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What is a Sales Force Automation Tool?

A Sales Force Automation (SFA) tool is a software solution designed to streamline and automate various aspects of the sales process. It serves as a central platform for managing customer interactions, leads, opportunities, and sales activities.


SFA tools typically include contact management, which allows sales representatives to efficiently organize and track customer information. Lead management capabilities help prioritize leads and guide them through the sales pipeline, while opportunity management enables sales teams to track potential deals and forecast revenue.


Moreover, the Salesforce Automation tool often includes functionalities for task and calendar management, facilitating scheduling and follow-up activities. They may also offer reporting and analytics features, providing insights into sales performance and trends.


By automating repetitive tasks and providing valuable insights, SFA tools enable sales teams to focus more on building relationships with customers and closing deals. Ultimately, they contribute to increased efficiency, improved productivity, and enhanced sales performance for businesses of all sizes.

Unique Selling Points of MAssist’s Salesforce Automation Tool

AI-Driven Reports

Gone are the days of slogging through lengthy reports – now, let AI Assistant handle the heavy lifting. Sales Force Automation Tool analyzes your activities and seamlessly generates reports using its built-in Artificial Intelligence, all in real time!

Self-accessible Data

Eliminate the hassle of forwarding spreadsheets. With our Salesforce Automation Tool, data access follows a hierarchy, allowing you and your team seamless access. No more delays or confusion; stay organized and efficient with centralized data accessibility.

Device/Version Independent

SFA is compatible with both Android and iOS devices, ensuring seamless functionality across all versions. Whether you're using an Android device or an iPhone, you can enjoy its features without any compatibility issues, providing a consistent user experience.

Geo-fencing

Our Salesforce Automation Tool's geo-fencing feature restricts attendance marking to specific areas. It also ensures that your sales teams visit designated locations and complete their required tasks.

Travel Plans And Expenses

Plan monthly journeys effortlessly and track expenses seamlessly with the Sales Force Automation tool. Easily outline your route with guided animations for each visit, simplifying navigation. Manage expenses effortlessly in just a few clicks, ensuring efficient expenditure tracking.

Maintaining a Log of Working

Meticulous in tracking attendance, meetings, and calls, the Salesforce Automation Tool ensures no effort goes unnoticed. It diligently records activities, maintaining a comprehensive work history. Additionally, it offers convenient leave management through the SFA app interface.

Precise Inventory Management

We prioritize the field force's time and effort. Our order-taking and sales process is swift and effortless. No need for manual note-taking; with just a few clicks, orders are placed or sales are punched, maintaining accurate real-time stock records.

Setting Goals And Targets

Efficiently monitoring your goals and their associated incentives ensures alignment and motivation within your sales team. By staying organized and transparent about targets and rewards, you foster a culture of accountability and drive toward achieving desired outcomes.

Relation With Consumer

We prioritize delivering exceptional brand experiences to your consumers, fostering brand loyalty and satisfaction. Our focus on customer satisfaction not only enhances your brand reputation but also ensures lasting relationships with consumers, driving business growth and success.

No Dependency on Internet

Our Sales Force Automation Tool ensures seamless functionality in offline mode, eliminating interruptions even in low network areas. Experience hassle-free productivity regardless of connectivity, empowering uninterrupted work anytime, anywhere.

Support Service

As a customer-centric Salesforce Automation Tool provider, we offer unparalleled support, prioritizing immediate solutions for our users. Our dedicated team guides you through digital transformation and post-implementation phases, ensuring seamless assistance every step of the way.

Functions as a Social Media Platform

The SFA app combines the functionality of a social media platform with sales automation. It simplifies team communication and activity posting, making sales tasks enjoyable and effortless, fostering a collaborative and engaging environment for sales teams.

Components of Sales Force Automation Tool

Attendance and Working Hours Management:

  • Attendance with a Selfie Picture
  • Selfie with Face Detection (Best in Industry)
  • Working Hours Calculation
  • Restricted Attendance as per the Geo-fenced areas. (Unique in Industry)
  • HR Policy SLA implementation with Leaves, Week Off’s, Half Days etc
  • Leave Management

Visit and Call Management

  • Total Calls vs. Productive Calls
  • Phone Call Logs and Voice Recordings
  • Visit Start and End time along with Stay time durations
  • Discrepancy between visited vs. actual address (Best in the industry)
  • Al Based on restricted visit marking (Unique in the industry)
  • Intelligent visit information forms (Unique in Industry)

Targets and Analytics

  • Dynamin Employee Wise Daily/Weekly/Monthly targets
  • Targets categorization in Primary & Secondary
  • Flowing Dynamic tree Structure
  • Daily Goal settings and planner
  • Realtime Analytics for well-informed working
  • Dynamic Reports can be deep dived up to any level.

Geo-tracking & Mobility Solution

  • Location tracking with animation
  • Geo-fencing of all points with 4 different algorithms (Best in Industry)
  • Total Distance travelled
  • Stay time durations
  • Automatic Route Mapping for Visits (Best in Industry)
  • GPS enabled maps for travel

Journey Planner and Travel Management:

  • Exhaustive Beat Management with Productive calls tracking
  • Discrepancy and Deviation Reports with the planned Beat
  • Advanced PJP submission and hierarchy-based approval
  • Travel Planner with automatic linking with Expenses
  • Travel Calendar build-up
  • Secondary and Tertiary tracker reports as per the plan

Special Functionalities and Modules

  • Self and Joint working functionalities
  • Realtime Battery Status
  • Intelligent self – follow-up algorithm (Unique in Industry)
  • Rooster Management
  • Expense Management
  • Incentive Policy custom set-up and calculations
  • Huge motivation for the employee working at the lowest level in some remote corner of the country, and can actually feel connected with the Management.

Features of Salesforce Automation Tool

Sales Force Automation

software (SFA), also referred to as Feet on Street (FOS), is a robust business solution crafted to enhance and mechanize diverse facets of a company's sales operations. Though its core function centers on field sales tasks, it extends its capabilities to encompass attendance tracking, order management, outlet visits, and inventory supervision. Below is a comprehensive outline of SFA's functionality and its pivotal elements:

Customer Relationship Management

Salesforce Automation Tool frequently integrates a CRM component, empowering companies to efficiently oversee and track customer interactions, uphold detailed customer profiles, and monitor related activities. Such integration plays a vital role in fostering robust customer relationships.

Contact Management

Sales Force Automation empowers companies to meticulously store comprehensive customer data, encompassing contact information, purchase records, preferences, and communication history. Armed with these insights, sales teams can profoundly understand and cater to their customers' needs with precision.

Sales Process Automation

SFA systems streamline every phase of the sales journey, spanning from lead inception and assessment to opportunity cultivation and eventual closure. By automating these, sales teams can effectively prioritize tasks, minimizing the risk of overlooking valuable sales prospects.

Order Management

The Sales Force Automation Tool empowers sales representatives or Sales Officers to seamlessly generate and oversee orders with precision. Furthermore, it automates order processing, minimizing inaccuracies and expediting order fulfillment processes.

Inventory Management

Sales Force Automation seamlessly integrates with inventory management modules, enabling companies to monitor and regulate product stock levels in real time. This guarantees that sales representatives possess up-to-date information on product availability, empowering them to provide precise responses to inquiries.

Security and Data Privacy

Due to the criticality of customer and sales data, the Salesforce Automation Tool incorporates robust security measures to uphold data integrity and safeguard customer confidentiality. These features encompass encryption protocols, user authentication, role-based access controls, and regular security audits to mitigate risks.

Frequently Asked Questions:

  • What are the benefits of using Salesforce Automation Tools in India?

    Salesforce Automation Tools offer a wide range of benefits for businesses in India, including:

    • Increased sales productivity by automating repetitive tasks.
    • Improved sales pipeline management and visibility.
    • Enhanced customer relationship management (CRM).
    • Better data collection and analysis for informed decision-making.
    • Improved communication and collaboration within sales teams.
    • Increased mobility for sales reps working on the go.
  • Is Sales Force Automation necessary for my business in India?

    Sales Force Automation can be beneficial for businesses of all sizes in India, especially those with growing sales teams or complex sales processes. It can help streamline operations, improve efficiency, and ultimately lead to increased sales and revenue.

  • Is Salesforce Automation Software secure?

    Reputable Salesforce Automation Software providers prioritize data security. Look for solutions that offer robust security features like data encryption, access controls, and regular backups.

  • What is Sales Force Automation (SFA)?

    Sales Force Automation (SFA) is a software solution that streamlines and automates various tasks involved in the sales process. It helps businesses in India manage their sales teams more effectively, improve efficiency, and boost sales growth.

  • How much does the Salesforce Automation Tool cost in India?

    The cost of the Salesforce Automation Tool in India can vary depending on the features, functionalities, and number of users. Many vendors offer different pricing plans to suit the needs and budget of your business.

Contact Us

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Address

Innthink Technologies pvt. ltd.

www.inn-think.com

B-720
Sector - 62, Gautam Budh Nagar
Noida, UP, India
201309

Noida Office (2)

C-28, 29
Logix Cyber Park,
Sector-62, Noida

Mumbai Office

B-402
ROck Garden,
Dahisar (West)

Bangalore Office

51/4
Nanjappa Layout, Adugodi (30)

To get the real essence of this innovative solution, we request you to get a personalised demo at your convenience,
by calling on +91 - 9315 067 530