Bloomr Motul Basics Salesforce Draft 1.pptx

Sales Improvement Platform for Motul

1. Bloomr Motul App Basics Bloomr Motul 1

2. What Activities can be done on App ? 2 Activity Details Slide No Capture Visits 3 - 5 Book order for Retailer 6 - 9 Geo tagging 10 Add Prospect 11 – 12 Convert Prospect to Retailer 13 – 14

3. How to Create visit plan? 3 My Calendar View from Web ADD Route wise plan Button ADD Task Button for Individual task Mark Leave Option Option to Download calendar Weekly Off Highlighted Marked Leave as marked Date Selected on the Calendar & Activity summary of the day Plan Submission notification

4. How to Create visit plan? 4 Creating visit plan for 21 st June Select Route from the drop down list to plan Date Selected on the Calendar & Activity summary of the day Input form after clicking add route plan

5. 5 How to Create visit plan? Plan for 21 st June Created, Calendar View Date Selected on the Calendar & Activity summary of the day

6. How to Review Planned Tasks ? 6 Home Screen reflecting planned task for the day Tap on the marked area to open Review Task & capture meeting summary Select date to see the day plan Task list view on app Create Unscheduled Task Button

7. Task type By Default – Field Regular Task type options to choose from Field Regular / Non Field Enter the Distributor & Route details in Auto Text box field Customer type by default – Retailer for Field Regular Customer Type to select – Retailer / Prospect / Distributor / WS-Mech / Key Retailer Task – By Default – Sales call Task options to choose – Sales call / Joint Working call / Review / DG Activity Unscheduled tasks are need to be entered for all visits which are not in the plan Screen 1 How to add Unscheduled Tasks?

8. Select Appropriate Objective for the call (Reviews / Ret -Mech Meet/ Sales Order / DGA / Others). You can select multiple objectives Mention achievement in free text box Provide details of the person you have accompanied with, Persons designation & click on submit button to save the task. It will Ask you an option to book order. Screen 2 8 How to add Unscheduled Tasks? Unscheduled tasks are need to be entered for all visits which are not in the plan

9. Activity - How to Book Order? Option 1 – From Retailers view in My Geography Swipe to left on the retailer to open order form 9 Enter the product details, Add discount if any, no of packs & add to the cart. You can add multiple line items. Once added you can review the order & submit

10. Option 2 – From saved task for existing retailer 10 Activity - How to Book Order? Swipe to left on the retailer to open order form Enter the product details, no of packs & add to the cart. You can add multiple line items. Once added you can review the order & submit Quantity ( In Nos) Quantity ( In Nos)

11. You can click on this button to geo tag, Once clicked attached screen will open up Click Submit button To Geo Tag This activity need to be done for all your accounts once whenever you visit. In future as per the management guidelines 11 How to do GEO Tagging?

12. How to Add Prospect? Menu Page click on My Geography Retailers list view Scroll at headers like Retailers / Distributors to move Prospects View Add Prospect button 12

13. Add Prospect Screen 1 Type Name of New Prospect Select Appropriate Prospect Type Select Appropriate segment from Consumer / Commercial Select Appropriate Sub Segment For Consumer – Retailer / Key Retailer / Distributor /WS-Mechanic / Prospect For Commercial – OEM / Fleet / Workshop (Com) Select Distributor & Route for your prospect How to Add Prospect?

14. Add Prospect Screen 2 Type Detailed Address, Phone No, City, State & Country Details as required Provide Key Contact Details How to Add Prospect?

15. What Activities can be done on Web ? 15 Activity Details Slide No Task Summary / Review 16 Calendar view 17 Order Summary 18 Geo Tagging – My Markets 19 My Customers – Retailers 20 My Expenses 21

16. 16 My Task View – Web Unscheduled Task Edit / Review / Delete task Download Option List of tasks scheduled for 21 st June

17. 17 Calendar View – Web ADD Route wise plan Button ADD Task Button for Individual task Mark Leave Option Option to Download calendar Weekly Off Highlighted Marked Leave as marked Date Selected on the Calendar & Activity summary of the day Plan Submission notification

18. 18 My Orders– Web

19. 19 My Geography – My Markets

20. 20 My Geography – My Retailers

21. 21 My Expenses

22. Some Do’s & Don’ts Do’s Daily update of all tasks Geo tag all accounts one time Enter your order details daily App can work in offline mode too during your travel where network is not available provided you are already logged in ( you can update your tasks / create prospects / book order). Once you are in network it will sync all your data with server. Don’ts Don’t issue same serial no to new retailer. ( Prospect to Customer) Don’t select wrong distributor for your retailer. ( Prospect to customer) 22

23. Thank You 23