Introduction

Shiv Enterprises is a leader in the FMCG snacks sales and distribution scene in Varanasi, India

They faced challenges in managing their field sales team and streamlining their operations. To overcome these obstacles, Shiv entered into a partnership with Fieldproxy, a trusted field team management solution.

This case study highlights how the collaboration with Fieldproxy revolutionized Shiv Enterprises’ sales visit processes, attendance and leave management, and overall business performance.

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Obstacles In Shiv Enterprises Growth Plans

Shiv Enterprises, which makes and sells a lot of quick munchies, had trouble keeping track of their sales visits and field sales workers' attendance. This is why a partnership with Fieldproxy proved so important for them, so they could deal with the more important concerns in the business, without compromising on revenue from the company.

Sales Visit Processes

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

• Sales professionals onboarding 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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Attendance Management

Fieldproxy's attendance management solutions revolutionized the way Shiv managed the attendance and leaves of their field agents. The following benefits were observed:

Real-time Tracking: Fieldproxy enabled managers to track their field agents' check-in, check-out, and activity in real time. This feature boosted overall oversight by providing visibility into their agents' whereabouts.

Effective Communication: Fieldproxy facilitated seamless communication between agents and managers, allowing for real-time updates on service activities. This eliminated the need for manual reporting and saved countless hours of processing time each year.

Product Catalogue

Fieldproxy's product catalogue feature empowered Shiv Enterprises' sales agents by eliminating the need to carry the entire product dictionary. 

Simplified Order Taking: Sales professionals could easily take down sales orders using the Fieldproxy mobile app, which contained the comprehensive product catalogue. This simplified the ordering process and increased efficiency.

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Conclusion

By leveraging the advanced features of Fieldproxy's field service management solution, Shiv Enterprises achieved its growth plans and continued to excel in the competitive market of consumer snacks. The collaboration exemplifies the transformative power of technology in optimizing sales processes and facilitating business growth.

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