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Sales Automation Software

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Heera Software is a trusted provider of SaaS-based, enterprise-grade Distributor Management Systems and Sales Force Automation solutions tailored for the B2B sector. With over 25 years of experience spanning FMCG, CPG, construction, chemicals, retail, and lifestyle sectors, Heera offers platforms that support both rural and urban markets in streamlining sales and optimising route-to-market.
Heera’s flagship product, TradePulse, stands out as the best Distributor Management Software, featuring a user-friendly dashboard delivering near real-time insights and visibility that enable teams to make data-driven decisions while minimising manual effort.

- AI-powered functionalities offering predictive analytics and advanced data analytics.
- Enables accurate secondary sales visibility
- Provides pricing and master data control
- Easy, distributor claim settlement & Tracking

Designed for growth, Heera DMS equips businesses with the tools to simplify distribution challenges.

Heera Software can be found in Sales Automation Software, AI-powered Product Recommendation Engines, Demand Forecasting & Planning Software categories.

The most similar products to Heera Software are:

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Heera Software Main Features

• Modern Trade Automation
  1. Modern Trade account & pricing setup available. 2. Supports end-to-end management of modern trade distribution, from PO to delivery. 3. Improves efficiency by streamlining the communication and transaction flow between distributors and modern trade channels.
• Returns and Damages Management
  1. Distributors can easily raise Credit Notes & Debit Notes along with scheme discount reversal. 2. Provides clear visibility of return statuses, reducing delays and manual tracking. 3. Improves overall customer satisfaction with a transparent and efficient damage return process.
• Centralized Master Data Management
  1. Centralizes all master data for products, pricing, and customer information. 2. Ensures that all distributors have access to up-to-date, accurate data. 3. Provides control over data consistency across the entire distribution network. 4. Supports easy updates and modifications with an approval matrix, reducing discrepancies and errors.
• Secondary Sales & Order Management
  1. Enables distributor to track orders from multiple sources and parties. 2. User friendly stock allocation methodologies for quick order to bill conversion 3. Order fulfillment reports to track market demand & align replenishment strategies as per analysis. 4. Complete GST Sales billing along with load, delivery route & e-invoicing features.
• Trade Promotions & Scheme Automation
  1. Ensures timely and accurate application of discounts and promotions for designated outlets as per scheme design. 2. Scheme nudges at the time of sales billing for effective upselling & cross selling. 3. Scheme Master visibility along with utilization reports to track promotions in the market at each level.
• Distributor Inventory Management & ARS
  1. Provides near real-time visibility into distributor inventory levels to optimize stock management. 2. Tracks stock movements, ensuring that the right quantities are always available. 3. Stock norm based ARS (Automatic Replenishment System) for efficient inventory control. 4. Supports Distributor Stock Control by giving clear visibility and control over inventory management.
• Distributor Claim Settlement & Tracking
  1. Distributors can easily raise and manage claims directly within the system for manual claims, scheme claims, freight claims etc. 2. The DMS allows for seamless claim generation and tracking, eliminating manual processes. 3. Claims can be reviewed and submitted digitally by the distributor and processed by the company. 4. The entire claims process is fully integrated, ensuring smooth and transparent communication between both parties. 5. Faster claim settlements strengthen relationships between the company and its channel partners.
• Distribution Reporting & Sales Analytics
  1. Offers solid, data-driven reports for better decision-making. 2. Generates customizable reports on inventory, orders, returns, sales, and promotions. 3. Provides intuitive dashboards with near real-time analytics to monitor key performance indicators (KPIs). 4. Enables business leaders to gain actionable insights into their distribution performance. 5. Tally data export for distributors to support their overall business process & functioning.
• Targets & Distributor Performance Tracking
  1. Brands can set distributor level targets & track performance on a daily basis. 2. Provides visibility into sales performance across multiple channels. 3. Generates reports and insights on achievements against set targets. 4. Drives performance through clear objectives and transparent progress tracking.
• Primary Invoice Automation & Purchase Order
  1. Primary GRN automation via ERP integration for stock inward 2. Manual purchase orders with MOQ, depot stock, etc. 3. Integrated product movement tracking module

Heera Software Benefits

• Augmented Sales
  Acts as a catalyst for growth for the GT (General Trade) channel & eventually results in better efficiency & improvement across all KPIs.
• Improve Distributor ROI
  Optimizes order fulfilment, delivery routes management, and stock rotation to improve distributor profitability.
• Control on Pricing & Schemes
  Offers configurable pricing rules and scheme setups to ensure uniform execution.
• Automated Tax Compliance in DMS
  Enables GST-compliant invoices & transactions along with e-way billing & e-invoicing automation for stockists.
• Distributor Inventory Management
  Helps brands monitor distributor stock levels accurately to avoid both overstocking and stockouts.
• Track Returns & Damages Management
  Automates returns and damage logging by SKU or invoice, reducing manual errors and ensuring accountability.
• Store Management & History Tracking
  Maintains detailed transaction history for each outlet to support targeted promotions and claims.
• Stock Replenishment & Inventory Planning
  Uses stock norms, inventory and order data to automate timely stock replenishment for uninterrupted supply.
• Accurate & Timely Secondary Sales Visibility
  Enables near real-time tracking of secondary sales from distributors to retailers for better sales forecasting and performance analysis.

Who should use Heera Software?

• Brands
  Companies can track their secondary sales completely with the intuitive dashboard of the DMS
• Distributors
  Distributors can expand their sales channels and grow their business in rural areas.
• Data Analysts
  Data analysts can use AI and data analytics to gain insights from distribution data, helping to make better decisions.

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