Field Force Management Enterprise
by Setu Consulting Services Pvt. Ltd https://www.setuconsulting.com$ 2673.68
Enterprise
Smart Field Force, Smarter Sales, Stronger Growth.
+91 94285 92825
Our Odoo Field Force Management App streamlines these operations with Sales Person Tracking, Automated reporting, and Integrated expense management, so your team spends less time on admin work and more time closing deals and building lasting customer relationships.
Centralized Headquarters Management:
Employee & Territory Management:
Automated Daily Call Reports (DCR):
Sales reps log visits with meeting details and outcomes directly in Odoo
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Managers get real-time insights into field activities for faster decision-making.
Sales reps log visits with meeting details and outcomes directly in Odoo
Smart Tour Planning:
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Employees can plan their own visits for maximum efficiency.
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Managers can assign, approve, and optimize tour plans to ensure better sales coverage.
Location-Based Activity Tracking:
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Check-In / Check-Out Monitoring — Track exact locations with timestamps
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Customer Site Reporting — Capture GPS location when punching in at a client site.
On-the-Go Customer Addition:
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Add new customer records from the field.
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Automatically syncs with Odoo CRM for smooth relationship management.
Travel & Expense Management:
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Fixed - Set allowance per day/trip.
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Actual - Based on bills/receipts.
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Distance-Based - Auto-calculated per km rate.
Includes approval workflows for faster claim processing.
Sample & Gift Inventory Control:
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Track distribution of product samples and promotional gifts.
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Prevent misuse and monitor marketing activities effectively.
Incentive Management:
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Define incentives based on HQ and designation.
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Track targets vs. achievements in real time.
Lead Capture via Visiting Card Scanning: Use Google Vision API (Google API Price applied additionaly)
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Scan a business card, auto-fill details, and create leads instantly in Odoo CRM.
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Reduce manual entry and avoid missed opportunities.
DCR Summary Report
Employee-wise Expense Report
Target vs. Achievement Report
DCR Order Summary
Sample & Gift Inventory Report
Tour Plan Deviation Report
Performance Dashboards:
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View detailed sales data in an easy-to-read table.
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Monitor sales trends over time.
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Highlight top performers.
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Identify team members who may need improvement.
Dashboard Analytics
Analyze CCC trends Monthly, Quarterly, and Yearly over the last 3 years.
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Track CCC movement across time to evaluate the effectiveness of financial and operational changes.
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Compare CCC periods to previous durations to assess improvement in cash management.
Analyze CCC trends Monthly, Quarterly, and Yearly over the last 3 years.
Daily Visit Reporting - Streamline field reporting, eliminate manual paperwork, and provide consistent, reliable data for management.
Automated Daily Call Reports - Save hours of manual work with instant, automated DCR generation.
Instant Customer Addition - Add new customers on the spot while in the field to ensure zero delay in expanding your database.
Simplified Travel & Expense Management - Submit claims easily with clear options and faster approvals, improving employee satisfaction.
Role-Based Incentive Tracking - Maintain transparent and structured tracking of incentives based on roles, targets, and achievements to boost motivation.
Sample & Gift Management - Gain complete control over the distribution and usage of product samples and promotional gifts to prevent misuse.
Real-Time Performance Dashboards - Monitor progress, identify trends, and make informed decisions instantly.
Consolidated Reporting & Field Data Visibility - Empower better decision-making at all levels with complete visibility of field activities.
Quick Lead Capture - Use visiting card scanning to instantly capture leads, minimizing missed opportunities and reducing data entry errors.
Prerequisites: Google Vision API
(for Visiting Card Scanning feature) — Requires a Google Cloud account and is subject to Google’s API usage charges.Coming Soon:
Mobile App for Android & iOS Manage your field operations anytime, anywhereScreenshots
Revolutionizing Procurement Management with a Comprehensive Tender Management System
For more details send mail on sales@procuremate.pro
FREE SUPPORT
We will provide free support for any issues, queries, and bug fixing upto 90 days from the date of purchase of this application. Request free support
NOTE
Get notified about latest update. Please drop an email when you make purchase at Setu Consulting
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Approvals (approvals)
• Attendances (hr_attendance) • Contacts (contacts) • Employee Contracts (hr_contract) • Expenses (hr_expense) • Inventory (stock) • Sales (sale_management) • Discuss (mail) • Employees (hr) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 17995 |
| Technical Name |
setu_sale_force_ee |
| License | LGPL-3 |
| Website | https://www.setuconsulting.com |
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