Sales Force Automation Software (SFA)

Sales people can mark their attendance simply by taking a selfie using the SFA app. Location information is captured and work timer starts as soon as the attendance is marked.
Tracking salesman activity on the field is a core component if sales force automation software. The mobile app for field team tracks location at regular intervals using the GPS.
A day-wise journey report of every user is available which shows the path travelled and visits made during working hours.
Furthermore, intelligent algorithms are also able to detect and report planned and unplanned stops made by the sales person.

Sales force automation app lets the users mark their visits to customer locations by checking in from their shops. GPS data is recorded when a checkin is marked.
Salesman can then perform multiple activities like Order Booking, Collections, Survey, Returns etc…
Once all the activities are done, the salesman can mark a checkout. After checking out, a salesman can fill a short customizable form stating the outcome of the visit.
Therefore, the SFA software is able to accurately tell how much time was spent at a particular customer’s location.

Keeping a systematic record of outstanding dues is very challenging and chaotic in majority of industries. Every business dictates that late collection of dues is equivalent to incurring financial losses.

The collections feature of the sales force automation app helps you keep track of outstanding dues of every customer.
The salesman visiting a customer will have this data available at his fingertips.

If a payment is collected, the sales person can add that information in the mobile app with relevant payment details. Details like payment method, cheque number or any other reference number can be added. Additionally, a photo too can be uploaded with the details.

The SFA app gives you the power to see everything that happened during the day with just a few clicks.
Sales force automation software’s end of day reports feature gives you a summary of how your sales team has performed.
Important metrics like number of orders placed, collections made, visits made, etc… are included in the end of day report.
Additionally, individual end of day report is shown to every user before they check out for the day.

We’re all aware how unstable the internet connection can be, especially when we’re on the move or indoors in a densely covered areas. That is why, the sales force automation software is built work fully offline.

The SFA apps are designed to work offline and automatically sync with the servers whenever the internet connection is available. Therefore, the sales don’t face any outages or downtime due to bad network. Synced data is always available.

Workflows and forms of the sales process can be customized to suit your organizational needs. Fields in forms can be customized to record additional data inputs. That being said, our easy-to-use process designer helps you design and deploy application workflows in just a few clicks.