Mobitrade PPT

Confidential Disclosures from KCS

Document History

Contact InformationPlease feel free to Contactfor information about this document.

801, Pelican House, GCCI Compound, Ashram Road, Ahmedabad 380 009. Gujarat, India. Tele-Fax: +91-79-2657 9333e-mail: [email protected] website: www.kcspl.co.in I www.kcsapps.co.uk

CONFIDENTIALITY© Krish Compusoft Services Pvt. Ltd. (KCS) 2013. All rights reserved. This document and the intellectual property contained herein is the property of KCS and should not be reproduced or transmitted in any form or by any means, or forwarded to any third party, without prior written consent from KCS authorities. All the brand names and product names are trademarks or registered trademarks of their respective companies and are recognized by the concerned authorities.


Introduction

About KCS……………………………………………………………………………………………………………………..04

MobiTrade Organization Structure ................................................................................................ 05A Typical Sales Organization Hierarchy and it challenges ..............................................................

06The Problem areas in a Typical Sales Scenario ..............................................................................

08The Need of Sales Atomization .................................................................................................... 09Introduction to MobiTrade ........................................................................................................... 11The Industries & Segments ......................................................................................................... 12MobiTrade Architecture diagram .................................................................................................. 13MobiTrade Mobility Tool .............................................................................................................. 14MobiTrade Web based module ..................................................................................................... 19Standard Reports through MobiTrade .......................................................................................... 21 The Possible Standard customization of MobiTrade ...................................................................... 26Integration with ERP Systems ..................................................................................................... 30Hardware Requirement & pre requisites ..................................................................................... 31High level Plan for implementation ............................................................................................ 32After Sales support mechanism .................................................................................................. 34• Desk Support and Ticket based Support System• Training & User guides - Video Manual

Index


About UsKCSPL- The Mobile Apps Development center

KCS is a IS0 9001:2008 certified company. It has a collective development capability of approximately 75 staff based in development centre at Ahmedabad, India with technical skills in Mobile Apps development (iOS, Android), .NET 3.5/4.0, SharePoint and Open source technologies.

The BackgroundEstablished since 2001 and have a strong proven track record of working on complex software/web and mobile applications

A strong professional team which includes architects, project managers, software engineers (Mobile, Microsoft, Open Source), QA engineers, business analysts and technical support staff

Excellent track record working on long term enterprise business applications and software products

Specialize in enterprise mobility and commercial mobile apps (both native apps and API driven apps), product development, software and web development, web portal development, e-commerce, database driven websites, desktop business applications etc


MOBITRADEKCS Timeline


MOBITRADEKCS Organizational Hierarchy

MobiTradeOrganisation

The MobiTrade organization has been specifically designed to function according to the needs and the customization of MobiTrade implementation process.

KCSPL has specifically defined the roles of the several entities involved to fulfill a successful implementation from the start to the finish.


MOBITRADEKCS Methodologies


MOBITRADEUnderstanding a Typical Sales Organization

Any sales organization is an entity designed to identify and group the work to be performed, defining and delegating the authorities and responsibilities and establishing relationships to enable the people within the organization to work with efficiency and effectiveness towards the attainment of the general and specific goals.

The Types of Sales Organizations:

Functional TypeProduct TypeConsumer Specialization TypeArea TypeA Combined Type

Understanding a Typical Culture Flowchart


MOBITRADEA Combined structure of a sales organization of a large scale sales operation

The primary objectives of any sales organization

To achieve efficiency in the supply chainTo generate the sales of goodsTo develop specialization & centralizationTo develop span of control versus management levelsTo develop line versus staff positionTo define the necessary authorities and parametersTo handle the task of personal managementTo create a Customer Base and offer the best servicesTo create a Pattern of Demands for productsTo conduct sales forecast & define strategiesTo handle the orders receivedTo assure prompt logistics prioritiesTo assure deliveries To manage credit controlTo collect the dues


MOBITRADEThe Challenges of a Large Scale Sales Organization

Poor PrioritizationLack of Forecasting & IntelligenceConflicts between Sales TerritoriesLack of Collaboration & Data SharingTo derive comparative efficiencyNo brake on freedom of employeeAssignment of responsibility and keeping TrackProblems of co-ordination control of sales activities Organizational policies are not easily accessibleDuplication of efforts and investmentsBetter sales planning and policies keeping each category at focus Problem of co-ordination of different markets and regionsProblem of co-ordination between each product departmentTo maintain Smooth un-interfered co-ordination between sub functionsHow to measure Area sales & Zonal sales performancesHow to combat Zonal competition with business intelligenceDelay because of too many sub division of departments and manual processes Problem of co-ordination due to increased responsibility of general manager

A Typical Sales Process


MOBITRADE

Mobilize your supply chain improve your sales efficiency

With increasing challenges in businesses and there is a growing need for organizations to implement the sales process mapping real time, the pressure for virtual and on time presence has become the name of the game.

The traditional manual sales processes & systems are quite challenging in terms of human errors due to wrong entries, extremely high turnaround time for the sales cycle to get completed, loss of revenue or customer dissatisfaction due to mismatch between stock availability and orders booked as the stock is not known on real time basis.

MobiTrade the sales automation tool forms part of the overall Supply Chain Management System with primary functions such as marketing and sales automation that includes capturing orders, execution of orders, workflow automation and email automation.

In a nutshell, MobiTrade is an information system that efficiently automates the sales process and management of the sales force. SFA manages all stages of the sales process from initial customer contact to closing the deal.

MobiTrade ensures full integration among all the supply chain departments. The sales person is not the only person dealing with the customer, various other departments such as marketing, customer service, accounts, logistics, and technical experts are also involved.

MobiTrade ensures that the right hand knows what the left hand is doing – all departments have easy access to see what interaction the other has had with the customer. For any a successful CRM implementation, MobiTrade maximize the sales team's efficiency, productivity and ultimately lead to increased sales.


MobiTrade Solution is the perfect made to order, Sales and Supply Chain Process Mapping technique for creating a common vision and shared language for improving business results.

The mobility solution helps a top level management to understand that the activities of any sales department and solve their problems, it also helps understand if there is multiplication or the people are working at cross purposes or have crucial executive-level discussions with customers if the sales process is showing negative results.

Based on MobiTrade the sales process mapping tool, the leaders are able to reorganize their sales operations map, the job descriptions and define the performance measures and make the sale process more focused more on the end customer.

A sales process mapping can also help any large manufacturer's account teams to discover a powerful new way to coordinate with field salespeople, yielding far more new business opportunities than expected.

MOBITRADE

Mobilize your supply chain improve your sales efficiency


MOBITRADEMobiTrade Technological Architecture

The MobiTrade Technological architecture include:

ERP which is mostly present at the client site

MobiTrade CMS Server

Web services

Internet with Firewall

Web based application

Handheld devices | Laptops | Tablet devices |Desktop devices


MOBITRADEMobiTrade Mobility Tool

The MobiTrade Mobility consists of 2 types of interface. A mobile / tablet based and a web based which provide the bridge in the workflow of the sales process.

The mobility tool enables the filed sales executive who is mobile and is on the field, it enables the every day functions of the sales executive online and offline.

The tool helps the sales executive to be more planned and connected through out the sales interaction with the customer and also the company, thus bringing in more systematic approach to the desired results.

SCREENSHOTS


MOBITRADEMobiTrade Mobility Tool

MobiTrade Tablet Login Home page:

An Authorized user is created by Admin, Will be able to enter the application by entering valid username and password.

The mobility tool allows only the registered User/ Sales executive to login to the functionalities.

This provides the primary level security to the transactions and authenticity to the data and its relation to the personnel who is entering the data or using MobiTrade.

A registered User can also request new password in case he/she forgets password.

Each registered user will be in maintained and managed by Admin in “Active” or “De-active” mode

SCREENSHOTSLogin Page :


MOBITRADEMobiTrade Mobility Tool – Task module

The Mobility Task Module enable the sales executive to be more planned in their approach. It also allows the management to define an approach for the sales executives as per a strategy.

It enables the executive to overview the territory and the customers assigned, and also work out new opportunities as per a certain data which is generated by the company data base.

It allows the executive to keep tract of the orders which are new, pending or the ones which have been executed as per time and date.

It allows the executive to keep track of the dispatch and the deliveries which need to be attended to.

SCREENSHOTSTask Module :


MOBITRADEMobiTrade Mobility Tool – Sales Module

The Mobility Sales Module enables the sales executive to be more planned. It also allows the management to define an approach for the sales execution as per a strategy. It enables the executive to overview the sales in pipeline and the qualified customers for a sales.

It allows the executive to execute as per format of order defined.It allows to generate new sales orders and also gives an over view on the status of the other pending orders as per time and date.

One can overview the listed items as per product codes, thus prompting the executive and provide valid information about the product movement

SCREENSHOTSNew Order Module :


MOBITRADEMobiTrade Mobility Tool – Distributor Module

MobiTrade sales module also has a distributor history, which allows the executive to look in the sales order history as per the area, the status of orders as per distributors.

the module also allow to plan and keep a track of the route of the sales executive

SCREENSHOTSDistributor Module :


MOBITRADEMobiTrade Web based Module

The MobiTrade Web based module give an over view of the data entered and generated by the sales executive. The module collates this data and give a comparative and analyzed scenario in form of pie charts and graphs.

The web based module shows statistical data related to Order Vs dispatch, Item wise Sales, area wise sales, sate wise sales, sales executives performance analysis, aging analysis, new queries and their conversion rate ... an a lot which can be customized at this end based on the clients requirements

SCREENSHOTSWeb Based Module :


MOBITRADEMobiTrade Web based Module

The MobiTrade Web based module give an over view of the data entered and generated by the sales executive.

The module allows the management to set targets based on the annual operating plan.

It allows the management to set the target parameters as per the sate, region or zone and also as per the product category and monthly sales plan.

SCREENSHOTSAnnual Operating Plan :


MOBITRADEMobiTrade - Standard Reports through MobiTrade

MobiTrade web module generates several critical reports which play an important role in the process of sales mapping for any large scale sales organization.

this reports include forecasting which provides a statistical view based on the data generated from the filed and also the data of the past performances, thus providing a comparative month wise scenario.

SCREENSHOTSForecasting :




These reports include Item flow which provides a statistical view based on the data generated from the filed and also the data of the past flows, thus providing a comparative product wise scenario.

SCREENSHOTSItem Flow :




These reports include Aging report, the most critical report which indicates the time taken for the completion of a sales cycle per product.

It provides a statistical view based on the data generated from the filed and also the data of the past flows, thus providing a comparative product wise scenario.

SCREENSHOTSAging :



The MobiTrade web based module enables the user with a replenishment report, that enable the the sales to get an indication of when to expect another order from a repeat customer.

Thus it also enables in estimating the overall order that can be expected from a region and as per each month.

SCREENSHOTS Replenishment report :



The MobiTrade reports can be customized as per the organizational and management need. the reports can also be prioritized as per the data available and also the dat that need to be planned for the future to achieve the desired report.

the module cane be configured as and when the implementation starts and live data is generated form the field.

These MIS reports become very critical in achieving the exact sales picture and plan a better and more efficient sales organization.

SCREENSHOTSReport module :


MOBITRADEMobiTrade Functional Benefits & Features

The Main Functions of MobiTrade is that, It functions as an overall sales mapping tool & The Customer Relationship Management (CRM) functions can also be customized,

The system enables marketing automation, workflow automation and email automation. It efficiently automates the sales process and management of the sales force from initial customer contact to closing the deal.

It ensures full integration among all departments. It provide the business owner the accurate and useful information one needs to help grow his business by identifying top customers, new social trends, bottlenecks, popular products, successful campaigns, etc.

The other primary functions are:Help manage the sales hierarchy with different rights and authorities for different user typesData Sharing, Lead management & track the status of opportunitiesContact management & Account historySales allocation / Task allocationSales target Management on individual profilesEnables defining the sales territoryOrder booking and management of orders Invoicing & Credit checkTrack DeliveriesHelps track Sales activitiesSales ForecastingReports and analytics


MOBITRADEBenefits

KCS offer high end software products for Mobile Platforms and support in your business growth.

We cater to the IT needs of corporate clients and high end customers for simple and complicated mobile applications (Android & iOS), communication protocols, enterprise applications and databases to create and customize mobility solutions to meet your business requirements.

Benefits to Sales StaffReducing response time & operational costAssists in Stock Status View and aids in speedy and precise planning.Keep track of assets distributed in the market.Improve field service visibility for management and for customers.Reduced customer billing lead time

Benefits to an Organization & Management

To make the best utilization of field staffImproving field service visibility.Enhances sales force productivity.Boosts Cost reduction on a larger scale.Improve field service visibility for management and for customers.The software is cost effectiveQuick Implementation

MOBITRADEFeaturesKCS offers MobiTrade Sales force automation solution using mobile computing technology to overcome practical problems and make the system more efficient and responsive.

All the field staff will be equipped with mobile computer device with the preloaded application software to take care of different operations required to complete the processes.

Capable of working in Offline mode as well. Statuses are maintained for Offline order generations. GPRS connectivity for Online Data Sync. This is required to check the stock and allocate stocks against new order booked on real time basis.Data sync when the device is online. Centralized management of data. Placing of orders in no time with the shipping details as well.Proof of order confirmation through Digital signature. Invoicing to Customers the next moment orders are placed and accepted. Communications with the customers thereby leaving the customer feel the importance. Personal order listing to the sales force which allows the sales force to analyze their work and improve their productivity to optimum. The application is user friendly as the field staffs are not well versed with usage of technology.Product Catalogues view can be customizedMulti level Security of Data & Secure data transmission



MOBITRADEMobiTrade Reports

MobiTrade mobility tool has been designed to serve a high end purpose. It is Mobile Platforms to support and map your business growth through sale.

Any sales organization requires business intelligence which becomes a very critical factor for vital decision making. MobiTrade platform provides this intelligence through collating the data which is fed in by the sales end and collates to provide a range of report.

MobiTrade Business Intelligence and MIS reportingIndividual Performance wise Sales ReportIndividual tracking reportTerritory wise sales reportProduct wise sales reportOrder vs Dispatch reportInquiry Vs Sales call reportSales Forecasting ReportSales Mix reportCustomer ProfilingAging ReportTrend AnalysisProduct Flow & Forecasting ReportArea Wise Sales ReportZone Wise Sales ReportState Wise Sales ReportHelps devise and communicate the Annual Sales plan


MOBITRADEIntegration of MobiTrade with any ERP system

The MobiTrade tool has been designed to integrate with any ERP software which has been active in the supply chain of any large scale organization.

But the tool is only meant to collate the data related to the sales and CRM functions.

The MobiTrade can be integrated with SAP, JD Edwards etc..


MOBITRADEHardware Requirement & pre requisites


MOBITRADEHigh Level Implementation Plan


MOBITRADEImplementation Raci Matrix

MobiTrade Implementation is an implementation which involves an agile development methodology. On the first level the basic modules are made to order as per the sales process of any organization.

Once these basic modules are implemented and the tools is taken in to practice several customizations come in to view based on to the adaptation of the same as per the sale culture and departmental and zonal requirement.

On the second level these changes are carried out and implemented.

On the whole a success full MobiTrade implementation takes in to account the processes and interaction of the people of the sales organization at several levels.


MOBITRADEAfter Sales support mechanism

Help Desk Support and Ticket based Support System

Help Desk Support will be provided by KCS to login support ticket. Dedicated Person will be available to attend support ticket via Telephonic Support, who can give step by step process explaining over phone.

Priority: A Support Person will visit personally and attend within 8 hours of ticket login as per local time zone and distance. The training can be provided visiting them at their location as per above said cost matrix.

Training Matrix - Training & Benefit and user guide Video Manual will also be provided along with the implementation of MobiTrade

A mass training session to batch of 25 to 50 dealers will be held at regular planned intervals to train the sales team and the organizational head at site or a mutually agreed upon place.

We shall also provide Video Manual CD which covers step by step process of each function in Regional Language i.e; Gujarati, Hindi, Marathi and English.


MOBITRADEAn Authorized user created by Admin, Will be able to

enter the application by entering valid username and password.

There will be two types of User:

Type 1: ASM/Sales Officer/Sales Executive

Type 2: State Head

User can also request new password in case he/she forgets

password.

Each registered user will be in maintained and managed by

Admin in “Active” or “De-active” mode.

NextBack


MOBITRADEUpon successful login, User will be able to view below Dashboard/Home page.

Task (Root Plan): User can view his/her Task(Root Plan) allocation of the day.

Sales Contract:User can view his/her Sales Contract details with status.

DistributorUser can see his/her list of distributor allocated with distributor profile such as name, code, Contact details, contract history etc.

Price and Stock Inventory:This will allow user to view depot wise price and stock inventory

User on Map: It will allow State Head and Management to stay connected with team in the field by locating them on map. (GPS has to be “ON”)

Report:User would be able to view activity and performance report over here.

Change Password: User can change his/her password which will be stored on Admin panel.

Log Out:User can log out from system and will return to login page. NextBack


MOBITRADEThis will allow user to view list of allocated

task of the day with name of Distributor, Dist. Code, Date,

Contact details, location, Comments and Status

It will also allow user to locate the Distributor.

User can edit status of Task by selecting Edit

option.

User can also directly book the Sales

Contract by selecting appropriate Distributor uon confirmation.

User also have an option to Add new task

from this page itself

Will allow user to return to previous page.

NextBack


MOBITRADEUser can also “Sort By” Task with option to sort

by Date, Location, distributor and Status.

User also have an option to “Search” from task allocation

for required details upon appropriate entry.

NextBack


MOBITRADETo Add new task, User is required to enter

mandatory details such as Task Name, Select Distributor,

Schedule, and Status. Remark and Distributor comments would

be optional as it can be filled post distributor visit OR can be

filled if the visit is done already and user is entering Task

to upload the details)

User will be required to select Distributor and Status from

master records as shown in next pages.

Will allow user to return to home page.

NextBack


MOBITRADEUser is required to select Distributor from master

data which he/she will be able to search as they type

name of distributor.

User will be required to select appropriate Distributor from

the search result as show here.

NextBack


MOBITRADEUser is required to select Status from Pre-defined

status stages.

User will be required to select appropriate status from the

options to indicate current status of the Task.

NextBack


MOBITRADEUser is required to select task schedule by

selecting appropriate date (mm/dd/yyyy) and time.

Will enter selected schedule for the task in the

“Add Task” form.

Upon entering all the details and field selection, User can save the task which will show

in his/her task allocation list. It won’t allow user to

Save any Task until all the mandatory fields are filled with

details.

NextBack


MOBITRADEUpon successful entry of mandatory and

optional fields with details, Task summary would look as shown

here with name of Task, Dist. Name (Selected), Schedule

(Entered), Status (Selected) and Remarks (entered)

NextBack


MOBITRADEUser can directly view list of Sales Contract

booked by him/her with summary of contract such as booking

ID, Distributor Name, Rate, Quantity, Date, Time,

Status and SO # within his/her territory and list of distributor.

It will allow user to enter new “Sales Contract”

which will redirect him/her to “Add Sales Contract” Page.

Will allow user to view Sales Contract details.

Will allow user to return to home page

NextBack


MOBITRADESort By: User can also sort the “Sales Contract”

for ease of view by Date, Booking #, PO #, Distributor

Name, Amount and Status.

Search: User can search from records as per requirement

by entering appropriate search.

NextBack


MOBITRADEUser is required to Enter valid details in all the

mandatory fields to add Sales Contracts from Search and

selection menu.

Fields includes, Distributor name, Shipping Address,

Payment Term, Inco terms, Contract Type, Sales Area,

Remark and Item.

This will allow user to add item with required fields.

Once all the details are filled, User has to get it signed

from Distributor before saving the Contract.


NextBack


MOBITRADEUser is required to select Distributor from master

data which he/she will be able to search as they type

name of distributor.

User will be required to select appropriate Distributor from

the search result as show here.

NextBack


MOBITRADEUser is required to Enter valid shipping address if

it’s different from Billing Address.

Will Complete the action and enter details under

Shipping address field.

Similarly user will select Payment Terms and Inco terms

from master data and enter valid Remarks, if any.

NextBack


MOBITRADEUser will be required to enter Item name and Code

which they will be able to pull from master as they type

in search along with Quantity.

User won’t be able to enter rates as it will directly reflect

against, item and quantity predefined and managed by

authorities.

Will complete the Action and save data of an

Item on Item Table.

Will allow user to delete entered item for corrections, if

any before saving it.

NextBack


MOBITRADEOnce all the details are filled and entered, User will

be required to get it authorized by Distributor by

his/her signature with name.

Will complete the Action and save data

of an Item on Item Table.

Will clear entry for correction, edition if any.

Upon completion of all the required field entry,

selection, signature, User would be able to Save the

Contract for proceedings.

NextBack


MOBITRADEUpon successful entry/selection of details, the

Sales Contract would look as shown here with details in

resp. fields

NextBack


MOBITRADEUpon login, user can also directly move to this

page, which will give him/her list of Distributor with their basic

details such as Distributor Name, Dist. Code, Location,

Contact details etc.

It will also show summary of “Check points” which user is

required to check upon before placing Contract such Credit

Limit, Last Purchase, Outstanding Payment.

Will allow user to view Distributor history.

Will allow user to directly book order for an selected

Distributor.


NextBack


MOBITRADEDistributor History will allow user to view to view Distributor history which includes Booking ID, Sales Contract #, Rate, Status, Quantity, Date and Time.

Will allow user to view Distributor Sales Contract details.


NextBack


MOBITRADEUpon login, User can also check stock today’s Depot

wise product Rate and stock Inventory.

User have an option to view Depot wise, item details with

available quantity details which he/she can use it as information guideline before placing a contract for

specific depot and product at a given price.


NextBack


MOBITRADEUpon successful login, User will be able to view below Dashboard/Home page.Task (Root Map): State Head can select Sales User from the list to view his/her activity as default view will be of State Head.

Sales Contract:State head can view Sales Contract activity of team members including himself/herself and can also add new Sales Contract for the Team.

DistributorUser can see his/her list of distributor allocated with distributor profile such as name, code, Contact details, contract history etc.

Price and Stock Inventory:This will allow user to view depot wise price and stock inventory

User on Map: It will allow State Head and Management to stay connected with team in the field by locating them on map. (GPS has to be “ON”)

Report:User would be able to view activity and performance report over here.

Change Password: User can change his/her password which will be stored on Admin panel.

Log Out:User can log out from system and will return to login page.

NextBack


MOBITRADE State Head can select

Sales Office from the list to view his/her Sales Contract

Details and records.

State Head can also sort and search them by Booking #, Rate,

Status, Date as well if needed.

State head also has an option to search specific details from

Sales Contract of an individual Sales Office by entering

appropriate Search.

Will allow State head to view Sales Order details with

Distributor name, Item, quantity, Status, Rate etc.

It will allow State Head to enter new “Sales Contract”

which will redirect him/her to “Add Sales Contract” Page.

NextBack


MOBITRADEState head can also enter the Sales Contract for

himself/herself following the same process as described above AND

can also enter the same for his/her team member as well.

While selecting New Sales

Contract, State head will have an option to Select State Officer

from the list allocated in his/her team.

This will allow user to add item with required fields.

Once all the details are filled, User has to get it signed from

Distributor before saving the Contract.


NextBack


MOBITRADE Upon Selection of

Sales Officer, State head can view task allocation with details of an

specific Sales Officer of his/her team.

It will also allow user to locate the Distributor.

User can edit status of Task by selecting

Edit option.

User can also directly book the Sales

Contract by selecting appropriate Distributor upon

confirmation.

User also have an option to Add new task

from this page itself for Sales Officer.

Will allow SH to return to previous/Home page.

NextBack


MOBITRADETo Add new task, SH is required to enter mandatory

details such as Task Name, Select Distributor, Schedule,

Status, Remark and Distributor comments (It can be filled post

distributor visit OR can be filled if the visit is done already and user is

entering Task to upload the details)

User will be required to select Distributor and Status from

master records as shown in next pages.


NextBack


MOBITRADEUser on Map can allow State Head to track their

team members by selecting an appropriate User/member.

It will show their location history with location, date and time

on map

State Head can select user from

this drop down list to view location map.

It will allow State Head

to view user details data wise by entering Start and End date.

Will allow to zoom in/out to have exact location

details.


NextBack

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