Campaign & Activity Management
Enable field teams to plan, execute, and report activities with complete transparency and accountability across the sales hierarchy.
Key Capabilities
Create campaigns for self & team
Plan activities for yourself or your entire team hierarchy
Digital activity planning & execution
Structured daily operations with reduced manual effort
Mandatory proof of completion
Images & documents attached to every activity
Automated Work Day Reports
Travel & expense capture via vehicle speedometer
Real-time progress tracking
Territory-wise visibility of planned vs completed
Business Impact
Structured execution → Reduced manual reporting → Higher productivity & full accountability
Campaign & Activity Management
Module Walkthrough • Click to watch
Click to play demo video
Liquidation Management
Digitize liquidation reporting with stronger control over stock verification, returns management, and proof-based field execution.
Key Capabilities
Product-wise liquidation reporting
Accurate capture of sales by product at every location
Balance stock verification
Verify stock at every customer location in real time
Digital signatures + GPS photo proof
Customer signature & geotagged timestamped photographs
Returns & retailer capture
Simplified returns management with full retailer info
Complete audit trail
Every transaction fully logged for compliance
Business Impact
Faster reporting → Accurate stock visibility → Better inventory planning & compliance
Liquidation Management
Module Walkthrough • Click to watch
Click to play demo video
Sales Order Management
Digitally initiate, approve, and track sales requisitions with seamless ERP integration and full visibility of order status.
Key Capabilities
Sales Requisition at distributor level
TSMs and above can create digital SR (sales requisition) requests
Role-based approval workflow
Clear hierarchy with real-time status visibility
Order blocks visibility
Documentation Pending • FRC • Outstanding • Overdue
Customer confirmation upload
Signed & stamped documents attached digitally
Automatic ERP invoice generation
Real-time order & invoice synchronization
Business Impact
Faster order processing → Reduced bottlenecks → Stronger order governance
Sales Order Management
Video coming soon
Click to play demo video
Business Planning & Collections
Digitally plan quarterly sales and collection targets for strategic product categories — with structured forecasting and real-time visibility across the sales hierarchy.
Key Capabilities
Quarterly business planning by category
Titanium, Copper, and Gold product categories
Dealer-wise sales planning
Value and volume planning for every dealer
Quarter-wise collection planning
Collection targets mapped to each dealer
Territory / Region / Zone consolidation
Business plan roll-up across the hierarchy
Dashboards, reports & exports
Graphical insights and downloadable business reviews
Business Impact
Structured forecasting → Collection vs revenue visibility → Data-driven business reviews
Business Planning & Collections
Module Walkthrough • Click to watch
Click to play demo video
Distributor Portal & Dealer Connect
A single digital interface giving distributors real-time operational, financial, and loyalty-related information.
Key Capabilities
Secure login with Distributor Codes
Simple, controlled access for every partner
Unified business dashboard
Opening Stock • YTD Sales • Liquidation • Balance Stock
Credit, Outstanding & Overdue tracking
Real-time financial health visibility
Invoices, Credit Memos & Statements
Self-service access to all key documents
Loyalty & Incentive visibility
Real-time Samta Dealer Connect Club status
Business Impact
Self-service transparency → Faster issue resolution → Stronger engagement & retention
Distributor Portal & Dealer Connect
Module Walkthrough • Click to watch
Click to play demo video