How a Leading Building Materials Brand Reduced Sales Leakages in India with BeatRoute SFA Software

At a Glance

IndustryBuilding Materials
RegionIndia
Primary GoalStreamline payment collections and improve customer collaboration
Key ChallengesSales leakages, delayed issue resolution, weak order-to-cash visibility
Solution DeployedBeatRoute SFA Platform, SAP & Freshdesk Integration, WhatsApp Retailer App
Key ResultsFaster collections, improved process collaboration, reduced issue resolution time

The Challenge

The company needed to bring visibility and accountability into its payment collection and order fulfillment process. Siloed systems and delayed communication with customers led to inefficiencies and lost revenue.

Key Issues:

  • Frequent sales leakages due to delayed payment collection and poor SOA visibility
  • Ineffective collaboration with customers for resolving transactional issues
  • Manual, visit-norm based beat execution, lacking personalization and goal alignment
  • Fragmented issue handling, with no shared visibility across teams
  • Lack of performance visibility, making it difficult to drive consistent field discipline

The Solution

BeatRoute was implemented to unify operations, improve customer engagement, and build accountability across the order-to-cash process.

What Changed:

  • Deployed BeatRoute’s Sales Team App, enabling structured field execution
  • Launched the WhatsApp-based Retailer App, empowering retailers to place orders and raise issues independently
  • Integrated SAP for order tracking and statement of account visibility
  • Connected Freshdesk for omnichannel issue and lead management, ensuring faster cross-team resolution
  • Enabled goal-driven planning and gamified execution, promoting healthy competition among teams

The Outcome

The company successfully streamlined collections, accelerated issue resolution, and built a performance-driven sales ecosystem. The results were as follows: 

  • Faster and more structured payment collections, driven by SOA visibility in the field
  • Quicker response to customer issues, with collaborative workflows across departments
  • Improved order accuracy and fulfillment tracking, integrated with SAP
  • Stronger engagement from field teams and retailers, supported by gamified sales execution

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