A dedicated Sales Force Automation (SFA) solution designed for your field executives experience. Change the way your sales team reports calls and takes orders through their electronic devices.
EssentialSFA has long experience working with the FMCG (fast-moving consumer goods) sector. Our prolonged partnership with the sales team has given us invaluable knowledge and experience that has enabled us to recognize the potential opportunities and day-to-day obstacles that field executives may face. In order to meet the high-end needs, we designed EssentialSFA for the FMCG, OTC, and cosmetic industries with all the aspects of this constantly changing sphere in mind.
With EssentialSfa for the FMCG, OTC, and cosmetic industry, we provide:
With the EssentialSFA field reporting software, plan the monthly tour program beforehand and then allow working in those areas only. This can be implemented for areas as well as for customers, ensuring that the field staff doesn’t miss any important customer visits and managing all the visit frequencies beforehand. The managers have the right to approve, view, and modify their staff’s tour program.
Get more with the Tour Program:
STP (Standard Tour Program) PJP (Permanent Journey Plan) Submissions and Approvals TP ReportsEssentialSFA ensures that all the field staff work according to the tour program. By DSR, or daily sales reports, the staff confirms their work according to the submitted TP. This will be filled out once before starting the calls, in which case the assigned routes along with the other working areas will be visible. If a route needs to be diverted, the staff can select other routes, which will be maintained in the TP diversion reports.
Get more with Daily Call Reports:
Joint working DA, TA and other expenses calculation Sample and gift management Route diversion restriction DCR lock Customer validation with geo-fencing and image capture.
Know your field executives’ working periods. With our EssentialSFA mobile application, you can track daily punch-in and punch-out records, approve, reject, and record leaves, and manage everything around them.
Get more with attendance and leaves:
Geo location API Leave management Selfie Punch-ins Attendance and leave reportsExpenses in EssentialSFA can be configured manually or automatically. Fixed TA, DA, and other allowances can be defined before hand, and then they can be claimed, approved, and passed.
Get more with expense management:
SFC: Standard Fare Chart Dashboards and reports
Get detailed products, e-catalog, e-detailing solutions, or tablet detailing solutions on your devices. EssentialSFA provides an e-cataloging solution in one app only. Detail catalog products according to specialization, according to the products, and so much more.
Get more with e-Catalog:
Automatically add detailed products in call Track the time spent on each slide Product-wise mapping Customer-wise mapping Editable sequence of Catalog Offline compatibilitiesEssentialSFA offers an extensive collection of automated analytical and MIS reports that enables you to save time from pivoting data to information and prioritize more important responsibilities. Our range of reports includes:
Customer call tracker Customer report Field working report POB till date month wise Working hours Business analysis Quick + analytical report Raw data
Target and Sales Management Sample and Gift Management Order Management Campaigns and Activities Geo-tagging and Geo-fencing Notifications and Alerts Analytical Dashboards & Report generation
Invest in success with field reporting software. Choose a solution designed just for your sales experience.
