MobilSFA - SFA and CRM for sales representatives
by Intersys Group Sp. z o.o
Sales Force Automation app for mobile sales representatives, combining CRM, SFA and ERP features
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.