Sales Force automation is a variant of Customer Relationship management where sales team managers customers along with sales transactions.
It's more useful in consumer durables industry and in distributed sales processes.
When sales are done via different channels such as dealers, retail chain stores or by small agents in multiple locations, our SFA comes very handy.
We have extended the concept of SFA and have made it more of a CRM application or a variant of it.
Our SFA has following features which you can start using from first day itself.
Attendance can be recorded using Mobile phones. Optional features of Selfie, Geo Location tagging with provision to record weekly off & holidays.
TS provides functionality to Post hours on multiple projects/cost centers using timehsheets on mobile itself. Dropdown based selection redces timesheet entry time to couple of minutes.
There are various reports and dashboards available on web and mobile application for the users. Based on roles and hierarchy in the organization, users have limited access to the datasets and reports. Reports can also be configured & downloaded into excel for further ease of use.
Web Portal - For office users, data setup, reports & analytics. Andorid & iOS apps - Use anywhere, anytime, Transaction recording & dashboard reports.
Record primary & secondary sales with discounts and quantity. Real time update of sales revenue and inventory.
Record GRNs in your locations for multiple products and maintain the correct inventory.
Seconday Sales & GRNs automatically manages the inventory of your location. Additionally, provision for managing the stock adjustments.
Setup targets per location by Quantity or value. System automatically records & shows the Target vs actual difference on real time basis.
You can easily create new customers or contacts and capture their details. All this data can be interfaced to ERP system is needed. Likewise, integrations bring all customers & contacts in the SFA to use it in various transactions.
SFA has visibility to regional WH stock, Secondary & tertiary sales. Based on forecast, its algorith generates demands in each of the WH based on the past results or trends. This data once normalized with other factors is used to create monthly production plan.
Two way broadcast & feedback is an excellent communication to gather data and generate specific analytical reports based on this feedback. Configurable forms provide flexibility to use this for multilevel communication tool within the organization.
Activities are an important object to capture various things in almost all processes. Activities & its status is used in Lead, Opportunities, Sales related activities and so on. Once it captures what is happening, bakend logic helps to develop various reports about sales & productivity.
Customers, Contacts, Materials, Users and org structure elements are main master data objects required in the SFA application. Its used to form various process threads and transaction forms across the application. There are multiple functionality available to create, edit and manage these master data objects.
SFA has functionality to integrate with SAP inherently. Its readymade integrations for materials, customers, contacts, sales orders, quotations make SFA very tightly integrated with SAP ERP. Other capabilities to have intgerations with others systems make it one stop application for all user base.
Based on data collected, SFA system has several standarded analytical algoithms for forecast, stock movements, missing attendance & TS and so on. These analytical views of data provides several decision making points for the leadership team.
Complete leave management integrated with attendance provides ease of life to HR & Accounts. All mobile employees, their leaves and balance are automatically captured and available in the system. When its fed to payroll, it provides complete HR management around this process.
Of the users in the system, all contractors can be managed for its onboarding, exit process, leave management and so on. This functionality provides end to end lifecycle functionality for management of contract employees in the system.
SFA is also a Mini HR application. It has functionality to defines incentive schems based on target vs actual sales, and other KPIs for its users. The system calculates incentive payouts based on these criteria and derives payouts per employee. Automation of such thing makes it very transperant & data oriented motivation tool.
Any kind of master or transactional data can be loaded in the system using bulk uploads. There are business rules with which system takes out duplicate data records and inaccurate data elements. This makes it perfect tool to clean & upload bulk data sets.
SFA gives access to users based on its roles in the system. Configurable role management makes it very easy & flexible to provide only required access to each individuals. This makes system secure by avoiding sensitive data access to unrequired users.
Data is handled with MD5 hashing, Obsfucation of the application code and without any human intervention in encrypted fashion. This gives SFA highest level of data safety as needed by banking standards.
The role based access alongwith this makes it compliant to privacy policies. Production access is limited only to controlled users which are bound by data privacy policies and standards.
