Sales Force Automation Software, Complete and Extensive

Working smarter and not harder, is the new age mantra enterprises are catching on to and integrate contemporary solutions like BI, Big Data, Analytics, Mobile Technologies, Cloud based services, IoT – everything to complement each other. Sales force automation; an established concept transforms itself to adapt to the changing needs of the present day and keep going in the direction of getting an edge over competitors. With the anytime anywhere approach, SFA keeps up the close coordination with the interrelated departments, all automated with the Sales force ensuring improved efficiency and outputs.


Sales Force Software

The SFA Transformation

The traditional approaches for the sales force automation remained focused more on the sales force productivity put to use to streamline the documents and emails for communication required for the field based activities. It was indeed a one way communication most of the times and really far from the real time mode.

The ideology changes today and is built around building and nurturing customer relationships. So much so that the very thin lines between SFA and CRM get erased and the two merge into comprehensive ERP solutions driving enhanced customer satisfaction and unparalleled experiences for users across the landscape; employees, partners and customers. With the integration of mobile technologies and Cloud services it goes without saying that the communications are instant and the experience is real-time, indeed keeping relevant information on the tips of the workforce 24 * 7. The transformation from a simple SFA to mobile sales force automation is complete.


SFA Automation
Mobile Sales Force Automation

SFA Information
SFA – Information On Fingertips










SFA Processes

The Sales force automation software processes remains driven by the need to have a very productive and super-efficient workforce making the most of the modern day tools and devices integrated with robust Sales force automation systems from the beginning of the day to the day end.

Sales Personnel Related Processes catered to by SFA

  • Day Start
    • Review & plan the day
    • New products, schemes and offers study
    • Route Planning & Schedules

  • Visit Strategy
    • Client specific objectives
    • History & previous records study
    • Plan specific actions and analyze special offers
    • Route planning

  • On-Site Decisions
    • Pricing
    • Promotions & Schemes
    • Spot deals
    • Merchandising
    • Orders

  • Point of Sales
    • Orders suggestions
    • Shelf study
    • Order taking
    • Surveys
    • Feedback & evaluations

  • Day End
    • Reviews
    • Plan further actions
    • EOD reports

  • The Backbone Processes of SFA
    • Data synchronization
    • Coordination of on-premise on –Cloud resources
    • Networking & communication for the field force
    • Interfacing devices of choice & facilitating BYOD

SFA Functions

A comprehensive mobile sales force automation powered by modern tools and solutions caters to the requirements of the system by offering competent features to aid various departments like Marketing, Sales and Production; besides offering deeper insights into the KPIs of the business to the key personnel and finally facilitating smarter and modern ways of working for all. Various value added services make SFA systems more powerful and on their way to becoming indispensable and it certainly proves a bad idea for enterprises to remain away from SFA.

  • Features
    • Forecast sales & make relevant analysis
    • Sales activities management
    • Leads Management
    • Market segmentation & profiling
    • Campaigns & events management
    • KPI measurements
    • Real-time insights

  • Value Added Services
    • Vehicle & Asset Tracking Systems
    • Mobile Device Management
    • Service & Maintenance


SFA KPI Indicators
KPI Indicators with SFA

Avoiding SFA
Avoiding SFA? Not a Good Idea











Increasing Sales with SFA

Prudent SFA systems offer sure advantages which result in assured RoIs, making it a preferred investments by enterprises of all sizes.

    Advantages of SFA

    • Saving time by efficient processes & improved productivity
    • Better contact management
    • Improved leads analysis & mapping
    • Optimizing resources

Assured RoIs with SFA

RoIs are realized by various parameters in modern day sales force automation software and the assured RoIs increase the popularity of this niche software.

  • Improvements in marketing effectiveness
    • Higher lead conversion rates
    • Reduced bad leads
    • Increased repeat business

  • Increased sales efficiency
    • Shorter sales cycles
    • Reduced order errors
    • More upsell

  • Better results for the business
    • Higher customer lifetime
    • Lower costs for customer acquisitions
    • Easier views of KPIs & relevant information for corrective actions
    • Quicker predictions to strategize

  • Collaborative efforts leading to swifter executions
    • Seamless coordination between departments
    • Better responsiveness to customer feedbacks
    • Effectiveness of actions increase

  • Engaging customers through satisfying experiences
    • Increased productivity & effectiveness of processes makes the experience faster
    • Customer can have transparency in pricing & offers
    • Order tracking become easier
    • Integration of modern devices makes the user experience in tune with the times

In a Nutshell, SFA is for all

Sales force automation is put to use for varied and diverse industries and domains. With modernization touching every possible field one can think of, specialized or specially customized sales force automation software are emerging for different applications.

A huge field force if not supervised with a methodical approach poses severe threats to efficiency and productivity. A well-organized sales force has a direct relation to both increased sales and increased RoIs for enterprises.

SFA For Pharmaceuticals
SFA For Pharmaceuticals
SFA For Manufacturing Industry
SFA For Manufacturing Industry

SFA For FMCG
SFA For FMCG
SFA For Logistics
SFA For Logistics



















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