Modesto, a leading agri input distributor in India, dealt with inefficiencies across its field sales operations from attendance tracking to sales route visibility. By implementing Clobz, the company digitized its on-ground processes, authorizing real-time oversight, reducing expense leakages and hastening decision making across 120+ field reps.
Modesto is a leading player in agricultural input distribution, with a strong presence across Tier 2 and Tier 3 markets in India. The company offers a wide portfolio of crop protection products, fertilizers and biologicals to farmers and retailers, promoting rural agri-product access and supply chain efficiency.
As Modesto’s reach expanded rapidly, so did its field sales team. However, growth exposed critical operational gaps. Without digital systems to manage day-to-day sales execution, the company experienced inadequacies that directly impacted productivity, cost and customer satisfaction.
1. Fragmented Attendance Tracking
Attendance was tracked through informal methods like WhatsApp messages and phone calls. There were no geo-tags or timestamps, which left room for manipulation, misreporting and a lack of accountability. Managers had no way to confirm if reps were actually visiting their assigned territories.
2. Unverified Sales Visits & Coverage Gaps
Territory coverage was inconsistent. Sales executives had no structured route planning and no system existed to track daily visits. With poor data on ground-level activity, the company couldn’t identify low-engagement zones, optimize travel routes or examine the performance of its field force.
3. Manual Expense Reimbursements
Sales reps carried physical receipts, which they submitted at the end of the month. This paper based process delayed payments, increased processing errors and required back and forth clarifications. Finance teams were overwhelmed and reps often felt discouraged due to payment delays.
4. Delayed & Inaccurate Order Submissions
Orders were written down manually and often submitted hours or even a day later. This gap created errors between sales and inventory teams, causing stockouts, miscommunication, and missed delivery windows, especially critical during the farming season.
5. Lack of Real-Time Managerial Insights
Sales managers lacked tools to examine daily activity. They couldn’t differentiate between active and underperforming reps, nor intervene in real time when issues arose. Without informed oversight, coaching and strategy were reactive rather than proactive.
6. No Visibility Of Lead & Client Data Management
Customer details, order history and visit notes were fragmented across notebooks, spreadsheets or not recorded at all. There was no customer intelligence to build personalized engagement, loyalty programs or follow up offers.
To address these gaps, Modesto adopted Clobz, a mobile CRM built specifically for distributed field sales teams operating in rural and semi urban markets. The implementation was designed to bring structure, accountability and real-time visibility across the entire sales value chain.
1. Geo-Fenced Attendance & Route Monitoring
Accurate, location verified check-ins helped validate presence and reduce idle hours. Managers could now view travel paths, distance covered and time spent in the field, making sure reps adhered to assigned territories.
2. Visit Planning & Live Check-ins
Reps used Clobz to plan daily routes and check in at each visit. Photos, notes and timestamps created an auditable trail of engagement. This made client visits more intentional and focused, rather than reactive or assumptive.
3. Automated Digital Expense Claims
Clobz enabled reps to click and upload expense receipts instantly. Claims were auto-tagged to predefined categories (e.g., fuel, food, lodging) and matched against budgets, eliminating manual errors and approval delays.
4. On-Spot Order Booking with Inventory Sync
Orders placed during visits synced in real time with available stock. This reduced order duplication, stockouts and confusion between the field and warehouse teams. It also authorized same day invoicing and faster delivery cycles.
5. Managerial Dashboard & Performance Analytics
Regional heads now had a live view of key performance indicators including visit frequency, order value, coverage gaps and rep performance trends. This authorized better coaching, territory planning and resource allocation.
6. Customer Master Database & Engagement History
Every client’s order history, complaints, visit outcomes and expense interactions were logged. The system facilitated segmentation of customers based on frequency, order value and geography, which allowed targeted campaigns and smarter upselling.
Strategic shifts enabled by CLOBZ
Eliminated proxy entries; allowed real-time presence tracking and rep movement audits.
Full visibility into daily visit schedules, outcomes and follow ups, enabling data backed team coaching and route optimization.
Automated validation and digital submissions eliminated fictitious claims saving Modesto up to 20% in annual expense payouts.
Instant synchronization with stock levels prevented duplicate orders and allowed reps to sell only available inventory, improving customer trust.
Central dashboard enabled real-time intervention and data driven decisions, be it for sales coverage gaps, poor-performing SKUs or rep productivity dips.
Strengthened client relationships by centralizing engagement history, allowing loyalty insights and tailored offers.
| KPI | Before Clobz | After Clobz Implementation |
|---|---|---|
| Attendance Compliance | 68% | 98% |
| Verified Client Visits/Month | ~300 | 950+ |
| Expense Reimbursement Time | 12–15 Days | 2–3 Days |
| Average Order Fulfillment Time | 48 Hours | 24 Hours |
| Sales Team Productivity | Baseline | +28% |
| Managerial Visibility | Very Low | Real Time Dashboard Views |
| Client Data Consistency | Scattered | Centralized & Searchable |
| Time Spent On Admin Desk | 2–3 Hours | <30 minutes |
| Reduction In Missed Follow-Ups | Frequent | <1% missed |
The Clobz platform didn’t just facilitate operations, it promoted a cultural shift within Modesto’s sales team.
With centralized CRM records, Modesto is now planning to pilot loyalty programs and precision marketing campaigns, something that was unthinkable six months ago due to data fragmentation.
Modesto now sees technological change as a fundamental strategy rather than a temporary solution. With the success of Clobz across its field force, the company is touring expansion into:
Clobz has not only optimized Modesto’s current operations but also laid the groundwork for a smarter, scalable and tech-enabled future.