ET Marlabs - SandD - Overview Presentation - v2015 03 25

Copyright © 2016 ET Marlabs Pvt Ltd. All rights reserved.

Overview of

Sales and Distribution App


Contents

What is SandD application?

Who can benefit from the App?

Key Features of the App

Markets for SandD


What is SandD?SandD is an online mobile focussed,

cloud-based, versatile , flexible, end-to-

end Sales & Distribution and Delivery

management system, which streamlines

and empowers the Sales & Distribution

network of the company by

automating the Sales and Service

organization and thus, helps to make

the business more efficient and

profitable with minimum capital

investment.

“I need a Sales &

Distribution App that can

manage everything that

my sales team has to do

on and off field, while

staying connected with

the overall goals and

targets of the Sales

organization and

delivering on-time to me.” – Sales Manager

Add Mobility to Sales


Overview of the SandD application


GIVE ME A SNAPSHOT.

Unlike other S&D apps in the market,

SandD is more than just a sales aid.

It’s a multi-dimensional tool,

especially designed to automate your

Sales Org, based entirely on our own

vast and deep experience of having

worked with large enterprises like

Adani, Bosch, CEAT and UB, for

whom we’ve designed and

implemented, complex and scalable,

Sales & Distribution solutions.

Add Mobility to Sales: Use app on

any device, manage entire S&D

network from anywhere

Gain Complete Control over Sales

& Distribution: Bring competitive

advantage to business, gain

control over all aspects of S&D

Do Real-time Location Tracking:

Pinpoint locations and record

check-in/check-out time

Simplify the Process of Field Force

Operations: Manage accounts,

customers, relationships, on and off

field

Procure, Deploy, Customize and

Scale Rapidly: Works with

Salesforce Enterprise Edition, built

on Force.com and Salesforce1.


Highlights of SandD

Mobility to Sales

SandD is a mobile app you can use

on any device; a powerful tool that

smoothly transforms the Sales

organization of a company by being

highly flexible and versatile with its

unique system of ‘Bucketing’. With

SandD, you can manage the entire

Sales & Distribution network of your

company with minimum effort and

maximum ease from anywhere,

anytime, because of its numerous

features and user-friendly operation.

Control over Sales & Distribution

SandD guarantees complete control

over all aspects of Sales &

Distribution which include planning,

execution, reporting accurately in

real-time, fulfilment of orders,

bringing the competitive advantage of

mobility to business on the field and

removing room for errors. Our app

directly impacts how you approach,

target, segregate, organize, manage,

control and grow your business,

while optimizing the Sales Team in

unlimited ways.

Real Time Location Tracking

The Real-time Location Tracking in

the app does more than point you to

a location on the map. This feature

not only helps to pinpoint the location

of the Visit, it also allows the

salesperson to record the Check-

in/Check-out times and locations of

all visits. This makes it easy to track

the total number of customers visited

and also provides a complete view of

all the Accounts or customers in an

area, which is also convenient for an

unplanned Visit.


Highlights of SandD

Simplified Field Force Operations

SandD can manage everything - on

and off the field - from setting targets

to tracking orders, closing them on

the move in real-time and

collaborating with other Team

members. You don’t have to spend

sleepless nights trying to plan your

Visits or Tasks. Our app helps you do

that on a weekly, monthly or quarterly

basis, and keeps you connected with

all your Accounts and customers. It

simplifies the entire Sales transaction

process end-to-end, so that you can

work like a champion, irrespective of

the complexity in your Target

achievement plan.

Rapid Deployment

SandD works in tandem with

Salesforce.com. It has been built on

Force.com, one of the world’s

foremost app building platforms.

SandD inherently uses the

Salesforce1 mobile and is flexible;

it can be deployed within two-weeks

at half the cost of traditional

enterprise-wide S&D management

systems. you can customize the

functionality of SandD to suit your

Organization’s requirements. SandD

can be easily procured from the App

Exchange. It is subscription-based

and completely scalable.


Who can benefit from SandD App


Who is SandD useful for?

SandD app has been build specifically keeping in mind businesses that

have indirect/ layered sales channels (e.g., Distributors, Stockists,

Retailers, etc.) before their products hit the end customers.

The app is very powerful in enabling automation of planning and

execution of Sales and Distribution activities across the organization

roles/ hierarchies.

The Mobile companion app empowers the Field Sales team with data/

360o view of their customers at their finger tips and in executing business

transactions in real-time


Key features of SandD app


WHAT ARE SOME FEATURES?

Bucketing Per

Business

Requirement

Goals and

Targets

Permanent

Journey Plan

Single Screen

Dashboard

View

Real-time

Location

Tracking with

Dynamic

Maps

Data to Enrich

Interaction

Experience

Customized

Field

Campaigns

Order

Management

Planned Vs

Actual

Reports &

Dashboards

Distributor

Accounts

Simplified

Integration

with Third-

Party Systems



Target Setting

Allows role hierarchy in any organization to

be setup easily

Businesses can flexibly define their

measurement periods & the metrics/

aspects against which performance is

measured

Targets flow down in the Role hierarchy

and Managers can split their targets easily

across their subordinates

Assignment of the Targets is a

collaborative process and the platform

allows online discussions around the

targets, rationale, revisions, approvals, etc.


Sales Activity PlanningAllows Field Sales reps to plan their

activities ahead via a single-window

interface where they can view the days of

the month & their clients in a grid – allowing

them to easily check off who they plan to

visit on which days.

Clients can be sorted by their Category and

filtered by pre-defined Routes - for ease of

planning.

This feature also allows the enterprise to set

Norms (e.g., minimum visits per day,

minimum visits per client category in a

period, etc.) and the plan conformance to

the Norm is visually shown when planning

The Activity Plan can be submitted for

approval and baselined

Flexible reports are available to get a view of

compliance/ deviation to the plan


Sales activity executionExecution of the Planned sales activities are built & made

available on mobile devices (Phones, Tablets) so as to enable

Sales executives leverage information & carry out business

transactions real time

The functionality is available on all supported devices and OS

via Salesforce1 application

The planned activities for Sales executive are listed in a

simple calendared list view.

Upon selection of any of the client; a 360O view of the client

info is provided to the executive

They can view, update and create contacts, Activities/ Tasks,

Complaints, Sales Orders & Delivery Orders.

In order to perform these business transactions, executives

need to “check in” which also records the geo-coordinates of

the activity enabling quick verification of the visits

The list of activities can be extended and additional features

can be easily added to support businesses unique needs.


Order taking / Order entry

Provides a simple and easy interface to input Sales

Orders against any client.

Most entry fields are pre-populated to enable faster

entry

Selection of a product quickly brings out std. Price

from price-books

Discounting can be applied on std. price and can be

configured for approvals via slabs

For businesses that facilitate part deliveries, Delivery

Orders can be created to track the fulfilment of the

Order to the clients.


Managing Promotions/ Schemes

Recognizes that there are scenarios needing the

creation of promotional schemes.

The App provides a very flexible model to setup

schemes (e.g., Discounts, Free of Change material

promotions, etc.). These schemes can be setup to

apply for various criteria (e.g., Total Order amount,

Sales volume, Client category, etc.)

Once these schemes are setup; active Schemes that

are applicable to a particular order are displayed to

the Sales executive who can easily apply the same to

the order

Scheme benefits availed and related details are

available via flexible reports and dashboards


Bucketing

Bucketing is a very unique concept developed in SandD application to enable enterprises to look at their business

and performance via various lenses

Markets today are diverse in the way they are structured and it becomes necessary to slice-and-dice the clients and

business value into multiple parameters and not just a unidirectional view.

This feature in SandD allows us to setup multiple parallel hierarchies of Clients and user Roles allowing sales

executives to

Gain visibility and access to client information across this matrix of hierarchies

Gain effective reports and dashboards when viewing sales performance

Some of the examples of bucketing the market are:

By geographical territories

By product lines handled by the clients/ distributors

By categorization of Clients (based on performance, etc.)

Etc.


FIVE TOP REASONS TO USE SANDD?

Less capital investment, low riskSecure online cloud-based app Minimum time to procure & deploy

Scope to customize and scale Pay-by-use

1 2 3

54


Markets for SandD


‘WHICH INDUSTRIES CAN USE SANDD?’

SandD is built on Salesforce.com, the world’s No.1 CRM Company with the most trusted,

secure and scalable cloud computing platform for enterprise.

Some of our existing S&D clients – CEAT, Adani Wilmar, Bosch, Ashvirad & United Breweries

- who belong to different industries with their unique business challenges and distinct

objectives have already used a version of SandD, which now in the form of a mobile app,

cuts across a spectrum of requirements in various industries and can be further customized

to be deemed as a solution.


Thank You.

____________________________________________________________________________________________

Maulik DoshiChief Product Officer

[email protected]

+91 99456 28545

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ET Marlabs - SandD - Overview Presentation - v2015 03 25

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