Empower Your Sales Force. Incentivize Results.
Equip your sales team with the tools they need to manage their daily activities, close deals faster, and build stronger customer relationships, all from a single, easy-to-use mobile app.
Get your Field Sales Team in order.
A field sales solution tailored for your business.
Shelvz transforms your sales process with intelligent automation and real-time data. Our platform provides your team with optimized routes, instant access to customer information, and the ability to take orders and process payments on the spot. Managers get a bird’s-eye view of all field activities, enabling them to make data-driven decisions and provide targeted support to their team.
Poor field sales execution leads to loss in sales and revenue.
of all order errors stem from manual processes.
of sales reps consistently achieve their quota.
of a salesperson’s time is spent on direct customer-related activities.
— Source: OnsightApp, Accenture, Lightico
Dashboard reporting that drives growth.
Get the most out of your data with powerful reporting.
Maximize Field Sales Performance
Monitor your team's sales activities and customer interactions in real-time to capitalize on opportunities and address challenges instantly.
Dashboards Built for Sales Growth
Gain clear insights into sales funnels, team performance, and territory growth through powerful, interactive dashboards.
Real-time Field Intelligence & Alerts
Get instant alerts on critical sales metrics like low client inventory, overdue payments, and competitor activities to enable immediate action.
Reliable Data for Accurate Reporting
Process all customer visit and sales data efficiently to ensure a clear, accurate overview for performance analysis and sales forecasting.
Flexible Data & ERP Integration
Need deeper analysis? Easily export sales reports, visit photos, and data as Excel, CSV, or PDF files. Seamlessly connect to your ERP or CRM via our API!
A Streamlined Mobile Experience
Equip your promoters with the right tools.
Intelligent Route & Schedule Planning
Plan and optimize daily customer routes. Schedule your sales reps with custom visit frequencies based on client priority and sales cycles.
Ensure Verified Sales Activity
Confirm every client visit with mandatory geo-fencing, timestamps, and photo verification for 100% accuracy and accountability.
Versatile Order & Data Capture
Empower your reps to place orders and collect data in any format. Speed up order entry with powerful Barcode & IR scanning, right from their mobile device.
Never Lose a Sale with Offline Mode
Your sales reps can create orders, log visits, and access client data even without an internet connection. All data syncs automatically once they are back online.
Capture Rich Customer Insights
Go beyond the order form. Capture vital client feedback, competitor placements with photos, visit notes, and more to build a complete customer profile. Voice and video coming soon!
Solutions Built for a Reason
An expansive collection of data collection modules.
Streamline sales
Create sales orders and get a top-line view with customizable dashboards and notifications to keep you updated. You can even integrate your ERP to truly streamline your sales process.
Incentivize performance
Once you optimize routing and monitor schedules and visits with our two way sales toolkit. You will be able to track top performing stores, SKUs, and sales reps with clear and traceable KPIs to incentivize performance.
Identify opportunities
Visualize sales revenue and targets and identify opportunities to increase sales growth. Access the product image catalogue to know what your market looks like on the ground.
Trace payments
Access your client history, sales orders, statements of accounts, and credit limits to collect secure payments and issue automatic receipts.
Why our Field Sales Solution?
Customizable & Diggable
BI Reporting
Easy-to-Use Team Planning
Flexible Pricing Packages
Dedicated & Local
Customer Support
Resources
Articles to help perfect your field sales
How to Get the Most Out of Your Retail Data with an AI Assistant
The importance of data as a source of knowledge, insights and power keeps on increasing in the retail ecosystem. This is where the wonder of an AI Retail Assistant steps in, turning overwhelming data into instant, actionable intelligence.
AI Assistant Revolutionizing Retail Operations: From On-Shelf Merchandising to Field Team Decision-Making
In retail, staying ahead of the curve requires more than just a strong product lineup and promotional offers. Modern retail success hinges on operational excellence, swift decision-making, and the ability to act on real-time data.
How to Feed and Grow Your Intelligent Assistant
In retail, speed and agility are critical tools for success. Managers need to make rapid decisions based on accurate, real-time data. Traditional reporting systems often cause delays, leaving decision-makers one step behind the market. That’s why Shelvz developed its new AI Retail Assistant, designed to give managers instant access to retail execution data through a simple, conversational interface.
