SFA is an IT tool, that automate business sales activities for mobile sales representatives. Usually used with CRM and ERP systems, SFA support salespeople working away from the headquarter.

MobilSFA is an innovative Intersys technology, that uniquely combines the functionalities of SFA, CRM and ERP applications on Microsoft Dynamics 365.

MobilSFA is an ergonomic and intuitive solution, that provides immediate access to sales and marketing materials and to organize a meeting with any customer. Plenty of features allow to view and update customer data and provide access to historical information about the client interactions.

Key feautres:

360 DEGREES CUSTOMER VIEW
STOCK MANAGEMENT
OFFER MANAGEMENT
ORDER MANAGEMENT
PLANNING AND OPTIMIZATION OF DAILY ROUTES
REPORTING
MONITORING OF GOALS AND OBJECTIVES
CROSS / UP - SELL AND NEXT BEST ACTION
MOBILE REPOSITORY OF DOCUMENTS
CONTRACT GENERATOR
STOCK LEVELS
RECORDS OF COSTS
PROMOTIONAL ACTIONS
CUSTOMER SURVEYING
GDPR MANAGEMENT
E-LEARNING MODULE

Who is MobilSFA for?

Manufacturers- whose sales teams working in the field are responsible for selling products, building a brand, implementing promotional activities, as well as monitor standards and develop the market.

Wholesellers - whose sales representatives are responsible for acquiring new customers, selling goods directly, generating orders, fulfilling the terms of commercial contracts, or controlling all receivables.

Service providers - whose field consultants are responsible for the professional presentation of the sales offer.

What are the benefits of MobilSFA?

FOR SALES MANAGERS

Thanks to the control over achievements of business goals, the supervisor has full knowledge of the current situation in the covered market area. He/she can verify the tasks and efficiency of employees on an ongoing basis and also quickly react in the event of undesirable action.

FOR SALES REPRESENTATIVES

Time saving thanks to automation of repetitive activities. Full access to the necessary information and marketing materials in one application. AI based support for sales activities.

Contact us!

MobilSFA - SFA and CRM for sales representatives

by Intersys Group Sp. z o.o