Announcements, documents, targets and help tickets for dealers
Your dealers read your announcements, open your price lists and circulars, follow their monthly targets and raise help tickets on their portal. You see who read each announcement.
PLANSFrom GrowthWith SmartMy Desk
The problem it solves
- A new price list goes out on WhatsApp and half your dealers still order at the old one.
- Circulars and scheme letters are lost in a chat, and nobody can say which dealer saw them.
- Dealers hear their monthly target once, at the review meeting at the end of the month.
- Complaints come by phone to whoever picks up, and nobody follows them up.
How it works
- Write an announcement in Field Sales > Broadcasts: a title, the message, to Dealers (or Salesmen and Dealers), all areas or only some. Press Send.
- Dealers get it on their channels and find it on the portal's Announcements page, marked New until they open the page. The Overview shows how many are new.
- Publish files in Market > Dealers > Dealer Documents: a price list, circular, scheme letter or other file, for chosen dealer groups and areas.
- Set targets in Market > Dealers > Dealer Targets: a dealer, a month, a purchase target and item groups with a quantity or value target. The dealer follows them on its Targets page as it orders.
- With SmartMy Desk, a dealer raises a ticket on the Help page with a title, details and photos, and follows the conversation in Desk.
Everything it does
Announcements
- Title, message, To: Salesmen, Dealers, or Salesmen and Dealers
- Only These Areas: empty for everyone; dealers in those areas or below them
- Sent to active dealers; Send asks to confirm; a sent announcement cannot be changed
- Sent On, Sent To (count), Seen (count) and the Seen By tab with each person and when
- Portal: newest first, New until seen, plain text; the last 200 for the dealer's entity
Documents
- Title, kind (Price List, Circular, Scheme Letter, Other; Circular to start with), date, file, About It
- Who sees it: dealer groups and areas (empty: every dealer); areas include those below
- Archived documents are no longer shown
- Portal: chips by kind, search by title, Open and Download
Dealer targets
- One target per dealer and month: a purchase target and item groups (categories and items, a quantity or value target), with notes
- Achieved from the dealer's confirmed orders of the month, before tax, free goods left out
- An item group's progress is the lower of its quantity and value shares
- Portal: this month with days left, a bar for the total and each group, notes, and earlier months; the Overview shows this month's bar
Help tickets (with SmartMy Desk)
- What About (the issue types open to them), Title (up to 200 characters), Details and up to 6 photos
- The dealer's last 20 tickets with their status; those waiting on the dealer are marked
- Each ticket opens on Desk's own page, where the conversation goes on
- People of an active dealer with a portal login raise tickets as internal requesters, never billed
- Without Desk, the Help page says tickets are not open yet
Who uses it
DealerReads announcements, downloads documents, follows targets and raises tickets.
Area managerSends announcements, publishes documents and sets dealer targets.
Distribution managerDoes the same across every area, and sees who read what.
Support team in SmartMy DeskAnswers dealers' tickets.
Where you use it
- Dealer portal: Announcements, Documents, Targets, Help, and the Overview
- Web: Distribution > Field Sales > Broadcasts; Market > Dealers > Dealer Documents; Market > Dealers > Dealer Targets
- SmartMy Desk: the dealer's tickets
- Not in a dealer app: dealers use the portal in a phone browser
What you control
Settings
- Distribution Broadcast event: channels and templates in the notification settings
- Issue types open to internal requesters, in SmartMy Desk
- Dealer groups and areas, which decide who sees a document or announcement
Notifications
- Distribution Broadcast: to the dealers (and salesmen) it is sent to; push, WhatsApp (Scale), email and in-app; sent at once and cannot be switched off
- Tickets: SmartMy Desk tells the dealer as Desk's own events are set
Works with
SmartMy DeskDealers raise help tickets from the portal and follow them in Desk, as internal requesters who are never billed.
Questions
Can I send an announcement only to dealers in one state?
Yes. Choose that area in Only These Areas. Dealers in it and in every area under it get it.Can I see who read an announcement?
Yes. The broadcast shows how many have seen it and, on the Seen By tab, each person and when. A person counts as having seen it once they open the Announcements page.Can I attach a PDF to an announcement?
Not to the announcement itself; it is text only. Publish the PDF in Dealer Documents and mention it in the announcement.Where does the target's achievement come from?
From the dealer's confirmed orders in the month, before tax, without free goods. Nothing is typed by hand.Do we need SmartMy Desk for help tickets?
Yes. With Desk, dealers raise and follow tickets from the portal. Without it, the Help page tells them to call or write to you.Related features
DEALERSDealer portal: catalogue, ordering and deliveryEach dealer gets its own web pages. They show a catalogue at its own prices and the credit it has left. They also show every order with its status, deliveries, proof and invoices. It opens on any phone or computer, in the dealer's language.DEALER STOCK AND MESSAGESMessages to dealers and dashboards per roleSend one message to all your salesmen, dealers or both, or only those of some areas, by app, WhatsApp and email. Dealers also find it on the portal. Each role opens Distribution on a ready-made dashboard: My Day for salesmen, Area for area managers, Distribution for the head of sales.RETAILERS AND FIELD SALESIncentives, leaderboard and team broadcastsIncentive slabs turn the share of target a salesman achieves into an incentive and points, and a leaderboard ranks the team every night. Managers send messages to all salesmen and dealers, and get the team's day every evening.DEALERSSchemes live in the dealer's basketAs a dealer types quantities on the portal's New Order page, the basket shows the free goods and discounts it gets. It also shows how much more of an item reaches the next slab or free lot.ACROSS SMARTMY DISTRIBUTIONNotificationsSmartMy Distribution tells dealers when an order is confirmed, held or dispatched and when a claim or return is decided. It reminds them to report stock, and tells managers about approvals, alerts and their team's day, by WhatsApp, SMS, email, phone notification and in-app.DEALERSDealer groups with price lists and credit termsPut dealers in groups such as Distributors and Dealers, each with its price list, credit limit and credit days. A new dealer takes its group's terms, and every order, portal page and app screen shows that dealer's own prices.
See your market on it.
Tell us how many dealers and salesmen you have, and how orders and claims reach you today. We will set up your dealers, price lists and beats with you.