Background:
A leading Agro science company wanted to enable analytics for large number of sales reps. The Sales team used Salesforce CRM for opportunity tracking and SAP for product availability. Salesforce CRM had a mobile app called Salesforce1 which was extensively used by the field force.
Challenge:
SAP data from the traditional reporting platform was difficult to access for sales team and wasn’t available on mobile.
Combining the data had its own challenges around recency and ease of use.
The customer was looking at boosting productivity with mobile interface.
Solution:
Predoole enabled a dashboard for sales team leveraging Qlik, which had ability to combine data from multiple sources such as SAP and Salesforce CRM.
A mobile friendly dashboard relevant to field force was conceptualized and built.
We embedded the dashboard within Salesforce1 app that could be accessed natively as an additional tab with seamless SSO
Outcome:
Sales team productivity shot up as they did not need any IT intervention to get the analysis.
Having the data on the mobile with context meant that field force were able to plan the visit to dealers in a better way and with a view of daily stock and pending orders along with their target and achievements.
The RM had quick access to active customers, newly added customers, dropped customers.
Top management had rollup analysis of performance of Field force, products, brands across various regions enabling them to plan territorial level P&L.
Aging analysis enabled suggesting right products for customer lifecycle
Finance could use the same to monitor returns, DSO, credits and collections helping them improve cashflow