Advanz101's Sales Force Automation

Advanz101 System’s Sales Force Automation helps field force to update field activities like Call Reports, Tour Program, Stock Statements, CRM Activities, and Expenses etc. on real time basis. This enables a seamless connectivity between field and Corporate Head quarters. With sales force automation Field force also gets relevant information to improve their operational efficiency.

Components of SFA: Advanz101's SFA software consists of the following functionalities within the tool:

• 1) Daily Sales Report (DSR): The DSR provides a quick way for collecting information about daily activities of field sales force through mobile and web interface. Details like Retailer visit/Stockist visits/Product detailing/gifts given/ POB details, etc. can be added with easy clicks.

• 2) Tour Program (TP): The Tour Program module enables the field staff to plan station wise visits in the whole month in advance. Sales agents can map different stations and plan a tour using this intuitive and user friendly module. Seniors in the team can also plan joint working with the field sales team.

• 3) Stock and Sales Statement (SSS): The sales staff can use this feature to record secondary sales only by entering closing stock of stockist. It also helps in proactive stock replenishment at stockist / distributor end.
• 4) Expense Calculation: The tedious task of calculating expense for every field staff is taken care by this module. Distances and miscellaneous expenses can be auto-recorded as per the Standard Distance Chart predetermined by the Sales Admin. The review and approval of expenses is thus made easy for the Sales Admin.
• 5) CRM / Merchandise Tracking: This module can record vital CRM related information like special gifts/promotion done for a specific retailer and their commitments against the same. This module can effectively track merchandising activities of your own company as well as of the competitors.
• 6) Customized Alerts: System Generated alerts keep the various management levels updated with the latest information as and when they happen. Based on the data available in data warehouses and transactional systems like Oracle, Siebel, SAP etc. focused alerts are delivered with actionable information for measurable KPIs. These alerts can be received on a daily basis on Mobile SFA or Emails, making them easier to access.

• 7) Importance of Alerts: Targeted Information – In the sea of data that resides in the SFA, it require efforts to find actionable info on different KPI’s. For such scenarios, customized alerts save the day by providing targeted actionable information. The alerts sent are user oriented as per his territory of work.
• 8) Time-Saving: Provides the exact information on demand, hence eliminating the need to access SFA and browsing through the whole data.
• 9) Reduced Dependency on Human Capital: The dependency on human capital is eliminated as the alerts are system generated and not impacted by availability of training resources, employee turnover etc.
• 10) Mobile Application: The mobile application provides all the functionalities to the field staff and management on their fingertips. This makes reporting and data availability handy. Easy, step-wise interface makes the app a productive tool in daily official activities. Users are able to upload activities from the field using mobile, which save their lot of time and improves efficiency. This app can be used to submit a daily sales report (DSR), edit a DSR, CRM/ Merchandise tracking, check alerts, and review real time data including other things.

Sales Force Automation (SFA)

SugarCRM Integration with Any Billing Software

SugarCRM, customerrelationship management (CRM) platform, is a well-known leader in open source CRM and is used to manage leads, sales opportunities and build stronger customer relationships which results in higher conversion rates in sales. In any sales organization – Insides sales, Field sales and Account management teams are the biggest users of CRM. Customer service (support team) is another team which uses CRM application extensively.

Sales teams use CRM to build new account relationship - by maintaining customer information, creating targeted campaigns, identifying leads generated from campaign, different stages in opportunities,  different interactions with customer etc- all this helps in finding existing and future needs of the customer. CRM can be used by sales team to forecast revenues and predict customer expectations as well as buying behavior.

Customer service representatives (CSRs) use CRM extensively to capture the call details, resolution of issues and improve the customer satisfaction.  All the calls(phone or email) and interactions with the customer can be recorded inCRM. Looking at past, interactions are in most cases useful in resolving customer’s current issue. CRM can be used as a ticketing system where issue raised by client becomes a ticket which gets assigned to a service rep. CRM workflows can assign ticket intelligently to the service rep based on skill set and availability. A CRM is useful to CSRs as they can not only see historical interactions with the customer but can also find out which service rep worked with the customer previously and how issues were resolved. CSRs and Sales reps CRM can help in up-sell and cross-sell of the product offerings.

SugarCRM should be set up in such a way that it is utilized for day-to-day operations. This will be possible if customer eccentric data from different functions like billing, transportation, distribution is gathered and displayed in CRM. It will make CRM much more effective and also enable companies to utilize the full extent of CRM.  The information collected from other systems is invaluable to both sale steams and service representatives. This data can assist sales team from moving leads through the sales process - building proposals,facilitate order booking and improve collections. This can also help in developing targeted campaigns and getting detailed picture of your customers.

One of the prominent integration points with SugarCRM is any billing software. Billing system has details about the invoices, receipts and customer returns. This assists sales teams to ensure they are meeting their targets in terms of collections. CSRs use this information to attend to customer queries. Having the billing system details in CRMwill provide a single integrated view for CSRs and Sales reps for e.g.CRM can get key invoice information e.g. invoice amount, last invoice,invoice status, discounts offered on the last order from billing systems and sales reps can use this information to complete their sale.

SugarCRM and Billing systems can be integrated in a way that sales report service rep may not have to log in to two different applications to get the details. We can also ensure that the data in both SugarCRM and Billing is in sync at all times and users of both applications will see the current information.

Integration's like this can enhance CRM tools functionality exponentially and make sales and service teams operate efficiently.