Carlos Philip Manages Real-time Merchandising With Fieldproxy

Read on to find out how Carlos Philip manages its field teams at full scale using Fieldproxy
March 20, 2024

About The Company

Founded over three decades ago in Mumbai, Sangam Enterprises is renowned for its excellence in crafting luxury watches

The Carlos Philip brand offers a range of meticulously crafted watches, including Ladies Hand Wound Watches, Automatic Day-Date Watches, and Quartz Analog Watches.

Fieldproxy is proud to be partnering up with Carlos Philip to help them track their sales visits, collect payments, and build a brand in the Indian wristwatch segment.

Obstacles In Carlos' Growth Plans

Carlos faced challenges in managing their field sales operations, including location tracking and sales report recording. Their sales team operated in different locations across India, making it difficult to track their movements and monitor their sales performance in real-time.

Carlos Philip needed an efficient and reliable field service management solution to streamline their sales operations and improve their sales performance.

Carlos Philip's Partnership With Fieldproxy

Fieldproxy is glad to have partnered with Carlos Philip to help align their field teams towards the mission and vision of the organizations. Here’s how we helped them overcome their challenges in as little as two months.

1. Updated Sales Visit Processes

Leveraging Fieldproxy’s advanced lead creation and sales visit scheduling features, Carlos' field sales professionals were able to decrease turnaround time drastically. The features helped outside sales professionals perform faster sales visits. How?

  • Sales professionals create leads and prospects on the Fieldproxy app
  • Schedule visits through the mobile app
  • Take down orders and sales
  • Managers get notified immediately when a sale is made
  • Even if a sale is not made, a follow-up visit is scheduled from the mobile app itself

2. Transparent Team Management Processes

With Fieldproxy’s highly flexible role builder and team management systems, it became incredibly easy for Carlos Philip to manage and deploy all of their field teams with just a few clicks.

Creating a hierarchical structure and allocating tasks and schedules to specific teams and resources becomes seamless with Fieldproxy.

3. Location Tracking Enable

We enabled location tracking for Carlos' sales team, allowing the company to monitor their field teams movements in real-time and optimize their sales routes.

4. Sales Report Recording

Sales team with a Fieldproxy mobile application that enabled them to record sales reports on ground, including details such as customer information, product sold, and sales value.

5. Real Time Dashboard View

Managers can view sales and location reports and track the performance of their on Fieldproxy live dashboard.

Need a shareable resource of this client story? Download it below.

Download Client StoryRequest Demo