The client was looking for a comprehensive solution that enabled the sales agents to eliminate the use of paperwork, introducing automation and transparency in the system. It also wanted to introduce a sales incentive program, to increase the overall efficiency and performance of the team.
The core idea was to first understand the pain points of the three main stakeholders;
- The accounting team that uses Tally for inventory management and stock-keeping
- The management team that oversees the daily operations to ensure efficiency and both, employee and customer satisfaction
- The on-field sales teams that travel all day holding meetings with potentials customers, and manage the existing ones