Territory Management Solution -

Territory Management Solution

Our “Smart Manager” Territory Management Tool is a crucial component of the SFA solution, streamlining sales and team management in all the key business areas.

Smart Manager empowers team leaders with a complete 360 overview of their field teams at each point of sale. Smart Manager also includes workload distribution among field teams, task assignment and evaluation, feedback collection and staff training.

Business Challenges

To address all the variables of managing diverse field teams, market segments, and territories, all CPG businesses need a versatile solution capable of effectively tackling the following fundamental business challenges:

Control of field Team efficiency

Achieving optimal workload allocation while maintaining comprehensive control over point-of-sale activities.

Data-driven decision making

Enable real-time data-driven decisions by collecting consolidated insights across territories, channels, and brands.

Team alignment & collaboration

Transition away from ineffective monitoring and controlling methods, aiming for enhanced alignment and collaboration within the team.

Real-Time competitor View

Gain real-time insights into competitors' pricing dynamics and promo launches for better planning and strategy adjustment.

Smart Manager Functionality

Fully Configurable Dashboards and Reporting

Utilize embedded Power BI within the solution to create customizable dashboards and comprehensive reports.

Potential Users

Regional Manager
Area Manager
National Manager

Team Audit

Compare plans against execution to evaluate your subordinates’ performance. This includes a map overview, exact task fulfilment details, timing, and related information.

Potential Users

Regional Manager
Area Manager
National Manager

Territory Audit

Monitor how customer dynamics evolve due to your subordinates’ actions. This module offers valuable insights into customer details, planned actions, and fulfilment of KPIs and targets, aiding decision-making and focus.

Potential Users

Regional Manager
Area Manager
National Manager

Photo Gallery

Centralized repository for images and photo data collected from the field. Regardless of whether images were captured manually or via image recognition, this module presents all relevant details and metadata.

Potential Users

Regional Manager
Area Manager
National Manager

Calendar

Gain complete visibility into yours and your subordinates’ plans using the calendar feature. Efficiently schedule visits, audits, and assignments.

Potential Users

Regional Manager
Area Manager
National Manager

Pricing dynamics Analysis with AISLE

Coming Soon

As a dedicated Smart Manager’s Price Analysis Module, AISLE aims are to help you build and adjust winning pricing strategies.

The solution automatically analyses all the pricing data you collect through AI Shelf Recognition and shows the valuable insights that require attention.

It allows you to immediately react to changes in pricing, bringing your sales strategy to an entirely new level. The release is planned for 2024, but you can now book an early adopter seat.

Potential Users

Regional Manager
National Manager
Price Analyst

Let’s discuss how we can help your management team level up the efficiency

Smart Manager as a Part of AI-Driven EcoSystem

When evaluating SoftServe Business Systems’ Smart Manager, consider it not as a standalone entity, but rather as a fundamental component within our AI-Driven EcoSystem. This interconnected approach enhances efficiency, accuracy, and insight utilization by facilitating data exchange between solutions. Here are a few examples of how this integrated solution can benefit your business:

Integration with the SFA solution

Customizable dashboards and reports aid supervisors in assessing retail outlet growth potential. Seamless integration with the Perfect Store module of our SFA solution allows us to pinpoint growth gaps, optimizing resource allocation for maximum revenue and store

Integration with AI Shelf Recognition

AI Shelf Recognition swiftly identifies price changes, updating the AISLE module in Smart Manager. AISLE promptly alerts the territory manager about significant or unusual changes, facilitating quick understanding of potential challenges and facilitating data-driven responses.

Why Choose Our Solution?

More productive and time efficient manager's work

Dedicated solution instead of XLS and manual work

Effective resource utilization

Areas and tasks prioritization, resource allocation

Near real-time customers visibility

Sales and retail execution KPIs, photo gallery

Performance enhancement

KPIs monitoring, targets setting and achievement tracking

Streamlined communication with Team

Coaching, tasks, and feedbacks

Price changes visibilty

AISLE Integration

Our Clients

Since 2003 we have cooperated with the world’s largest CPG players from around the world. Even thou every client has unique needs, our team always finds a way to shape solutions the way that the needs perfectly.