Outlet visits and reorder calls for FMCG distributors

• Beat visits are hard to verify

  A salesman’s daily report lists twenty outlets. Without a check-in at each shop, the supervisor cannot tell which were visited and which were phoned.

• Reorders wait for the retailer to call

  An outlet that ordered last week needs a call before its stock runs down, and without a schedule another distributor’s salesman gets there first.

• Retailers ring the salesman, not the office

  Order calls come to a salesman’s mobile while he rides between shops, and a missed call from a new shop is often never returned.

• New outlets are not followed up

  A shop that took a trial order needs a second visit and a call, which is easy to drop on a busy beat.

1. 11 / 5

   Each beat is a sheet

   Import each beat’s outlets from Excel or CSV as its own sheet, assigned to the salesman who covers it, with outlet type and area in custom fields. Filter Leads by sheet to see one beat at a time.

2. 22 / 5

   Check-in at every outlet

   At the shop the salesman checks in from the outlet’s record and checks out with the order taken or the reason there was none. The first visit can save the shop’s location, and later visits are measured from it.

3. 33 / 5

   Retailers’ calls become leads

   A missed call from a new number on the work SIM can become a lead with a callback due, so a new shop that rang during a ride gets a call back. Numbers marked Not a lead are ignored after that.

4. 44 / 5

   Reorder calls come up on schedule

   An outcome such as Order taken can book the next call a set number of days later, so the outlet comes back into the salesman’s or the office telecaller’s queue on that day.

5. 55 / 5

   The supervisor sees the beat

   Field visits shows each salesman’s outlets in visit order with time spent and the route in Google Maps, and Reports show calls and outcomes per person.

On Android, every call on the work SIM is logged on the right lead with its exact duration, including calls dialled from the phone’s own dialer. On iPhone, calls started from LumaKol are logged with an approximate duration measured by the app. Either way, the outcome is one tap away after each call.

• Field visits and day routes

  Check-in and check-out at the outlet with a note, the distance from the shop’s saved location and each salesman’s route for the day, with no background tracking.

• Follow-ups and retry rules

  Outcomes book the next reorder call or visit by themselves, and retry rules bring back retailers who did not pick up.

• A calling queue that serves the best lead first

  Office telecallers work the day’s reorder calls from one queue that serves the best lead first, instead of scrolling a register.

• Missed calls become leads

  Missed calls from new numbers on the work SIM can become leads with a callback due. It is off until you switch it on.

• WhatsApp, SMS and email templates

  Price lists, scheme details and order confirmations open in WhatsApp, SMS or email on the salesman’s phone with the outlet’s name filled in.

• Attendance and breaks

  A day check-in with an optional location, typed breaks and shifts with late marks, in the same app the salesman uses for visits.

• CSV / Excel import

  Outlet lists per beat from your distributor software or Excel.

• IndiaMART

  Enquiries from retailers and sub-distributors who find you there.

• JustDial

  Enquiries from your listing land in the queue.

• Hosted forms

  Put the QR code on counter displays and delivery notes.

• Website webhook

  Any website or form tool can send leads to your workspace URL.

• Public API

  Create and update leads from your own systems.

Questions from distributors