Mobile CRM (For Sales Team)


SHINI India One of the leading manufacturers, exporters and suppliers of plastic mould components, headquartered in Korea-needed to optimize sales process to ensure effective reporting that could result in significant increase in sales.

SHINI is a plastic machinery product company manufacturing & distributing various ranges of plastic machinery products.

SHINI brings an exciting range of Drying and dehumidifying series, Feeding and conveying, and dosing and mixing. SHINI products are carefully selected and undoubtedly robust. Utmost care has been taken when it comes to delivering quality, ensuring that our products are best.

The Solution Story:

Mr. XYZ owns a plastic machinery manufacturing & distribution company based Pune. He has decided that with the increasing demand for his product among small to medium industries, he needed a better retail execution strategy for his field sales.  After research and reference from a fellow entrepreneur, Mr. XYZ decided to sign up for a trial with Customer relationship management (CRM).

Fieldomobify -a provider of elegant, cloud and mobile based software solutions for field service provider all over the world delivered an Android/iOs based vTiger CRM solution for sales team to visit customers and update details on a go.

The first step he took was to add his customer information details along with requirements.

Mr. XYZ then added his product information from ERP and assigned codes to his products, which allow him to be better view his product offerings.

One of his biggest concerns was getting daily sales report issues. To address this, he created a sales report form. Where he maintained the sales persons daily activity, possible sale/day.

Through using the Sales Order feature, Mr. XYZ allowed his reps to place orders, print bill and track sales real time in the field.

Mr. XYZ is able to see his field sales staff location along with all orders real-time on the screen. Customer’s signature with sales order resolved issues like misplaced orders. 

Mr. XYZ was very much interested to be able understand location of his staff so that he can optimize the schedule day by day.

Mr. XYZ is happy with improved sales activity and ease of operations for his existing customers.

Sales User Login Sales Call/Order Product wise order taking
Rohit Joshi 001 Low Speed Granulator
Madan Pai 003 Standard oil Heater

Reports Generated:

  • Commissioning Report: This report shows most important key performance indicators, in an understandable way, it contains elements of sales data, web usage data, and analysis.
  • Service Call report: This report shows the visit of sales person to an outlet.
  • Attendance Report:Attendance report shows the location, check in and checkout time of the operator.
  • Location wise Report:Location wise Report shows the location of operators.
  • Competitor Info report and many more configurable reports:5) This report shows the competitor products and offer information.

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