How SFA App Helps In Optimizing Field Sales Operations

The field force commonly known as sales reps., sales manpower, sales force team work in different areas and fields supporting companies achieving their sales goals. As a practice, they have to visit some assigned stores in a day and bring orders from them. Irrespective of the size of the sales team, it has been a challenging aspect for any company to authenticate their adherence to store visits and other sales operational activities. To compile all field sales activities and facilitate remote functioning to the sales team, Sales Force Automation (SFA) App evolved in demand in recent years.

Mobile SFA is the best globally adopted practice to manage any size of marketing team with streamlined workflows, features and functionalities for all emerging industries including Manufacturing, FMCG, Retail, warehouse and logistics, grocery, Agriculture, Automobile, Healthcare, Construction, and More. Mobile Sales Force Automation helps the companies not only in tracking sales team but also track sales and associated activities on any mobile device anywhere, anytime.

Here, we will take you through highly configurable features of SFA App that help you to automate and streamline your sales pipeline.

9 Key Features of SFA App-ESS

Admin Dashboard

The SFA App gives you holistic view of your sales team and retail outlets location-wise or customer-wise for evaluating sales performance. Real-time monitoring of sales reps’ locations, attendance and leave, covered market, expense claims and approvals, store visits targeted and completed, store orders taken and fulfilled, productive and top performing stores, reports of all store activities, sales force target achievement, leave requests and approvals, incentives, view the status of assigned tasks and more.

Quotes, Orders & Task Reporting

Sales reps can instantly give price quotes to the customers viewing digital catalogue, latest schemes, and discounts, and inventory stock in the mobile app. They can also submit Daily Sales Reports (DSR) along with location and time details upon completion of tasks.

Customer/ Store Management

Field force can add new and prospective stores, and customers with geo-location instantly in sales force mobile app. They can update follow-up customer details in the standard format with changes in status of lead.

Track Location & Distance

Sales managers or app admin can track salesmen in real-time with their geo-location. Later, they can also view reports to track history of visited stores and know accurate daily distance traveled by their field agents for reimbursing as per policy.

Attendance & Leave Management

SFA provides user-friendly interface for sales agents to mark attendance, submit corrections, and apply for leaves. Sales managers can view reps’ attendance, approve leaves & attendance correction requests as per policy etc.

Tour/ Visit Plan & Schedule

Individual agents and managers can also plan and schedule monthly calendar for tours or visits to customers. The SFA App helps in eliminating manual errors of duplicate or overlapping assignment of one store to multiple sales agents.

Travel & Expense Management

Auto-generated expense, multi-level expense claim approval/rejection functionality. Admin can view expense vouchers with attached bills for a specific period and related reports. It helps in faster reimbursement as per Travel/ Accommodation/ TA/ DA policies.

Debt Collections

The SFA App helps you keep a record of due invoice amounts, and receivables against each order, and update collection amount details by payment functionality.

Order Processing & Delivery Confirmation

Sales team uses SFA App to view and confirm sales orders compiling relevant details like invoicing, and stock receipt confirmation by each SKU in an order. It eliminates the need to go to office to initiate the order.

If you want to embrace new-age Mobile SFA App with best features and functionalities to manage sales team and activities with remote access, please contact our Enterprise Mobility Solutions experts at marketing@essindia.com