Sales Force Automation -

Path to Perfect Market working

 Lets Begin Our Journey

to

Perfect Market Working..

Confidential
PRC to ER upgrade

Confidential
DSR App

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Dashboard

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Existing Retailer registration

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Paper retailer registration

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Add multiple ER to same retailer

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Start billing

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Select the category

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SIM billing -Add quantity and Unit price

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ER Transfer

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ER Transfer USSD Response

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Bill summary with ER

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Bill summary without ER & cash collection

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ER process for CDMA

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ER process for CDMA

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ER process for CDMA

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Comp info Capture on a weekly basis

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 40

Visit Select Retailer

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 43

Collection Select Retailer

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 46

Daily Sales Report

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 48

POS Existing outlets registration

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 51

View Registrations

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 53

Beat Map Select Beat and view outlets on the map

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 55

On selecting a retailer it shows popup select option to get driving

directions

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 58

Notifications Registered outlets

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Notifications Unregistered Retailers and not available

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Settings Unsync data

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Help menu for understanding the App flow and features

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Help

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Distributor App

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Login & Dashboard

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Select DSR & Stock allocation

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DSR day report

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Comp Info view

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Un billed outlets view

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Beat View of each DSR

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Notifications

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DSR daily log

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TSM App

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Login & Dashboard

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Sales Dashboard

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Productivity dashboard

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DSR

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Onetime Registration of Channel partners

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Registration form

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Notifications can be sent to the
below hierarchy of the TSM

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SFA Web portal

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 All Users Up to
Login Account Distributor

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Dashboard
Dashboard Only for Circle &
National Heads

Confidential
Getting Started Only for Distributor

Confidential
 All Users Up to
Distributor as per
Dashboard their Hierarchy

Confidential
 All Users Up to
Dashboard Distributor as per
their Hierarchy

Confidential
 All Users Up to
Dashboard Distributor as per
their Hierarchy

Confidential
 All Users Up to
Rollout Progress Distributor as per
their Hierarchy

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 All Users Up to
Distributor as per
Retailer Registration their Hierarchy

Confidential
 All Users Up to
Retailer Billing Distributor

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Retailer Billing All Users Up to
Distributor

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How to upload Stock in SFA portal

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Stock Management

Confidential
 Only for Distributor
Add Initial Stock

Add Purchase

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 All Users Up to
Purchase Stock Distributor as per
their Hierarchy

Add Initial Stock

View purchase
stock

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 All Users Up to
View Purchase Details Distributor

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 Only for Distributor
DSR Stock Allocation View

DSR Stock Allocation

Allocate stock to
DSR

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 Only for Distributor
DSR Stock Allocation

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 Only for Distributor
DSR Stock Return View

DSR Stock
Return

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 Only for Distributor
DSR Stock Return

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 All Users Up to
Distributor as per
Day Wise Stock their Hierarchy

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 All Users Up to
Distributor as per
Reorder Level their Hierarchy

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 All Users Up to
Category Master Distributor

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 All Users Up to
Product Master Distributor

Add New Product +

Confidential
 Only for Circle Admin
Add New Product

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 Only for Circle Admin
Edit Product

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Beat Management

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 All Users Up to
Distributor as per
DSR Beats their Hierarchy

Add Beat

Edit Beat

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 Only for Distributor
Add & Edit Beat

Confidential
 All Users Up to
Distributor as per
DSR Beat Plan View their Hierarchy

Change
Sequence

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 All Users Up to
Distributor as per
Beat Alignment their Hierarchy

Confidential
Change Sequence
Only for Distributor

Map
View

Confidential
 All Users Up to
Distributor
DSR Beat Plan Map View

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 All Users Up to
Distributor as per
DSR Daily Tracking Outlets View their Hierarchy

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 All Users Up to
Distributor as per
DSR Daily Tracking Plan vs Actual their Hierarchy

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 All Users Up to
Distributor as per
Retailers Map View their Hierarchy

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 Only for Distributor
Upload Beat Sequence

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 Only for TSM
Beat Plan Approve

Approve

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Reports
Sales

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 All Users Up to
ER Sales Distributor

Chart View

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 All Users Up to
Distributor
ER Sales Chart View

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 All Users Up to
Distributor
Paper Sales

Chart View

Chart View

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 All Users Up to
Paper Sales Chart View Distributor

Confidential
 All Users Up to
SIM Sales Distributor

Chart View

Chart View

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 All Users Up to
SIM Sales Chart View Distributor

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 All Users Up to
Distributor
Product Wise Sales

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 All Users Up to
Day Wise Stock Distributor

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 All Users Up to
Distributor
Transactions

Chart View

Chart View

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 All Users Up to
Transactions Chart View Distributor

Confidential
DSR Reports

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 All Users Up to
Distributor as per
Daily Bill cuts their Hierarchy

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 All Users Up to
Distributor as per
DSR Target Performance their Hierarchy

Confidential
DSR Settlement Reports

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 Only for Distributor
DSR Day Report

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 Only for Distributor
DSR Stock & Sales Print

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 Only for Distributor
DSR Day Sales & Collection Report

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Bill Wise Print Only for Distributor

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Print DSR Bills Only for Distributor

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 Only for Distributor
Print Retailer Bill

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Print Retailer Bill Only for Distributor

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 All Users Up to
Distributor as per
Retailer Wise Trend Lines their Hierarchy

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 All Users Up to
Distributor as per
Bottom 50 Retailers their Hierarchy

Confidential
 Only for Distributor
Edit Bill

Edit Bill

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 Only for Distributor
Edit Bill

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POS Management

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 75

All Users Up to
POS Registration Distributor

Confidential
 76

All Users Up to
POS Map View Distributor

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All Users Up to
Distributor as per
Download Retailers their Hierarchy

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 All Users Up to
Distributor as per
Notifications their Hierarchy

Confidential
 All Users Up to
Distributor as per
Transactions Raw Data their Hierarchy

Confidential
 Only for Circle Admin
Configuration

Confidential