Sell a Product to Customer Using EFFORT Plus App

Field Sales Executives usually administer sales of products and services by traveling from location to location within a decided territory to advocate supply of products to the customers they have targeted and the ones who they are already dealing with. For example, a sales executive must visit the customer's location, must spend some time explaining the products and selling their products to the customer. These operations can be simplified with the EFFORTx platform. You can also add various conditions like location conditions and minimum time to be spent at the customer.

This tutorial helps you to manage the whole sales process, which includes customer creation, activity creation, and selling products to the customer with the mobile app. The below are the steps involved.

Step 1. Create a Customer

If you are selling products to your customers, you must create a new one when a new customer requested your products. This section helps you to create a new customer.

  1. Go to Web App > Customers, click the Add button to add a new customer.
    You can import multiple customers by using the Import option. For more information, refer to Import Customers.
  2. Fill out mandatory details in the Customer Information and Contact Information sections.
    In the above screenshots, we created a customer with the name of Zenco Stores and the primary contact person as Sunil Arora.
  3. Click Save to create a new customer record.

Step 2. Map Customer to Employee

After creating a new customer, you need to map to the employee who is already working in the field. This section helps you to map customers to an employee. The employee can be able to see the customer in the mobile app and complete the activity.

  1. Go to Web App > Customers, select the Select All Customers In Company option under the Customer Filters section, and click the Apply button to view all the customers in your company.
  2. Select the Zenco Stores which is created now and click on the Assign Selected Customer To Employee button to map employee.
  3. Type employee name to select the employee and click Apply.

Step 3. Configure Activity

This section helps you to create activities which need to be done at the customer. Here we are creating a Product Selling Form as an activity and configure it to different customer types.

  1. Go to Configurator > Forms > Create Form to create a sample form.
    Type the title as Product Selling Form, and add the Customer, Date, Number, Currency, and Signature data types and label them as shown above. Click the Publish button and Save the form.
  2. Now Product Selling Form Actions page is displayed. Click on the Configure As Customer Activity card to configure it as customer activity.
  3. Enter Activity Name as Product Selling and select customer type. Click Save.
    The Product Selling Form is configured to all the customer types.

Step 4. Configure Activity Settings

If you want your employee must visit the customer's location, and must spend some time explaining about your products, this section helps you to configure various conditions for activities that need to be performed.

  1. Go to Configurator > Settings > Global Mobile Settings > Customer Settings to configure the activity settings.
  2. Enable the checkbox Notify to check out after and select the duration to 15 minutes.
    If you enable this checkbox, the mobile app will remind the employee to check out after 15 minutes.
  3. Enable the checkbox Warn if time not spent at Customer and enter the duration as 10 minutes.
    The mobile app prompts a warning message if minimum time is not spent at the customer.
  4. Enable the checkbox Restrict check out if minimum time not spent.
    The mobile app will not allow the employee to check out the customer if minimum time is not spent.
  5. Enable the checkbox Allow activities to be performed only after Customer check-in.
    The mobile app will not allow the employee to perform the activity without check-in the customer.
  6. Enable the checkbox Can perform activities only in the Customer location within and select the distance as 50 meters.
    The mobile app allows the employee to check in or check out the customer within the 50 meters radius only.
  7. Click Apply button to save the settings.

Step 5. Perform Activity

This section helps you to perform the activity at the customer's location with the mobile app.

  1. Open the EFFORT Plus app in your mobile and click on the Customers card.
  2. Search for the customer Zenco Stores which we created now and click on the customer card.
  3. Now try to check-in outside of the customer location, the mobile app will not allow you to check-in. It will prompt an error message.
  4. Now go to the customer location, and tap check-in. Tap Add Activity button to complete the activity.
  5. Select the Product Selling Form from the options.
  6. Fill out the form and click on Submit icon to complete activity.
  7. Now try to check out the customer before 10 minutes. The mobile app prompt an alert as shown below.
  8. Go out of the customer location and try to check out after 10 minutes. The mobile app will not allow you to check out.
  9. You must spend 10 minutes at the customer location and tap Check out to complete the activity.

Step 6. View the Completed Activity Details

This section gives you information about form submissions. You can view the details filled in the form by following the below steps.

  1. Go to Web App > Forms, click on the Product Selling Form card.
  2. Click on the ID number under the ID column to view the form submission details.
  3. Now the Product Selling Form page is displayed with all the form submission details.
  4. You can also get these details as report, refer to Generate a Customer Activity Report.