Incentives, leaderboard and team broadcasts
Incentive 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.
PLANSFrom Growth
The problem it solves
- Salesmen learn their incentive at month end, from a sheet they do not trust.
- Nobody on the team knows where they stand against the others.
- A new price list or scheme reaches half the team by forwarded WhatsApp messages.
- The area manager has to ring each salesman to find out how the day went.
How it works
- Under Configuration > Products and Prices > Incentive Slabs, list the share of target that earns each incentive and points. For example 80 %: 2,000 and 10 points; 100 %: 5,000 and 25 points.
- Every night each salesman's targets of the month are added up and ranked by the share achieved. Each gets the incentive and points of the highest slab reached.
- Field Sales > Leaderboard shows the rank, target, achieved, percent, incentive and points. In the app each salesman sees his own row and the top ten.
- To tell the team something, open Field Sales > Broadcasts. Write a title and message, choose salesmen, dealers or both, and any areas, then press Send.
- Every evening each area manager gets the team's day: visits, calls with an order, order value and who made no visit.
Everything it does
Incentive slabs
- From Target Achieved (%), Incentive (an amount), Points, per entity
- The highest slab reached applies; below the lowest slab, nothing
- Set by Distribution Managers; salesmen can read them
Leaderboard
- Worked out every night for the current month, and on Work Out Again (Distribution Managers)
- Sums each salesman's targets of the month: target, achieved, Achieved (%)
- Ranked by percent achieved, then by amount achieved
- Incentive and points from the slabs; totals in the list; group by month or salesman
- The app shows the salesman's rank, incentive and points and the top ten
Broadcasts
- Title, message, To: Salesmen, Dealers, or Salesmen and Dealers
- Only These Areas: dealers in those areas and the salesmen of those dealers; empty for everyone
- Dealers: active dealers only
- Send asks to confirm, then records when and to how many; a sent broadcast cannot be changed
- Dealers also find it on the portal's Announcements page, new ones marked, with Seen By on the broadcast
The team's day
- Every evening at 20:00 India time to each area manager and Distribution Manager
- An area manager gets the salesmen of his areas; a Distribution Manager gets every salesman
- Visits, how many salesmen made them, calls with an order, order value, and the names of those with no visit
- The Team screen in the app shows the same through the day
Who uses it
SalesmanSees his rank, incentive and points in the app, and gets broadcasts.
Area ManagerSends broadcasts and gets the team's day every evening.
Distribution ManagerSets the incentive slabs, works the leaderboard out again and gets every salesman's day.
DealerGets broadcasts sent to dealers and reads them on the portal.
Where you use it
- Web: Distribution > Field Sales > Leaderboard and Broadcasts; Configuration > Products and Prices > Incentive Slabs
- The SmartMy Distribution app: leaderboard on My Targets, Team for area managers (built and in testing, not in the app stores yet)
- Dealer portal: Announcements
- WhatsApp: broadcasts and the team's day where your WhatsApp is set up
- Not built: paying the incentive through payroll; it is worked out here and paid by you
What you control
Settings
- Incentive slabs: from what percent, the incentive and the points
- Broadcast audience and areas, per message
- Channels of the Distribution Broadcast and Team's Day events in the notification settings
Notifications
- Distribution Broadcast: to the chosen salesmen and dealers, to the app first, else WhatsApp or email, and in-app; sent at once
- Team's Day: to area managers and Distribution Managers every evening, WhatsApp first, else email; in-app always
- Each person can switch off a channel, such as email, for themselves; in-app notices always arrive
Questions
Is the incentive paid automatically?
No. The leaderboard works out each salesman's incentive and points. Paying it, through payroll or otherwise, is done by you.What is the leaderboard based on?
Each salesman's targets of the month and what he achieved from confirmed dealer orders. Salesmen are ranked by the percent achieved.Can a broadcast go to one area only?
Yes. Choose the areas: dealers in them and the salesmen serving those dealers get it. Leave it empty for everyone.Do we know if dealers read a broadcast?
The broadcast's Seen By tab lists who opened it on the portal's Announcements page, and when.When does the team's day arrive?
Every evening at 20:00 India time, on WhatsApp where it is set up, else by email, and always in the app.Related features
RETAILERS AND FIELD SALESCollections and targets for salesmenSalesmen record cash, UPI and cheques collected at the shop; the office marks each one received and books it as a payment against the dealer. Monthly targets by value, for a salesman or a dealer, show what is achieved from confirmed orders.RETAILERS AND FIELD SALESBeats, visits and the salesman's day with km claimEach salesman gets his beats and their days. He starts the day in the app with a photo, checks in at shops against their pin, and ends the day. With SmartMy HRMS the kilometres can be claimed.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.DEALERSAnnouncements, documents, targets and help tickets for dealersYour 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.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.
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.