It is 100% true for FMCG companies who closely track the retailers spread across a geography to place periodic orders (daily, weekly, fortnightly or monthly) to their salespersons or the distribution chain which acts a health-indicator of the end-customer demand.

A key job of a FMCG salesperson is to service the retail and distribution chain by acting as a communicator of the company’s expectations, market dynamics, schemes, incentives and other operational stuff. All this effort translates to an order, which goes through multiple checkpoints and finally results in delivery and revenue for the seller. Peri CRM meticulously captures the various elements of an order and gives an easy-to-use interface to ensure higher throughput. Few elements are:

1. Products: A salesperson carries and showcases a bouquet of products in his smartphone to the customer who then picks a few based on his hyperlocal customer demand. Peri’s Product management module gives all the product collateral digitally and saves the effort of carrying papers in the bag.
2. Schemes: A company runs a variety of schemes throughout the year based on season, inventory levels, market demands and more. These schemes often require calculations on-the-fly. Peri allows the sales representative to check latest scheme for a particular buyer in a particular region with a single-click.
3. PDF: Once the order is taken, a customer is curious to get an acknowledgement or a receipt with the delivery details. Peri is one of the few CRM’s in India that generates a PDF instantly in a neat format which can then be shared to the customer using any suitable mode (email, WhatsApp or print if available).

An order in Peri moves across multiple stages (from ordered to delivered) with specific business rules at each stage. Peri CRM is continuously improvising to reduce barriers to order taking for the sales person to ensure no sales loss and enhanced customer satisfaction (follow us for exciting updates).

Fun fact: For some of our customers, “Order-based” secondary sales is close to 90% of the “Stock-derived” secondary sales.