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SalesMI

SalesMI

Overview

What is SalesMI?

SalesMI is a mobile and web-based platform designed to automate field sales activities in real-time, according to the vendor. It offers a comprehensive range of features for sales and distribution management, including order management, distributor management, field force management, van sales, customer...

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Pricing

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Basic

$5

Cloud
per month

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is SalesMI?

SalesMI is a mobile and web-based platform designed to automate field sales activities in real-time, according to the vendor. It offers a comprehensive range of features for sales and distribution management, including order management, distributor management, field force management, van sales, customer relationship management, and more. The product caters to businesses of all sizes, from small startups to large enterprises, and is utilized by various professions and industries such as sales representatives and managers, field sales teams, distributors and wholesalers, retailers and merchandisers, as well as customer service and support teams.

Key Features

Real-time Secondary Sales Visibility: SalesMI provides real-time visibility into secondary sales, enabling businesses to track order fulfillment and monitor sales performance. The platform offers comprehensive order management and tracking capabilities, covering both primary and secondary sales.

Efficient Sales Force Automation: SalesMI offers a mobile and web-based solution for sales force automation. It allows businesses to gain complete visibility into sales team productivity through the SalesMI app available on Android and iOS. The platform streamlines sales processes, automates tasks, and enhances overall sales team efficiency.

Seamless Retailer Self Ordering: SalesMI provides a retailer app that allows last-mile retailers to raise sales orders and report issues in real-time. Retailers can conveniently place orders and communicate directly with the sales team through the app, improving the efficiency of the ordering process.

Comprehensive Distributor Management: SalesMI's Distributor Management System (DMS) takes care of all the necessary requirements of distributors. The DMS module handles order processing, invoicing, delivery challans, and other distributor-related tasks. Businesses can effectively track distributor performance, manage credit balances, and handle claims and complaints through the SalesMI platform.

Streamlined Primary & Secondary Sales Management: SalesMI's order management feature covers both primary and secondary sales, enabling businesses to efficiently track and fulfill orders. The platform provides visibility into primary order processing and allows businesses to monitor secondary order vs. primary order performance. Sales teams can easily manage product catalogs, configure pricing, and implement schemes and discounts for both primary and secondary sales.

Efficient Van Sales Management: SalesMI offers end-to-end van sales management, empowering businesses to effectively manage distribution and sales activities. The platform provides features such as customer-wise bill of materials (BOM), suggestive orders, real-time stock information, and payment collection. Sales teams can track van routes, manage delivery confirmations, and generate reports and analytics for van sales performance.

Comprehensive Customer Relationship Management: SalesMI includes a comprehensive CRM feature to capture leads, manage activities, and track the opportunity funnel. Sales teams can easily manage customer interactions, track sales activities, and follow up on leads through the SalesMI platform. The CRM feature helps businesses streamline customer relationship management and improve sales conversion rates.

Flexible Scheme & Discount Management: SalesMI allows businesses to define and manage schemes and discounts for distributors, customers, and products. The platform supports various types of schemes, including volume offers, combo offers, and customer-specific schemes. Businesses can configure pricing approval workflows and implement dynamic pricing configurations using SalesMI.

Configurable Attendance Management: SalesMI provides a configurable and scalable attendance and shift management solution with a mobile app. The platform allows employees to mark attendance with selfies and exact location information. Businesses can efficiently manage leave applications, approval workflows, leave balances, and generate attendance reports through SalesMI.

Efficient Order Processing: SalesMI offers easy end-to-end order processing, enabling businesses to effectively manage products, pricing, and order fulfillment. The platform provides a configurable product catalog with images, categories, sub-categories, and dynamic pricing configurations. Sales teams can generate suggestive orders based on customer preferences, leverage AI and machine learning for order suggestions, and perform stock checks.

SalesMI Features

  • Supported: Billing & Invoicing
  • Supported: Contact Database
  • Supported: Contract/License Management
  • Supported: Customizable Forms
  • Supported: Electronic Signature
  • Supported: GPS
  • Supported: Inventory Management
  • Supported: Mobile Access
  • Supported: Online Time Clock
  • Supported: Payment Collection in the Field
  • Supported: Quotes/Estimates
  • Supported: Routing
  • Supported: Scheduling
  • Supported: Service History
  • Supported: Work Order Management

SalesMI Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based, Mac, Windows, Android, iPhone, iPad
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