Messages to dealers and dashboards per role
Send 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.
PLANSFrom Growth
The problem it solves
- A price change is sent to dealers on a WhatsApp group, and half of them never see it.
- You cannot tell which dealers have read an announcement.
- An area manager starts the day by asking each salesman what happened yesterday.
- The head of sales waits for a month-end sheet to see primary and secondary sales.
How it works
- Open Field Sales > Broadcasts and write a Title and Message.
- Choose who gets it: Salesmen, Dealers, or Salesmen and Dealers. Pick areas under Only These Areas, or leave it empty for everyone.
- Press Send. People with the app get a phone notification; everyone also gets the first of WhatsApp or email that reaches them, and an in-app notice.
- Dealers see it under Announcements on the dealer portal, marked New until they open it. The Seen By tab shows who read it.
- Every evening at 20:00 (IST), area and distribution managers get the Team's Day: visits, calls with an order, order value and who made no visit.
- Each person opens Distribution on the dashboard of their role and clicks a tile to open the records behind it.
Everything it does
Broadcasts
- Title, Message, Audience (Salesmen to start with), Only These Areas
- Dealers: active dealers, of the chosen areas and the areas under them
- Salesmen: all of the Entity's, or those who serve dealers of the chosen areas
- Sent once: the form keeps Sent On and Sent To (how many people)
- Refused when nobody fits the audience
Announcements on the dealer portal
- Every broadcast sent to dealers, newest first
- New on the ones this person has not seen; the overview counts them
- Seen By on the broadcast's form, per person
Team's Day (every evening)
- To each area manager for the salesmen of their areas, and to distribution managers for all
- Visits by how many salesmen out of the team, calls with an order, order value
- The names of salesmen with no visit that day
My Day (salesmen)
- Visits (with a sparkline), orders, collections to hand over, distance in km
- Visits by outcome (pie) and my activities
Area (area managers)
- Dealer orders, credit checks waiting, claims waiting, new retailers waiting
- Dealer items below the stock norm, visits away from the shop
- Secondary sales by month (bar) and strike rate by salesman
Distribution (distribution managers)
- Primary and secondary sales, with sparklines and by month
- Owed over 90 days, owed by area, active retailers, dealers to onboard
Working with dashboards
- Every number is counted as the person looking: a salesman sees his own visits and collections
- Tiles of features your plan does not have are left out
- Date range, refresh, your own layout in edit mode, number tiles, charts and lists you add
- A private copy of a shared dashboard, and the dashboard that opens for you
Who uses it
Area managerSends broadcasts, reads the Team's Day and works from the Area dashboard.
Distribution ManagerReads primary and secondary sales, money owed and onboarding on the Distribution dashboard.
SalesmanGets broadcasts on the phone and sees his day on My Day.
DealerReads announcements on the portal and gets broadcasts by WhatsApp or email.
Where you use it
- Web: Distribution > Field Sales > Broadcasts, and the dashboards on the first menu of Distribution
- Dealer portal: Announcements
- The SmartMy Distribution app: broadcasts arrive as phone notifications (built and in testing, not in the app stores yet)
- WhatsApp and email: broadcasts and the Team's Day
- Not by SMS: neither event has an SMS channel
What you control
Settings
- Per broadcast: audience and areas
- Channels and wording of Distribution Broadcast and Team's Day under Notifications > Configuration
- Your own dashboard layout, date range and the dashboard that opens for you
Notifications
- Distribution Broadcast: to the salesmen and dealers chosen; phone notification for people with the app, plus the first of WhatsApp or email, and in-app
- Team's Day: to area and distribution managers every evening; WhatsApp, else email, and in-app
Questions
Can I send a message only to dealers of one region?
Yes. Choose Dealers and pick the region under Only These Areas. Dealers in the areas under it get it too.How do I know a dealer read it?
Open the broadcast and the Seen By tab. It lists each person who opened it on the dealer portal.Can a broadcast be edited after it is sent?
No. A sent broadcast keeps its text, date and count. Send a new one to correct it.Will a salesman see the whole company's numbers?
No. Every tile counts what the person looking may open. A salesman's My Day shows his own visits, orders and collections.Can we add our own tiles?
Yes. In edit mode, add a number, chart or list on any data you can see. Make a private copy first to leave the shared dashboard as it is.Related features
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.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.LARGE NETWORKSControl tower alertsEvery morning SmartMy Distribution checks the network and raises alerts for the right area manager. Dealers not ordering, retailers who stopped buying, stock-outs, late dealer figures, salesmen without visits or away from the shops. The manager closes each one as Dealt With.MARKET INTELLIGENCEHead office drill-down to the outletOne screen goes from the whole country down to a region, area, beat, dealer and one outlet. Every level shows sales against last month and last year, billed outlets, coverage and launches. Pick any item and every figure follows it, on the web, a phone or the manager's app.SCHEMES AND DEALER SALESDealer stock and secondary salesEach dealer's closing stock and its sales to retailers, item by item, reach you from the dealer portal, an Excel sheet or your office. Sell-through shows what really left the dealer's shelf, and primary sits beside secondary for every dealer and item.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.