Botree DMS Recap 2024

2024 Recap: How Botree DMS Redefined Distribution Management → Read More

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Eliminating Complexity and Driving Sales Performance with SFA Innovations

Eliminating Complexity and Driving Sales Performance with SFA Innovations Share:

February 19, 2025 No Comments

Introducing the AI-Driven Product Recommender to Maximize Basket Size at Every Outlet

We are thrilled to introduce our latest innovation, the Product Recommender, designed to transform the way businesses optimize their product offerings and enhance sales productivity.

With numerous updates throughout the year, these standout features have had the greatest impact on business operations.

Scheme Management

With batch-level schemes, you can tailor promotions to specific needs, ensuring greater flexibility and impactful sales strategies

Drive retailer loyalty with point-based schemes—boost engagement, simplify tracking, and increase purchases effortlessly

Strengthen control and transparency with a multi-level approval process for scheme master changes, ensuring governance and accountability at every step

The new ETL empowers you to handle bulk scheme updates with accuracy, improving management of distributors, products, and budgets

Claims Management

Customize approval workflows with multi-level claims approval, offering unmatched flexibility to align with your business hierarchies and dynamics

Streamline claims management with negative claim generation for returns across periods, ensuring accurate reimbursements and reducing losses

Sales Return

Simplify sales returns with e-invoice and e-way bill generation, ensuring compliance and transparent documentation

Refine the returns process with more intuitive labels, enhancing user experience and promoting better control over sales returns

Reporting Features

The enhanced RNA report builder now offers easier custom report creation with a streamlined column rearrangement feature. It simplifies your workflow with instant numeric conditions and new filters, giving you better control and reducing backend tasks.  

For tax reporting, RNA introduces updated GSTR reports that address calculation issues and improve sales return and service invoice details clarity. Custom PDF reports can also be generated effortlessly.

With user-to-user mapping, data access and customization are more efficient, enabling tailored reports, consolidated visibility, and better administrative control. The optimized report scheduling, now with customizable email configurations and text, further improves flexibility and overall efficiency.

Streamlined Communication

Send customized notifications with attachments to distributors, keeping them informed on promotions, policy changes, and updates

Boost retailer communication with WhatsApp integration, delivering instant transaction alerts and relevant attachments

Boost retailer engagement and satisfaction with timely, workflow-based notifications, improving communication on order, invoice, and payment statuses

Planning

Facilitate comprehensive route planning for sales hierarchies, supporting multi-route mapping and easy synchronization with SFA and RNA

Sequencing

Automate outlet sequencing with an integrated ML model, improving accuracy, reducing errors, and streamlining the process in DMS and
SFA systems

Billing Flexibility

Optimize billing efficiency by defining a default UOM based on product type, while still allowing flexibility for distributors to adjust during transactions

Custom Template

Gain flexibility in billing with the ability to select custom templates for invoice print and email, ensuring accuracy, relevance, and consistent communication

Discover How These Updates Can
Transform Your Business

2024 Recap: How Botree DMS Redefined Distribution Management → Read More

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Featured

Eliminating Complexity and Driving Sales Performance with SFA Innovations