BeatRoute New Features (Sales Team App v8.3.2 & Customer App v3.14.0)

The updates and functionalities listed below are scheduled for release next week.

1. Our Unique Lead Management with Field Tracking Goes Next Level

We’ve introduced multiple new features to make lead funnel management more automated, measurable, and accountable.

• Automated Prospect to Customer Conversion: You can now set up a Subtype to convert into another Subtype when Customer/Prospect reaches a specific stage in the pipeline. (Prospect → Customer when marked as Won).
  
  For example, you can let your sales team track Prospect Leads or Dealers through stages of conversion and convert it to a Customer Subtype when the Prospect is ready to place your product.
  
  

• More Flexibility in Stage Management: BeatRoute already had the concept of defining stages for any Subtype, e.g. Prospect or Site Lead and there was a way to declare any of these stages as a ‘New Opportunity’ or ‘Lost’ or ‘Won.’ Now with this change, Admins can set up more than one stage to indicate that it’s a ‘New Opportunity’ or ‘Lost’ or ‘Won.’ 
  
  

• New Report for Lead Progression Tracking: A new backend report tracks customer stage changes (from–to stage and timestamps) to analyze conversion time and lead velocity.

• Alerts on Stage Changes and Specific Activities: Automated reminders help users stay updated on stage changes and any activity done on the Prospect. Admin can decide which Designations will get the notifications and also choose activities which will lead to notifications.

For example, if a Prospect has moved to a Demo stage or a Technical Demonstration Person is scheduled for a visit to the Prospect, a notification can trigger to the Area Sales Manager.

• Sequential Stage Movement: Companies can now enforce step-by-step movement between stages, e.g, move Stage 1 → 2 → 3, not directly to 5. The reason for each stage movement was already possible through the existing functionality.

2.  New Features in Volume Purchase Rewards to Drive Growth

The scheme engine has been enhanced to support real-time evaluation and disbursement for Period Purchase Schemes:

• Faster Reward Realization: Schemes can be set up to recalculate & disburse rewards after every order, if the Customer qualifies. It does not have to wait for the period to end for the eligibility assessment.
  
  

• Free SKUs as Rewards: Rewards can be set up to be disbursed as free SKUs in addition to credit notes.
  
  

• Order Placement Upsell Nudge: In the Customer App, customers now receive nudges during order placement suggesting how to reach the next achievement slab.
  

3.  Managers Can Now Create Adhoc Schedules for Their Team Via Mobile App Also

Managers can now create adhoc schedules for users within or outside their teams directly from the mobile app. 

Previously, users could only create adhoc schedules for themselves. This new configuration defines whether scheduling is limited to team members or allowed across teams.

This helps managers schedule visits of an assigned sales rep, a technical person or a sales rep from another territory to participate in a visit at a Customer/Site from their mobile app itself. This enables faster coordination and improved agility for on-ground teams.

4.  Easier to Manage Configurations for Admins

As BeatRoute continues to scale with zero-code configurations and workflow setups, we’ve restructured Configuration Management in the Brand Portal to improve discoverability of various options to adapt business processes.

• Every configuration is now mapped to its relevant workflow or system setup.
  
  

• This simplifies admin training, eases navigation, and helps teams quickly identify what’s possible in BeatRoute.
  
  

5.  Miscellaneous Improvements

Asset Tracking Now Supports Asset Barcode Scan
You can now track deployed assets at customers against their serial numbers. The scanning would automatically populate the asset SKU code. This enables precise tracking of asset deployment, movement, and maintenance. Users can scan barcodes to confirm asset presence or report issues.

DMS now supports stock issue via bulk upload to ready stock users : 
Stock issue module now supports stock issue to ready stock users via bulk upload. This is in addition to the stock issue which is done presently via dashboard view on user level. 

Configurable Pin/Zip Code Field:
Pin/Zip code field in customer profiling can now be set as mandatory or optional based on the company's preference.

Order Control Against Available Stock:
Added a configuration to restrict customers from ordering beyond available stock, ensuring better fill rates and realistic order capture. (clarify if it is Customer App, and how does this feature work? does it give warning, does it show any color alert)