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Sales Force Automation Solution

SalesWorks® is an all-in-one, flexible SFA solution at the core of SoftServe Business Systems’ AI-Driven EcoSystem. Equipped with built-in AI capabilities, SalesWorks® is purposefully designed to enhance automation across various sales processes for CPG companies.

AI changes how sales teams operate, infusing dynamic ways of working into their process while enabling greater use of data to achieve better planning, more precise forecasting, better recommendations and improved business outcomes.

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    Business Challenges

    In today’s fast moving, data driven business reality, success in the CPG industry demands agility, data-driven decision-making, and seamless sales operations. Digital tools are not always helpful because most of them do not have enough flexibility, meaning that they do not perfectly fit the true nature of the business. This approach and lack of automation leads to the following set of challenges:

    Inaccurate Planning

    The initial challenge of inflexibility directly results in inadequate route planning and a lack of visibility. This, combined with a constant stream of inconsistent and low-quality field data, leads to organizational confusion.

    Businesses struggle to define their main focus, understand field operations, plan future activities, set clear goals, and make informed data-driven decisions. These limitations hinder the organization’s growth and decrease operational effectiveness.

    Analysis and Reporting

    On one front, there are issues with inaccurate forecasting and limited competitor data analysis, as field teams face time constraints. Even if the amount of data is there, managers spend excessive time on manual data analysis, resulting in unclear planning and ineffective execution.

    Meanwhile, the wide range of product offerings creates a challenge in focusing on specific brands and SKUs. This makes category innovation and development suffer due to inconsistent strategies.

    Poor In-Store Execution

    Excellent in-store execution is hindered by the inability to obtain and process relevant data quickly. With limited in-store visibility, precise tracking of the perfect store becomes impossible. Additionally, the static nature of task lists fails to adapt to the dynamic in-store business environment.

    As a result, inaccurate data gives management the wrong impression of in-store reality, so the defined targets cannot be ever fully achieved.

    Field-teams Enablement

    Field team training poses significant challenges due to the frequent turnover of staff and the constant changes in standards and instructions. The changing circumstances require continuous onboarding of new hires, which in conjunction with continuously updated standards makes it impossible to set up an effective team.

    Additionally, Sales Managers who are already busy enough struggle to find time to effectively train and develop their teams amidst these ongoing changes.

    Our Approach to SFA

    Today’s complex CPG sector requires solutions vendors to deliver digital sales tools that are fit for purpose and over deliver, so that they can evolve as the businesses evolve. Organizations require a modern, responsive, and aesthetically pleasing solution that will ensure all bottlenecks are opened up. SalesWorks® delivers a next-level digital transformation experience while prioritizing simplicity for users and cost-efficiency for the organization. Here’s what sets it apart:

    • 2010-2021
      Common Approach

      Automation

      The audit process becomes systemized and automated. Solutions packed with advanced technologies like Image Recognition, Perfect Store, Route Optimization, Gamification and Analytics.

    • 2022-present
      SSBS Aproach

      AI/ML

      In addition to all previously enabled automations, SFA incorporates virtual assistance for both field teams and managers. For the field team users, the solution now supports dynamic ways of working through AI-based recommendations and suggestions. At the same time, the management team gets an interactive 360-degree insight into their teams and territories, ensuring full engagement in field processes.

    Sales Works Functionality

    For Managers and Supervisors

    To support the management teams activities, we offer a separate dedicated Smart Manager application that offers the following modules:

    • 360 overview of their subordinates and territory (customers)
    • Planning and tasks management
    • Real-time KPI dashboards
    • Exceptions management
    • Analysis and reporting
    • Audit and coaching

    Potential Users

    • Regional Manager
    • Area Manager
    • National Manager

    For Merchandisers

    • Real-time KPI dashboards
    • Pre-defined visit scenarios for different Customer types
    • Perfect store capabilities including planogram compliance – manual or via
    • Image Recognition
    • Surveys and Forms
    • Promo activation
    • Distribution, OOS, price monitoring manual or via Image Recognition
    • Recommended steps of the visit

    Potential Users

    • Merchandisers

    For Sales Representatives

    In addition to everything that could be enabled for Marchendisers, sales representatives get an intuitive and flexible set of modules:

    • Order taking including entire analytics with recommendations
    • Discounts and rebates visibility and suggestions during the ordering process
    • Return and emptiness management
    • Customer credit and debit management
    • Recommended steps of the visit

    Potential Users

    • Sales Representatives

    For Off-Trade Field Service Technicians

    Field Service Technicians are equipped as heavily as Sales Reps, including all the standard models like KPIs & dashboards, visit scenarios, and surveys and forms. Additionally, to answer their specific needs, we also enable:

    Potential Users

    • Service Technicians

    For On-Trade Field Service Technicians

    In addition to the basic functionality that was available for the off-trade technicians, for on-trade we enable the following set of modules:

    • Surveys and Forms with Image Recognition support
    • Fonts, T-bars, lenses monitoring using Image Recognition
    • Fridges and spirit rails analysis using Image Recognition
    • Contract validation using ML/AI based on captured details from the outlet
    • Dispense, pumps, taps and t-bars management
    • Recommended steps of the visit

    Potential Users

    • Service Technicians

    For the Backoffice Team & Other Departments

    • Customer master data management
    • Customer transactional data analysis
    • Routes planning and store/visits workflow management
    • Organizational structure and user management
    • Content, promotions, price, perfect store, tasks and all the activities related to visits management
    • Reporting and analytics
    • Information sharing
    • Cross functional reporting and analytics

    Potential Users

    • Managers
    • Sales Executives

    SalesWorks: Personalised visual assistance for best-in-class Retail Execution

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      SFA as a core of AI-Driven EcoSystem

      Sales Works SFA solution is a core of the entire AI-Driven EcoSystem. It enables data transfer and flowless connection between solutions and participates in the majority of CPG business processes. This essential component allows the implementation of the following examples of omnichannel interaction within the EcoSystem:

      Integration with TPM & IR

      Generated promo execution brief, automatically goes to SalesWorks, where it guides sales reps during visits. AI Shelf Recognition checks execution, and data flows back to TPM for reporting and feedback.

      Integration with IR

      Image Recognition enables the monitoring of shelf and secondary placements. Using IR data, SalesWorks brings real-time insights and analytics as well as AI-based recommended steps for agile in-store audits.

      Integration with B2B eCommerce

      Seamless integration with a B2B eCommerce platform allows to establishment of personalized and optimized sales strategies by enabling automated order processing and enhanced customer insights.

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      Why choose our solution?

      Freedom in a Box

      SalesWorks is highly configurable solution that could be adapted to the unique nature of any business

      AI-based Suggestions

      Recommended steps of the visit are generated automatically based on in-store reality

      In-flight Analytics

      Next-level insights based on real in-store data generated live whilst in call

      Managers Support

      Made not only for the field team but also for management via a dedicated application

      Advanced Automation

      Order Recommendations based on in-store analysis and automated planning for the entire team

      Native Integration

      Native integration with IR, B2B and TPM for best-in-class decision making

      Our Clients

      Since 2003 we have cooperated with the world’s largest CPG players from around the world. Even thou every client has unique needs, our team always finds a way to shape solutions the way that the needs perfectly.

      Want to Learn More? Let's Talk!

      Tell Us the Story of Your Business

      Tell Us the Story of Your Business

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