Create Your Month Plan
Submit your plan for approval.
The senior manager will get alerts about TP approval.
The senior manager can update and approve the plan.
The senior manager can view the TP of all team members on a single sheet.
The tour programme reflects on the DashBoard calendar.
Everyone does work as per the Tour Programme.
Tour Programme Deviation Reports
It is the whole-day activity done by the sales representative or manager. There is a specific format in which SR selects the following:
Find a tour programme as per the selected date.
Select Day Activity as per Actual Working (Working Day/Meeting/Transit/Training/Interview/Bandh/Other).
Select Visited Place and Worked with (Hierarchical Field Staff)
Dr & Chemist Call Submission along With Visit Time & Product Wise POB / Sample Gift Products & Remarks
Reminder: Call Entry, if configured.
Automatic DA and Fare Calculation (If Enabled)
Other Expenses Details and Whole-Day Remark to the Company.
Multiple reports can be generated from the above data, like the Customer Coverage Report, Customer Activity Report, Call Avg., Self and Joint Working Details, Daily Expense, Sample Gift Distributed by the Employee, Product Wise Retailer Wise Daily POB, Attendance, etc.
It is the whole-day activity done by the sales representative or manager. There is a specific format in which SR selects the following.
Expense Management in a Nutshell
Expense Process can be configured manually or fully automatically For Automatic Expense, Create Route & Define Allowences TA and DA are calculated from the Daily Call Report as per configuration Other monthly expenses, like courier charges and phone charges, can be added at the time of monthly expense generation. Employees can claim their expenses after completing the DCR entry. Submit the Monthly Expense for approval along with attachments With their remarks, the senior manager can approve and update the daily allowances. Finally, expenses can be passed at the end of the fiscal year. Employees can view their claimed, approved, and passed expense statements on a single sheet.
Efficient Target Analysis: Explore Brand-wise, Product-wise, or HQ-wise Targets versus Primary, Secondary, and Tertiary Sales.
Samples and Gifts Management: Take Control of Your Distribution Process!
Discover All Vendors in One Convenient Location!
Classifieds Hub for Buying, Selling, and Advertising
Obtain a detailed assessment of the performance of each territory, considering expenses and business transactions within that specific area.
Admins can review the reports by selecting a specific date to access all the MRs reports.
Evaluate reports and make informed decisions through our comprehensive reports & statistics.
Understanding your MRs' workdays is crucial, and our SAN SFE application makes it hassle-free for them to manage their attendance and leaves effectively.
MRs can conveniently apply for leave through our SAN SFE application, eliminating the need to juggle between multiple apps for the same purpose.
MRs' attendance will be automatically marked through DCR. Additionally, based on business requirements, they can opt for selfie-based attendance.
Order taking is a vital process in any business, and our module simplifies it for MRs, enabling them to effortlessly record orders without errors.
Our app allows MRs to take both primary orders from distributors and secondary orders from chemists and HCPs, streamlining the entire order management process.
With our live dashboard, admins and managers can instantly access real-time information on the orders taken by MRs, facilitating better tracking and decision-making.
Having insights into sales and effectively tracking them can work wonders for any business. Our app empowers all stakeholders to access comprehensive sales information, including pending sales, with just a single click.
Admins can upload sales details into the system or integrate to the existing system which will be available in the MR sales portal, providing a clear picture of sales details.
Based on the primary sales details, MRs will enter the sales data made with doctors, chemists, and stockists, ensuring accurate recording of secondary sales transactions.
Enhance your business decision-making with data-driven insights through our powerful report generation portal. Easily configure parameters to obtain reports tailored to your specific business needs.
Configure reports through various parameters to analyse crucial insights, empowering you to make informed and valuable decisions.
Access over 200 static reports, offering valuable insights, all available with just a single click for all stakeholders.
