Sonoma Infotech

Tasha

Tasha Industries required a comprehensive digital solution to streamline its sales operations, retailer bookings, and sales team management. Sonoma Infotech Pvt. Ltd. developed a fully customized mobile and web-based Sales Portal that simplifies daily reporting, booking management, and location tracking for sales representatives and managers.

Overview

The goal was to create a robust and efficient sales management system that connects distributors, retailers, and sales personnel under one unified platform. The portal enables real-time tracking of bookings, attendance, sales activities, and location-based updates. With an intuitive dashboard and mobile compatibility, the system empowers both field agents and management to make data-driven decisions quickly and efficiently.

Challenge

Tasha Industries faced operational challenges in managing field sales activities manually. The process of taking bookings from retailers, monitoring sales staff attendance, and calculating travel allowances lacked automation and transparency. Additionally, there was no centralized way to track a salesperson’s current location or ensure accurate punch-in and punch-out records, leading to inefficiencies in reporting and management oversight.

Approach

Our team at Sonoma Infotech Pvt. Ltd. conducted a detailed consultation with the client to understand the workflow, operational structure, and reporting needs. We proposed the development of a role-based custom mobile application integrated with a centralized admin panel. This approach ensured real-time communication between salespersons, distributors, and management, improving productivity and accountability.

Solution

We developed a custom sales management system with a mobile application and web-based admin panel, supporting multiple user roles such as Admin, Sales Manager, Area Sales Manager, and Sales Representative. Key features include:
This digital transformation enabled Tasha Industries to automate its sales process, enhance field visibility, and significantly improve operational efficiency.

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