Automate, track & streamline your complete sales cycle

Streamlining Sales process across vast network in the country for increased productivity & compliance

Company:

The only global company focused primarily on paediatric nutrition.

Challenge:

• No auditable event creation and management workflows
• No way of tracking sales reps visits
• No way to track customer engagement and response to product launches
• No training solution to keep the reps updated on the latest launches and innovations happening in the product - targeted to the Indian market

Solution:

• Leveraged Royce - our cloud-based mobile Sales Force Automation solution
• Provided the Consumer Goods company’s finance team with an easy-to-audit record of event expenses by creating events, obtaining proper documented approvals and uploading of necessary documents
• Garnered valuable insights by analyzing page and content view timing
• Assessed and analyzed reps’ knowledge levels, identified any gaps and enhanced their
• understanding of the company’s products, policies etc.

Result:

• Ensured adherence to visit schedules
• Improved accountability of sellers
• Tracked and increased productivity
• Streamlined processes
• Ensured compliance

Onboarding a record number of retailers for a Fintech company through Sales Force Automation

Company:

India's largest mobile payment platform that facilitates safe and easy financial transactions to millions of Indians.

Objective:

For their ambitious plan of enabling utility payments through retail outlets across the country, the company needed a robust application that could assist their sales teams to approach, verify and onboard retailers easily

Solution:

• Leveraged Royce as the Sales Force Automation (SFA) platform
• For onboarding retailers, the number of which was in lakhs, the application started with a verified database
• The manifest of this was reflected on the mobile app of respective sales people per town/ district, which enabled the sale rep to approach the correct retailer, sell, convert and onboarded them with the correct documentation
• Once onboarded, a map of India showing a heat map indicating exact areas where retailer was onboarded with the transaction value served as a visual dashboard
• This real-time dashboard enabled the management to take informed calls on sales deployment in unrepresented areas or focus on areas where the transaction potential was not met

Result:

Within a short period the company onboarded 250k outlets as their retailers across India

Increasing customer conversions and agent productivity for an Insurance company

Company:

Among the world's leading insurers, it is present in 50 countries across the world.

Objective:

A relatively new entrant into life insurance, the company wanted to implement a mobile-based lead management system for their 3000+ insurance agent sales force based across different regions of India

Solution:

• Leveraged Royce as the Sales Force Automation (SFA) platform
• The application enabled the insurance agents to capture every stage and follow up with prospects for coverage
• The dashboards and reports were able to indicate metrics, which enabled the managers to advise their agents at appropriate stages
• Unique reports like the Tarot Card, which captured the number of leads for upcoming month with the potential and tracking them regularly, meant that the agents were following a planned course
• Another report, called Energy Meter, was published daily per agent allowing seniors to track and analyze peak days along with lag days
• The managers were able to identify agents who would meet the targets and help consolidate on gains as well those who were consistently struggling, giving them inputs or taking firm decisions about them

Result:

• Effective lead management and increased conversion of leads into opportunities and customers
• The company was able to achieve the targets in the agency business
• High performers were retained, thereby improving employee productivity