Employees have access to all the information necessary to successfully close a sale, such as stocks, balances, prices, promotions & discounts, service, customer history, etc. Moreover, they have access to the best practices validated by experienced employees. The application has online training features which allow you to insure a new employee’s induction and accommodation in a much shorter time.

Thanks to the use of mobile terminals, you can quickly access a wide variety of information about customers and potential customers which reduces the time spent on pre-sales and post-sales activities. You can also plan and correlate field visits with KPIs and sales targets, in order to get better results in a shorter time.

With SFA, tracking and collection of balances can be done directly from mobile terminals. At the same time, it makes it possible to monitor customers’ payment history, but also to establish credit limits or restrictions so that sellers do not take orders when it comes to bad payers. At the same time, unlocking the account can be done instantly through the mobile device if the client makes the payment on the spot.

Through SFA, customer stocks — IKA, distributors, etc. — are sent to the supply department, who will know, before the actual order is issued, what items are required. In this way, stocks goes from being a capital asset to representing a competitive advantage in the market.

When it comes to stocks with no movement, they can be included in fire sales campaigns available on the agents mobile devices and can be linked with the corresponding targets. In addition, a correct and transparent merchandising of products by categories of customers or sales channels leads to a higher speed of stock rotation on the shelf.

The app allows you to customize the stages of the sales processes according to the best practices in the company and due to the visibility of the sales steps and KPIs, you can step in at any time to adjust the actions. In this way, SFA ensures the observance of all stages in the sales process, the improvement of these phases, and the employees benefit from the experience gained within the team.

The transparency offered by the SFA system on all activities and information related to sales processes and mobility given by the Android terminals, employees’ KPIs can be followed in real time. Thus, they can be rewarded according to their results and the members of the entire team are determined to relate to top performers and to be more focused on achieving targets.

Field agents can become a channel to identify opportunities. Using configurable forms, data about new opportunities is immediately entered into the system and sent to the headquarters to initiate the actions necessary to win them. Any interaction with a potential customer, as well as any feedback from current customers is stored in the system and made available to the marketing department in order to design appropriate promotion strategies.

At the same time, due to the transparent sales flow, managers can easily identify undone or underperforming activities, unvisited customers or unusual situations in the bidding and selling process and thus intervene in real time to fix them.