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Sales Management - Calls and expenses

SFA's web based interface

Of primary importance to the Sales and Marketing Director is managing the daily activity of the salesperson, and the entire sales network. In traditional business, this process of management is often a haphazard process, involving a mixture of telephone calls, faxes, emails and couriers. In others, the process already exists – but on paper. FastCursor Sales Force Automation SFA moves it to the Web.

The Calls and Expenses Module involves four sub-modules:
Client Call
Trade Partner/ Stockist/ Distributor Call
Orders
Expenses
Collections

These web-based modules provide facility for new additions, modifications and search. These are the specific business functions of the salesforce. The sales data entered by the sales force is used to generate reports using the back-end module.

Sales Management - Data Building

For companies, the capability of a salesperson to add to the company information database on new projects, new clients and accounts are extremely important. This reduces their reliance on individual salespeople, as well as help them keep track of the individual efforts of salespeople to create new client accounts.
This module is capable of being plugged into a CRM that covers a wider ambit.

Scheduler and Planner

These tools provide the salesperson means to organize his own activities. They work as an online diary, as well a scheduler that can provide him alerts on important days, reminders for meetings and even birthdays or marriage anniversaries of important contacts. The Planner is also used by the Head Office to set business plans using the backend module.

Messaging and Communication

The SFA also includes an internal emailing system and Discussion Forum for better communication and exchange of ideas and information.

 

 

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Sales force automation (sales management) solution - web based module and details

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