Banking
Banking and finance
Banks and finance companies use CRM for sales people and WFA for surveyors who submit reports from the field.
Sales1SFA
Sales force automation: take orders anywhere, get paid faster
Create orders, get confirmation and accept payments from the customer's doorstep. Sales1SFA replaces pen-and-paper order books with an Android app that knows your products, prices, stock and discount rules, and keeps working when the signal drops.
Sales1SFA: key features
Sales force automation helps organisations whose sales teams go direct to customers to take orders. Doing it manually is proven to create errors and cost. Here is how the SFA module helps.
Sales call plan
- Create or assign visit plans to your team
- Create orders during planned or unplanned visits
- View live inventory and pricing
- Route orders for manager approval
- Push sales orders to your ERP
Products and discounts
- Import products, inventory and pricing into Sales1
- Integrate with WMS or other platforms for a seamless flow
- Let sales people give discounts within the rules you set
Tracking
- Track the location of your sales people automatically
- Geo-tag the location of every customer
- Track KPIs and team performance
Analytics
- Export any data point for further analysis
- Analyse the organisation's performance on the analytics dashboard
Hardware
- Connect a Bluetooth mobile printer and hand the customer a receipt on the spot
- Photo and digital-signature confirmation for every order
A closer look
Take orders
Visit customers and take orders with the full customer record in hand.
Tracking
Real-time location of your mobile workforce on a map.
Call plan
Create a sales call plan or assign visits to your team.
Products and inventory
See, in real time, which products are available and at what price.
Verified orders
Each visit and order is confirmed with QR code, photo and signature.
Sales1SFA in numbers
We have helped large and small enterprises take orders on nothing more than a phone.
$3Mdaily GMV processed inside Sales1
1.9Mtransactions a day
>10,000SKUs stored and synced with ERP inventories
4G / 3G / 2G / no Gorders are queued offline and synced later
1Mtracking points recorded every month
10 → 1,000users: from a pilot team to a national sales force
Sales1 across industries
One platform, configured per industry. Most customers combine two of the modules below.
Distribution
FMCG, medical and others
Distributors use the SFA module. We have served consumer goods, pharmaceutical and chemical distributors.
Property
Developers and agents
CRM for property developers and real-estate agents: keep tabs on every prospect and update them from anywhere.
Logistics
For drivers
Logistics and supply-chain companies equip drivers with GPS tracking and let customers sign on the phone to confirm delivery.
Technical
Technicians
ISPs, service centres and contractors use WFA so field teams can report from anywhere with accurate information.
Government
Smart government
WFA as part of a smart-city solution: public servants report quickly on whatever is at hand.
B2B
Any B2B business
Selling to other companies? You need a CRM to keep track of which prospect to push to close the deal.
Health
Principal pharmaceutical
WFA for pharmaceutical principals: equip medical representatives with the system when meeting doctors.
Simple, yet robust
Bring your price list and we will show you a live order in the demo.