Client Overview
A multi-country solar solutions provider with PAN-India operations, engaged in battery, solar, and power storage systems. The team manages a complex value chain—from sales visits and dealer onboarding to production, dispatch, field service, and warranty.
Challenge
The client faced several coordination and tracking issues:
- Lack of visibility across sales teams and field executives during visits
- Inconsistent tracking of field expenses, sales bookings, production, and dispatch timelines
- Manual and error-prone dealer & distributor onboarding processes
- No real-time tracking of warranty claims, service schedules, or inventory usage in the field
- Cumbersome paperwork for eFSR and attendance logging
- Dealers faced challenges registering warranties without a streamlined tool
These gaps led to:
- Delayed sales follow-ups and lost opportunities
- Invoice mismatches and inventory shortages
- Poor service accountability and delayed warranty resolutions
- Limited oversight on field spending and agent productivity
Solution: JDAAS CRM Deployment
A unified JDAAS CRM suite was deployed with modules tailored to their end-to-end operations:
- Sales Visit Plans & Tracking
- Route planning with assigned objectives
- Live field executive tracking and geo-tagged visit reports
- Field Expense Management
- Digital expense submission via mobile
- Receipt capture, submission, and auto-approval workflows
- Sales Booking & Production-Dispatch Integration
- On-the-spot sales recording linked to production queues
- Dispatch alerts, e-way bill auto-generation, and tracking
- Dealer & Distributor Onboarding
- Structured form-based onboarding with ID & document verification
- Instant access to training materials and policy agreements
- Warranty & Field Service Tracking
- Dealer App-enabled warranty registration
- Auto-ticket creation for warranty claims
- Field service scheduling and SLA-based alerts
- Field Inventory Tracking & eFSR
- Mobile inventory issue/depletion logs
- Real-time stock alerts to warehouse teams
- Digital Field Service Reports for customer sign-off
- Field Attendance Monitoring
- GPS-based check-in/out
- Shift performance analytics
Results & Impact
| Metric | Before JDAA CRM | After Implementation |
|---|---|---|
| Sales Visit Follow-Up Rate | ~55 % | ~90 % |
| Field Expense Report Turnaround | ~7 days | < 24 hours |
| Dispatch & E-Way Bill Accuracy | Failed deliveries & delays | Timely 95 %+ accurate dispatch |
| Dealer Onboarding Time | 7–10 days | 1–2 days |
| Warranty Resolution SLA | ~60 % adherence | ~95%+ |
| eFSR Submission Rate | ~50 % | ~96 % |
| Field Attendance Accuracy | Manual & incomplete | GPS-verified & complete |
Key Benefits:
- Better sales outcomes with faster follow-ups
- Lowered claims leakage and mileage costs
- Smoother dispatch operations
- Enhanced warranty service accountability
- Clear inventory visibility and replenishment control