“Our numbers finally reached the people who needed them.”
Prashant Doshi, Founder and Director of Rupshee Communication Private Limited, on giving a field team live visibility without giving away the books.
We have been distributing lifestyle electronics and gadgets since 2011. Today we work with premium retail outlets and a micro-distributor network across Gujarat, Rajasthan, Madhya Pradesh and Maharashtra. In distribution, everything comes down to one thing: outstanding. Who owes what, for how long, and when it is coming back.
All of that sits in Tally at our head office. Which is exactly where the problem was. The people who most needed those numbers, our field sales and collection team, were the people furthest away from them. A boy would visit a retailer, have the whole conversation, agree to something, and only afterwards would we find out that the party was already ninety days overdue. Meanwhile our accounts team was spending the last week of every month, and most of the festive season, doing nothing but pulling statements for people.
The obvious fix would have been to give more people access to Tally. We were never going to do that. You do not hand out logins to your books.
FinLens solved that for us. It sits on top of the Tally we already had, reads only, and each person sees only their own route and their own parties. Our field staff can pull up dues and ageing for a retailer while they are standing in the shop, share the statement or the payment advice as a PDF on the spot, and move on. They cannot see anything beyond their own area, and nothing was opened up on our network for this to work.
The difference in our collection conversations has been the most visible change. They are shorter and much sharper, because both sides are looking at the same facts. And the pressure on our accounts team has come down a lot, which anyone who has been through a festive season in this trade will understand.
What I appreciated most about working with RD Paytech is that they understood the distribution business before they built anything for it. They were not selling us a dashboard. They asked how we actually work.
How FinLens works
Prashant Doshi
Founder & Director, Rupshee Communication Private Limited
