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mSFA

Mobile Sales Force Automation (mSFA)

Adapting new technologies in sales processes brings the industry effective changes and positive experiences. The Mobile Sales Force Automation (MSFA) system is a revolution for businesses that rely on field sales teams and customer interaction. The system simplifies sales processes by offering web and mobile applications for automated workflows, real-time insights, and better customer communication. This helps the team in smart decision-making and saves a lot of time and money, leading to business success.

Highlights

  1. mSFA automates sales tasks like order tracking and reporting, saving time for managers.
  2. Real-time data from mSFA helps businesses make better decisions, improve customer satisfaction, and reduce costs.
  3. mSFA offers customizable features like user management, customer profiles, and sales target setting.

Challenge

  • Inefficient Manual Workflow
    Manual sales processes generating sales orders, recording visit activities, and managing approvals are time-consuming and error-prone. Those delays and errors may hamper team efficiency and poor customer engagement.
  • Data Security Concerns and Limited Accessibility
    In manual processes, papers and physical storage are used to handle sensitive data. So, there is always a risk in controlling data access and ensuring business protocol. Besides, a lack of real-time data accessibility to field forces may result in more rejected orders.
  • Lack of Transparency
    Managers lack visibility into field forces’ activities such as customer visits, tracking sales orders, customer interactions, payment collection etc. This may cause struggles for managers to monitor teams and identify improvement areas.
  • Unreliable Reporting
    Human errors and loss of physical documents may lead to inaccurate reporting. This can be a challenge for a business to make data-driven decisions.

solution

We are offering a Mobile application and web portal of the Mobile SalesForce Automation (MSFA) system to the sales team as a solution with custom designing advantages to empower the business.

  • Seamless Sales Process
    MSFA app streamlines workflows by automating sales activities such as tracking orders, visit activities, approvals, feedback and competitor analysis, and report generation. These transformations result in saving time and increase team productivity.
  • Real-time Visibility
    MSFA offers real-time visibility into sales activities, customer interactions, payment collection, and location that results in effective team management and enhances customer satisfaction.
  • Enhance Data Security
    MSFA system incorporates reliable data security measures, ensuring the business protocols, access controls, and data backup procedures, to protect sensitive sales data from misuse and loss.
  • Data Accuracy and Insights
    MSFA system eliminates manual data entry and minimizes human errors. The Real-time data ensures data accuracy in reports and insightful dashboards.

Key features of mSFA

We are always open to customising our MSFA based on the company’s business and sales process. From our experience, we are offering the following MSFA features:

    1. User Management: The sales team is the target user of MSFA. With this feature, the system manages user profiles, user authentication with role-based permissions and customized web and app menus.

    2. Customer Management: Usually, Offline stores are called customers where field forces visit and receive orders. With this feature, users can create, edit, and manage detailed customer profiles, generate leads, and seamlessly select existing customers for orders.

    3. Sales Hierarchy Management: We implement the company’s existing sales team structure (roles & area structure) into the MSFA system for an efficient approval process and assigning responsibility. If a company already maintains their sales hierarchy in another system, we can integrate our MSFA with the third-party application to ensure seamless operations.

    4. Order Management: This feature allows field forces to generate orders. MSFA manages product catalogues with price, stock, and description. The system tracks Expiry/Damaged Products to return, calculates the value, and adjusts the bill from the next orders. Our system offers offline facilities too.

    5. Visit Activity: Users can plan customer visits, start and end visits, and record visit reports, payments, feedback and competitor information through the MSFA mobile application. MSFA also manages promotional products and tracks promotional activities.

    6. Approval Management: Our MSFA offers a Dynamic Approval Hub where the admin can set up automated workflows for any features. The approval workflow can be multileveled and the approver can be role or user-specific.

    7. Target Management: In the MSFA system, the admin can set an achievable target for field forces and distribute it to them based on customized parameters.

    8. Team Management: To supervise the sales team from a distance this feature allows to track the real-time location of the field forces and ensures customer visits by tracking their attendance.

    9. Report and Dashboard: The system generates customizable reports on sales performance, customer activity, competitor analysis, team effectiveness, and many more based on requirements. We offer an insightful and also customizable dashboard with real-time data access to keep users updated.

    10. Credit Configuration, Bonus and Discount Requisition: In the sales process, there can be two types of payment systems for orders: Cash and Credit. MSFA allows the admin to define credit limits and duration for customers, and manage the credits during orders. The admin can also configure bonus product quantity to customers and discount amounts through the system.

    11. Notification & Alerts: Users get real-time notifications and alerts on important events such as upcoming customer visits, approvals, overdue tasks etc.

    12. E-learning scope: This feature enables users to access training materials and resources within the platform, including self-assessment quizzes. This will help to develop skills to improve performance.

    13. In-app messenger: This feature allows the sales team to communicate through the MSFA mobile application.

    14. Training and Support: The system provides training materials and supports to assist users to help them navigate the system.

Results

  • Boosted Sales Productivity
    Simplifying the sales process with real-time data access saves time and empowers field forces to close more deals.
  • Data-Driven Decision-making
    Real-time insights from reports and dashboards empower the sales team and management to make informed decisions.
  • Enhanced Accountability
    The system allows open communication on performance that improves accountability and transparency between the sales team.
  • Enhanced Customer Engagement
    By analyzing feedback and competitor data, businesses can better understand customer needs and preferences leading to increased customer satisfaction.
  • Reduced Costs
    Automated manual processes, minimizing human errors, fast approval and accurate reports can improve operational efficiency resulting in reduced costs.

Technologies Used

Services We Provide 

Brain Station 23 is focused on delivering tailored services to meet the unique needs and expectations of their clients. Here we provided mSFA Solutions to our client. 

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