Sales Force Automation Tool on Configurable Platform "EasyForm"

Sales Force Automation Tool on Configurable Platform "EasyForm"

Sky Productivity Pvt Ltd, one of the leading provider of configurable Field Service Management Field Service Management (FSM) platform, enhances SME domains portfolio with the launch of Sales Force Automation (SFA) software application stack. Top management is determined about was rolling out a cutting-edge Sales Force Automation application stack. EasyForm is an enterprise class platform well proven in high load with multiple application functioning and handling 300k tasks in months. EasyForm is easy to configure and customize without writing any codes. Configurability brings reliability and adaptability to customer needs. Sky Productivity evaluated what exists in the market and understood gap with respect to what market needs in sales force automation area.

Sky productivity has built end to end Sales Force Automation application stack with the following modules.

1. Lead Management

Managing contact of customers and prospects, as well as the outcome of customer visit, looks very easy job, but it is a much more complex task than we think. Sales Force Automation tool makes salesman job simple by providing contact and visits logs information on figure tip.

2. Order Management

Management of offers and orders required information like product catalogs, price lists, and discounts. It is difficult to keep sales force in field synchronize with dynamic information like products, price, and discount. Sales Force Automation empowers field staff with the required information for the management of orders.

3. Dispatch / Delivery Management

Sales force management tool gives central visibility of order booking to team planning delivery/dispatch or material / services. Planning team generates taking schedule for field staff. Field staff has to just execute what they have in mobile as task listing. Payment collection could be part of delivery/dispatch management.

4. Online Location Monitoring

Location information of field resources is critical information for optimization of operation cost. Sales Force Automation tool gives a map view of the current location of field resources like sites, customers, sales staff, service staff, etc. Location monitoring brings accountability to build an efficient organization.

5. Brand Audit / Competition Information

It is said that whatever is visible get sold. Visibility of a brand in the market makes a difference. It is important to understand the visibility of the competition too. Sales Force Automation to has the functionality to reports brand-related information with photos form field.

6. Geo Attendance

One of the challenges in the management of large field staff having spread across large scale geography is how to record attendance. Sales force GPS geotag/geo-fence functionality solves the problem of attendance recording.

7. Expense Management

Expense management is another challenge faces by the finance and accounting team when it comes to field staff. Sales Force Automation tool enables field staff to report expensing using mobile along with receipt photos. Account time can reconcile millage with GPS recorded trip history.

8. Service Desk

After sale service is a critical part of the business. Great service keeps customer delight index at a higher level and brings repeat order by generating stickiness with service/product. Service management is part of a sales force automation tool.


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