Uberize lead allocation, prioritization, and leverage location intelligence for improved sales productivity.
First to engage your customers
Ineffective assignment of leads without any location or skill-based rules
Inefficient management of field sales officers
Need for constant follow ups for status updates rather than focussing on strategic activities
Lack of consolidated systems to manage, giving rise to disparate data elements
Clustering close by data points not possible leading to low productivity and long travel time
Absence of a central system for lead management and data collection
Lack of visibility into team and individual performances and incentives
Legacy systems that do not support audit trails affecting business decisions
System that doesn’t factor in location as a key metric
Legacy CRM systems inadequate to make smart recommendations
Detailed and customizable data reports not supported in traditional systems
Intelligent and contextual nudges to enhance lead conversions
End-to-end lead execution through a single Sales Officer mobility app
Transparent field operations with map-based visibility in real-time
Handy customer location details
ETA and live status updates on active leads
Dashboard view of audit trails and Sales Officers’ history
Visibility on Sales Officer attendance and activities
Expense management reports by travel history
Area definition and analysis of potential leads
Data warehouse and analytics framework for effective assessments
Analytics and insights on your customers, conversion metrics, agent performance, etc.
Machine learning (ML) engines for resource forecasting and planning
Allocate timely leads as per skill sets, proximity and with optimal routes
Optimize your sales resources to expand geographical coverage
Analyze regions to take proactive measures and boost conversions
Get complete transparency on your team's activities and performance
Automation of logistical expense management and daily attendance
AI/ML based alerts to optimize field visits and daily tasks
The system will auto-assign leads in real-time to available Sales Officers nearest to the prospective customer’s location. The manager will have a transparent view of the overall lead assignment, status of each lead, and actions performed by officers in the field at their fingertips. Supervisors can manually assign leads to their team members at any time as well.
Dista Sales takes care of redundant and manual activities typically performed by the management team by automating them through optimal, AI/ML, and location-based intelligence. The platform is designed to help remote sales officers empower them to perform most efficiently through location-based smart assignments, intelligent nudges. Gamification in the platform keeps performance high, and sales officers are motivated to achieve more.
When working in the field, sales officers can have a tough time communicating with their managers, reaching customer location, finishing their tasks, and entering all relevant details in the system. Dista, through location intelligence-based nudges and assignments, reduces the efforts of sales officers and enables them to do more visits with customers. This helps them achieve their targets, surpass them, and get more incentives ensuring they stay with organizations longer.
The platform comes with modules that let supervisors view sales officers’ travel history, calendar view, ETA to customer’s location, and current lead status. Not only this, supervisors can view media uploads, appointments, and meeting notes updated by sales officers. These real-time updates ensure all leads are being followed up and managers are updated even when sales officers are in the field with poor connectivity.
Yes, Dista Sales provides all sales officers visibility to their targets, performance, and incentives. This helps them understand and plan better for achieving and exceeding their targets.
Yes, you can assign custom roles to team members based on hierarchy and responsibilities. This helps in wider visibility of performance data and also ensures security of sensitive customer information.
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