possibilities for sales
What is exactly SFA solution?
The SFA system allows you to automate sales activities, allowing salespeople to focus on customer contacts. Automation of sales activities increases the efficiency of the sales process so that you can sell more and faster. SFA software streamlines the sales process at every stage. From work planning, customer service to sales reporting. It is ideal for both salespeople and sales managers who can manage the sales department and tasks.
Sales Forecast and Analysis
proven soluton for sales departments
Supporting sales representatives and sales managers
The solution allows managers to conveniently manage sales targets and the work of representative networks.
The system supports salespeople in planning, implementation and analysis of sales, as well as communication, obtaining information from the market, taking care of the image of products in the store, cooperation with retail customers.
Benefits for sales managers
- Efficient management of long and short term commercial goals
- Quick access to systematic and up-to-date market and competition knowledge
- Better quality of business decisions based on reliable data
- Increase in sales thanks to better use
of the potential of the sales team
- Improving the efficiency of sales department by automating business processes
- Standardization of the structure and business model of the sales team
- Ongoing comprehensive control of the activities of subordinate employees
- Reliable assessment of work efficiency based on KPI indicators
- Ability to react quickly to undesirable actions of employees
- Ongoing monitoring of the achievement of business objectives
- Knowledge of the current situation in the serviced market area
Functional scope of the Infinite SFA system
PLAN YOUR SALES ACTIVITIES EFFECTIVELY
Supporting sales process
- Support for various pricing and discount policies
- Attractive forms of presentation of the offer
(list, gallery, catalogue)
- Extensive support for creating orders
- Support for extended product cards with multimedia
- Defining offers and individual price lists
- Support for assortment listings
- Identification of assortments with additional attributes,
e.g. novelty, sale, collection, etc.
Did you know?
Infinite SFA supports sales processes in many areas, from offer management capabilities to individual terms and conditions, by servicing assortment listings, the ability to collect different types of orders, to automate the sale of complex trade promotions defined in the built-in promotion wizard.
The system supports the full process of registration, validation and dispatch of orders to the supplier along with various types of confirmations of their status or degree of implementation. The application also provides a number of summaries and reports allowing analysis of the sales structure at every level of detail.
ALL TOOLS ON ONE PLATFORM
VARIOUS OPTIONS FOR SALES MANAGERS
Manage and plan your sales
- Structure management
- Work planning
- Defining tasks
- Monitoring of objectives
- Measurement of KPIs
- GPS Control
- Substitution support
- Notification of absence
- Cost control
BE CLOSER TO YOUR CLIENT
- History of cooperation
- Transaction history
- Recovery of receivables
- Relationship Quotation
- Market research
- Standards testing
- Flexible file client
- Circulation of documents
ALL DOCUMENTS IN ONE PLACE
Base of knowledge for sales managers
Distribution of compilations
Presentation of data on map
Mobile reports for PH
BE UP TO DATE WITH ALL DETAILS
Monitoring of target achievement
- Monitoring of target achievement
- Wizard of trading goals on turnover, margin, level of receivables, etc.
- Serve individual and collective goals
- Ongoing measurement of achievement of objectives and indication
of projected level of achievement
- Calculation of achievement of objectives based on data from external sources
- Creation of goals, bonus agreements for Clients by Sales Representatives
- Define new quality objectives, e.g. number of new pharmacies acquired in month
/per completed x visits, specific number of visits to key pharmacies, etc.
- Work monitoring with dozens of KPIs
- Recording of planned and actual task execution times
- Flexible workflow configuration to reflect corporate standards of work with the client
- Support of statuses and performance algorithms
Did you know?
ORGANIZAE YOUR WORK IN EASY WAY
- Flexible client file with the option of additional attributes
- Tools for categorization and customer segmentation
- New customer categories: Pareto
(20% of most important clients in your wallet), inheritance, lost, development, new, etc.
- Defining an unlimited amount of data characterizing the Client
- Supporting the process of acquiring new potential clients
- Presentation of the geographical distribution of clients on the map
- Ability to export data to xls, html or extraction files data to external systems
and complaint submissions
- Receiving returns and exchanges from customers
- Validation of returned goods with the customer’s purchase history
- Registration of small exchanges on site
- Handling the status of complaints
- Possibility to attach photos of e.g. damaged lot
- Full circulation of complaint documents
Virtual support warehouses
- Handle receipts and issues from mobile merchant magazines
- Configure multiple magazine types
- Overview of stock levels on magazines
- Combine magazines with other functions
(issue of samples, freebies, promotions, direct sales)
Implementation of tasks
- Ability to create different scenarios using freely defined scheme
- Ability to manage the activities performed during a visit to the client
- Function to specify activities in the list, how to start activities after the start of the visit (automatic start)
- Control of the obligation to perform actions or availability within the type of task performed
- Reports on the time of execution of tasks, and individual activities
Route monitoring with view of customers on the map (GPS)
- The system allows you to analyze the placement of clients connected to individual PHs
- Notifications about exceeding the distance from the client during execution visits/tasks
- Allows for convenient and fast route planning
- In short, route optimization will allow our customers to saving time and significantly reducing travel costs
Did you know?
Infinite SFA allows you to register the most frequently performed daily tasks of traders, i.e.: visits, phone calls and any tasks not directly related to specific clients. Each of the above tasks may have a separate scope of activities arranged in a sequence of steps reflecting company procedures.
The system records the actual duration of each of them and the geographical location traders at the time of their registration.
Market and customer
research with surveys
- Built-in wizard of any survey forms
- Support dynamic structure of dependent questions and answers
- Circulation of applicant surveys (requiring approval)
- Support for multi-range survey addressing
- Merchadisign, shelf testing