Territory Management Tool

Smart Manager is a single digital tool for management of field teams and assigned territory, which enables to execute effectively key managerial functions such as field activities planning, workload allocation, control over Retail Execution, collecting insights, task setting, and feedback.

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All-in-One tool for better and faster decision-making
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Access to Retail Execution and sales data in real-time mode
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Reduction of time spent for physical control
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Actionable insights for data-driven decisions
 POI 2022 Best In RetX Award-FINAL POI Logo

Best in class in “Social Selling”, “Virtual Calls/Telesales”
POI 2022 Vendor Panorama for Retail Sales Execution

Business Tasks

  1. Territory management & route planning for better workload allocation
  2. Remote Field Audit to reduce travel cost
  3. Consolidated territory, channel, and brand insights in real-time mode
  4. Focus shift from monitoring and control to coaching and support of field teams
  5. Task setting functionality and performance feedback forms
  6. Social capabilities for better alignment and collaboration
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Functional Components

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Remote Territory Audit

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Field Activities Planning

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Coaching & Development

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Territory Analytics

Remote Field Audit

Route plan execution including all deviations

Operational and business KPIs

Consolidated statistics – visits, mileage, travel time

Easy access to all retail execution data – surveys,
tasks, orders, photo reports

Task setting and performance feedback forms
Photo Gallery with multiple filters

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Field Activities Planning

Territory split between team members

Workload allocation – tasks, visits, travel time

Manual and automated route planning

Task setting per organization and Point of Sales

Employee calendar

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Coaching & Development

Performance data and individual development plans

Coaching history and development progress

Best practices sharing within the team

Push notifications and messaging

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Territory Analytics

Territory specifics and key market trends

Sales dynamic by key trade channels, product categories, brands

Analysis of the efficiency and productivity of the team

Consolidated data on quality of Retail Execution

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”Paper management” is a dead-end. But nowadays, lack of connectivity between tools and systems creates even more complexity.

Roman Dulesov

Sales Director, LARMEA, JDE

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