Mobile SFA

Charisma Mobile SFA (Sales Force Automation) is a solution designed to automate and streamline the selling process, which provides the field teams with all the necessary information at any time, from anywhere. The solution enables taking orders, tracking and controlling the inventory, order flows, customer management, sales forecasting and evaluating the performance of the employees. The solution is available on Android operating system. 

Benefits:
  • Increases the productivity of the sales force, profitability and market share of the company;
  • Reduces internal costs;
  • Shortens the sale cycle of the company by the automatic transmission of orders in the field, which are then integrated into the operational flow of delivery;
  • Maximizes the customer's satisfaction in minimum time;
  • Eliminates the redundant effort to enter data;
  • Provides top management with a complete and real-time visibility of the selling process.

Features:
  • Operational dashboard with updated information;
  • Allows weekly and biweekly planning of routes, setting including the visitation order to ensure increased effectiveness of the activity, as well as reducing fuel consumption;
  • Displays the portfolio of customers along with all information related to them: contact data, history of orders, financial (total debit, late debit, due dates etc).
  • The solution allows management of multiple divisions.