CRM & SFA

CRM & SFA

The solution focuses on producing more productive and organized sales teams and keeping a track of their activity associated with customer relations. It fits any organization which is sales centric managing a sales team in multiple geography.

CRM & SFA

Our Features


CRM & SFA


Prospect Management

Profile the prospective customer data sourced from multiple channels so that they may be allocated to the salesperson/agents. Also possible to classify the prospects based on nature and or size of business.


CRM & SFA


Sales Team Management

Create multiple teams having their own set of team leaders and coordinators with complete restriction on visibility based on prospect allocation.


CRM & SFA


Prospect Allocation

Easy allocation or reallocation of prospects to the sales person. Complete history of who handled which customer when.


CRM & SFA


Sales Planning

Plan ahead your sales by creating call/visit plans on an inbuilt calendar. Get reminders and calendar notification on the due dates.


CRM & SFA


Call reporting

Record both planned visit/call reports and also AD HOC visits in the call reports which are later used by the supervisor to analyze the sales person activities.


CRM & SFA


App Support

The sales person can go completely computer free by using the App to report calls and manage the visit when on the field.


CRM & SFA


GPS Tracking

While privacy is appreciated, tracking the sales force while they are on the field is an essential part of controlling the human limitations. Track your sales agents real time when in motion.


CRM & SFA


Analysis & Review

Analyze your teams effective performance based on their recorded activities, and ensure that your sales team is focussed, motivated and transparent in delivering results which directly affects your topline.