Zimpra Field · Sales force automation

Every order, collection and target, in one app.

For sales teams on the ground and the managers who run them: orders stopped when a customer’s credit runs out, over-limit orders sent for approval, collections logged and the daily sales report built for you.

  • Orders stopped at the credit limit
  • Your own approvals for over-limit orders
  • Daily sales report, built for you
Order
New order · Balaji AgenciesBookingHeldPlaced
Order₹56,118 · 12 itemsBooked
Outstanding₹23,163 of ₹60,000 limitCheckingOver limitOver limit
Order statusChecking creditStopped at the credit limitPlaced after approvalWaitStoppedPlaced
ApprovalNot needed yetSent to the area managerApproved by the area managerWaitingReviewApproved

From the field to the manager.

What the sales team does on the phone, and what the office sees because of it.

Order
Orders and credit

Orders stop when a customer’s credit is exhausted. Over-limit orders go to the person you choose for approval.

Credit check · Balaji AgenciesOver limit
Outstanding₹23,163This order₹56,118Credit limit₹60,000
Order stopped at the limitHeld
Sent to the area managerApproved
Collect
Collections

Payments logged at the outlet, so everyone knows what each customer still owes.

Collections · Monday beat 22 of 3
Outlet 1 · ₹12,400Collected
Outlet 3 · ₹8,250Collected
Balaji Agencies · ₹23,163Due
Updated as each payment is loggedLive
Report
Daily sales report and targets

The day’s orders and collections in one report, and how far each person is from target.

Daily sales report · MondayReady
42%of the ₹7.50 L monthly target
Orders today5Order value₹81,143Collected₹20,650
Built for the sales managerNo follow-up
Example values

In the field, on the phone.

The app your sales team carries.

Field app Orders screen: orders with value, status and a Credit tag where the customer bought on credit
Orders, with credit markedEvery order with its value and status, and the ones on credit tagged.
Field app Route screen: a weekly beat of outlets on a map, with what each outlet owes
The beat, with what is owedA weekly beat of outlets on the map, with the outstanding for each one.
Field app Catalogue screen: products with price, stock, GST and HSN code
Orders from live stockProducts with price, stock, GST and HSN, so an order is right the first time.

Before you onboard them.

Background verification for a new salesperson or a new distributor, before they represent you.

People
A new salesperson

Checked before they join and start booking orders in your name.

Salesperson checkClear
Identity and addressClear
Previous employmentClear
Conflicting interestsNone found
Links to fraudNone found
Partners
A new distributor

Its track record checked before it takes your stock and your credit.

Distributor check1 flag
Previous track recordClear
Promoters and related businessesClear
Conflicting interestsFlagged
Links to fraudNone found
Decide
A report, then your call

What was checked, what was found and the evidence, so onboarding is a decision, not a guess.

Verification reportReady
What was checkedEvery check listed
What was foundFlags explained
The evidenceWith each finding
Your decisionOnboard or not
Shared with whoever approves onboardingSent
Example

Questions, answered.

What does Zimpra Field cover?

An app for sales teams on the ground and their managers: orders, collections, credit limits and approvals, daily sales reports and targets. Plus background verification when you onboard a new salesperson or distributor.

What happens when a customer’s credit is exhausted?

New orders for that customer are stopped. If the salesperson still needs to place one, it goes to the person you choose for approval.

Do managers have to ask for the daily sales report?

No. It is built from the day’s orders and collections, with progress against each target.

When is background verification used?

Before onboarding a new salesperson, or a new distributor whose track record you want to understand, to find conflicting interests or links to fraud.

Know where every order, rupee and target stands.

Tell us how your sales team books orders and collects today. We will show it running on Zimpra Field.

Request a demo
Talk to Zimpra