6
Ivy VanSales TM Ivy Retail TM Ivy Distributor TM Ivy DMS TM CPG SOLUTIONS BOUQUET

Ivy Mobility - Sales Force Automation (SFA) CPG Solutions 2014

Embed Size (px)

DESCRIPTION

Ivy Mobility is a mobile solutions provider. Ivy has created applications that are industry ready and able to be deployed in 6-8 weeks. With clients such as - Proctor & Gamble .Nestle, GlaxsoSmithKline, Philips, Johnson & Johnson, Whirlpool, Castrol, Shell, TataAIG and many more. Solutions that are ready to use are - IvyRetail - Retail Merchandising; IvyDistributor - distribution sales management; IvyVanSales - van sales management; IvyVending - vending machine management; IvyCounterSales - beauty advisor/promotor management; IvyRep - LifeSciences sales solution; IvyMotorClaims - insurance claims management; IvyMobileCRM - simple cloud based CRM front end (enables SFDC, SAP, Sage, MS CRM, Siebal etc); IvyInsta - banking loans and credit card approvals; IvySteward - food and beverage service management; IvyCloudDMS - cloud/local distributor management system. Ivy prides itself on designing solutions that leverage mobility for a true business impact - increased revenue, coverage, time and resource efficiency are just some impacts our solutions have had for our clients. IvyMobility is a ready to provide your business with a better way of working.......

Citation preview

Page 1: Ivy Mobility - Sales Force Automation (SFA) CPG Solutions 2014

I v y Va n S a l e s T M

I v y R e t a i l T M

I v y D i s t r i b u t o r T M

I v y D M S T M

C P G

S O L U T I O N S

B O U Q U E T

Page 2: Ivy Mobility - Sales Force Automation (SFA) CPG Solutions 2014

A 360 degree solutions bouquet

catering to your every business needs

Customer

Service

Real Time Analytics

Promotions

Management

Promo

Optimization

Retail

Execution

Digital

Merchandising

Direct Store

Delivery

DISTRIBUTOR

MANAGEMENT

Merchandising

Page 3: Ivy Mobility - Sales Force Automation (SFA) CPG Solutions 2014

Van load / unload

Route planning

Van stock transfer

Van stock audit management

End of day closure

Invoice belt bt printing

Order management

Invoicing management

Empties return module

Collections management

Schemes & promo management

Sales return management

Catalogue order

Posm

Surveys

Secondary sales invoice

module

Inventory management

Purchase order

Goods received

Note entry

Primary sales return

Claims view

Primary accounts

Miscellaneous inventory

Damaged goods

Inspection

Order entries

Sales invoice sync

Settlements

Van load guide

4p execution

Merchandising

Facings

Planogram

Survey

Contract management

Posm check

Opportunity gap analysis

Assortment

Share of shelf

Account specific tasks

Billing & outstanding

Cloud portal

FEATURES &

FUNCTIONALIT IES

DISTRIBUTOR MERCHANDISERPRE SELLER / VAN SALES

Page 4: Ivy Mobility - Sales Force Automation (SFA) CPG Solutions 2014

BACK OFFICE REPORTS

company set up reports

geographical setup

communication reports

route start – end day report status

system log

customer barcodes

items barcode / serial # batches

sales (by) territories

journey plan visibility (upload vs gis)

item ledgers

salesman reconciliation

route reconciliation

communication status

FINANCIAL REPORTS

total sales - organisation, hierarchy, agencies,

customers etc.

pending invoices - organisation, hierarchy,

agencies, customers etc.

route accountability

route statement of accounts

customer ageing analysis

credit report

customer cheque details

audit report

coverage & productivity

TC reports

SALES REPORTS

daily sales – invoices generated

daily sales summary

total sales (per) category (per) SKU

daily sales report detailed

total sales report

DOR summary report

coverage & productivity report

daily sales report – volume

daily sales report sheet

data summary report

returns summary report

SKU discount report

total sales by hierarchy ; customer

pending invoices by route ; customer

route accountability

salesman accountability

salesman customers

salesman allowed stock

van salesman statement

salesman collection plan

salesman collections

salesman reconciliation

route reconciliation

salesman odometer readings

salesman expense reports

salesman productivity kpi’s• volume sold over a time period

• sales value over a time period

• average invoice value over a time period

salesman on ground timing kpi’s• average active / inactive time

• customer calls

• average route distance

• average start journey

• average end journey

SALES PERSONNEL REPORTS

CUSTOMER REPORTS

customer information

active customers report based on sales

un sold customers

customers not visited

daily visit summary

customer visits kpi’s

customer statement of accounts

target visits

success rate over all visits

REAL T IME

ANALY TICS

Page 5: Ivy Mobility - Sales Force Automation (SFA) CPG Solutions 2014

BUSINESS

BENEFITS

Better on-ground InStore execution by

the Merchandiser results in reduced Out

of Stock (OOS) at a retail store

Effective Planogram execution

monitoring and fixing lapses in

Planogram Execution.

Retail Audit (4P Audit) of SKUs helps

Brand Managers / Sales Heads manage

business effectively.

Competitor tracking of activities InStore

now visible to back office and line

manager teams

Using Nielsen and market information as

KPI for Merchandiser on “Opportunity

Gap Analysis” – market share of Brand

InStore should be greater than or equal

to National market share.

Proven Lines Per Call (LPC) increase at

an Outlet store – by following processes

embedded in the solution

Effective Inventory check and Auto order

execution based on past order History.

This improves Order value and Order

lines.

End of day call analysis shows the real

productivity of the seller for that day &

saves billing time and helpful to plan for

next day. This helps to achieve the

planned target without any miss.

Historical store details on sales and visit

helps to make the call effective.

Application helps the seller to drive

Focus products / Scheme push / Brand

coverage with the interactive drive

mechanism built into the application.

Enhanced Store coverage through

proper route planning and tracking of

non productive reasons and visit

locations & reduces Out-Of-Stock at

stores

Page 6: Ivy Mobility - Sales Force Automation (SFA) CPG Solutions 2014

We are a Mobile Product Company offering Off

the Shelf mobile solutions on Amazon Cloud to

large enterprises for over a decade+ that are

Device & Platform Agnostic & with Adapters into

SAP / SIEBEL / SFDC backend systems.

Founded in 2002, we currently operate out of 6

regions – US, UK, Zurich, Singapore, Middle East

& India. We cater to 23 CPG/FMCG Enterprises,

with 67000+ live mobile users processing in

excess of 700Mn transactions every month.

Our comprehensive solutions are available across

verticals & industries : CPG, Lifesciences & BFSI

CPG Solutions

CPG Solutions

CPG Solutions

CPG Solutions

Our Partners

Our Customers

GO PILOT / LIVE IN 8

WEEKS : INTEGRATION

WITH ANY BACK END

SYSTEM

Works on iOS, Android,

Windows Mobiles &

Hand Held Rugged

Devices

SEAMLESS

SECURE

FAULT TOLERANT

SCALABLE

Legal Notice and Disclaimer

This document is proprietary to Ivy Mobility. Whilst every care has been taken in preparing this document, the provision by Ivy of the services

or other activities described herein is subject to execution of an appropriate contract. All conditions and warranties whether express or implied by statute, law or otherwise, are hereby excluded.

This document shall not form part of any contract. Ivy proprietary materials will be subject to Ivy’s standard licensing terms.

Except as expressly stated in this document, any descriptions, documentation or references to third party products and services are provided for informational purposes only and shall not be

considered a part of Ivy’s proposal.

Ivy has alliance relationships with third party products and services vendors. As part of many such relationship, Ivy is able to resell certain products and services and/or may receive

compensation from vendors in the form of fees or other benefits in connection with the marketing, technical and other assistance provided by Ivy. Ivy does not warrant or represent that

predicted or potential benefits, outcomes or savings will be achieved; the realization of actual outcomes, benefits or savings depends on many factors, including those beyond Ivy’s control.

Ivy Mobility, the Ivy Mobility logo, are trademarks of Ivy Mobility and/or its affiliates. This document may make reference to trademarks that may be owned by others. The use of such

trademarks herein is not an assertion of ownership of such trademarks by Ivy and is not intended to represent or imply the existence of an association between Ivy and the lawful owners of

such trademarks.