sales automation and fiels sales software, Attendance Report

Get primary and secondary orders
in mobile

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Daily Sales Report,view daily attendance of Sales Officer/TSM/ASM/State Heads, PocketFSA helps management to assign and manage Primary & Secondary targets for Sales Officer/TSM/ASM/State Heads

Optimizing Your Route to Reach
your customer

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 sales and automation is simplify plug2field product pocketfsa and fieldomobify

Daily Targets

I start my day with Attendance and beat route plan with visibility of daily targets.

Competitor Information

I submit visit data from Mobile Device along with competitor information.

Primary & Secondary Customers

I generate orders and stocks from primary and secondary customers from Mobile Device.

Real Time

My management gets visibility of Daily sales generated, visits done, locations, stocks, Attendance and competitor information in real-time.

Features

Learn more about PocketFSA

SECONDARY ORDERS

PocketFSA helps field sales users like Sales Officer/TSM/ASM to take real-time secondary order.

PRIMARY ORDERS

PocketFSA helps field sales users like Sales Officer/TSM/ASM to take real-time primary order.

ATTENDANCE

You can view daily attendance of Sales Officer/TSM/ASM/State Heads and other team members along with location.

TARGET ALLOCATION

PocketFSA helps management to assign and manage Primary & Secondary targets for Sales Officer/TSM/ASM/State Heads.

SKU STOCK

PocketFSA helps Sales Officer/TSM/ASM/State Heads to update real-time primary and secondary stock of products.

fieldomobify is field force service software in india

BEAT ROUTE MAP

Beat route map will help you in optimizing your route to reach your customer from where you can get more business in time ,thus saves time and fuel cost.

ANALYTICS

Company’s revenue generated monthly, quarterly , yearly from the various distributors ,dealers, retailers city wise, area wise etc. can be analyzed.

VIEW REPORTS

You can view daily sales reports of sales officer i.e. Daily Sales Report, Call Report, Attendance Report, Product (SKU) wise sales report, number of orders generated distributor wise, region wise , Target Report etc

field force sales software, sales software, automation software, field sales automation software

Case Study

How PocketFSA works

HVAC, Equipment manufacturer, Solar,  Electrical, FMCG,UPS/Inverter/Battery, Facility Management

Mr. Gautam owns a House-ware manufacturing & distribution company based Mumbai. He has decided that with the increasing demand for his product among small to medium retailers, he needed a better retail execution strategy for his field sales. After research and reference from a fellow entrepreneur, Gautam decided to sign up for a trial with PocketFSA. He has tie-ups in 60 + distributors allover India serving to 50000+ retail shops and around 120 products SKUs under various categories.

  • The first step he took was to add his customer information details along with geo location on map. With customer group feature based on map - customers are easily segregated to manage the field work.
  • Mr. Gautam then added his product information from ERP and assigned codes to his products, which allow him to be better view his product offerings.
  • One of his biggest concerns was getting alerts on Out-of-Stock issues. To address this, he created a Stock form. where he maintained the items stock at resp customer location, possible sale/day and their minimum stock requirement. With 3 consecutive visits he is able to get the trend at resp customer location.
  • Through using the Sales Order feature, Mr. Gautam allowed his reps to place orders, print bill and track sales real time in the field.
  • Mr. Gautam is able to see his field sales staff location along with all orders real-time on the screen. Customer’s signature with sales order resolved issues like misplaced orders.
  • Sales Representative is able to see his top trending retail shops for order and collection. Mr. Gautam was very much interested to be able understand location of his staff so that he can optimize the schedule day by day. Mr. Gautam is happy with improved primary & secondary sales and ease of operations for his 60+distributors
we are provided services to Energy, Industrial cleaning, Pest control

Screens

See these screens are included in the App

plug2field is provide field focre software for all sales and service industry Log In
hvac service software, facility management software,Equipment/ Asset Tracking Location
Customer Portal, Service CRM, Contract Management, Mobile Attendance
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Planning & Scheduling Customer Details

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 best and indias top field force software fieldomobify

Contact Us

For more info, contact us


L-Square, 1st floor,
Office No. 3,
Plot No. 8, Survey Nos. 187,
Sanghvi Nagar, Aundh,
Pune - 411 007
support@pocketfsa.com
020 65290619