Enhancing Efficiency: The Latest Innovations in Botree DMS

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Smarter Sales, Seamless Schemes & More – Explore Botree DMS Updates!-01-01

Keeping up with dynamic market demands requires smarter, faster, and more flexible tools. At Botree Software, we’re committed to making your operations smoother with powerful new updates. From effortless scheme management and optimized sales routes to enhanced data access and automation, these improvements are designed to save time, boost efficiency, and drive better results.

Let’s dive into the latest upgrades that will transform the way you manage distribution!

 

Automated Outlet Sequencing for Greater Efficiency

Manually arranging outlet visit sequences is time-consuming and error-prone. An inefficient sequence can lead to wasted time, increased costs, and missed sales opportunities.

We’ve solved this with ML-Powered Outlet Sequencing. Now, Botree DMS automatically generates optimized outlet sequences based on data insights, pushing them to SFA in real time. The result? Sales teams follow the most efficient route, ensuring higher productivity and better market coverage.

Let data take the lead, and watch efficiency soar!

Smarter Scheme Management with Bulk Updates

Managing schemes should be effortless, but updating them has always been a challenge. Adding new distributors, customers, or products meant tedious manual work. And adjusting budgets across multiple entities? A nightmare!


Now, with the new Scheme Master Control ETL, mass updates are just a few clicks away. Whether you need to add a distributor, update a scheme budget, or modify product lists, you can do it all in bulk. Just upload your changes, and the system takes care of the rest, ensuring accuracy and efficiency.

Say goodbye to rigid workflows and hello to seamless scheme management!

Plan Smarter Sales Routes for Maximum Coverage

Imagine having to send sales reps into the field without a structured visit plan. Without proper route coverage, opportunities are missed, and sales efficiency takes a hit.

That’s why we’ve introduced PJP Planning for everyone in the field. Now, Botree DMS has the provision to define structured visit routes with tailored plans for salespersons, multi-distributor reps, and sales hierarchies. These plans seamlessly integrate with SFA, ensuring every visit is optimized and no opportunity is left unexplored.

No more guesswork—just smarter, data-driven sales planning!

Engage Retailers with the Spin Wheel Experience

Retailer engagement can be a challenge, especially when surveys feel like a chore. What if we could turn participation into an exciting experience

 

With Spin Wheel Master Integration, retailers now have an interactive way to earn points by completing surveys. The system randomly assigns rewards 

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based on predefined probabilities, and points are seamlessly tracked in RNA.

A simple spin makes surveys fun, increases engagement, and keeps retailers coming back for more!

Unlock Custom Data Access with User Mapping in RNA

Data visibility should empower teams, not limit them. But until now, RNA users could only see data restricted to their predefined sales hierarchy. What if someone needed cross-functional insights?

 

Introducing User-to-User Linking in RNA! Admins can now map additional users, granting them access to consolidated data from multiple sources. Whether you need customized reporting or cross-team data visibility, this feature ensures the right people have the right insights—without unnecessary restrictions.

 

More flexibility, more control, and better-informed decisions!

About the Author

Meet Dilipkumar, our in-house Product Marketer with an engineering background and hands-on experience in Sales and Marketing. His product expertise and market insights help craft effective go-to-market strategies for our cutting-edge products. Off work, he enjoys playing badminton and taking long drives to catch sunsets by the beach or in the mountains.

Dilipkumar S

Senior Product Marketer

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