SFA
SFA Software
Sales Force Automation
Streamline sales activities and increase field agent productivity
The SFA functionalities integrated into the Senior Software ERP system provide companies with the necessary tools to efficiently manage the entire sales flow, from visit planning to analysis and optimization stages.
Perfectly integrated with the ERP application, the SFA component allows:
- Optimal process planning and rapid order taking
- Access to updated information with a high degree of accuracy
- Efficient organization of activities through the mobile app
- Easy monitoring of sales team activity from anywhere
SFA FEATURES
Get complete control over your sales and distribution operations with SeniorSFA!
SFA features natively integrated into ERP software help you efficiently manage the entire sales process at any time and capitalize on every opportunity, thus improving customer relationships, increasing team productivity and facilitating strategic decision-making.
Data management and organization
Order and payment recording
Sales opportunity monitoring
Report and analysis generation
SFA & ERP Software
Easily monitor the activity of the entire sales team from anywhere
- Connectivity - field orders immediately arrive in the ERP system, to be processed and to generate the necessary documents, such as invoices, advices etc.
- Offline work - sales agents can continue their activity even in areas without internet access, which contributes to reducing the downtime that may occur
- Mobility - the field team can work efficiently from anywhere, because the SFA application is accessible from any device with Android, iOS or Windows
- Supplier access - the application can also be used by external suppliers involved in promotional activities, thus being able to monitor progress in real time
SFA MODULES
Optimize sales and distribution processes
The SFA component of the ERP software system allows you to choose exactly the elements you need, ensuring a personalized solution for your company’s activities.
- Presales
- Van Sales
- Merchandising & Marketing
- Targets and Analysis
- Back-office
- Planning customer visits
- Verifying and completing detailed customer information
- Quickly taking orders directly from the customer's premises
- Cashing outstanding invoices directly in the field
- Instant printing of receipts on site
- Efficiently collecting relevant information from the field
- Efficient planning of daily visits
- Verifying and completing customer information
- Order taking and direct selling
- Real-time management of available stocks
- Fast invoicing and collecting information from the field
- Checking and completing customer information
- Tracking product placement on shelves
- Managing promotions and collecting information about competitors
- Collecting information about the placement of own products
- Tracking the placement of promotional materials
- Setting sales objectives for each team or agent
- Tracking sales targets: sales value, respectively revenue, etc.
- Detailed analysis of performance KPIs
- Graphical visualization of results through customized reports and dashboards
- Creating forms and questionnaires
- Planning marketing campaigns
- Assigning tasks to field employees
- Visualizing information about visits, customers, users
- Transmitting information to field employees
WHAT CUSTOMERS SAY
Remarkable results achieved by Sipex Company with integrated ERP, BI, SFA and B2B solutions
The implementation of the SFA helped us a lot, it eased our activity and made it very efficient. Our agents go to the field and can see inventory statuses on their tablet, in real time. They can make stock reservations and quickly place orders. Then, operators take the respective orders, generate and send the delivery document to the warehouse employees, after which the goods are prepared and loaded into the cars. Then, the notices or invoices that accompany the goods are generated. This whole process can take less than 24 hours.
BENEFITS
Visibility over all operations carried out in the field and new opportunities
With the SFA solution integrated into ERP, the sales process becomes more organized and efficient, and both internal and external collaboration is considerably improved. Being an intuitive and adaptable tool, the SFA component offers greater flexibility in sales, contributing to an increase in the number of concluded contracts.
