Channel Partner Management - View All Features

Site Visits.

Planning Daily Visits

Makes planning visits effortless – no effort is required from field agents.
Sales Agents/resellers can be graded by priority to determine number of required visits per week/month, etc.

Route Planning

Plans daily turn-by-turn routes for Partner Managers and Distribution Sales Representatives based on their scheduled site visits.
Adapts to current traffic conditions, or as site visits are added or removed.
Supports geocoding of recipient locations for accuracy.
Can notify managers when field agent arrives at a destination.
Can send alerts if a field agent deviates from their route.

Conducting Site Inspections

Integrated inspection checklist is completed by Partner Managers and Distribution Sales Representatives during visit.
Checklist is used to check and record different items, depending on role, such as:
- Brand standards.
- Inventory levels.
- Mobile Money float levels.
- And more – options are configurable by role.
Partner Managers can capture photos during the inspection.
If there is an issue, the Partner Manager can raise a trouble ticket using the app.
When resolving a trouble ticket, the app can also be used to verify compliance (e.g., take pictures to prove issue is resolved).

Geocoding Reseller Locations

Enables turn-by-turn navigation for site visits, providing efficiency and cost savings.

Geotagging Activities

All Partner Managers’ activities are geocoded and timestamped for simple auditing.

Contract Signing

Digitally onboard new Sales Agents/Resellers and Partner Managers using the app.
Partner Managers/Resellers can be onboarded without being in the same physical location.
Onboarding forms are sent by email.
Captures digital signatures via desktop, mobile or tablet.
Controlled workflows ensure no signatures are missed.
Signature points belong to a specific person and only that signatory can sign them.
Configure multiple signing stages and/or approvals to ensure remote contracts are signed in the appropriate order and all requirements have been met.
Remote signing capability means contracts can be signed in any channel or location without additional installation.
Capture signatures via mouse, touchscreen, or typed name (converted to cursive).
Partner Managers /Resellers receive a signed copy of contract documents via email.
Can require the upload of other documents with the contract, such as IDs, letters of incorporation, banking letters, etc. All attachments are stored securely with the contract.
All documents are encrypted and stored in PDF format. Documents are time-stamped, digitally sealed, and cannot be altered.
Permissions control who can retrieve documents and are based on role.
All document searches/views can be easily audited to facilitates compliance with breach notification laws.
Meets/exceeds the enforceability, reliability, and integrity of paper agreements.

Establish Geofenced Sales Territory

Use the app to create a geofenced area on the map.
Sales territories are created using polygons/polygrams.
If a Sales Agent/Reseller conducts a sale outside of their territory, the Partner Manager is notified, and the exact location of the sale can be viewed.

Inventory Integration

Integrates with any inventory management system to provide inventory visibility through the app.
Depending on the inventory system’s capability, functionality can include viewing real-time inventory levels, searching for items, creating purchase orders, receiving low stock alerts, and more.

Reseller Performance

Partner Managers can monitor their resellers’ performance using the app.
View sales by categories, including SIM sales, top-up vouchers, mobile money, etc.
- Sales Summary report shows the quantities of items that were sold within a defined date range.
- Transaction report provides item-level detail for all transactions that were completed within a defined date range.
Identify top/low performers.
Distribution Sales Representatives receive low stock alerts when resellers’ inventory levels are becoming too low.

Field Agent Performance

Managers can view KPIs for their Partner Managers, including sales and revenue figures for their respective agents.
Track performance versus targets.
Identify top/low performers and compare a Partner Manager’s performance against others.
Track whether site visits were completed, and in the right order.
Compare key metrics over different time periods, including month over month and year over year.

Country/Regional Performance

Top-level business dashboard provides performance metrics across regions.
View performance across provinces and countries.
Drill down to Manager and Partner Manager level.
View key metrics, like sales activations, top-ups, etc.
View churn rate.
View % of completed site inspections.
Track success of campaigns based on sell out data.
Identify top performing markets and those that might need additional support or coaching.
Compare key metrics over different time periods, including month over month and year over year.

Determine Sales Agents/Resellers who are likely to churn based on changes in sales performance.
Can create commission tiers based on sales data, inventory levels, and store visits/compliance data. These tiers can be incorporated back into the commission engine to incent Sales Agents/Resellers to move up in rating.