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Field Force Automation - Happisales

Field Force Automation is an important integral part of the management system. Happisales' field Assist app offers the company a great opportunity to achieve a competitive edge in the areas of scheduling, back office management, and a streamlined operation.<br>Enquire: https://www.happisales.com/

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Field Force Automation - Happisales

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  1. What is happisales? • An exclusive sales-friendly and cost-effective solution that streamlines field sales process. • The system acts has a complete workflow of field sales activities starting from the attendance to the end of the report as the real-time data. • Interaction between the sales managers and the field executives became reliable.

  2. What are Field Sales Challenges • Missing customer feedback & deadlines • Next agenda planning / To Do Activities • Segregation of stages • Tracking of Issues & Expenses • Collateral Management • EOD reporting

  3. What are Field Sales Team Challenges • No Proper interaction • Notifying updates in real-time • Updating field sales data in database • Increasing field sales productivity

  4. Field Force Automation Solution - Happisales • Attendance to the EOD report brought into digital • Visits are planned in calender integrated. Planned vs Actual • Proper record of customer feedback & deadlines • Segregation of stages for the better analysis • Tracking of issues & expenses is managed based on hierarchy • Competitors update & Knowledge box to receive thoughts from market. • Product Catalogue to manage all collaterals.

  5. Industries • Manufacturing / Distribution • FMCG • IT • Textile • Healthcare / Pharma • Retail

  6. Core Functionalities For Sales Person • Login • Attendance • Home Screen • Task Management • Team Performance Dashboard • Customer Management • Help Desk

  7. Core Functionalities For Managers • Attendance Management (Day Log and Report) • Customer Management (Add Customer/View Customer) • Call Entry (Summary, General, Sales, Collections, Order) • Tracking (Live Tracking, User Track List, Distance Traveled, GPS ON/OFF, Network Status, Battery Status, Call Entry Timeline (as per your request)) • Employee Management (Add Employee, Export, Filter) • Task (Assign Task) • Product Management

  8. Benefits of Happisales • Accelerated Sales • Increased Productivity • Actionable Insights

  9. Benefits of Happisales • Accelerated Sales • Increased Productivity • Actionable Insights

  10. To Know more details visit happisales.com

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