EssentialSFA
What is EssentialSFA?
EssentialSFA: Streamline sales, boost productivity, and enhance customer relationships with our comprehensive Sales Force Automation software.
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EssentialSFA Starting Price
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EssentialSFA Screenshots
Key Features of EssentialSFA
Here are the powerful features that make EssentialSFA stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
MR Reporting Software
CRM Software
SFA Sales Force Automation Software
FMCG Software
Pharmaceutical Industry Software
- Appointment Management
- Asset Management
- Billing & Invoicing
- Campaign Management
- Chemist Orders
- Contact Management
- CRM and CME Management
- Daily Call Reports
- Dashboard
- Digital Reports
- Document Management
- E - detailing and LMS
- Expense Control
- Expense Statements
- Geo Tagging and Fencing
- Inventory Management
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- 1-click installationWorks with GoogleApps
- A/B Testing
- Access control
- Access Controls/Permissions
- Access Monitoring
- Account Alerts
- Account Based Marketing
- Account Management
- Accounting
- Accounting Integration
- Accounts payable
- Accounts Receivable
- Action Item Tracking
- Actionable Segmentation Enhancements
- Actionable Telematics
- Activity Tracking
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- 360° Customer View
- Alerts & Notifications
- Appointment Management
- Business Process Automation
- Business Process Management
- Call Management
- Campaign Management
- Channel Management
- Collaboration
- Commission management
- Contact Management
- Contract Management
- Customer DataBase
- Daily & Weekly Sales Summaries
- Distributor Management
- Document Flow Automation
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- Barcode Scanning
- Cash Management
- Credit Management
- Data Security
- Delivery Management
- Discount Management
- Dispatch Management
- E-Way Bill Generation
- FMEA
- Inventory control
- Inventory Management
- Offer management
- Order Management
- Pricing Management
- Print Packing Slips
- Purchase Management
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- Activity Dashboard
- Appointment Management
- Automatic Reminders
- Billing & Invoicing
- Calendar Management
- Charting
- Claims Management
- Client Portal
- Compliance Management
- Document Storage
- Electronic Payments
- HIPAA Compliance
- Records Management
- Role-Based Permissions
- Status Reporting
- Task Scheduling
EssentialSFA Specifications
Get a closer look at the technical specifications and system requirements for EssentialSFA. Find out if it's compatible with your operating system and other software.
Deployment :
Any
Subscription Plan :
Monthly, Yearly
Accessibility :
Desktop Platforms :
Mobile Platforms :
Language Support :
Business :
Available Support :
EssentialSFA Categories on SoftwareSuggest :
Integrations :
- Tally ERP
- Microsoft Dynamics
- SAP ERP
- Power BI
- WhatsApp API Integration
- SMS API
Company Details :
EssentialSFA Description
Here's the comprehensive description of EssentialSFA. Gain a brief understanding of its unique features and exceptional benefits.
The user can get all customer information, visit planning sales objectives, and see achievements at hand. Our Web/Mobile SFA is designed to drive user adoption and help your sales force be more productive by providing access-anywhere mobility. Reporting of different kinds is possible, for example, the list of activities to be conducted (the work plan), the daily call report for the month, day, or specific period, the list of retailers, dealers, distributors, invitee details, & much more for different activities.
1. Native Mobile APP for Offline Working : Keeps your data synced. Works in an online (2G, 3G or 4G ) or offline mode, eliminating the need for live data connectivity.
2. GPS Location Tracking : Designed to give you Location of your employees & tag with Customer Visit even without Internet Connectivity.
3. E-Detailing: This is the use of interactive media to facilitate sales presentations to Physicians. It will help to Monitor the brand or product recall with doctors.
4. Web Based Access : Web Reporting Tool for “access-anywhere” mobility & to Manage all filed Activity through Admin Control Panel.
5. Payroll Integration : Attendance Register , Leave & Expense Management , Pay Slip , PF and ESI etc.
6. SMS Integration : Instant Notifications to the Field Staff & Customers.
7. EssentialERP Integration : EssentialSFA is an module of EssentialERP & integrated with other modules like Supply Chain Management , Payroll , HR & Finance.
Mobile APP for Pharmaceuticals , Healthcare & FMCG Industrty :
Work Offline SalesRep are normally on field and there might be network connectivity issue with the system.Mobile network or Internet is not available all the time. Our Native Mobile APP is designed to work in offline or online (2G or 3G ) mode.
While you’re offline, you can Submit Daily Report , Order Booking , Tour Program , Customer View , E-detailing, and more. Once you’re back online, You can upload all your pending actions to the Server.The actual location and actual time of Customer Visit will be captured in local storage & sync to server when Internet is available.
GPS Location Tracking for each and every task made by the sales person.With EssentialSFA APP Company can track the Sales Rep location at the time of customer Visit & order taking. Company gets to know if the order is actually taken from the customer location or from some other location.
e Detailing for Pharmaceuticals & Healthcare Industry
This is the use of electronic , interactive media to facilitate sales presentations to Physicians or Customers. Today, e-detailing remains a welcome solution for pharmaceutical sales directors looking to connect with physicians in a more efficient manner. Today , Pharma Companies Invest lots of Money in Training to there Sales Rep. Companies can save on Training. Sales Rep Can take Feedback from Doctors on the basis of product detailing .It will help to Monitor the Brand/Product recall with doctors.
E-Detailing / Content Delivery Solution
Chosen AV Content gets pushed to the Tablet provided to Sales Rep for presenting to Customers.
All the content downloaded in Local Storage.
During Customer Visit , Sales Rep can do Product Detailing in Offline Mode (Without Internet).
During The Call, the Rep will be able to access resources throughout the Organization to answer the physician’s Questions or fulfill his requests on the spot.
All the Detailing data save in Local Storage & HO can check Detailing Location, Time , Visit , Feed back.
Through Customer Feedback, you can Monitor the Brand/Product recall with Customers.
EssentialSFA Resources
EssentialSFA Customers
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Overall EssentialSFA Reviews
Thinking about using EssentialSFA? Check out verified user reviews & ratings based on EssentialSFA's features, user-friendliness, customer support, and other factors that contribute to its overall appeal.
EssentialSFA Pros and Cons
"Overall, the ability of software to shape and transform almost every aspect of modern life is what makes it truly impressive. It's a testament to human ingenuity and the power of innovation."
"Essential SFA drives smarter salesby helping Sales Reps to sell more, managers to know more, and companies to grow more.SFA APP allows sales rep to capture Customer Visit & orders right from their mobile phones & can send it to Distributors.Head Office & Managers can monitor activity & productivity of each sales Rep in real time.Sales Rep can check visit/ order History of the customer during Visit for better visibility that allows salesman to do a better job.Expense Report get generated for each Employee on the basis of Daily Working.Target can be set Head Quarter Wise Product Wise Month WiseSecondary Sales data distributor Wise Product Wise can be submitted by the Sales Rep on Monthly basis & reports will be available at Sales Rep, Managers & Head Office end.SMS Integration :Instant Notification to Sales Rep, Managers & Customers.Essential ERP Integration : SFA can be integrated with other modules like Supply Chain Management , Payroll , HR , Finance"
"Live tracking typically refers to the real-time monitoring and recording of a moving object, person, or process using various technologies and tools. It is commonly used in a variety of applications across different industries, including transportation, logistics, sports, fitness, and more."
"Live trackingSales Reps are normally on field and there might be network connectivity issue as Mobile network or Internet is not available all the time. Our Native Mobile APP is designed to work in offline or online mode. While Sales Rep is offline, He can submit Whole Day Activity, Once he will back online, he can upload all his pending actions to the Server."
Alternatives of EssentialSFA
Explore alternative software options that can fulfill similar requirements as EssentialSFA. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.
EssentialSFA FAQs
What is EssentialSFA?
EssentialSFA is a comprehensive Sales Force Automation (SFA) software designed to streamline sales processes, enhance productivity, and improve customer relationship management for businesses.
What features does EssentialSFA offer?
EssentialSFA offers a wide range of features, including mobile and web-based access, tour planning, daily sales reporting, customer management, stockist management, expense tracking, e-detailing, dashboard analytics, and more.
Is EssentialSFA suitable for my business?
EssentialSFA is ideal for businesses of all sizes and industries, including pharmaceuticals, FMCG, retail, manufacturing, and more. Whether you are a sales executive, manager, or business owner, EssentialSFA can help streamline your sales operations.
Can I customize EssentialSFA according to my business needs?
Yes, EssentialSFA is highly customizable to adapt to your specific business requirements. Our team can work with you to tailor the software to fit your unique workflows and processes.
Is EssentialSFA easy to use?
Yes, EssentialSFA is user-friendly and intuitive, designed to be easily adopted by sales teams with minimal training. Both the mobile and web interfaces are user-friendly, allowing for seamless navigation and operation.
Is EssentialSFA available for both Android and iOS devices?
Yes, EssentialSFA is compatible with both Android and iOS devices, ensuring flexibility and accessibility for all users.
Does EssentialSFA support offline and online compatibility?
Yes, EssentialSFA offers offline and online compatibility, allowing users to access and input data even in areas with limited or no internet connectivity. Data is automatically synced once an internet connection is restored, ensuring seamless operation regardless of network availability.
What kind of customer support does EssentialSFA offer?
EssentialSFA provides dedicated customer support to assist you with any questions or issues you may encounter. Our support team is available to provide assistance via email, phone, or online chat during business hours.
Is EssentialSFA secure?
Yes, security is a top priority for us. EssentialSFA employs robust security measures to protect your data, including encryption, access controls, and regular security updates.
How does EssentialSFA help improve sales performance?
EssentialSFA helps improve sales performance by providing real-time insights into sales activities, automating routine tasks, enabling better customer management, and facilitating informed decision-making through analytics and reporting features.
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