Company Overview

Green Mantra is a leader in the FMCG space, having a considerably big field team that operates across the country.

Fieldproxy is proud to have partnered with Green Mantra to help bring a more organized process to its field teams in a relatively faster time frame.

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What Was Going Wrong

Green Mantra had a lot of things going right for themselves. All they needed was a solution that could:

• Help accelerate their sales operations
• Digitizing the whole process
• Enabling these operations to proceed at scale.

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Partnership With Fieldproxy

Updated Sales Visit Processes

To overcome their sales and attendance management challenges, Green Mantra partnered with Fieldproxy, a reliable field service management solution. Leveraging Fieldproxy’s advanced lead creation and sales visit scheduling features, Green Mantra's field sales professionals were able to decrease turnaround time drastically. The features helped outside sales professionals perform faster sales visits. Specifically:

• Sales professionals create leads and prospects on the Fieldproxy app.
• They can schedule visits through the mobile app, which helps them save time and plan their schedule more efficiently.
• Sales professionals can take down orders and sales directly through the app.

• Managers get notified immediately when a sale is made, enabling them to quickly respond to customer needs.
• Even if a sale is not made, a follow-up visit is scheduled from the mobile app itself, ensuring that potential customers are not missed.

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Before Fieldproxy

• No proper route optimization or location based task allocation plan. Managers were unable to identify or track work completion rates, or gather proper data.
• Attendance tracking an impossible task. Field agents are required to travel between states, and manual punching just does not allow for that.
• Paper-bound invoice maintaining becoming burdensome. Regenerating invoices every time for new orders and getting them manually approved is a task.
• Tracking everything manually.  It is a hectic task trying to retrieve past data and perform analysis. Again, time consuming and tedious.
• Excessive reliance on telephone calls and manual paperwork for sales orders. Slow, ineffective, and cumbersome.

After Fieldproxy

• Remote attendance tracking system, allowing agents to log in from anywhere in the globe using their location and biometrics.
• Expense tracking and management dashboards enable easier tracking of finances for individual teams.
• Location based talk allocation and reporting. Allows for accurate data and eliminates miscommunication.
• Detailed, live reporting and data collection. Managers will be able to view live data of every employee from the comfort of their laptop.
• Super fast deployment, with 100% customization and flexibility

What We Did?

Migrate Operations Online

Transfered all of Green Mantra's sales operations online on the Fieldproxy app, providing their sales teams to just login and access past data with zero to little effort.

Simple Task Allocation

Provided managers to be able to use geofencing to allocate tasks to the salesmen closest to the stores

Real-Time Dashboards

Designed real-time dashboards enabling managers to view data as soon as their sales team records it from their mobile app.

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Think Fieldproxy is the right fit for your business?

Get a free demo, and see how Fieldproxy can transform your field teams today. Sign up for a free demo and our team will reach out to clarify any questions you have.

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