The Sales Information Tracking System (SIT) is an integrated management solution that provides all members of the sales channel the ability to manage and track customer and sales information. The current release of SIT is designed to provide an effective sales management tool to the telecommunications industry. SIT is robust, intuitive, and delivers the tools to both field and office staff to manage the daily tasks of driving sales and make critical decisions with confidence

SIT is built using advanced software architecture concepts that utilize the latest technologies including the Microsoft .NET Framework. Such combination is guaranteed to offer great performance and reliability advantages.

SIT consists of two main components:

1. SIT Web
2. SIT PDA

SIT Web represents the back office component used by office staff. SIT PDA , on the other hand, is intended for field representatives and provides users with the ability to view visit schedules, track tasks lists, collect visits information, and input problem records.

The following lists detail some of the functions and features provided by SIT :

Features Summary

• Manage client information
• Support for staff hierarchies
• Support for geographical hierarchies
• Associate sales representatives with specific geographical hierarchies
• Performance-based client segmentation
• Factor client segmentation into visits schedules
• Mobile sales tool via SIT PDA
• Performance-based rewards system for clients
• Support for problems and complaints records
• Monitor performance of sales representatives
• Track visits schedule for representatives
• Associate products with clients and locations
• Record order transactions
• Canned reports
• Custom reports

Detailed Features:


Staff

1. Manage staff information
2. Associate responsibilities with staff hierarchy
3. Role-based access

Geography

1. Support for geographical hierarchies
2. User defined hierarchical components

Staff-Geographical Mapping

1. Associate clients and representatives with regions to create representative-client associations
2. Support for the periodic rotation of sales representatives based on regional hierarchies.

Client Info

• Define new client information
• Define new client attributes
• Dynamic search capabilities
• Custom reports
  • By geography
  • By sales representative

Daily Visit

• Support for Visit information records that define visit date, visit period, missing items, sales amounts, problems, commissions, and others.
• Pre-defined visit schedules
• Support for schedule changes
• Custom reports that include
  • Daily visits by sales representative
  • Daily visits by sales supervisor
  • Actual visits vs. planned visits
  • Others

Classifications

• User-defined client classes
• Client classification via user-defined criteria with variable weights
• Support for region-based classification criteria

Visit-Map

• Automatic generation of monthly visit schedules
• Association of visits frequency with client class
• Tracking of planned and unplanned visits during the month
• Support for modification to the automatically generated visit-map
• Visit-Map reports about the planned vs. actual visits
  

Incentives

• Define rewards strategies for clients utilizing class information
• Associate incentives plans with specific products
• Support for region-based incentives plans
• Calculate costs for incentives plans
• Support for manual editing of incentives plans

Discounts

• Define and associate discounts with invoices
• Support for class-based discounts
• Manual editing of discount lists
• Discount reports
  

Helpdesk

• Record and track penalties issued against clients
• Record and track complaints reported by sales representatives and clients
• Record and track defective items delivered to clients
• Record and track company events
• Record and track new client requests
  

Inventory

• Define products catalog
• Establish warehouses information
• Issue appropriate vouchers at appropriate times (In-Voucher, Out-Voucher, Return-Voucher)
• Issue appropriate invoices for direct sales
• Inventory reports
  • Products transactions
  • Inventory balances
  • Items balances
  • Vouchers