For Field Sales Teams

Close deals from the dealer's office.

Check live stock, dealer outstanding, credit limits, and invoice history from WhatsApp while you're standing in front of the customer. No more “let me get back to you.”

Add each rep's WhatsApp number · ₹149/month per rep

Your Reality On The Road

You sell in the field. Your numbers sit in the office.

Every field sales team runs into the same three moments — all because live Tally data only exists on a Windows PC you're not near.

😬

The dealer asks a question you can't answer

You're at the dealer's shop. He says "Do you have 20 units of the Samsung 55-inch?" You don't know. You call the office. No one picks up. He loses interest. You lose the deal.

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The credit limit mystery

You want to push an order, but you're not sure if the dealer has crossed his credit limit. You don't want to embarrass him by asking, but you also don't want your accounts team to reject the order at dispatch.

🔚

End of day, no numbers

You finish 6 dealer visits. At 8 PM you want to know how your territory did this month — but the office is closed. You wait until Monday. Meanwhile your manager is already asking.

Field-Ready Queries

Everything a rep needs, from the WhatsApp they already use

Voice-note it while driving between dealer visits. Type it during the meeting. Hindi, English, or Hinglish — whatever is fastest.

📦

Live stock check

"Samsung 55 inch stock hai?"

💳

Credit limit

"Patel Stores ka credit limit aur available?"

📋

Outstanding amount

"Kumar Electronics ka baaki kitna hai?"

📄

Invoice history

"Last 5 invoices to Sharma dikhao"

💰

Dealer price

"LG OLED 65 inch ka dealer rate?"

🏭

Warehouse-wise stock

"Which warehouses have Haier AC 1.5 ton?"

📅

Last order date

"Mehta Stores ne last kab order diya?"

🎯

My sales this month

"Mera is mahine ka sale target vs achievement"

A Day In The Field

What a field day actually looks like

9:15 AM

First dealer visit — live stock confirmation

You walk into Patel Electronics. He asks about 20 units of the Samsung 55-inch. You voice-note "Samsung 55 QLED stock?" to Talk2Tally. Answer in 5 seconds: 14 units available across two warehouses. You commit 14, promise 6 by next week. Deal closed.

11:40 AM

Second visit — credit limit mystery solved

Kumar Electronics wants to place a ₹3L order. You ask Talk2Tally for their credit limit and outstanding. He has ₹2.8L available — perfect. You process the order. Your accounts team doesn't reject it at dispatch because you checked before committing.

2:20 PM

Invoice sharing, in the moment

Sharma Traders asks "hamare last 3 invoices bhejo". You ask Talk2Tally. It sends them directly to the dealer's WhatsApp. You don't forward anything manually. You don't call the accounts team.

8:10 PM

End of day — your own territory numbers

Back home. You ask Talk2Tally "my territory sales this month". You see your target vs achievement, top 5 dealers by volume, and which dealer hasn't ordered in 30 days. You plan tomorrow's route from your couch.

Manager Peace Of Mind

Sales sees what sales should see. No more, no less.

Role-based permissions mean each rep can only see their own territory, their own customers, and their own targets. Managers see everything. Owners see everything. Your P&L, bank balances, and confidential data stay confidential.

👤

Scoped access

Each rep only sees their own territory and customers.

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No financial data

Reps see sales & stock, not margins or bank balances.

📝

Full audit trail

Every query logged with who, when, what — review anytime.

Give your sales team their time back

Book a 15-minute demo. Bring one of your sales scenarios. See Talk2Tally answer live.