Our Case Studies
Personalized Customer Service
The customer can initiate a chat with a live agent directly from the product page. The agent, having immediate access to the customer’s browsing history and profile, can provide personalized answers and recommendations.
Streamlined Order Management
Customers can connect with agents via chat, phone, or SMS to get quick updates on their order status, make changes to their order details, or initiate a return process.
Handling Returns and Exchanges
Customers can connect with agents via chat or phone to initiate and manage returns or exchanges. Agents can guide customers through the necessary steps, provide shipping labels, and resolve any issues that arise.
Route Optimization & Field Coverage Planning
An AI-powered system auto-generates beat plans based on sales potential, retailer type, visit frequency, and region. It dynamically reschedules for cancellations, absenteeism, or traffic alerts, with offline GPS tracking and geo-fencing ensuring field accountability.
Retailer Engagement & Order Automation
Field agents can capture real-time orders, returns, and stock updates via a mobile app. It supports barcode scanning, product suggestions, and pricing visibility, with ERP (SAP/Oracle) integration for automated order syncing.
Field Sales Performance & Retailer Analytics
The field app captures detailed data on visits, orders, check-ins, and retailer interactions. A dashboard provides rep-wise productivity, retailer segmentation, and sales trends, while AI flags inactive retailers and underperforming SKUs.
Doctor Visit Planning & e-Detailing for Pharma Reps
An AI-driven visit planner schedules doctor visits based on specialty, frequency, and territory. The mobile app supports digital detailing, sample tracking, and feedback collection, with real-time geo-tagged check-ins, notes, and e-signatures.
Hospital & Clinic Inventory Order Management
Field agents use the mobile app to log stock, capture reorders, and flag near-expiry items. Stock reports auto-sync to ERP (SAP/SFDC), with custom alerts for low or expiring inventory.
Diagnostic Lab Tie-Up and Partner Activation Tracking
Agent onboarding flows through stages from lead to active, with document uploads, lab setup status, and feedback via the app. A central dashboard lets sales managers track lab outreach progress.
Lead Management & Field Sales Automation for Loan Officers
Agent onboarding flows through stages from lead to active, with document uploads, lab setup status, and feedback via the app. A central dashboard lets sales managers track lab outreach progress.
Customer Onboarding & eKYC Compliance
Digital onboarding through the mobile app includes document scan, eKYC, selfie capture, and e-signature. It syncs in real-time with Aadhaar, PAN, and credit systems, with a compliance dashboard for operations teams.
Relationship Management for High-Value Clients
Customers can connect with agents via chat or phone to initiate and manage returns or exchanges. Agents can guide customers through the necessary steps, provide shipping labels, and resolve any issues that arise.
Channel Partner & Reseller Enablement
The partner app lets resellers log opportunities, submit leads, track incentives, and access sales materials. Leads auto-assign based on territory, product, or tier, with a central dashboard for vendors to track channel activity and results.
Field-Based B2B Sales for SaaS & IT Services
Mobile app for field reps with account views, opportunity pipeline, demo scheduling, and contract tracking.
Smart alerts for lead follow-ups, proposal due dates, and cold account reactivation.
Integration with Salesforce or HubSpot for seamless data sync.
Onsite Technical Deployment & Support Engineer Tracking
Field techs get job assignments, SOP checklists, and customer sign-off workflows on mobile.
Geo-tagged time logs, issue resolutions, and photos/videos of installation or repair.
Performance dashboards for service managers and SLA compliance tracking.
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