How To Segment Your Distributor Data For Better Customer Relationships

In this article we will take a look at some famous examples of data reports for the FMCG industry and how you can implement those reports.

Shoaib Ahmed
5 minutes
January 30, 2024
FMCG distributor data segementation

It is such a simple task, to be able to collect distributor data, so much so that there’s organizations that have collected hundreds of thousands of data points across their distributors’ organizations - all because some “Big 4 Consultant” told them that data was the new currency.

We get you. You’re not the only one. However right this intention may have been, most organizations do not know what to do with all of this data they’ve captured, and at this point, it’s just lying around as heaps of records in excel sheets that managers are terrified of touching. This is typical information overloading.

See, captured data is only useful if it’s segmented and put into structured formats that convery critical information that help you make decisions not based on intuitions but based on user and market behaviour. This is how the greatest companies in the world operate, and it makes sense for any organization to steal their tricks.

In this article, we’re going to do just that. We’re going to take a look at how some of the biggest companies in the world use Fieldproxy to segment their distributor data, clean it up to arrive at actionable insights and then create action plans based on their customer and distributor inputs. Let’s go ahead and get started.

Note: Just a little heads up - this article is part of a series of articles where we talk about collecting distributor data, from scratch, and making meaningful information out of it. If you’d like to read more about this series, the links are right here, feel free to dig in:

Different Ways to Segment My Distributor Data

Create A Pipeline Report

One way to gain better clarity over your distributor data is to look at credit and pipeline data, to determine which region/individual/team is generating more revenue for your organization. 

This kind of an overview report helps you in getting a bird’s-eye view of everything happening in your organization and what you can start focussing on first from a revenue-first perspective.

We’ve seen an increasing number of organizations looking into incorporating these kinds of reports through Fieldproxy and you can get a similar structure going for your organization as well.

Agent-Distributor Relationship Data

How do you increase your field team activity while also ensuring distributors are not being deprived of a satisfactory customer experience? Well, for the first part, you could implement real-time location intelligence.

For the latter, you could set up distributor feedback surveys to understand how frequently your agents have been in communication with your distributors, what the experience has been like, and what you can do to improve customer satisfaction going forward. This goes a long way into customer retention and healthy clientellle realtionships. Give it a try and let us know how it goes.

Agent Productivity Reports

This is one of the most crucial data points you can have set up for your teams, and what most of our clients at Fieldproxy look at on a day-to-day basis. For these reports you would ideally require visit history and agent activity metrics throughout the day recorded in your database. If you’re tracking those metrics regularly, generating these kinds of reports should be a breeze.

Generate customizable reports like these in just a few clicks. Click here to get Fieldproxy for free

How Do You Capture All Of This Data?

And of course, if you want to capture and store all of your data in a single place, there’s only one app you need to look at: Fieldproxy

Fieldproxy will help you not just sort out what kind of data you need to collect from your distributors and customers, but also give you real-time updates on that data, showing you exactly what your agents are doing, and how they’re processing that data

Capture End-to-End Distributor And Customer Information

A distributor management system is like a data warehouse for all your distributor contacts. But it is also so much more than that. A good DMS solution should be able to not just store and retrieve distributor data for you, but also give you actionable insights and steps to enact on the information you have.

Think of it as a smart application that helps you keep track of when your distributors are running out of stock, what would be a good time to initiate a marketing campaign, and sending out personal handwritten notes to their families on Diwali. Well, maybe not that last bit, but for everything else, and more, an end-to-end DMS is the ideal go-to.

Optimize Routes And Make Visit Plans To Distributors

Building up on our previous point, a software for distributors should be built around the relationship between your field agents and the dealers/distributors.

It should be able to recognize when a shipment needs to be made, notify managers of the upcoming shipment, help them create a proper route plan, identify who is best suited to complete the job fastest and most effectively - capacity planning 101 - assign the job to the right field agent, all while doing a hundred and fifty-five other things. That is the definition of a distributor management software that works for your business.

A Little Bit About Fieldproxy

As businesses expand and operations grow more complex, managing field teams can be a daunting task. From managing tickets to scheduling jobs and everything in between, keeping track of everything can be time-consuming and inefficient. That's where Fieldproxy comes in - an end-to-end field team management solution that aims to simplify these tasks and streamline operations.

Distributor Management Solutions By Fieldproxy

Fieldproxy's Distributor Management Solutions leverage AI and smart sheets to optimize inventory management, order processing, and supply chain visibility. It helps you improve communication between manufacturers and distributors, promoting better issue resolution times and faster deliveries.

With real-time data analytics, businesses can make informed decisions, minimize stockouts, and enhance overall productivity. It’s worked for 250+ clients across the globe, it will work for your business too. Get a free demo today!

Click here to read the case study

Schedule Jobs For Field Agents

Another important aspect of Fieldproxy is its job scheduling feature. With this tool, businesses can schedule jobs and assign them to field teams in real-time. This helps ensure that the right team is on the job at the right time, which can save businesses time and money.

Generate Quotes And Estimates

Fieldproxy also offers a mobile application that allows field teams to generate quotes and estimates on the go. This is particularly useful for businesses that operate in industries where quotes and estimates are necessary, such as construction or landscaping. With this feature, businesses can provide accurate quotes to their customers quickly and easily.

And 250+ other clients across the globe use Fieldproxy! Book a demo today!

Raise Invoices And Collect Payments

In addition to generating quotes and estimates, the Fieldproxy mobile application also allows businesses to raise invoices and facilitate payment collections through integrations with popular payment gateways. This can help businesses get paid faster and with less hassle.

Collect Valuable Customer Feedback 

With features like customer happiness index, and historical customer data, ensure your customers are always satisfied with your products and services. Know exactly how your customers operate and provide better quality services.

Upgrade to Fieldproxy for free! Book a demo today!

Dashboards And Reports

Fieldproxy’s easily-presentable data dashboards and reports allow managers to make sense of all the data their field teams collect, in real time.

Create, curate, and manage different dashboards and reports to help make better data-backed decisions for your service teams.

There’s always going to be visits that clash with your agents’ schedules or that are of immediate attention. Question is, will your current route management process be prepared to handle it? If not, then you might want to consider shifting to a new system.

The old way to go about this would be taking a look at all your visits scheduled for the day and find out which agent has more time on their hands, then see if they’re closer to the client’s place and schedule a visit. 

At Fieldproxy, we do things a bit different. All you have to do is, head over to Fieldproxy’s AI visual builder, ask it a question, and it will show you actionable data for you to interact with, in 5 seconds.

You instantly know who’s available and who’s not, and allocating tasks to your agents becomes child’s play. The point is, if you’re not able to prioritize your visits for your agents, you will have a hard time scaling your operations.

Closing Thoughts

So why should businesses consider Fieldproxy? With its comprehensive set of features, Fieldproxy can help businesses save time, streamline operations, and improve customer satisfaction. And with a free demo available, there's no reason not to give it a try.

If you're looking for an end-to-end field team management solution that can help you manage tickets, schedule jobs, generate quotes and estimates, raise invoices, and collect payments while also providing customer feedback support, then Fieldproxy might be the solution for you. Book a free demo today to see how Fieldproxy can help your business improve its operations and customer satisfaction.

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How To Segment Your Distributor Data For Better Customer Relationships

Shoaib Ahmed
January 30, 2024
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