Odoo ERP Field Force Management

Salesman Directory

a complete suite to manage all details of salesman

  • Salesman Self Service Portal
  • Manage Personal Information
  • Manage Professional Information
  • Manage HR Documents
  • Maintain Skills, Qualification and Experience
  • Maintain Sales Hierarchy
  • Organization chart

Customer Management

helps to build stronger, longer-lasting relationships with your contacts clearly

  • 360-degree view of customers
  • Bulk activity to delete, update and email
  • Merge duplicate customers
  • Track contacts Timeline
  • Schedule a activity
  • Add smart filters
  • Tag-Based Segmentation
  • Bulk Import existing contacts

Tour Plan Management

Effectively manage your salesman tour plan for better productivity

  • Tour Plan schedule
  • Setup Reminders
  • Meeting Notes
  • Accept / Decline Meetings
  • Sync and share Tour Plan
  • Print Tour Plan / Meetings
  • Approve / Decline Tour Plan
  • Log time spend at Customer Place

Demography Management

Easier demography configuration to manage salesforce effectively

  • Manage different SalesUnits
  • Manage Zones, Divisions and Territories
  • Manage Regions, State and District
  • Set Target for each Sales Region
  • Monitor Achievement
  • Configurable Demography every year

Sales Management

Efficiently manage your sales and keep track of all salesman performance

  • Capture Primary and Secondary sales
  • Find Salesman and team performance
  • Sales Reallocation
  • Invoice Splitup
  • Invoice Quantity alone Splitup
  • Product Classification
  • Customer Classification

Attendance Management

Manage all your attendance activities at an ease

  • Captures Checkin and checkout Time
  • Calculates Early in and Late out
  • Manage Permission
  • Manage Onsite / Offsite
  • Manage Shift
  • Manage Compoff / Additional working day
  • Leave Restriction based on HR Policy
  • Leave Accruals
  • Attendance Management

Lead Management

manage leads, pipeline with its actual real time status

  • Lead Management
  • Lead Probability
  • Associate Sales person to leads
  • Capture Lead Internal Notes
  • Convert to Opportunities
  • Mark as Lost with Reasons
  • Followup through Email
  • One or More Quotations from Opportunity
  • Print/Email Quotations to customers
  • View My Pipeline
  • Pipeline in Kanban View
  • Pipeline in List View
  • Drag & Drop pipelines from one stage to another

Leave Management

keep track of employees leave consumed, available and upcoming plans for effective project planning

  • Leave Allocation
  • Leave Application
  • Approval for Leave
  • Leave Cancellation
  • Leave Balance
  • Leave Encashment

Expenses Management

easily submit all travel expenses and either approve or reject individual or team requests

  • Manage Daily Expenses
  • Manage Travel Expenses
  • Manage Food & Miscellaneous Expenses
  • Approval Flow
  • Manage Reimbursement / Allowances
  • Maintains Reimbursement history

Integrations

Stay connected to the apps you already use

  • Auto sync with most of the biometric devices
  • Integration with Legacy system
  • Easy Bulk Import data as Excel
  • Synch data through FTP/SFTP server

Auto Backup and Email

to avoid data loss, scheduled job will be running to take backup on daily basis

  • Daily Automated backup of Database
  • Auto delete old backup before 7 days
  • Email notifications during backup success / Failure
  • Backup to Remote FTP server
  • Target Product Group and Subgroup wise sales
  • Tour Plan Details
  • Travel Expenses Details

Access Control

admin user can create multiple users and assign different roles depends upon their need

  • Salesman access to view their individual details
  • Sales Manager access to view their team details
  • Sales officers access to view all the details
  • Senior Sales Officer Access to view and edit all the details
  • Admin role with all privileges

Sales Insights & Reports

access reports in the form of pivot, graphs and excel easily for all your sales data

  • Sales Target Details
  • Target VS Achievement
  • Monthwise Till date Sales
  • Demography Sales
  • Product Sales
  • Teamwise Sales

HRMS Insights & Reports

access reports in the form of pivot, graphs and excel easily for all your HRMS data

  • Salesman Details
  • Daily Attendance Report
  • Leave Details Report
  • Finance Leave Details
  • Leave Balance