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SFA | FieldAssist

Our SFA software is a central canvas to catalyze empowerment of field sales teams and power smarter sales decisions with the aim of spurring growth both in the short and long term.

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SFA | FieldAssist

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  1. SFA By

  2. What is SFA? • SFA is a SaaS platform to automate the day to day operational tasks for on field sales teams that include order processing, information sharing, inventory monitoring and control, order tracking, customer management, sales forecast analysis and KPI performance evaluation. • SFA includes sales and territory management, lead management, customer support, knowledge management, real time data analysis etc.

  3. Purpose of SFA • Increase Revenue • 2. Reduction in cost of sales • 3. Sales force increasing mobility • 4. Easy available customer information in one view • 5. Managing opportunities and tracking competitors • 6. Up-selling and cross-selling

  4. Major Challenges • Unable to track real time secondary sales data at management end • 2. No visibility on KPIs of sales team • 3. Delay in communication and missing records • 4. Unable to make sure the visit of sales person on outlets • 5. Manual data punching leads to more paperwork and low efficiency • 6. Unable to monitor brand’s visibility on the particular outlet

  5. All IN ONE SOLUTION: SFA BY FIELDASSIST • FieldAssist is a Sales Automation platform to catalyze empowerment of field sales teams and power smarter sales decisions with the aim of spurring growth both in the short and long term. • 400+ Leading brands across FMCG, Apparel and CPG industries trusting us with their sales automation needs • Trained and Certified 50000+ field salespersons on Sales Force Automation • Covered 4,500,000 Unique Outlets

  6. Our Offerings and Services Field Assist is offered as a SAAS offering to its clients and divided in 2 components: • Field Assist App - Used by Field Staff for Intelligent Sales. • Field Assist Dashboard - Used by Managers and Back End Staff for report generation and data analysis. • FA Analytics - FA Analytics empower business leaders of CPG brands with real-time data and personalized dashboards across key business metrics to make informed decisions on the go. Services offered by Field Assist are divided into 4 modules: • Coverage • Call Management • Survey • Data Visualization/Analytics

  7. Features • Email Integration • Task Management • Territory Management • Sales Forecasting • Lead Management • Call Management • Field Sales Management • Sales Collaboration • Sales Performance Management • Activity Management • Alerts & Notifications • Orders and Invoices • Mobile Sales

  8. Benefits of SFA • Real time Field Insights - Obtain data on itineraries adopted by sales reps with sequential listing of outlets along with time spent at each sales call. • Sales Performance Reporting - Automatically generate periodic reports measuring the performance of your sales team allowing you to recalibrate your sales team deployment strategy to derive the best results. Get performance reports with periodicity of daily, weekly or monthly reports. • Sales Coverage - Use the power of visualization and analytics to get an instant insight into your sales coverage in a particular area of operation. • Get insights about your customer outlets at your fingertips. Keep track of each outlet and associated sales histories to gain deeper understanding into the relationship and know when to upsell.

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