How a Leading Building Materials Brand Reduced Sales Leakages in India with BeatRoute SFA Software
At a Glance
- Industry
- Building Materials
- Region
- India
- Primary Goal
- Streamline payment collections and improve customer collaboration
- Key Challenges
- Sales leakages, delayed issue resolution, weak order-to-cash visibility
- Solution Deployed
- BeatRoute SFA Platform, SAP & Freshdesk Integration, WhatsApp Retailer App
- Faster collections
- improved process collaboration
- reduced issue resolution time
What challenges was this building materials brand facing?
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.
- 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
What solution was implemented by BeatRoute?
BeatRoute was implemented to unify operations, improve customer engagement, and build accountability across the order-to-cash process.
- 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
What Changed for this building materials brand?
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
Why BeatRoute
For this building materials brand, BeatRoute’s Goal-Driven AI guides reps toward collection and order-to-cash goals with SOA visibility in the field. Freshdesk and SAP integrations route customer issues across departments, so sales leakages close faster and dealers see a single accountable workflow.