SFA ( Sales force Automation System ) for field Sales person

Sales force automation uses workflows and tools that automate all the key steps in the sales process to boost sales productivity of field sales persons.

Order Booking, Geo Fencing, Reimbursement
  • Sales Person can see achievements and chase their targets.
  • He can browse customer list by type and territory.
  • He can take orders, note visit discussion, modify order cart and browse customer history.
  • He can browse items by Group and Category. Filter items by Item code.
  • He can modify cart and give remarks before place order.
  • He can share price list and Product’s Catalogue in "Text" and "PDF" format.
  • He can show working hours details of particular day.
  • He can request for leave to supervisor and can see status for leave approval.
  • He can submit report if there is no visit for the day due to TRAINING, LEAVE, OFFICE etc..
  • Catalogue & Product Management
  • Price Management
  • Order Management
  • Offer & Scheme Management
  • Retailer Onboarding with KYC
  • Beat Roster Management
  • Influencer Onboarding with KYC
  • Loyalty Management
  • Sales Target and Performance Management
  • GEO Fencing
  • Reimbursement Management
  • Training Management
  • Competitor Analysis
  • Upload Documents
  • Survey & Feedback
Industry Verticals
  • Automotive
  • Wholesale and Distribution
  • Education Management
  • Manufacturing
  • Building and Construction
  • Warehousing and Logistics
  • Retail Management
  • Trade and Services
  • Shipbuilding and Maritime
  • Cleaning Services
  • Laundry Management
  • Food and Beverage
  • Rental and Service
  • Field Service Management
  • Waste Management

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