Goal-Driven CRM-SFA for Field Sales

Delivers Sales Goals not just Plain Automation

across General Trade, Modern Trade and
HoReCa/B2B Channels

Award winning. Venture funded. Innovating for our beloved end users since 2014

Front Line Sales Distributors

Reps
Field Force
Merchandisers
Managers

Retailers &
Product Promoters
Influencers
 150+ Enterprise Customers
10 + Countries
2+ Million Retailers, 6 K + Channel Partners, ~ 100 K Users
LOVED ~ 90% Daily Average Users

By End Users
BeatRoute Delivers Sales Goals
By activating sales strategy not just plain automation
 Examples of Sales Strategy
That BeatRoute Activates

NEW OUTLETS IN-STORE MARKETING PROMOTIONS & REWARDS

1 Blind onboarding, Missing 2 Poor VM execution quality, Low 3 Low returns from trade scheme

repeat orders, Unviable New Performing Campaigns investments, difficult to execute gift

Territories programs

FOCUS ON KEY CUSTOMERS IN-STORE SELLING CUSTOMER ENGAGEMENT

4 Impossible to drive custom approach 5 Low conversion, Poor ROI from 6 Missing Digital Engagement in Offline
with large no of customers Promoter Deployments Channels
Problems with Most Systems How we Solve
Unsolved Automation Problems with Most SFA/DMS

Designed for just sales teams. UN-SCALABLE

Customer remains untouched. 1 Just for sales teams, May work in GT but

not In MT, Or only order execution

Strategies Change but HARD-CODED DASHBOARDS

Dashboards Don’t 2 Do not meet changing goals and

measurements

Long turn-around time to RISKY PROJECTS

implement and adapt 3 Development platforms take long to implement

just for automation

Un-attempted Behavior Problems in Most Systems

INCONSISTENT BEHAVIOR
1 Two reps behave differently in same

territory

Only 30% team members meet

NO PROBLEM SOLVING
their goals in every territory
2 Managers remain operational

supervisors

DISENGAGED CUSTOMERS
3 Zero Digital Engagement
 How BeatRoute Does It

Collaborative Goal-Driven
Automation Sales Approach

Putting your Sales Strategy into Aligning your Sales Strategy with
Operational Execution People’s Behaviour
 Putting your Sales Strategy into Operational Execution
BeatRoute is AI-Powered,
Modular and Scalable platform
WhatsApp
designed for a collaborative
BOT
ecosystem Customers App

CRM SFA DMS

Zero-Code Platform
Quick to Deploy and Adapt. Highly Configurable.

Integration with 100+ Popular Platforms

Plus 100 + others

 Aligning your Sales Strategy with People’s Behaviour
Goal-Driven Sales Approach
Implemented as a Technology
01 Set Goals with Output and Input KPIs

Improve Team Behavior and Customer

02 Engagement with Gamification

Coach and Train with Insights on

03
Learning Needs of Team Members

AI-powered CuesBOT nudges to

04
Team and Customers
Workflows and Modules
1.1 Setting Goals with Score Card

Defining Goals for every individual and customers

KPIs - Territory, channel, category, sub-category

of products, sales and store performance KPIs.

KBIs - Measuring Key Behavioral Indicators like

Interactions norms, range selling, average order
size, scheme application merchandising execution

Input Activities - Define relevant input activities

needed to achieve those goals
1.2 Know your Customers to
Differentiate Engagement

Use foolproof retailer profiling and segmentation for

data-driven product placement to increase hit ratios

Algorithm Derived Route Optimization to create

ideal Retailer Interaction Plans

Use verifiable data points to plan merchandising

investments and trade schemes
1.3 WhatsApp BOT for
Customers
BOT with AI nudges and engagement
widgets for order execution and customer
engagement

Run Reward Programs, Brand Connect

engagements with Retailers
1.4 Holistic Engagement with Retailers
and Influencers
Lead Management and Customer Onboarding

Intelligent product promoter & merchandiser

enablement with stock norms & VM audits

Feedback and Issue Resolution

Reward Program for retailers/dealers and

influencers
1.5 Distributor Centric Hybrid
DMS for highest Adoption

Distributor Management System with mobile app,

designed to distributor’s benefit

Manage inventory, stock movement, dispatches,

returns, schemes, billing, payments

Digitally communicate orders to distributors even if

they are using third party or no DMS

Tally and other Accounting Systems Plugin to

pickup secondary data without a DMS
2. Gamification for Spirited Teams
and Engaged Customers

Unique method of rewarding good sales behavior

and input activities

Close loop feedback with running Leaderboard

and pier benchmarking

Medals at the month end as brag rights and

celebration

Reward Points with digital redemption for

Customers
3. Learning Need Identification &
Targeted Training

Auto Benchmarking on Key Behavioral Indicators

(KBIs)

Identify Specific Learning Requirements of Each

Individual Team Members

Targeted Learning Content with Monitored Usage

Close loop progress check on KBIs

4. CuesBOT for Insights &
Quick problem solving

BOT Engine to detect problems in Route-to-

Market Operations without manual analytics

Inform the relevant managers & nudge them to

take immediate corrective action

Create new Cues & Alerts as per your own

business goals & requirements

Optimize market coverage strategy further based

on Cues received from CuesBOT
Request a Demo
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