SFA - FieldAssist

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SFA By
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What is SFA?

• SFA is a SaaS platform to automate the day to day
  operational tasks for on field sales teams that
  include order processing, information sharing,
  inventory monitoring and control, order tracking,
  customer management, sales forecast analysis and
  KPI performance evaluation.
• SFA includes sales and territory management, lead
  management, customer support, knowledge
  management, real time data analysis etc.

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Purpose of SFA

• Increase Revenue
• 2. Reduction in cost of sales
• 3. Sales force increasing mobility
• 4. Easy available customer information in one
  view
• 5. Managing opportunities and tracking
  competitors
• 6. Up-selling and cross-selling

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Major Challenges

• Unable to track real time secondary sales data at
  management end
• 2. No visibility on KPIs of sales team
• 3. Delay in communication and missing records
• 4. Unable to make sure the visit of sales
  person on outlets
• 5. Manual data punching leads to more paperwork
  and low efficiency
• 6. Unable to monitor brands visibility on the
  particular outlet

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All IN ONE SOLUTION SFA BY FIELDASSIST

• FieldAssist is a Sales Automation platform to
  catalyze empowerment of field sales teams and
  power smarter sales decisions with the aim of
  spurring growth both in the short and long term.
• 400 Leading brands across FMCG, Apparel and CPG
  industries trusting us with their sales
  automation needs
• Trained and Certified 50000 field salespersons
  on Sales Force Automation
• Covered 4,500,000 Unique Outlets

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Our Offerings and Services

• Field Assist is offered as a SAAS offering to its
  clients and divided in 2 components
• Field Assist App - Used by Field Staff for
  Intelligent Sales.
• Field Assist Dashboard - Used by Managers and
  Back End Staff for report generation and data
  analysis.
• FA Analytics - FA Analytics empower business
  leaders of CPG brands with real-time data and
  personalized dashboards across key business
  metrics to make informed decisions on the go.
• Services offered by Field Assist are divided into
  4 modules
• Coverage
• Call Management
• Survey
• Data Visualization/Analytics

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Features

• Email Integration
• Task Management
• Territory Management
• Sales Forecasting
• Lead Management
• Call Management
• Field Sales Management
• Sales Collaboration
• Sales Performance Management
• Activity Management
• Alerts Notifications
• Orders and Invoices
• Mobile Sales

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Benefits of SFA

• Real time Field Insights - Obtain data on
  itineraries adopted by sales reps with sequential
  listing of outlets along with time spent at each
  sales call.
• Sales Performance Reporting - Automatically
  generate periodic reports measuring the
  performance of your sales team allowing you to
  recalibrate your sales team deployment strategy
  to derive the best results. Get performance
  reports with periodicity of daily, weekly or
  monthly reports.
• Sales Coverage - Use the power of visualization
  and analytics to get an instant insight into your
  sales coverage in a particular area of operation.
• Get insights about your customer outlets at your
  fingertips. Keep track of each outlet and
  associated sales histories to gain deeper
  understanding into the relationship and know when
  to upsell.

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