RuutIQ Platform for Sales and Customer Operations

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Strategically manages the supply chain, optimizing workflows for field sales and supply chain operations.

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At a Glance

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What

The RuutIQ Sales Force Automation and Operations platform serves distribution businesses looking to more efficiently manage customer orders, deliveries, production forecasts and demand planning.

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Technology

The cloud-based platform includes a centralized desktop hub as well as mobile app for sales and drivers in the field. AI-driven insights deliver sales forecasting, and performance tracking in a management dashboard. As part of implementation, ERP and system integration synchronizes with enterprise sales, inventory and financial data.

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Application

The RuutIQ license includes Sales Force Automation, Driver Journey Planning and Management, and Demand Planning and Insights capabilities. Implementation cost is estimated on the number of modules deployed and the customization needed.

Efficiently managing the production and distribution food and beverage products requires excellent coordination among orders, deliveries, production, supply chain operations. Performance is too often impacted by manual processes, and lack of integration among systems that keep critical data. 

The RuutIQ Comprehensive Sales and Customer Operations platform efficiently manages customer orders, deliveries, demand planning delivering exceptional operational coordination and efficiency as well as data-driven insights that  support excellence in food and beverage distribution.

The RuutIQ platform comprehensively supports:

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Sales Force Automation:

CRM integration ensures that team members can quickly access customer profiles and preferences to enhance interaction and drive incremental purchases. A host of rich features improve customer experience, simplify presales order planning, provide visibility into stock data, and handle e-commerce-including future orders as well as credit validation.

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Driver Journey Planning and Management:

Automation optimizes routes and workflows providing drivers with the most efficient route from your facility to customer’s retail locations even managing changes in real-time. Features such as track and trace, barcode scanning, mobile payment, and proof of delivery speed order fulfillment at customer location.

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Demand Planning and Insights

 Integration with data from enterprise sales, inventory, manufacturing and financial systems ensure accurate sales, inventory levels and supply chain requirements improving coordination.  Predictive AI-driven analytics provide visibility into real-time performance against KPIs and forecasts as well as sales trends, operational efficiency and customer engagement for greater control and decision making.

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Enterprise Considerations:

The scalable platform is compatible with major ERP systems including SAP and Oracle.  It uses API-based connectivity for data synchronization. It meets regulatory compliance guidelines and certifications.

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The RuutIQ Benefits

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Optimizes routing and ordering

Automates workflows for sales, journey planning, and order management for greater efficiency and customer satisfaction.

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Controls logistics and execution

Integrates data from enterprise systems to coordinate sales, inventory and demand planning and performance for operational visibility and coordination.

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Delivers visibility into performance

Uses AI-driven analytics to gather insights into sales trends, operational efficiencies and customer engagement.

How It Works?

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1. Connect

 Syncs with ERP, CRM, and inventory systems.

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2. Plan

 AI-optimised routes and schedules

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3. Execute

Field teams manage orders, collections, and deliveries.

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4. Track

 Real-time monitoring of reps, tasks, and KPIs.

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5. Optimize

  Data-driven insights for better performance.

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RuutIQ Features

Sales Force Automation

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  • Allows presales, sales and drivers stay connected with real-time updates and notifications for order changes or delays. 

  • Sales can use key information (sales, history, promotions and credit status) to enhance customer interactions and drive incremental sales.

  • Uses automation for customer credit limits, promotions and adherence to compliance policy and validated.

  • Checks and reports using geo location to track sales rep locations and provide automated status updates for supervisors. 

  • Uses alerts to provide up-to-date information to customers on new or replenishment orders. 

  • Keeps track of delivery completion and rates, customer feedback and other metrics that drive customer satisfaction. 

  •  Supports field teams across regions

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Driver Journey Planning and Management

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Dashboard displaying today's odometer readings, start day 92584, end day 92662, and total distance traveled 78 km.

  • Checks stock availability and validation to ensure accurate order fulfillment.

  • Uses smart GPS routing with real-time traffic updates, to reduce delivery time and costs. Delivers real-time notifications for tasks, delays and order changes. 

  •  Reports on odometer readings, daily activity logs, proof-of-visit submissions and compliance reporting.

  • Accepts mobile payments securely and tracks cash-on-delivery transactions.

  • E-commerce features speed order fulfillment at customer location. Highlights include track and trace for customer order look-up, QR code scanning to speed order completion, and Proof of Delivery to capture digital signatures and photos to confirm deliveries in enterprise systems.

  •  Logs daily fuel and toll expenses.

  • Supports field teams across regions

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Demand Planning and Insights

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Sales achievement gauge showing 600 cartons sold against a goal of 912 cartons, with actual sales in green and pending sales in red.
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  • Uses e-commerce is used to digitally process, and track orders, Invoices, returns and collections.

  •  Provides a management dashboard that can filter data to evaluate performance against individual products, sales representatives, regions or KPIs

  • Tracks SKUs and creates planogram to ensure inventory accuracy.

  •  Delivers AI-powered insights on order fulfillment, visit adherence, sales performance, trends and operational efficiency.

  • Uses real-time data to deliver customizable insights on product demand, sales trends and customer engagement.

  • Includes role-based access controls and approval mechanisms monitor access to system and sensitive data. 

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FAQs

  • RuutIQ helps streamline and automate critical workflows across sales, delivery, and demand planning, improving coordination, reducing manual errors, and boosting productivity. By integrating field operations with enterprise systems, it also enables real-time insights to optimize operations and production. AI-powered demand planning and forecasting allow for faster time to market and more informed decision-making.

  • RuutIQ is designed for distribution-focused businesses, especially in the food and beverage sector. It supports companies that require close coordination across sales, order fulfillment, inventory, and logistics, particularly where field operations and high transaction volumes are involved.

  • Yes. RuutIQ is compatible with major ERP systems, including SAP and Oracle. Using API-based integration, it connects with your existing systems to allow real-time data synchronization without needing to replace your current infrastructure.

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