MSME Ready ERP Cloud · Sales Performance Suite

Know What Sales Activity Creates Business

A sales target without visibility into customer visits, follow-ups, and stage conversion is only a number.

  • Logs field visits, calls, customer meetings, outcomes, and optional location proof
  • Connects daily field effort to enquiries, quotations, orders, and target achievement
  • Gives managers an actionable coaching view into overdue follow-ups and conversion gaps
Included in MSME Ready ERP Cloud (₹49,900 + GST / mo · Unlimited Users) Pricing & Demo ↓

Sales Performance · End-to-End Flow

LIVE WORKFLOW
01 Set Target
02 Plan Visits
03 Log Activity
04 Follow Up
05 Quote / Order
06 Track Achievement
07 Coaching Review
Activity → Target Visibility 6 Core Capabilities · Unlimited Users

What changes: Sales teams know their next action; managers can support execution and improve conversion.

Why MSMEs Upgrade Sales Performance

What breaks on spreadsheets & WhatsApp — and how Webyappy solves it.

Every screen and rule in Sales Performance Suite is designed around the practical day-to-day bottlenecks growing Indian MSMEs face.

Challenge 01

Field work is invisible

Meetings, travel, visits and follow-ups happen, but supervisors see only informal updates.

✓ Webyappy Solution
Structured activity tracking

Log calls, visits, customer meetings, outcomes, next actions and optional policy-based visit proof.

Challenge 02

Targets and effort are disconnected

A salesperson can stay busy all week without moving opportunities or achieving business results.

✓ Webyappy Solution
Target versus achievement

Connect activities directly to enquiries, quotations, orders and achieved revenue.

Challenge 03

Sales coaching is reactive

Managers cannot quickly see where conversion drops or which executive needs timely guidance.

✓ Webyappy Solution
Manager coaching view

See productive visits, overdue follow-ups, pipeline conversion and team trends early.

Configured Around Your Business

What changes: Sales teams know their next action; managers can support execution and improve conversion.

Configurable: Sales roles, target cycles, visit fields, location policy, sales kit & team dashboards.

Inside Sales Performance Suite

Complete capabilities with live Desktop, Tablet & Mobile previews.

Every core workflow is ready out of the box—and fully customisable around your MSME’s fields, approval rules, statutory needs and MIS reports.

01 TARGET VS. ACHIEVEMENT

Live Target vs. Achievement Across Reps, Regions & Products

Track monthly and quarterly sales quotas against actual booked orders, invoiced revenue, and hot pipeline coverage—before month-end surprises happen.

  • Compare Target vs. Achieved vs. Shortfall by Executive, Territory, Beat & Product line
  • Connects pipeline coverage (2.4x) directly to remaining monthly target gaps
  • Transparent incentive slab attainment & early coaching flags for lagging territories
✦ 87.6% Quota Attained Request Sales Performance Demo →
Live Preview · TARGET VS. ACHIEVEMENT
🔒https://cloud.webyappy.com/sales-performance/target-vs-achievement
● Cloud Synced
WY
Sales Performance TARGET VS. ACHIEVEMENT
● Live
Sales Performance / TARGET VS. ACHIEVEMENT
+ New
● Role Filter Active
Monthly Target ₹2.10 Cr Q3 FY26 Team Quota
Achieved MTD ₹1.84 Cr 87.6% Attained
Remaining Gap ₹26.0L 6 Working Days Left
Hot Pipeline ₹62.4L 2.4x Gap Coverage
Target vs. Achievement
Asha Shah Mumbai Enterprise
₹62.4L / ₹60.0L36 Visits • 18 Quotes
100%
Target Beat ✓
Rahul Patil Pune & Chakan MIDC
₹43.2L / ₹45.0L42 Visits • 14 Quotes
96%
On Track
Sameer Joshi Gujarat Industrial
₹41.5L / ₹50.0L38 Visits • 11 Quotes
83%
Gap ₹8.5L
Ritika Kapoor South Territory
₹36.9L / ₹55.0L24 Visits • 8 Quotes
67%
Coaching Due
West Zone (MH) 14 Active Beats
₹1.056 Cr / ₹1.05 Cr78 Visits • 32 Quotes
100%
Exceeding ✓
Gujarat & North 9 Active Beats
₹41.5L / ₹50.0L38 Visits • 11 Quotes
83%
3 Hot Proposals
South Industrial 8 Active Beats
₹36.9L / ₹55.0L24 Visits • 8 Quotes
67%
Manager Review
Industrial Fabrication Core Turnkey Line
₹91.2L / ₹95.0L22 Orders Won
96%
Strong Pull
Galvalume & Roofing Repeat B2B Supply
₹59.5L / ₹70.0L19 Orders Won
85%
On Pace
AMC & Spares Contracts High-Margin Renewals
₹33.3L / ₹45.0L14 Renewals Due
74%
Push Renewals
✓ Role-Based Access · Configurable fields, approvals & MIS Webyappy Cloud
02 FIELD VISIT TRACKING

Field Visit Check-Ins, Beat Execution & Meeting Outcomes

Give field sales reps a 15-second mobile check-in flow to record customer visits, meeting notes, repeat orders, next follow-ups, and travel claims.

  • Check-In / Check-Out timestamps with optional policy-based location verification
  • Capture discussion MOM, customer contact met, order/quote value & voice/photo notes
  • Auto-links field visits to CRM follow-up reminders and daily travel conveyance logs
✦ Live Field Check-Ins Request Sales Performance Demo →
Live Preview · FIELD VISIT TRACKING
🔒https://cloud.webyappy.com/sales-performance/field-visit-tracking
● Cloud Synced
WY
Sales Performance FIELD VISIT TRACKING
● Live
Sales Performance / FIELD VISIT TRACKING
+ New
● Role Filter Active
Field Reps Active 11 / 12 Checked In Today
Beat Visits Done 34 / 42 81% Beat Adherence
Visit Verification 100% Timestamp + Policy Geo
Field Business ₹18.6L 9 Quotes / Orders Today
Field Team
Rahul Patil — Pune / Chakan MIDC Beat
Shree Traders (Authorized Distributor) 09:35 AM • 45 mins Stock Audit & Monthly Order Booking

Booked ₹4.2L repeat order • Dispatched to ERP queue

✓ Verified Check-In
Mehta Industries (Fabrication) 11:50 AM • 55 mins Technical Spec Review with Purchase Head

Shared Digital Sales Kit • Quote EW/Q/2026/019 requested

✓ MOM + Quote Req
Sahyadri Auto Components Pvt Ltd 02:30 PM • Active Live Sample Demo & Commercial Negotiation

Checked in at permitted client site • Follow-up Thu 11 AM

● Checked In Now
Konkan Agro Processing 04:45 PM • Planned Final Revision Sign-Off & Advance Collection

Next stop on Chakan Beat schedule

Upcoming Stop
Asha Shah — Mumbai B2B Enterprise Beat
Apex Heavy Engineering Pvt Ltd 10:15 AM • 60 mins Quarterly Rate Contract & Expansion Meet

Approved ₹14.2L expansion proposal • PO expected Friday

✓ Verified Check-In
Vanguard Logistics Hub 01:20 PM • 40 mins Post-Installation Sign-Off & Referral Check

Client delighted • Referred sister plant in Navi Mumbai

✓ Referral Captured
Sterling Pharma Tech 03:45 PM • 45 mins Plant Engineer Technical Clarification

Uploaded spec sheet + logged tomorrow 11 AM quote call

✓ Follow-Up Set
✓ Role-Based Access · Configurable fields, approvals & MIS Webyappy Cloud
03 BEAT PLAN & CALL QUOTAS

Weekly Beat Route Planning & Daily Call Quota Discipline

Structure every salesperson’s week from advance territory route planning and morning check-ins to daily inside-sales telephone follow-up targets.

  • Advance weekly beat & territory route planning with manager approval
  • Daily Call (30/day) & Weekly Visit discipline tracked per executive
  • Morning beat adherence alerts highlight unvisited priority accounts
✦ 94.6% Beat & Call Adherence Request Sales Performance Demo →
Live Preview · BEAT PLAN & CALL QUOTAS
🔒https://cloud.webyappy.com/sales-performance/beat-plan-call-quotas
● Cloud Synced
WY
Sales Performance BEAT PLAN & CALL QUOTAS
● Live
Sales Performance / BEAT PLAN & CALL QUOTAS
+ New
● Role Filter Active
Daily Field & Inside-Sales Execution Loop 94.6% Team Adherence Today
✓
1. Beat Plan
✓
2. Site Check-In
3
3. MOM & Outcome
4
4. Quote / Follow-Up
5
5. EOD Summary
Today’s Team Call Quota 142 / 150 Calls Logged Inside & field follow-up cadence tracked daily
Beat Coverage Accuracy 14 Active Industrial Beats Planned vs. actual route stops visible in real time
✓ Role-Based Access · Configurable fields, approvals & MIS Webyappy Cloud
04 SALES KIT & COACHING MIS

Mobile Digital Sales Kit, Coaching Alerts & Incentive Slabs

Equip field reps with approved brochures, price lists, and ROI case studies on their phone—while helping managers coach conversion gaps early.

  • Instant WhatsApp sharing of latest approved Catalogs, Videos & Price Lists
  • Highlights executives with high visit counts but low quote-to-win conversion
  • Transparent monthly incentive slab calculator keeps the entire team motivated
✦ Sales Kit + Coaching Hub Request Sales Performance Demo →
Live Preview · SALES KIT & COACHING MIS
🔒https://cloud.webyappy.com/sales-performance/sales-kit-coaching-mis
● Cloud Synced
WY
Sales Performance SALES KIT & COACHING MIS
● Live
Sales Performance / SALES KIT & COACHING MIS
+ New
● Role Filter Active
Digital Field Collateral, Coaching Insights & Incentives Configured Rules
DIGITAL SALES KIT
2026 Master Catalog & Approved Rate Card

Reps share latest PDFs & videos on WhatsApp during client visits

✓ 64 Tracked Client Shares This Week
COACHING INSIGHT
Visit-to-Quote Conversion Alert

Flags territories where visits happen regularly but proposals stall

✓ 2 Reps Scheduled for Joint Manager Visit
INCENTIVE ENGINE
Live Slab & Commission Visibility

Reps see exact earnings unlocked as they cross 90%, 100% & 110% quota

✓ Zero Month-End Payout Disputes
✓ Role-Based Access · Configurable fields, approvals & MIS Webyappy Cloud
05 DEMO CALENDAR & FOLLOW-UPS

Shared Technical Demo Calendar & Priority Meeting Desk

Coordinate joint client visits between field executives, pre-sales engineers, and sales managers without double-booking or missed callbacks.

  • Shared calendar for factory visits, technical demos & commercial closings
  • Assigns pre-sales specialist support directly onto high-value opportunities
  • Logs post-demo outcome and locks next follow-up date before closing meeting
✦ 29 Demos This Week Request Sales Performance Demo →
Live Preview · DEMO CALENDAR & FOLLOW-UPS
🔒https://cloud.webyappy.com/sales-performance/demo-calendar-follow-ups
● Cloud Synced
WY
Sales Performance DEMO CALENDAR & FOLLOW-UPS
● Live
Sales Performance / DEMO CALENDAR & FOLLOW-UPS
+ New
● Role Filter Active
Scheduled Joint Visits & Technical Demo Queue
Pre-sales specialists & regional managers synced on one calendar
2 Action Items
AH
Apex Heavy Engg. — Plant Line-3 Technical Demo (₹14.2L Deal)
Specialist Assigned ✓ · Tomorrow 11:30 AM • Rep: Asha Shah + Pre-Sales Lead: Kunal V.
SA
Sahyadri Auto — Commercial Closing & Rate Contract Review
Closing Stage · Thursday 03:00 PM • Joint Visit with Regional Sales Manager
✓ Role-Based Access · Configurable fields, approvals & MIS Webyappy Cloud
06 FIELD ORDERS, SAMPLES & COMPETITOR INTEL

On-Spot Mobile Order Booking, Sample Kit Custody & Competitor Intelligence

Turn field visits into immediate business—let reps punch orders live at the buyer’s desk, track demo/sample stock, and log structured market intelligence.

  • Book distributor replenishment or repeat client orders from mobile before leaving the customer site
  • Track demo machines & product sample kits issued to field reps with return or conversion accountability
  • Capture structured competitor pricing, dealer schemes & market benchmarks from the field in 15 seconds
✦ Field-to-Backoffice Sync Request Sales Performance Demo →
Live Preview · FIELD ORDERS, SAMPLES & COMPETITOR INTEL
🔒https://cloud.webyappy.com/sales-performance/field-orders-samples-competitor-
● Cloud Synced
WY
Sales Performance FIELD ORDERS, SAMPLES & COMPETITOR INTEL
● Live
Sales Performance / FIELD ORDERS, SAMPLES & COMPETITOR INTEL
+ New
● Role Filter Active
Mobile Field Rep Actions
On-Spot Mobile Order Entry (Live Stock Check)✓
Rep Sample / Demo Kit Issue & Return Log✓
Competitor Price & Scheme Benchmark Capture✓
Distributor Shelf / Display Photo Upload✓
INSTANT CLOUD SYNC Back-Office Execution Zero Delay

Orders hit Dispatch/Accounts immediately and leadership sees live regional competitor trends.

✓ Role-Based Access · Configurable fields, approvals & MIS Webyappy Cloud
Enterprise Foundations Included

Built-in controls, customisation & data portability.

Every Sales Performance Suite deployment includes enterprise governance, no-hassle data migration, and customisation around your MSME’s exact rules.

01 · Access & Governance

Role, Branch & Maker-Checker Control

  • Granular View / Create / Edit / Approve / Export permissions per role
  • Multi-branch, plant, warehouse & department data scoping
  • Immutable user & timestamp audit log on sensitive edits
02 · Customisation

Custom Fields, Workflows & Print Layouts

  • Add custom fields, dropdowns, numbering series & validation rules
  • Configurable multi-level approval thresholds mapped to your hierarchy
  • Company-branded PDF print formats with logo, GSTIN & terms
03 · Data & Connectivity

Bulk Import/Export, Alerts & Mobile Ready

  • Guided historical master & opening-data import via Excel / CSV
  • 1-click Excel, CSV & PDF exports across registers and MIS views
  • Configurable WhatsApp, Email & in-app notifications on Web & Mobile
One Connected Operating Rhythm

Explore all 15 configurable ERP modules.

Begin with Sales Performance today and connect additional departments whenever your team is ready — all sharing one unified database.

Sales

CRM

Lead and client management, interaction tracking, reminders and analytics.

Explore →
People

HRMS

Recruitment, onboarding, attendance, payroll, policies, documents and learning.

Explore →
Management

Productivity

Daily reviews, KRA/KPI/OKR tracking, performance monitoring and reports.

Explore →
Management

Clarityboard

Director dashboard for BI, sales, production, client, HR and cross-functional analytics.

Explore →
Sales

Quotation

Quotation creation, version control, approvals, PDFs, emails and quote history.

Explore →
Sales

Sales Performance

Calls, meetings, calendar, targets, geo-tracking, sales kit and reports.

● Viewing Module
Sales

Marketing Automation

Campaigns, email/SMS/WhatsApp, lead nurturing, follow-ups and analytics.

Explore →
Operations

Production Suite

Planning, job cards, MRP, work orders, stage monitoring, QC and inventory.

Explore →
Operations

Service Suite

AMC, assignment, service requests, feedback, SLA and renewal alerts.

Explore →
Operations

Distributor / Franchise

Distributor login, pricing, orders, stock, commissions, analytics and invoices.

Explore →
Sales

Ecommerce Suite

Catalog, inventory, orders, customers, payments, discounts and reviews.

Explore →
Finance

Accounts & Finance

Purchase, invoices, vendors, Tally/GST, expenses, payments and reports.

Explore →
Operations

Project Management

Goals, milestones, tasks, status tracking, alerts and project reports.

Explore →
Management

Task Management

Task creation, assignment, deadlines, status updates and manager dashboards.

Explore →
Finance

Admin

Assets, office inventory, petty cash, supplies, documents and policies.

Explore →
Pricing & Personalised Walkthrough

Simple, unlimited-user pricing built for growing MSMEs.

Sales Performance Suite is included as part of the Webyappy MSME Ready ERP Cloud — connecting your teams, approvals and MIS on one predictable subscription with zero per-user fees.

★ Includes Sales Performance + All Core Modules

MSME Ready ERP Cloud

₹49,900 + GST / month
BILLED QUARTERLY IN ADVANCE · UNLIMITED USERS
💡 Pay annually & save 10% on your subscription fee.
  • Rep-wise, zone-wise & product Target vs. Achievement
  • GPS-verified field visit beat plans & check-in logs
  • Daily calls, demos, calendar & follow-up discipline
  • Automated incentive slabs & GPS travel conveyance claims
  • Mobile digital sales kit (catalogs, price lists & decks)
Custom Workflows & Modular Options

Tailored Around Your Exact Process

Most SaaS tools force your team into rigid screens. Webyappy maps your real MSME workflow first — with flexible ways to get started:

Bespoke Module / Workflow Setup — ₹75,000 PER MODULE

Applicable only when a brand-new custom module, approval engine or specialised departmental workflow is engineered specifically for your business.

Want to Start With a Single Module First? — From ₹4,990 + GST / MO

8 off-the-shelf modules (CRM, HRMS, Tasks, Quotation, Marketing, Production, Projects & Catalog) are available individually with unlimited users.

Ready to see Webyappy Sales Performance in action?

Schedule a personalised live walkthrough with our team and get a rollout plan tailored to your MSME.