Sales Force Automation (SFA)
Sales Management System Mobile Salesforce Automation System
SFA is a program designed to efficiently manage sales via a mobile application, which is suitable for modern salespeople. The system beneficially supports presales, van sales, and KPIs reports, while many various types of payment, including credit card, PromptPay, and QR Code, are feasible to be connected professionally.
Collect customer data
- Support various types of information, including salesperson, van sale, and preorder.
- Collect store information, photos, locations, and CRM data.
- Show credit information and credit limit.
- Able to define the delivery address and tax invoice address.
- Include KYC system in SMS’s OTP to protect against reopening the same customer account with an unknown customer and to reduce sales corruption.
Monitor the working plan and each employee’s checking-in
- Precisely define a specific store’s location by using GPS, which shows the distance.
- Be able to show the store’s visiting plan.
- Check-in by GPS and NFC with nearby area.
- Connect B2B’s e-ordering to sales and transportation for product delivery.
Provide an automatic sales system with a map and navigator
- Accurately lead the way.
- Conveniently transport by customer’s location map and navigator system.
- Access to the street view in 360 degrees.
Offer a professional sales management program
- Access to customers’ previous ordering profiles.
- Accurately calculate customers’ stock.
- Be able to recommend the proper quantity for a customer’s next order.
- Highlight must-list products that should be purchased and sold.
- Check the promotion for each item to sell immediately.
- Support credit payments.
- Feasible for LOT products, such as food, beverage, and medicine businesses, to reduce product waste.
- Enable customers to change, return products, and issue credit notes.
- Protect corruption in which OTP is used to cancel the invoice.
Design a program to follow up on all promotional activities
- Scaled promotional pricing
- Defined product group promotion
- Tab bill
- Promotion with quantity conditions, such as a minimum order or minimum payment
- Defined purchase quota
- Rebate program
- Reward point collection and redemption
- Product purchase by times, quantity, value, balance point, mixed item between buy and get promotion
- Define a discount in percentage, unit price, or free item.
Stock management by movable program
- Easily check the total number of stocks, including the central warehouse and transportation.
- Wisely define unit transportation for each warehouse, good and waste product to conveniently manage.
- Requise product from the central warehouse.
- Return the product to the central warehouse.
- Calculate stock by unit transportation program.
- Introduce product requisitions to lower the cost based on the sold goods.
Reward point redemption for a free reward or discount
- Support reward points redemption from sales volume or from the purchase of a defined product.
- Able to input the balance point in Excel.
- Feasible to support the different reward point conditions divided into each product or each customer type.
- Redeem points for a free reward or discount.
- Freely design the time duration of the redeem promotion.
- Enable to define conditions in exchange for rewards divided by the type of customers.
- Easily check point redemption profile.
Various types of payment methods
- Thai QR Code
- BILL Payment (bot)
- Rabbit LINE Pay
- TrueMoney Wallet
- Dolfin
- Alipay
- WeChat Pay
- ShopeePay
- Lazada Pay
- Visa QR
- Mastercard QR
- SabuyPay
News and documents
- Documentation storage system with movable visual aids for product presentation
- Notification system to remind customers of important news
Market research and photos
- Divide photos into each category.
- Support the market survey.
- Scan NFC.
- Record GPS and note with photos.
KPIs Report
SFA summary sales performance
- Visiting, daily, and monthly sales reports
- Sales summary report
- Visiting plan summary compared with sales volume
- Sales report compared with the target plan
Order History Report
- Exhibit CALL CARD.
- Show visiting history with past +120 days of ordering records.
- Summarize the sales report.
- Payment summary record
POD for delivery man
- Present delivery plan and payment collection.
- Exhibit the product’s details and sales revenue.
- Welcome QR Code payment.
- Confirm delivery with a signature and photos.
Chat in App
- Real time chat
- Effective communication
- Maintaining strong business relationships
Why SFA program from Salestools?
Lower cost
Reduce cost: minimize the risk of sales corruption; help employees define the visit and product requisition plans accurately.
Increase more efficiency
Enhance working efficiency: Precisely analyze and prioritize tasks while keeping all customer data.
Build more sales volume
Increase sales volume: Boost the chance to close a deal and rapidly gain more customers.
Standardize the business
Build the customer’s satisfaction: positively strengthen the relationship with customers more efficiently.
Bring a good image to the organization
Bring a better image of the organization: Support employees to work professionally with the right information.
Come choose to use the SFA sales management program from Salestools with Can Innovation to create good work standards. Help salespeople plan sales to be more effective. Helps create sales, increase income, and gain new customers quickly. It is considered a worthwhile investment that can professionally support the business in the future. For more information, please call 096-036-6168 or email sales@caninnovation.co.th.