Manage dealer networks, track order pipelines, and automate distributor follow-up at scale.
Manufacturers, distributors, and FMCG companies manage large channel networks — hundreds of dealers, stockists, and retailers. CRM features help field sales teams track dealer relationships, log visit outcomes, and manage the order-to-collection cycle.
Assign geographic ownership across states, districts, and beats. Each field rep knows their accounts; managers see coverage gaps. Prevents channel conflict when two reps pursue the same distributor.
Store each dealer's credit limit, current outstanding, primary products, visit frequency, and last order date as custom fields. Field reps see the full account context on mobile before every beat visit.
Dealers who haven't ordered in 30 days need a structured reactivation outreach. Automated sequences trigger re-engagement without requiring a manager to manually identify dormant accounts.
Send scheme announcements, new product launches, and seasonal offers to all active dealers in one campaign. WhatsApp open rates for trade communications exceed 80% in B2B distributor networks.
Track order value, visit frequency, and reorder rate by territory, product line, and rep. Identify which regions are underperforming before month-end — not after.
Compare field rep activity across beats — visits per day, orders logged, new accounts opened. Run incentive programs with objective, tamper-proof activity data.
Create live lists like 'Dealers with >30 days since last order' or 'Accounts visited 3+ times without an order' — and trigger targeted schemes or manager escalation automatically.