AI Order Automation

Solution Highlights and Automations
The solution includes several advanced features designed to streamline operations and improve efficiency. Order Scanning leverages OCR (Optical Character Recognition) technology for automated document processing, ensuring quick and accurate data extraction. Bulk Invoice Upload simplifies the handling of large volumes of invoices through email integration, enabling seamless batch processing. An AI-led Approval Workflow combined with RPA (Robotic Process Automation) accelerates the decision-making process, automating routine tasks while ensuring compliance. Additionally, the solution provides detailed Order Tracking that updates users on the status and stage of each order, offering enhanced visibility and control over operations.
User Personas
The solution caters to diverse user groups within the organization. Finance Teams benefit from streamlined processes and enhanced compliance. Sales Teams enjoy improved visibility into orders and transactions. IT Users leverage advanced technology to maintain and support the system, and the Executive Team gains actionable insights and control over business operations.
Business Impact
The solution delivers measurable business impact through a faster approval process, reducing bottlenecks and ensuring timely decision-making. It supports compliance and provides an audit trail, fostering accountability and regulatory adherence. Overall, the solution drives improved efficiency and visibility, empowering organizations to make informed decisions and enhance operational performance.
Field Sales App
Solution Highlights
The solution focuses on enhancing sales processes and operational efficiency through advanced tools and techniques. Key features include Intelligent Visit Planning, which optimizes sales teams’ schedules for maximum productivity. Order Booking is streamlined to simplify the sales process, while AI-Based Product Recommendations and Nudges for Schemes provide personalized suggestions to customers, improving upselling and cross-selling opportunities. Additionally, OpenAI Branding Picture Analysis enables deeper insights into branding effectiveness through visual data analysis. Lead Management ensures that sales opportunities are tracked effectively, while Expense Management simplifies the tracking and reimbursement process. Lastly, Power BI Customer 360 & Sales Analysis delivers powerful insights into customer behavior and sales performance, providing a comprehensive view for decision-making.
User Personas
The solution is designed to cater to various roles within the sales and marketing ecosystem. Field Sales Teams benefit from tools that improve their day-to-day productivity and enable seamless order processing. Sales Leadership gains insights into team performance and strategic planning through analytics and dashboards. Marketing Teams utilize AI-based recommendations and branding insights to optimize campaigns. Finally, Sales Operations is supported by streamlined workflows, expense management, and collaboration tools.
Business Impact
The implementation of these solutions drives significant business outcomes. Sales Growth is achieved through app-based order placements and enhanced upselling and cross-selling capabilities. The Productivity of Sales Teams improves due to intelligent planning and streamlined processes. Collaboration and AI tools create a better experience for both customers and sales teams, enhancing satisfaction and engagement. Additionally, businesses benefit from a faster response to customer queries, leading to improved customer retention and loyalty.

Customer App

Solution Highlights
The solution streamlines the order execution process by integrating advanced features. It encompasses Primary and Secondary Ordering to manage the entire ordering lifecycle efficiently. Order Consolidation, including pre-orders and check-in demand, ensures seamless management of various order types. With Secondary Invoicing, the process of billing at different levels becomes more organized. AI-Based Recommendations and Nudges for Orders and Schemes personalize the sales approach, encouraging better engagement and increasing sales opportunities. The system also includes ERP Integration, providing real-time financial account visibility for informed decision-making. Additional features like Return Management streamline the handling of product returns, while Collections and Feedback ensure timely payments and actionable insights from customers.
User Personas
This solution benefits a wide range of stakeholders. End Customers, including dealers and retailers, experience a more seamless ordering and invoicing process. The Dealer and Retailer Back Office teams are empowered with better tools for managing operations efficiently, ensuring a smooth workflow and improved communication.
Business Impact
The solution drives significant business improvements. It fosters improved communication with customers, ensuring better relationships and trust. With data-driven decision-making, businesses can leverage analytics for strategic insights. The solution enhances customer service, delivering a more satisfying experience. Ultimately, the system contributes to increased sales by providing clear visibility into orders, accounts, and operations, enabling proactive business growth.
Direct Store Delivery App(Van Sales)
Solution Highlights
The solution offers a robust system for managing sales and delivery operations effectively. It includes Delivery Van Beat/Visit Management, which optimizes delivery routes and schedules for maximum efficiency. Order Management is streamlined to handle both pre-orders and on-the-spot orders, ensuring flexibility and responsiveness. The integration of Warehouse and Van Stock Management ensures real-time visibility into inventory levels, reducing stockouts and overstocking. Additionally, Invoicing, Credit, and Payment Management simplifies financial transactions, while Returns and Complaint Management enhances customer satisfaction by addressing issues promptly.
User Personas
The solution is designed to support key stakeholders in the sales ecosystem. Field Sales Teams benefit from efficient tools for order processing and delivery management. Sales Leadership gains actionable insights for strategic planning and decision-making. Sales Support Teams are empowered to handle operational tasks more effectively, and Customer Support Teams can address customer complaints and queries with improved efficiency.
Business Impact
This solution delivers significant business benefits. A streamlined ordering process enhances operational efficiency and customer satisfaction. Demand prediction enables better production planning, ensuring the availability of products as needed. With data-driven decision-making, businesses can leverage insights for growth and optimization. Furthermore, the system leads to improved payment collection, enhancing cash flow and financial stability
