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Sales Force Automation

The SFA gives the sales team the ability to access and manage critical sales information using a PDA device. Synchronisation provides a simple method of sharing data and merging new and updated information between offline users and the Mobile Server.

The architecture is segmented into two main sub systems. They are:

Mobile Server: The Mobile Server is the key sub system of the entire solution. This server interfaces with Central Server and (Oracle, or any) database at the Mobile Server. It manages the Sales Representatives PDA and the requests from the PDA. An administrative module helps in user authentication, transaction monitoring and synchronization. The server, based on settings, hosts all the synchronization logic.

Client application: The client application is hosted in the Sales Representative's PDA device and has the ability to view appointments, create orders, search for customer details and item details and synchronize with the Mobile Server using GPRS.
If it is Web Integration

Functional Features

Sale Management
  • Lead management
  • Opportunity management
  • Account Management
  • Contact Management
  • Activities Management
  • Approvals & Workflow
Territory Management
  • Partner Management
  • Tasks Management
Sales Information
  • Product Catalog
  • Document Management
  • Contract Management
  • Email Templates
  • Asset Management
Utilities
  • Notes
  • Attachments
  • Contacts
  • Export/Import
  • Integration with Mobile
  • Integration with Office tools
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