Presents

Leading Digital Transformer

 About Us

People
Sales Planning Sales Planning Launch
Sales Planning
Management Process

SalesDiary a pioneer in SFA and DMS & Direct Retailer Engagement, helps manage your sales
process effectively and build relevant acumen required for enabling Sales growth.

Thus empowering business to strategize with actionable insights and sell with precision.

Established in 2013 and Headquartered in Bangalore, is an Innovative, agile, and easy to use
application. Making it the easiest, flexible and fastest to adapt to Business processes and needs.
SalesDiary - Elite Customers
Technology Stack

People
Sales Planning Sales Planning Launch
Sales Planning
Management Process
Vansale Structure
Van Sales Features
People
Sales Planning Sales Planning Launch
Sales Planning
● Attendance Management Process
● Geo-fence attendance feature
● Selfie Based Attendance
● Carry Over Stock - Load In
● Next Day Order Booking(Load out)
● Live Stock Management
● Transfer of stock between vans(Under Development)
● Stock Deviation with reasons - Damage
● Single Window EOD settlement
● Stock Allocation based on Production Supply
Route Management
People
Sales Planning Sales Planning Launch
Sales Planning
Management Process
● Pre Scheduling of Beats for each Van
● Route modification
● Approval based route modification
● Visit Summary
● Outlet Sequencing
● Target Planner(Suggested)
● Live Vehicle Tracking - GPS tracker integration
● Suggested outlet visits,Dynamic Route, (based on
criteria like sales of outlet)
● Expense Tracker
Outlet Activities
● Geo-fence Check-in and Check-out Sales Planning ● SalesTagging
Key Outlet Planning Launch
Sales Planning
Process
● Plug and Play activity process flow - Eg: Taking photo ● Outlet profiling and Classification
can be made mandatory ● Targeted Schemes Management
● Order Taking ● Shelf Analysis with Photo
● Outlet Stock Taking with Batch Date ● Complaint Management
● Partial and Staggered Delivery for MT - based on PO ● Approval workflow for discount updates
● Cash/Credit Approval Process ● Suggested ordering
● Cash/Credit Limit Management ● 5 point suggested ordering
● Flexi Return Management(Under Development) - ● 5 point suggested ordering (can be done)
Replace with other SKU
● Outlet Order/Payment History
Modern Trade Activities
People
Sales Planning Sales Planning Launch
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Management Process
● Planogram Adherence
● Competitor Analysis
● Surveys
● Batch Wise Stock Take
● Automatic Order PDF
Processing
● Asset Tracking and
servicing
Sales/Order Processing
People
Sales Planning Sales Planning Launch
Sales Planning
Management Process
● UPI/ Contact less Payments
● POS integration (Mswipe)
● Green/Growth Call
● Returns Management
● Price List Management
● Min-Max Discount Management
● GRN Approvals for Credit Orders
● A4/A5/Thermal Printer Integration
Supervisor App
People
Sales Planning Sales Planning Launch
Sales Planning
Management Process
● Attendance Location
● Coverage Analysis
● Nearby Retailer performance in map view
● KPI Score tracker
● Deviation Tracker and acknowledgement
Analytics Dashboard
People
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Sales Planning
Management Process
● Retailer Heat Map/Geo Analytics ● Product/Category Analysis
● Vitals-Eagle Eye view of performance ● Product Placement Analytics
● Custom Dashboard ● Montly Review Analysis
● BI Tool - Self Explanatory ● User Visit Analysis
● KPI Management with Scorecard ● Price Adherence Analysis
● Deviation Management ● Zero Sales Analysis
● Beat Analysis ● Competitor Analysis
● Outlet Analysis ● Focus and Must-sell Product Analysis
● Weekly/Monthly Performance
 People
Sales Planning Sales Planning Launch
Sales Planning
Management Process

SalesDiary Van Sales Screen Flows in the following slides

Attendance

Sales Planning
Load In
Load Out
Retailer Navigation (Beat)

Indication of Nearby Outlets, Past visit, Last order,

Order Frequency
Check in & Check out

People
Sales Planning Sales Planning Launch
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Order Processing

Option to view Current Stock & Update New Sale, Outlet

People
Sales Planning Sales Planning
Stock, Return Launch
Sales Planning
Management Process
Order Processing

People
Sales Planning Sales Planning Launch
Sales Planning
Management Process

CGST & SGST break-up

GRN
Number

Upload
Invoice copy
Stock taking with batch date

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Sales Planning Sales Planning Launch
Sales Planning
Management Process

○
Cash & Credit outlet

People
Sales Planning Sales Planning Launch
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Management Process
Outlet order & payment History

People
Sales Planning Sales Planning Launch
Sales Planning
Management Process
Outlet Profiling & Classification

People
Sales Planning Sales Planning Launch
Sales Planning
Management Process

○
Targeted Schemes

People
Sales Planning Sales Planning Launch
Sales Planning
Management Process
Complaint Management

People
Sales Planning Sales Planning Launch
Sales Planning
Management Process

○
Planogram Adherence

People
Sales Planning Sales Planning Launch
Sales Planning
Management Process
Competitor Analysis

People
Sales Planning Sales Planning Launch
Sales Planning
Management Process
Asset Tracking and Servicing

People
Sales Planning Sales Planning Launch
Sales Planning
Management Process
Surveys

People
Sales Planning Sales Planning Launch
Sales Planning
Management Process
 People
Sales Planning Sales Planning Launch
Sales Planning
Management Process

Dashboard Screen Flows with a few reports

DashBoard

People
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Management Process
Van Inventory Report

People
Sales Planning Sales Planning Launch
Sales Planning
Management Process
EOD Settlement

People
Sales Planning Sales Planning Launch
Sales Planning
Management Process
Collection Report

People
Sales Planning Sales Planning Launch
Sales Planning
Management Process
Outlet Analysis

People
Sales Planning Sales Planning Launch
Sales Planning
Management Process
Retailer Heat Map/ Geo Analytics

People
Sales Planning Sales Planning Launch
Sales Planning
Management Process
Monthly Performance

People
Sales Planning Sales Planning Launch
Sales Planning
Management Process
Product/Category Analysis

People
Sales Planning Sales Planning Launch
Sales Planning
Management Process
Zero Sales Analysis

People
Sales Planning Sales Planning Launch
Sales Planning
Management Process
Sales Metric - Van Wise

People
Sales Planning Sales Planning Launch
Sales Planning
Management Process
Sales Metric - Beat Wise

People
Sales Planning Sales Planning Launch
Sales Planning
Management Process
Sales Metric - Outlet Wise

People
Sales Planning Sales Planning Launch
Sales Planning
Management Process
 Thank you
People
Sales Planning Sales Planning Launch
Sales Planning
Management Process

Any Questions or Suggestion?

94804 39477 santosh@appslab.in

95135 94172 nikhil@appslab.in

www.salesdiary.in