Customer & Dealer Management
Unified 360° Channel Intelligence
Empower your sales network with a centralized Distributor Management System (DMS). We build unified dealer profile lakes, mobile field sales beat planning, scheme calculators, and omnichannel service helpdesks.
Core Customer & Dealer Modules
End-to-end capabilities connecting field sales reps, distributors, retail dealers, and support teams.
360° Dealer Profile Lake
Single view of dealer credit limits, historical order volume, secondary sales data, and outstanding balance ledgers.
- Unified Credit & Ledger Sync
- Multi-Tier Hierarchy Maps
Field Sales Beat Planning
GPS-enabled mobile app for sales officers: daily beat routing, attendance check-ins, and instant order booking.
- GPS Beat Route Optimization
- Offline Order Capture
Trade Schemes & Incentives
Dynamic rule engine for quantity discounts, seasonal slabs, cash bonuses, and automated incentive crediting.
- Multi-Slab Discount Engine
- Target vs Achievement Scorecards
Service Ticketing & Warranty
Omnichannel customer complaint management, automated engineer dispatch, and serial number warranty lookups.
- Serialized Warranty Verification
- Field Engineer Dispatch SLA
6–10 Week DMS Rollout Methodology
A structured deployment taking dealer operations from fragmented phone/WhatsApp ordering to a unified digital channel.
Channel Hierarchy & ERP Sync
Mapping distributor/dealer hierarchies, credit policies, and establishing real-time synchronization with ERP ledgers.
- Dealer master data cleaning
- Real-time ERP ledger connector
Field App & Web Portal Build
Developing the field officer mobile app (Android/iOS), dealer self-service portal, and scheme rule calculation engine.
- GPS beat planner & order app
- Dealer self-service web portal
Pilot Launch & Network Rollout
Rolling out to pilot territory, conducting field sales training workshops, and cutting over to live production.
- Pilot zone validation & signoff
- Field rep & distributor onboarding
Senior Channel & DMS Specialists
Practitioners specialized in secondary sales automation, distributor workflows, and enterprise mobile platforms.
Lead Channel Transformation Architect
Designs distributor hierarchy schemas, ledger reconciliations, scheme logic engines, and multi-tier pricing policies.
Principal Mobile & Field App Engineer
Builds high-performance offline-first mobile apps for field reps: GPS geo-fencing, rapid order taking, and catalog caching.
Customer Helpdesk & Warranty Lead
Configures warranty validation registries, customer complaint routing, service engineer apps, and SLA alert triggers.