i- Sales Force Automation

Our ISFA-CRM modules help to make easy in sales process and marketing. It save the time of sales and marketing representatives and help them to pursue more clients in a shorter amount of time. ISFA-CRM provides sales force automation by centralizing information about customer and related data need by sales and marketing representative. System one of important feature is supports territory management, which means that sales representative can be assigned by manager to a specific region. It also provides online reporting on daily basis, to analyze work by the superior.

Sales Force AutomationSales Force Automation software demo
more detail about Sales Force Automation

i – Sales Force Automation Features

Sales Force Automation is comprehensive solution, which provide organization to manage their sales team and to analyze real time market position and MIS part helps to define new strategy.
Administrative Control

  • Master data management control
  • Field Staff positioning assigning control
  • Creation of Territory and mapping with geographical structure
  • Corporate Customer Management
  • Corporate Route Management
  • Route Optimization
  • Sample and gift distribution management
  • User rights & Scope management
  • Approval Hierarchy management
  • Leave Reporting
  • Expense Reporting
  • Performance Evaluation Reporting
  • Sales Analysis at Territory level and HO level
  • Sample / Gift Stock assignment and receive
  • Pay Slip utility

Customer Management

  • Corporate Customer Facility
  • Customer Profile Creation
  • Basic Profile
  • Business Profile
  • Personal Profile
  • Customer Classification / grouping as per business potential
  • Own Customer Management
  • Fast Access of Customer Profile at Field Level as well as HO level
  • Transfer of Internal team’s Customer
Sales Force Automation customer profile

Route Management

  • Standard Route Management

-Creation / Edit / deactivation
-Access of Corporate level Standard Routes
-Expense/fare auto calculation

  • Monthly Planning

-Pre planning of Daily Activity/Customer visit / Daily Work
-Administrative control for Monthly planning for managers

Sales Force Automation Route Management

Daily Call Reporting

  • Doctor Call Reporting

-Product Detailing
-Gift / Sample Detailing
-Joint call Visit

  • Chemist / Stockiest Call Detailing

-Competitor analysis
-Stock Detailing

  • Other work / training submission
  • User friendly calendar control for daily activity reporting including holiday and leave indication
Sales Force Automation Daily Call Reporting

Expense Management

  • Auto generation of expense/fare on basis of daily activity reports
  • Other expense submission
  • Optimized Expense approval
  • Maintaining Expense Statement / Deduction
Expense Management

Internal Communication

  • Internal Mailing
  • SMS Utility
  • Mass Communication through Notice Board
  • Hierarchical Communication
  • News Letter/Circular Utility
Internal Communication

MIS Reports

  • Key Reports

-Daily Activity/Call Register
-Daily Activity/Call Status
-Employee Activity Report
-Key Performance Indicator Report
-Customer coverage Report
-Joint Working Report

MIS Reports

Many More Reports

-Customer Profiling Report
-Monthly Tour Report
-Working Analysis report
-Leave Report
-Expense Statement/Detail Report
-Territory Not Worked Report
-Customer Frequency Call Report
-Sample Gif Distribution Report
-Performance Analysis Report
-Graphical / Charting Reports
-And Many More

Many More Reports

New Enhancements

  • Dashboard utility with enhance graphical reports includes Pie chart, Bar Chart, etc.
  • Customer Service Module
  • Mobile based Daily Activity Reporting
  • Sales and Business Call Forecasting
  • Secondary Sales Integration
  • Online Recruitment Process
  • Incentive Calculation Module
mobile app