Banking
Banking and finance
Banks and finance companies use CRM for sales people and WFA for surveyors who submit reports from the field.
Sales1WFA
Work force automation: report and work from anywhere
For organisations with teams that are always on the move. Sales1WFA lets technicians, surveyors, drivers and medical representatives receive jobs, complete them and prove they were done, while head office watches progress in real time.
Sales1WFA: key features
Work force automation helps organisations with teams in the field report from anywhere, work from anywhere and still keep an accurate record of their activities.
Work call plan
- Create or assign jobs to the team
- Log unplanned visits
- Record notes and outcomes for every visit
Authentication
- Verify each visit with GPS, QR code, photo or customer signature
- Geo-fencing so check-ins only count at the right location
Tracking
- Track the location of your teams automatically
- Geo-tag the location of every customer or site
- Track KPIs and team performance
Analytics
- Export any data point for further analysis
- Analyse the organisation's performance on the analytics dashboard
A closer look
Visit and work
Choose which customer to visit and what to do there: deliver, maintain, survey.
Authentication
Several ways to prove your team was there and did the job.
Tracking
Real-time location of your mobile workforce.
Call plan
Create a work plan or assign jobs to the team.
Sales1WFA in numbers
The same platform runs pharma visit plans, technician work orders and government field surveys.
Many industriespharma, field service, surveyors, logistics, smart government
ISO 27001certified data centre (ISO 9001, 27001, 27017)
4G / 3G / 2G / no Greports are stored offline and synced later
10 → 1,000users: we know how to scale
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
Describe your field process and we will configure a job form for the demo.