Transform Field Sales Operations with ERP Mobile Solutions

Field sales teams are the backbone of many businesses, especially in distribution, FMCG, manufacturing, and retail industries. However, when sales activities are managed through notebooks, phone calls, and spreadsheets, businesses lose visibility and control.

Common challenges faced by field sales teams include:

1. Orders recorded manually in notebooks
2. Salespeople unaware of customer outstanding balances
3. No visibility into daily customer visits
4. Route planning managed manually
5. Sales managers unable to track team performance in real-time

Without proper data access in the field, salespeople spend more time coordinating with the office instead of selling.

With Thirvusoft’s custom field sales applications integrated with ERPNext, businesses can empower their sales teams with real-time information and mobile capabilities.

1. Offline Order Taking

Salespeople can create orders directly from customer locations using mobile apps.

1. Works even without internet connectivity
2. Orders sync automatically when online
3. Reduces manual entry errors
4. Speeds up order processing

2. Customer-Wise Pricing & Outstanding Visibility

Sales representatives can instantly access customer details before taking orders.

They can view:

1. Customer-specific pricing
2. Previous order history
3. Outstanding payments
4. Credit limits

This helps sales teams make better decisions while interacting with customers.

3. Route & Beat Planning

Sales managers can plan and monitor daily sales routes efficiently.

Features include:

1. Customer visit schedules
2. Beat-wise planning
3. Territory management
4. Daily visit tracking

This improves customer coverage and ensures every important customer is visited regularly.

4. GPS-Based Check-In / Check-Out

Monitor field activity with location-based tracking.

Managers can track:

1. Salesperson visit locations
2. Customer meeting times
3. Daily field activity
4. Route efficiency

This improves accountability and provides complete visibility.

5. Daily Visit Reports

Sales teams can record customer interactions directly from mobile.

Capture:

1. Customer discussions
2. Follow-up requirements
3. New opportunities
4. Visit outcomes

Managers get real-time insights without waiting for manual reports.

The Result

1. Sales productivity improves by 30–50%
2. Better beat coverage and customer visits
3. Faster order processing
4. Sales managers get complete daily visibility
5. Customer service improves with faster responses

Key Features:

✓ Offline order taking

✓ Customer-wise pricing

✓ Live outstanding visibility

✓ Route & beat planning

✓ GPS-based check-in/out

✓ Daily sales visit reports

📞 Book Your FREE ERPNext Demo Today

Call / WhatsApp: +91 63790 44767

🌐 www.thirvusoft.com

📍 Peelamedu, Coimbatore