Sales Force Automation

Introduction

Sales Force Automation (SFA) software automates business processes (such as sales, order processing, contact management, inventory monitoring and control, order tracking, customer management, sales processing, tracking of customer interactions, and employee performance evaluation) and analyzes sales forecasts and performance.

Sales force automation plays the key role in finding newer and better ways to get maximum value out of the sales force.

Situation Analysis

At the grass root level where the sales force field agent is on the move for a sale or to collect the installment, the situation can be summarized as the following.

• Operations field agent physically carries all the customer details. The staff issues invoice receipts, creates order copies, collects the installments, and raises cash receipts.
• A copy of the receipt is given to the customer and another copy is carried back to the office.
• Cash collection through cash and cheque transactions.

High Level Solution

POS terminals to be provided to the field staff. On providing the unique authentication information in the POS terminal, customer details including route map will be downloaded into the terminal from the central server connected via GSM/GPRS/CDMA network.

• Agent generates invoice based on the requested goods that is uploaded to the central server.
• Agent accepts the installment from the customer and updates the cash/cheque details to the SFA software in the central serve using the handheld terminal.
• A receipt generated by the terminal is provided to the customer.
• Based on the customer orders, the order transaction information is instantly updated to the central server.

Bottom Line

The VISIONTEK Transaction Terminals provide a seamless front-end integration to the Sales Force Automation software making it more process-driven and efficient.

Case Study

Petroleum Industry
Reliance Petroleum was looking for a vendor located in India more

The VISIONTEK Advantage

• Efficient tackling of last mile operational issues
• Increased and improved customer reach
• Low cost of ownership, and overhead costs
• Minimize administrative and transaction cost
• Online process prevents mismanagement on the field
• Significantly reduce turnaround time
• Supports both online and offline transactions
• Track executive activity
• Transactions updated in real time on the central server
• Increased operational efficiency
• Real time inventory management

Related product-93 POS

A mobile handheld data terminal to capture process and transmit information to host computers in real time. VISIONTEK 93 POS is easy to operate, light weight and handy.  more