Retail Industry

Retail Sales App

Evelyn Dennis

Driving Retail Sales Management

Retail Sales App is used to improve the overall effectiveness of the customer engagement and efficiently driving the relationship and to give a structured way of engaging with the customers to make sure that the sales objectives of the organization is fulfilled.

By continuous monitoring, the engagement could be supported or improved upon by the timely feedback. By creating more engagement opportunities with existing customers and to identify or pass on new opportunities from the various sales channel. Sysfore Retail Sales App is a mobile app available for users on their iPhone and Android mobile phones.

Key features of Retail Sales App

• Attendance

  • This Feature helps to track daily presence of Sales Representative/Manager. It also captures GPS Location of Sales Representative/Manager while doing check in and check out.

• Activity

  • Sales Representators having predefined clients. Need to go on client place to perform activities such as Order Booking, Payment Collection, Product Discussion etc.
  • He can also specify if any issue raised by clients such as Product Damage, Billing issue etc.
  • In addition, here we are capturing GPS location while adding activity.

• Assign Task

  • Sales Manager must assign task to his team.
  • Here he can assign task for predefined clients, or he can also assign task for new Client which is also tracked

• Permanent Journey Plan (PJP)

  • Sales Manager will define PJP which can be daily, weekly, monthly, or quarterly.
  • The PJP will be assigned to Sales Representative.

• PJP against Daily Activity

• Dashboards

  • Here we are making track of Sales Representative’s daily activity against PJP which is assigned to him.
  • This feature shows pictorial (graph) representation for Sales Managers where he can filter based on Sales Representative.
  • Based on activity type Sales Manager can see graph.
  • For Sales Representative he can see count of his activity.
  • Both Sales Representative and Sales Manager can see PJP against Daily activity graph.
  • Issue against client name also shown in graph.

What does it take to start using the Sysfore Retail Sales App?

Sysfore Field Sales app helps increase customer satisfaction, shorten the sales cycle, better utilize Sales Representative, and improve business process management.

Sales Team and hierarchy

Sales Team Hierarchy

How it works?

Sales Representative


• Task dashboard
The Sales Representative can see count of their today’s activity.

Sales Representative Check
  • Attendance

In attendance Sales Representative can check in and check out which captures location coordinates and time.

  • Location Capturing

While entering activities, the live location will be captured.

  • Adding activity

Sales Representative can do entry of Activities such as Order booking, Payment collection etc. which is assigned by Sales Manager. He needs to update the status of the assigned task. While adding activities, the additional feature is given to capture any images from camera, or he can upload through attachments if is required.

  • Map

Sales Representative can use the map from app to check location of client.

Sales Representative MAP
  • Adding issues

Sales Representative can do entry Issues such as billing issue, account issue etc. While adding activities and issues the additional feature is given to capture any images from camera or he can upload through attachments if is required.

Sales Representative New Issue
  • PJP Dashboard

Permanent Journey plan will be assigned to Sales Representative which can be compared against daily activities of Sales Representative which is represented in graph.

Sales Representative Daily-Activity
  • Adding New Client with activities

In this module Sales Representative can add new clients details and activities for him with that he can capture any images from camera, or he can upload through attachments if is required.

Sales Representative New Client

Reporting Sales Manager

  • Task dashboard

The Sales Manager can see count of their today’s activity.

  • Attendance

In attendance Sales Manager can check in and check out which captures location coordinates and time.

  • Teams Dashboard

The Sales Manager can see total count of today’s activity of his team members.

Sales Manager will be able to see all the activities of team members with pictorial representation (Graphs). He can see by some of filters such as daily, weekly, monthly, and selecting individual Sales Representative.

Sales Representative Dashboard
Issue against client name also shown in graph.
Sales Representative New Dashboard
  • Assign Task

Sales Manager will assign task to their team members on predefined clients or for new clients.

Sales Representative Assign Task
  • Create Permanent Journey Plan and Details

Sales Manager will create Permanent Journey Plan based on Plan type such as Daily, weekly, monthly, quarterly with activity name and activity target.

Sales Representative Journey Plan
  • Assign Permanent Journey Plan (PJP)

Sales Manager will assign team members with targeted date.

Sales Representative Planning

Advantages of Retail Sales App

  • Easy track of Sales Representative daily activities.
  • Easy track of attendance of sales Representative/Manager.
  • Fast and easy data collection.
  • Better Customer Relationship.
  • Enhanced Insight with the help of dashboards.

Technologies Used

  • SharePoint or Common Data Services:
  • SharePoint/CDS has taken as backend to store all the data information.
  •   PowerApps:
  • PowerApps which is used for design canvas mobile app.

Discovering the Potential of the Retail Industry with IoT

Bobby Varghese

The number of connected devices is increasing every day. They are not only changing the way we live our lives but are also bringing dramatic changes in the entire industry. According to Mckinsey, the Internet of Things offers a potential economic impact of $4 trillion to $11 trillion a year in 2025. In the current industrial scenario, implementation of the internet of things is more evident in the retail industry. Retailers have now been able to collect information from various devices and process it to make smart decisions.

Let’s observe how the Internet of Things has revolutionized retail industries:

Improved Retail Experience: Customers can take help from the robots with the touch screen menu to find a product instead of walking in multiple corridors. Smart mirrors installed in various retail stores help the customers to see how a garment will look on their body without actually wearing it. They can also scan the bar codes on the product to get the corresponding information from the internet.

Precision in Inventory Tracking: Employees in production department can get precise data about the work in progress and the finished goods. Retailers can track and manage their inventory to meet their customers’ demands regardless of complications in the supply chain.

Prevention of Fraud and Shortage: Products are tagged with RFID tags which alert the retailer of a theft attempt. These tags also help the retailers to keep a track of their goods which are sold online in large quantities and have high chances of theft/shortage.

Improved In-store Experience: With IoT, retailers have various opportunities to improve their customer’s in-store experience. Customers in the close vicinity of the store receive targeted offers. They also receive special deals and offers while inside store thereby improving their shopping experience.

Make most of In-store Flow: With the IoT, retailers are able to collect insights about customers’ interests, purchasing patterns, etc. Using GPS and locations, they send notifications to their customers’ devices about the available promotional schemes, discount coupons, etc. to enhance customer experience.

Sync between Storage and Smart Shelf: With IoT, retailers are now able to track their goods, available inventory on the shelf and in the storage, manufacturing and delivery times, etc. This helps them to manage their inventory and eliminate the chances of an empty shelf in the store.

This being said, we still see a lot of potential in the retail industry to make use of IoT. The retailers should understand that the IoT isn’t just about sensors and connectivity — it’s about creating new customer experiences, revenue streams, and business models.