This document discusses the challenges and proposed approach for a sales team called WinoWin Team. It outlines their current business activities and pain points related to reporting, communication, planning, and data analysis. The proposed approach aims to systematically capture activities in real-time through next generation techniques and technology. This would address most pain points and enable collaborative communication between different teams. Key aspects of the approach include a reporting framework, field operations tracking, integration with partners, and using mobile and cloud-based solutions to provide real-time data for improved performance and decision making.
2. 1. Business Context
2. Business Goals
3. Current Business Activities & Pain Points
4. Our Approach
5. How Does It Work?
6. Implementation Stages & Benefits
8. Why Us
9. Industry Trend & Future
5. Activities
- Identify New Customer/Distributors
- Execute Beat as scheduled
Take Orders
Take Feedback
Organize Stock, Take Stock Report
Build Relation, Cross Sell & Up Sell
Study Competitors Products & Movements
- Submit Daily Sales Report
- Communicate & Co-ordinate with partners (sub-distributors/Logistics)
Pain Points
No Organized(hassle free) way of reporting Orders/Feedbacks/Reports
No Timely Action/Authorization on Feedbacks and Approvals from superiors
No Regular Reward/Recognition for job well done
6. Activities
- Setting Team & Individuals Target & Goals
- Ensure Every Member is Accountable
- Create Beat Plan & Track Sales
- Keeping Track of Inventory (in-house/distributed)
- Weekly / Monthly /Quarterly Sales review & fine-tune Planning
- Strategize Promotions & reduce stock wastages
- Ensure Timely Communication across teams and management
Pain Points
Not Having Sufficient data & tools for effective planning
Not having customer classification & historical consumption records
Not Having Sufficient data for authorizing & Taking One time decisions
Lack of Forecasting & Intelligence
Unable to do pattern analysis of sales (Area Wise, Product wise, Class Wise)
7. Activities
- Product Catalog & SKU Management
- Appointing Area Sales Manager & Distributors
- Employee Skills Improvements Through Training
- New Product Launches
- Manage Area Wise Pricing & Promotions
- Ensure Timely Communication across teams and Partners
- Accounting & Tax Management
Pain Points
Not Having Real-time data to measure team & partner Performance
Understanding Consumer buying potential & patterns
High Attrition in the team
Unable to enforce good practices across teams
8. Our Approach
Adopt next Gen Techniques & Technology
to
Systematically Capture ACTIVITIES at real-time,
Address most of the PAIN POINTS,
& enable Collaborative COMMUNICATION
between Sales, distributors, logistics &
management team.
10. Reporting Framework
Weekly/Monthly Results
Streetwise
Area wise
Zone Wise
Area Sales Index
Area Stock Utilization
ARPS
Back/Office Data Centre
Inventory Accounting
Sales Achievement
Award for this month
goes to.
OMS
GIS &
Tracking
Survey
Mobile
Sync
BI
Market Research
Printer
GIS - Beat
Planning
Area
Sales
Manager
1. Planning & Organizing
2. Plan Schedule & Execution
Take Orders
No Order
Shelf Analysis
Survey
3. Activity Tracking & Monitoring
4. Distribution Order
Classification of Area/Customers
5. Sales & Market Analysis