Transform Your Business

RetailEZ – Order, Sales,

Delivery and Field Force

Management

AGENDA

• INTRODUCTION & INDUSTRIES / CUSTOMERS

• PRODUCT CAPABILITIES & FEATURES

• PRODUCT ARCHITECTURE

• PRODUCT DEMO

Field Service Transformation

FieldEZ – Introduction

3Copyright © FieldEZ Technologies Pvt. Ltd

• India’s largest player in mobile Field Service & Field Sales Management

• 35,000+ paying users worldwide

• Global experience and exposure with multi-countryimplementations

Highlights:

FieldEZ is a Field Force Automation software that helps organizations transform field operations through:

• Improved field staff efficiency & utilization

• Transparency in operations

• Better prioritization of jobs

FieldEZ is a VC funded organization:

Customers & Recognition

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Awards:

Customers:Industries:

• FMCG

• Banking & Financial Services

• Industrial Machinery & Equipment

• After Sales & Service

• White Goods

• Electronics

• Automobiles

• Telecom & Cable

Copyright © FieldEZ Technologies Pvt. Ltd 5

Jinaraj is the Founder of FieldEZ Tech Inc., has over 16 years of software industry experience andhas held engineering leadership positions at various organizations including start-ups (Cisco, EkaSoftware, Ketera Technologies Inc., i2 Technologies, MindTree Consulting etc). He hassuccessfully built scalable and world class software for large fortune 500 customers across theglobe.

Jinaraj PG, Founder, FieldEZ

IDG Ventures India is a leading India-focusedtechnology venture capital fund. The fund ispart of IDG Ventures, a global network oftechnology venture funds with more than US$4billion under management, over 200 investeecompanies and 10 offices across Asia and NorthAmerica.

IvyCap is a venture capital firm guided by anentrepreneur-centric investment approach with afocus on high-quality professional entrepreneursfrom premier education institutions of thecountry. Invests in early to growth stagecompanies with highly scalable and innovativebusiness models and demonstrated sales.

Investors

Rich experience backed by eminent VCs

Product Capabilities & Features

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RetailEZ – A Solution Tailored for FMCG

• One of the pioneers in enabling efficient Field Force Management including Order Management

• Some of the largest enterprises from FMCG to Hi-Tech manufacturing trust us for their field force management needs

• Battle tested product – our portfolio of solutions have been developed with years of industry specific research, experience and knowledge

• Configurable Process Management engine ensures quick implementation and GTM

• Native Apps – iOS, Android & Windows

• Works in Offline Mode

• Flexible and Pay-as-you-go Pricing Models

Copyright © FieldEZ Technologies Pvt. Ltd

Key Differentiators

Integration to 3rd

party systems

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• FieldEZ’s API simplifies the process of integration to third party systems including all leading CRM, ERP, accounting, inventory, project management and other business systems.

• The API framework uses lightweight JSON and is based on RESTful architecture to provide seamless connectivity options to software like SAP, Salesforce, Oracle, QuickBooks, Sage and more.

• Integration methodology:

• Web service (REST/SOAP/XML over HTTP)

• Batch file over FTP/SFTP

Technology Stack

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• Hosting : Amazon cloud (AWS)

• Application Server Layer: Tomcat cluster

• Web Server Cluster: Nginx (to serve static content and

to proxy requests to application layer)

• Database Server : MySQL in primary - slave mode

• Custom Reports : Jasper

• Native applications for iOS, Android and Windows mobiles

• Server layer use Java open source stack (Struts, Spring,

Hibernate) and AngularJS

• Cluster nodes spread across multiple data centres to handle

disaster recovery

• XML over HTTP(S) web services as API layer for

integration

Product Walkthrough

Effortlessly Manage Order Booking

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• Capture order details for various SKUs using the mobile application

• Geo-location and time stamp is captured along with order entry

• Enter remarks for each outlet visit

• Create Purchase Requests at either SKU or at a Store level

Order Fulfilment Management

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• Capture delivery confirmation with signature or image

• Extensive Beat plan management

• Automatic linking of PO and GR

• Real-time tracking of deliveries

• Escalate missed orders, emergencies, etc.

• Create ad-hoc / emergency re-stocking plans

Competitor & Customer Analysis

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• Share of Shelf analysis – Capture and analyze product visibility details of competitor

• Instantly add competitor remarks and do a survey.

• Capture customer feedback and ratings using the mobile application.

• Capture photographs against a daily report (competitors / own brand)

Stock Taking & Product Return

Management

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• Will be able to manage and update inventory at the outlet level

• Manage and track collections at an outlet level

• Capture picture on each outlet visit

• Manage product return effectively

Capture Sales and Product Received

Details

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• Capture Daily Sales by SKU, Category and at an Outlet level

• Capture additional information like time of sale, customer feedback, etc.

• Update Stock Received at any time – instantly synchronized to the web application and reports

• Highlights the Current Stock as captured in the Product Availability Screen

• Option to enter the PO Note for clarity of the Receiving

Attendance & Leave Management

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• Update Attendance in and out times directly from the mobile

• Location and Server Time automatically captured along with the time as entered by the sales representative

• Ability to provide a summary of the places visited on a daily along with deviation report

• Apply and Track Leave from Mobile

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• Apply for leave, track leave balance, approval system for managers• Additional functions to set business hours, organizational holiday calendar and working week

Attendance & Leave Management

Claims & Expense Management

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• Capture Daily expenses using the mobile application

• Approval system for managers to approve expense claims and reimbursements

Customer Feedback & Signature

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• Configure and Customize the questions for survey as per the master data provided

• Real-time feedback updated to the manager

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Thank You

FieldEZ Technologies Pvt. Ltd, 1st Floor, Santhosh Complex, Armugam Circle,Basavanagudi, Bangalore – 560 004 | +91-80-4536-7777