target setting – volume / value Track by duration/region

Target Vs Actual …

Reports / Dashboard

Scorecard of key metrics Top outlets – overview Daily sales report

…

Channel management

Set monthly targets for channel partners Track monthly targets

Capture Secondary sales info Capture Tertiary sales info …

Merchandise mgt

Capture scheme implementations POP display verification

Capture photo/image & upload …

Routes / Beats

Create routes

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SFA

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GPS Tracking (Pulse)

 Admin can view attendance of people on the field (No need to call and verify)  Optimize routes for each sales rep to increase productivity and sales

TARGET USERS

Operations team (Manufacturer/Distributor)

 Admin to monitor inactive field force

 Admin views history of travel of sales rep

 Create/Assign routes and track route adherence

BENEFITS

continued…

History

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GPS Tracking (Pulse)

Locate

• Live locations of field force • Inactive users for the day …

No frontend

• Background app in mobile

• Completely configurable from server • Locked for any modifications in device …

History

• View the path travelled • Replay/retrace the path • Thirty day history

• Filters – user, map type …

Routes

• Mark locations on a map • Latitude/longitude based • Create routes

• Map locations in route • Reorder to optimize route …

Integrate

• Download location history as CSV

• Integrate location with other mobile apps …

Configure

• Frequency of location capture • Frequency of upload

• Preferred data provider (Network/GPS) • Define business hours

• Exclude days for capture

• Minimum displacement in meters • Set storage limits

• Compress data …

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Mobile - Data Capture (Cells)

 Easy template creation for data sharing without any software development  Share business enabling data (prices, promos..) from ERP’s to field force

 Enable field force to capture simple transactions via their existing mobile devices  Publish quick reports about targets/performance of field force

TARGET USERS

Manufacturer

 Sales reps: for capturing feedback & delivery status

 Field service engineers : for tracking service requests and updating status from the field

 Mobile panel (Consumers) for participating in quick surveys.  …

Distributor

 Sales reps: for capturing feedback & delivery status  Delivery executives: for updating delivery status and

capturing residual orders  …

BENEFITS

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Mobile - Data Capture (Cells)

Real-time

• Available 24x7

• Instant publishing of data/reports to reps • Instant visibility to transactions in the field …

Collaborate

• Ops team shares templates with sales reps • Sales rep fill the templates with transactions • Ops team views the transactions

• Share data/reports with other users …

Data entry validation

• Restrict data entry errors in mobile • Pre-defined lists for product selection • Use check boxes for status updates • Automatic Date/time validations …

Templates

• Create quick templates for data capture • No software development

• Templates act as mobile forms …

Integrate

• Publish reports / retrieve transactions from CELLS via CSV files

• Standard plug-ins for scheduled download/upload at regular intervals • Plug-ins for integration with ERP using ODBC connectivity

• Integration with Google spreadsheets for viewing/editing …

FEATURES

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Mobile - Data Capture (Cells)

Screenshots (on Low-end J2ME phone)

CELLS Server App

(Web App)

_{Mobile App}

CELLS

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Mobile – Reporting (Cells)

 Easy template creation for data sharing without any software development  Publish quick reports about targets/performance of field force

 Multiple levels of drill-down  Real-time charts

TARGET USERS

Senior Management users

 MD/CEO wants to see the overall sales

 Marketing head wants to drill down the Product line sales by region …

Management users

 Regional Managers want to see regional sales  Area Sales manager – to see sales

…

BENEFITS

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Mobile – Reporting (Cells)

Screenshots (on Low-end J2ME phone)

CELLS Server App (Web App)

CELLS Mobile App

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Sales Force Applications

Fleet / Vehicle Tracking (GPS/GPRS) Dispatch / Delivery Schedule

 Mobile workflow integration  Upload delivery confirmation & status Supplier Horizontal Solutions Vertical Applications

 Sales force apps

 Secondary & Tertiary sale info

 Field service mgt Manufacturer  DSD / Van sales  Tertiary sales  Mobile order processing Distributor  Product catalog  Order placement  Delivery status  Rebate programs integration Retailer

Our areas of expertise

Below are some areas of our expertise where we have provided custom solutions:

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Raw Material Retail Stores Warehouse Depot Factory Consumers Suppliers Marketing & Planning

Overall areas of Mobility

Distributor  Inventory mgt.  Retailer EDI  DSD/Van sales Manufacturer/Depot  Asset management  Fleet management  Dispatch / Schedule

 Distributor ERP integration  Inventory management  Sales Force Applications

Retailer  Tertiary Sales  Inventory mgt.  Order placement  Manufacturer Rebates Consumer  Mobile Apps  Mobile Shopping  Kiosks  Loyalty Mgt (mobile)  Service requests Suppliers  Workflow integration  Supply / Schedule  Order acknowledgements and delivery status

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Overall Benefits

Manufacturer

Distributor

Retailer

Consumer

 Visibility to supply - raw material availability

 Visibility to demand - Secondary & Tertiary sales  Better demand forecast

 Accurate production planning and control  Increased survey coverage

 Visibility to Tertiary sales

 Optimize delivery routes and backhaul  Better Cross-selling / up-selling

 Improve margins

 Expand retail coverage

Reduce gap between Supply Vs. Demand Reduce inventory & Increase coverage Shelf optimization & Improved availability Customer Satisfaction  Visibility to recalls, new products and promos

 Easier inventory mgt & order placement  Better stock availability for customers  Better access to Rebate programs  Participation in loyalty programs  Reduced travel due to mobile apps  Loyalty discounts / redemption  Mobile shopping