Infinite SFA - mobile sales-support solution
Work quickly and wisely
Infinite SFA is:
Effective
support for key business processes implemented by dispersed sales teams.
Checked
solution created on the basis of many years of experience of leading distribution and production companies.
Flexible
architecture enabling adjustment of the functional scope of the application to the business model of your company.
Evolutionary
tool constantly developed by a team of experienced specialists.
Infinite SFA is used by:
Producers
whose teams of sales representatives from a given area are responsibles for market development, brand building, sales of own products, implementation of promotional activities, development of numerical distribution or monitoring of display standards in the traditional and modern channel.
Distributors
whose sales representatives are responsible for generating orders from the market or direct sale of goods to recipients, monitoring and debt collection, handling complaints, acquiring new customers and implementing the terms of commercial contracts or loyalty programs.
Service providers
whose advisors or consultants visiting clients in the field are responsible for maintaining a high level of service quality, examining their needs and potential, professional presentation of the company's offer, or closing sales including signing electronic contracts on-site.
Other entities
having employees working in the field, such as interviewers, merchandisers, technical advisors, service technicians, responsible for the implementation and reporting of implemented activities.
50
system implementations
14
countries
16
integrated ERP systems
100%
SaaS implementations
Benefits
for companies
- increase in sales due to better use of the potential of the sales team
- improving the efficiency of the sales department thanks to the automation of business processes
- standardization of the sales team's structure and business model
- efficient management of long- and short-term trading purposes
- quick access to systematized and current knowledge about the market and competition
- higher quality of business decisions based on reliable data
for managers
- ongoing comprehensive control of the activities of subordinate employees
- reliable work efficiency assessment based on KPIs
- the ability to react quickly to undesirable actions of employees
- ongoing monitoring of the implementation of received business goals
- knowledge of the current situation in the served market area
for mobile employees
- saving private time due to on-going reporting during the working day
- reduction of manual work by automating repetitive activities
- comfort of work due to access to necessary materials and information in one application
- effective use of working time thanks to tools optimizing its planning
- system support in the implementation of sales activities (multimedia marketing materials, current promotions, monitoring of goals, history of cooperation) elimination of unnecessary "paperwork"
Examples of implementation
Satisfied users
SFA system functionalities
SFA
Managing users and the structure of a distributed sales department
» Configuration of the hierarchical structure of the sales department
» Territorial division of sales representatives
» The system of user roles and permissions
» Handling employee files in accordance with the GDPR
Contractors' file management
» Handling the process of acquiring new potential customers
» Flexible customer file with the option of additional attributes
» Customer categorization and segmentation tools
» Presentation of the geographical distribution of customers on the map
Assortment and offer management
» Support for extensive product cards with multimedia
» Defining offers and individual price lists
» Assortment listing support
» Marking assortments with additional attributes, e.g. new, sale, collection, etc.
Planning and optimization of work plans
» Work planning based on the built-in work calendar
» Automatic route planning based on visit cycles
» Absence and substitution service
» Integration with external device calendars for a complete picture of your own time usage
Measurement of work efficiency and quality
» Work monitoring using several dozen KPIs
» Registration of planned and real times of task implementation
» Flexible configuration of the scope of activities to reflect the company's standards of work with the client
» Support for statuses and algorithms for the effectiveness of performed tasks
Target implementation monitoring
» Creator of trading goals for turnover, margin, level of receivables, etc.
» Support for individual and group goals
» Current measurement objectives and signaling the projected level of their implementation
» Calculating goal achievement based on data from external sources
Monitoring route and customer visits using GPS
» The ability to track the routes of traders during the working day
» Verification of task registration (e.g. visits) in appropriate locations (at the customer's)
» Customer geolocation
» Analysis of the distribution of customer assignment to sales representatives on the map
Mobile file and document repository
» Centrally controlled the documents, marketing materials, multimedia made available to sales representatives for the mobile devices.
» Option to distribute selected materials to clients
» Use of files from the repository in ongoing activities, e.g. when signing contracts
Support of sales processes
» Support for various price and discount policies
» Attractive forms of offer presentation (list, gallery, catalog)
» Extensive order creation support (preselling)
» Basic support for direct sales (vanselling)
Handling returns and complaints from customers
» Accepting returns and exchanges from customers
» Validation of returned goods with the customer's purchase history
» Registration of minor exchanges on site
» Handling complaint statuses
Circulation of applications
» Registration of any requests from a customer (e.g. for business conditions)
» Circulation of applications according to defined acceptance conditions
» Mechanisms for sending accepted applications by e-mail
» Review of application statuses on the sales representative's mobile device
Mobile magazine support
» Support for receptions and issues from mobile sales magazines
» Configuration of many types of magazines
» Review of stock levels in warehouses
» Combining magazines with other functions (giveaway, promotions, direct sales)
Cost list
» Registration of employee work related expenses
» Flexible creation of groups and types of costs
» Monitoring of company car mileage
» Applying for marketing costs for the client
CRM support
» Support for themed notifications and alerts
» Registration of customer notes and reminders
» Exchange of messages with attachments between users
» Review of the history of cooperation with the client
Reports and analyzes
» Data reviews and reports embedded in the applications
» Exports data to XLS, HTML
» Distribution of predefined statements to e-mail to defined groups of recipients
» Interactive analytical desktops (work in progress)
Settings
» Several hundred parameters configuring the application's operation
» The system of roles and ranks of users
» Possibility of custom settings adapting applications to individual preferences
» Defining selected dictionaries
System and data security
» Authorized access to the application
» Protection by an additional PIN code of the mobile application
» Encryption of data synchronization and database on a mobile device
» Location of the central database in a certified Infinite Data Center
News SFA
Infinite SFA mobile system at SOT19-05-2017
SOT, Spółdzielnia Obrotu Towarowego Przemysłu Mleczarskiego, expands cooperation with Infinite IT...
We care about your success by offering a package of support and integration services
Maintenance
The service guarantees the highest quality of solution operation by removing any failures in accordance with the established service parameters and providing remote updates of new software versions.
Outsourcing
The service provides the infrastructure and resources necessary for the proper operation of the system in a secured cloud (implemented in the SaaS variant - Software as a Service) without involving additional resources on the part of the client
Service Desk
The service provides direct support through the hotline and website that supports notifications from system users.
Systems Integration
Service providing electronic data exchange between the Infinite SFA system and customer's IT solutions within the scope agreed during implementation.
Do you need additional information? Write to us:
Artur Śpiewak
Director of Sales & Product Development
- artur.spiewak@infinite.pl
- +48 502 004 113