Hdfc Mobile Sales Diary

HDFC Life Mobile Sales Diary (mSD) is HDFC Life Insurance tablet application which provides a need based and seamless insurance buying experience. MSD an integration of HDFC Life Sales Diary. Mobile Sales Diary (mSD): Sales enablement solution that helps the field sales force through the core sales processes of illustration creation, quote generation, form filling, document upload and premium collection. InstaVerify: Tool for pre-conversion verification used at the point of sale; the tool. HDFC Life Mobile Sales Diary (mSD) is HDFC Life Insurance tablet application which provides a need based and seamless insurance buying experience.mSD an integration of HDFC Life Sales Diary, Quotes.

customerchallenges
- Build comprehensive & actionable 360° customer view.
- Fragmented customer information in multiple disparate systems.
- Fragmented selling process leading to fragmented ownership, low visibility and challenges in monitoring of turn-around times.
- Time consuming processes for reconciliation and generation of reports.
- Low visibility of information leading to inefficiencies in cross-sell and up-sell.
- Highly demanding and sensitive managed customer segment.
- Large customer base and associated data management challenges.
solutionsprovided
- - CEasy on-boarding
  - Instant gratification
  - Reliable service
  - Personalized relationships
  - Consistency across channels
- Deploying Private Cloud
  - Ultra-scalable, elastic
  - Use commodity hardware
  - 100% auto upgradable
  - Always on, always current
  - Reliable integrations
- Creating Single Destination Convenience for Users
  - Reduce application hopping
  - Automate to reduce workload
  - Assistance in target achievement Information on finger tips
  - Actionable intelligence at point of interaction
- Executing Faster Processes with Digital Banking CRM
  - 200% faster sales TAT
  - Best in class process efficiency
  - Pro-active SLA management
  - Core system synchronized
results
- - 208% Increase in Lead Conversion
  - 40% Increase in Cross Selling
  - 90% Reduction in Sales TAT
- - 52% Improvement in Service Quality
  - 42% Increase in Net Promoters Score
- - 370% Increase in Leads Generated
  - 108% Increase in Response Rate
  - 23% Increase in Campaign Frequency
- Staff Impact
  - 73% Bank workforce using CRM for Bank
  - 10,000+ No. of daily personalized reports

A Complete Front Line Sales Automation Platform for managing marketing, sales and distribution of goods across geography through a highly intuitive tool which provides you with real time coverage analytics.

Benefits for every Sales Actor

A predictable way of achieving the true potential of your business.

“I can focus on selling more and reporting less”

The AI enabled recommendation system allows salesmen to target outlets with higher probability of buying.

“I have better visibility on the salespeople’s KPIs and act in real time”

The smart algorithm suggests precise actions to be taken by the managers.

“Timely payment collection with shorter sales cycle and reduced stock-outs have been so relieving”

Quickest delivery routes and outstanding payment lists on the app make distributors life easier.

“My store gets faster replenishments with near-zero stock outs”

With more visibility to the distributor, the retailers are provided with stocks on time.

“I am able to better execute the planogram and meet my tertiary sales targets”

The app can predict the stocks to be replenished and send auto-indent reminders to purchase manager.

“ I am able to precisely identify product-market fit sooner and launch campaigns accordingly”

The multi-purpose Dashboard gives a bird-eye-overview of the field sales to the management in real time.

Our Feature Packed Field Sales Automation Product

Armour your field sales force with intelligence to accomplish business goals. Collaborate and engage with your team to create a winning work culture.

Route Management

AI-driven dynamic route optimisation based on your day-to-day business needs .

Streamline Sales Call Process

Prescribe ideal sales call process to increase bill values per visit

Order Management

Simple and easy to use Order Module with geo tagging feature

Outlet Classification and Profiling

Classify outlets on the basis of type, business potential and profiling the outlets through survey questionnaire

Activity Management

Plan marketing and merchandising activities and track them through the activity logs

Targeted Scheme and Price Management

Tailor made schemes and prices based on classifications

Geo Fencing and Deviation Tracking

Deviation from the planned and actual activities by real time tracking of sales team can be detected and measured

KRA and KPI Setting

The incentivised goal setting can be defined on daily, weekly and/or monthly basis to meet organizational targets

Primary Planner

Plan monthly targets for every distributor and track them in real time

Primary Order Management

Distributor or sales reps can place the order to the manufacturer directly via the mobile app or web interface.

Secondary Delivery Plan

The best routes from the app can be taken to fulfill the secondary orders due for delivery.

Stock Management

Real time tracking of available stocks to manage a lean inventory across distributed SKUs.

Payment Collection

Get outlet-wise outstanding payment summary. Record payment receipts on the mobile app.

API Integration

Seamless APK integration for your existing ERP and DMS set up.

Load-in/out

Management of Load-in/out requests, approvals and inventory transfers.

EOD Closing Summary

Sales Diary Hdfc Life

Stock reconciliations and cash vs credit summary for the day is submitted.

Route Management

AI-driven dynamic route optimisation based on your day-to-day business needs

On-spot Billing

On-spot printable digital invoices generated on the mobile app

Real-time update on distributed stocks

Keep real-time track of stocks at outlet and warehouse level with batch details.

Expense and Payments Management

Manage payables and receivables along with collected payments through the mobile-app

Location Tracking

Geo-tracking of all delivery vehicles helps in understanding outlet coverage

Custom pricing for outlets

Differential pricing based on outlet- type, business potential and credit history.

Orders

Receive, confirm,share despatch and outstanding payment details about all retailers.

Automated Re-order

Set re-order levels and automatically generate orders from retailers

Schemes

Release customised schemes based on retailer performance, product categories, market preferences and past data

Stock

Devise sales plans and schemes with data on actual stock at retailers point

Product Catalogue

Grow your product lines horizontally and vertically with digital catalogues. Share updates about pricing and information on live inventory to your retailers. Send custom push notifications and sms to inform about schemes, new product launches and outstanding notifications

Cashless Transactions

Receive payments using BHIM or Bank Transfer and automatically update transaction

Claims and Escalations

Enable retailers to raise requests regarding damages, returns and replacements through the app.

Market Intelligence

Get actionable information about the retailers to create accurate business strategies

Route Management

Optimized routes based on your priority outlets and business goals.

Check-in and Check-out

Mobile Sales Diary Hdfc

Geo-tagged and time stamped records to analyse BTL activities and impact

Automated Purchase Order Alerts

Reduce time on taking orders with system suggested orders and share with the Purchase teams.

Hdfc Sales Nyc

Despatch and Delivery Confirmation

Track and verify past orders with real time updates from the depot generated by the system.

Tertiary Sales

Enable your Modern Retail Merchandisers to record sales and consumer feedback.

Consumer Surveys and competition analysis

Stay abreast about market trends and new products in your category.

Customer Issues

Record issues regarding claims, returns,damages or product feedback through the app

Team Performance

Analyse team activities and derive best practices for your Modern Retail outlets.

Planogram Adherence

Adhere to the planogram agreed with the brands through the app more effectively without any confusion.

Credit and Cash Management

Track all the credit and cash collected on a daily basis and manage it seamlessly.

TRUSTED BY BUSINESSES ACROSS THE GLOBE

See what our customers have to say

'We have experienced 4x increase in top line revenue in just 1 year of implementation of the SalesDiary system.Our field staff finds it easy to use and we've had 100% adoption in just 30 days.'

'SalesDiary has helped us in getting orders even from remote outlets. It has helped us analyze the product placement. We are able to generate information quicker, and with sales data ready, we are one step ahead now.'

'With SalesDiary I am able to track my people on the field real time and manage our field force with ease. There is a definite increase in outlet coverage. Now we plan to double the number of users on the SalesDiary'

Hdfc Life Mobile Sales Diary

Mr. Padmakumar

Naturo Food and Fruit Products Pvt. Ltd.

Hdfc Life Mobile Sales Diary Partner Portal

Scalable from 2 to 2000+ Users

Mobile Sales Diary Hdfc Life New Version

Seamless user experience