A substantial part of monthly expenses of FMCG sales and marketing is consumed in travel, food, stay and other minor things. How are these reimbursed even today? Through cumbersome paper forms and iterative approval process!

Frontliners spend majority of their time hitting the market, meeting various parties in the distribution chain and criss-crossing geographies. Peri CRM has designed a daily expense tracking mechanism based on defined rules by mapping behaviors of field, admin and accounts teams. A FMCG company translates its allowance and expense policy onto Peri based on a number of parameters as highlighted below:

1. Grade: Peri allows to define expense policy at a grade level which in turn is mapped to a designation. This takes care of the variations in amounts for resources, a common phenomena to attract talent in today’s competitive market.
2. Geography: Peri defines geography in two ways
   • Type: Metropolitan, urban, semi urban and rural
   • Proximity: Headquarter, ex-headquarter and outstation
3. Expense types: Peri has incorporated most of the expense types like travel, daily, mobile, food, lodging and miscellaneous. Companies also have option to define expenses custom to their business.

Peri’s scalable expense management module ensures that a hard working field representative doesn’t have to spend hours submitting the monthly  claims to the accounts department and wait for months to reflect in their salary account.