Mindtree partnered with a global CPG giant and developed a ﬁeld sales enablement solution.
The traditional Customer Relationship Management (CRM) system used by the customer didn’t allow their sales force to plan their journey. It also didn’t provide them intelligence around performance of products or outlets under their portfolio. The customer needed a solution for their ﬁeld sales personnel and Territory Sales Oﬃcers (TSOs), to improve their on ﬁeld decision making, increase sales and enhance collaboration. In addition, it would allow their reporting oﬃcer to track performance.
Some key issues:
Mindtree partnered with the customer to develop an application that enabled on ﬁeld TSOs to view all relevant data required for eﬀective market work. Developed for Android-based tablets, the device has a browser-based application which syncs with Central Unify over the Internet to retrieve data. The TSOs will get the information related to sales data, ﬁeld capability store details, outlet information, alerts and communications from the centralized server. They can post the data to the server through queries, forms, uploading excel ﬁles, images and journals.
Mindtree developed and implemented the solution in four phases:
Phase 1: Base app provides the TSOs services related to information access conforming to their area and communication with the server for retrieving / posting relevant data. This enables them to take decisions based on data and real-time data sync with server.
Phase 2: Addition of security and device management features, remote lock / wipe out, SIM card guard, safe application installation, data security at device and more.
Phase 3: Integration of SMS gateway and preinstalled feature.
Phase 4: Integration of Google maps with the base app.
Mindtree’s BAs and technical architects created the functional scope and technical design for an Android tablet. This helped add value to the sale personnel’s day-to-day work, enhance their productivity and increase topline growth. A phase-wise implementation enabled the customer to use primary functionalities quickly, while allowing us to add other ones to it. This also empowered the customer to track the user adoption of the solution and its eﬀectiveness.