How Excellon’s B2B Sales App Streamlines Dealer and Distributor Operations

In today’s mobile-driven bument, responsiveness and visibility across the dealer and distributor network can directly influence sales performance. Excellon’s B2B mobile application is designed to provide sales teams and channel partners with a smart, structured, and intuitive platform to manage their interactions, track performance, and respond to leads effectively all from a mobile device.

This blog takes you through the key features of the app, built to streamline day-to-day tasks and support decision-making for sales professionals.

Here Are 9 Powerful Features of Excellon’s B2B Sales App

1. Seamless Access and Authentication

The application begins with a simple and secure login process. Users are authenticated and authorized through credentials defined in the DMS. For convenience, a “Forgot Password” feature ensures uninterrupted access.

Once logged in, sales users land on a home dashboard that offers a real-time view of critical data, including:

• Target vs. Actual sales figures

• A quick snapshot of leads based on status

• Notifications on today’s follow-ups and newly assigned tasks

Push notifications are thoughtfully integrated to ensure timely reminders about enquiries, appointments, and follow-ups, helping salespeople stay one step ahead.

2. Efficient Enquiry Management

Sales representatives can access a comprehensive list of enquiries they’ve created. The listing can be filtered using various parameters, enabling efficient data retrieval. The top five enquiries, ranked by lead score, are prominently displayed to help prioritize action.

Additional features such as direct dial and WhatsApp messaging streamline communication, while quick entry options make follow-ups faster and more organized.

3. Adding and Qualifying Enquiries

Capturing prospect data is intuitive. The “Add Enquiry” section allows users to input:

• Contact details, validated via OTP

• Lead source and model interests

• Exchange vehicle information

• Demographic and qualifying details

This structured approach ensures that every lead entered into the system is complete, actionable, and easy to track.

4. Test Ride Scheduling and Feedback

• Scheduling date, time, and location

• Uploading a driving license

• Recording test ride feedback and rating

• Capturing photos from the test ride experience

• Sending updates via WhatsApp, SMS, and email

5. Comprehensive Model Information

Sales personnel can easily search for and review product models, access descriptions and images, and add model preferences to an enquiry or follow-up. This makes it easier to guide the customer through product selection and align offerings with their needs.

6. Structured Follow-Up Planning

The follow-up module helps plan and record:

• Activity type and timing

• Next steps and model preferences

All interactions are logged, providing a clear view of the sales journey and ensuring that no lead is left unattended.

7. Detailed Enquiry Insights

From viewing exchange vehicle details to reviewing finance options and capturing personalized notes, the app presents a 360-degree view of each enquiry. Finance-related information includes:

• On-road and showroom price

• RTO and insurance charges

• Down payment and loan estimates

• Indicative EMI calculation

This transparency improves customer conversations and facilitates better financial planning.

8. Analytics and Sales Dashboards

The analytics module provides dashboards for both individual users and managers. Key performance indicators include:

• Sales numbers across weekly, monthly, and yearly timelines

• Enquiry to sales conversion ratios

• Target vs. actual performance tracking

• Top-performing products

• Sales pipeline and projections

Having access to this level of insight helps sales teams measure success and optimize future activities.

9. Personalization and Support

The app also allows users to manage their profile and preferences, including:

• Personal information

• App theme settings and notification preferences

• FAQ section with product and app usage guides

This helps users tailor the app to their working style and find guidance as needed.