SigzenSFA is a mobile-based Sales Force Automation (SFA) solution designed for organizations with mobile field staff. It is tightly integrated with the ERPNext platform to streamline business logic, workflows, and data management. SigzenSFA enhances the efficiency of industries such as FMCG, distribution, and wholesale by providing powerful tools for field activity management, tour planning, lead management, and real-time sales tracking via its intuitive mobile app.
Key Features
1. Sales Process Management System
Effectively manage customer data, track leads, allocate opportunities, and manage the entire sales pipeline within the SFA platform. This ensures that sales processes are streamlined from lead generation to closing deals efficiently.
Benefit
Improved visibility and control over field sales operations leading to enhanced sales performance and forecasting accuracy.
2. Tour Planning
Sales representatives can create multi-day tour plans using the mobile SFA app, ensuring their field visits are structured and productive.
Benefit
Optimized planning for field visits leads to improved territory coverage and efficiency.
3. Field Activity Management
Salespeople can start and end meetings, punch activities, and generate visitor reports directly from the mobile app. Real-time tracking ensures that field activities are monitored and aligned with organizational goals and KPIs.
Benefit
Provides transparency and accountability for field activities, improving sales team productivity and performance management.
4. Distributor Order Management
Sales representatives can access a comprehensive list of distributor orders on their mobile device, making it easy to track and fulfill orders efficiently.
Benefit
Ensures seamless field sales order processing and fulfillment.
5. Sample Requests
Sales representatives can request product samples for potential customers via the SFA app, while the system tracks approvals and processing status centrally.
Benefit
Streamlined sample request workflows help improve customer interactions and sales outcomes by speeding up delivery.
6. Circulars & Announcements
Centralized management of company circulars and announcements ensures field sales teams are kept up to date with company-wide changes and promotions instantly.
Benefit
Enhances communication across the sales team, leading to better alignment with company objectives and faster execution.
7. Asset Management
Track assets allocated to customers, including audits and asset condition reports, ensuring accountability for company assets deployed in the field.
Benefit
Improved asset management reduces loss and misuse of valuable resources.
8. Activity Tracker
Track daily activities, customer visits, and sales progress with real-time GPS location tracking and route mapping for each sales representative.
Benefit
Ensures transparency in sales activities, allowing management to make data-driven decisions regarding territory management and performance.
9. Dashboards and Reports
Generate comprehensive reports on sales orders, visitor activities, sales performance, and daily activity tracking, providing valuable insights into the sales team’s performance via the web portal or mobile app.
Benefit
Real-time access to actionable data enhances decision-making and sales strategies for field managers.
10. Notifications and Reminders
Receive real-time notifications on tour plans, check-ins, check-outs, sample request workflows, and important announcements directly on the mobile SFA app.
Benefit
Keeps sales teams informed and on schedule, ensuring productivity is maintained while on the move.
11. Attendance Management
Sales representatives can log attendance through mobile check-ins and check-outs, automating attendance tracking and reporting with location verification.
Benefit
Automates field force attendance management, reducing administrative workload.
Core Module Integrations
Integration with Third-Party Applications
SigzenSFA vs. Other Sales Force Automation Solutions
Case Studies
1. Streamlining FMCG Field Operations
Challenge
A fast-moving consumer goods (FMCG) company struggled with managing extensive field operations, tour planning, and lead tracking across multiple regions. They faced inefficiencies in monitoring field activities and fulfilling distributor orders promptly, resulting in delayed order processing and limited visibility into field staff performance using manual methods.
Solution
The company implemented SigzenSFA to streamline its field sales processes. With integrated tour planning, field activity tracking, and automated distributor order management via the mobile app, SigzenSFA allowed the company to monitor field operations in real time and allocate leads efficiently through the ERPNext integration.
Results
SigzenSFA improved productivity, reducing delays in order processing by 30% and enhancing transparency in field operations significantly. The company gained complete visibility into field staff activities, allowing better planning, resource allocation, and efficient customer interactions.
2. Enhancing Distribution Sales Management
Challenge
A distribution company was challenged with maintaining real-time visibility of distributor orders and tracking sample requests for customer engagement effectively. Frequent communication gaps and lack of an organized lead management system hindered their ability to drive consistent sales growth.
Solution
The distribution company adopted SigzenSFA to gain comprehensive control over distributor orders and sample requests using the SFA platform. The platform’s lead management, real-time notifications, and field activity monitoring allowed the company to streamline sample workflows and engage with customers proactively.
Results
SigzenSFA improved distributor order fulfillment rates by 25% and reduced response times for sample requests by 40%. The company achieved enhanced control over sales activities, boosting customer satisfaction and overall sales efficiency within six months.
Tutorials & Guides
Access comprehensive tutorials and guides to maximize the benefits of SigzenSFA. These resources cover everything from setting up the platform to managing daily field activities, ensuring that your team can make the most of each feature of our SFA software.
Frequently Asked Questions
What industries is SigzenSFA best suited for?
SigzenSFA is designed for industries like FMCG, distribution, pharmaceuticals, and wholesale, offering tools for sales process management, tour planning, route optimization, and field activity tracking suited for mobile workforces.
How does SigzenSFA integrate with ERPNext?
SigzenSFA seamlessly integrates with ERPNext’s modules such as Sales, CRM, Inventory, and Accounting, ensuring bi-directional data synchronization and streamlined business processes between field operations and the back office.
Can SigzenSFA track field sales activities in real-time?
Yes, SigzenSFA offers real-time tracking of field activities, including customer visits, meeting durations, and location tracking, ensuring transparency, compliance, and accountability for your sales team.
What are the key features of SigzenSFA?
Key features include sales process management, beat/route planning, field activity tracking, distributor order management, sample requests, field asset management, mobile attendance, and detailed reporting dashboards.
Does SigzenSFA support WhatsApp integration?
Yes, SigzenSFA integrates with WhatsApp CRM, enabling sales representatives to communicate with customers via WhatsApp directly from the platform while logging interactions automatically for better record-keeping.
How does SigzenSFA compare to other Sales Force Automation tools?
SigzenSFA provides an affordable and customizable alternative to tools like Salesforce and Odoo, with seamless ERPNext integration, extensive features specifically for field sales, and additional value-added services like sample requests and lead allocation.
Request Your Free SigzenSFA Demo Today
Empower your field sales teams with SigzenSFA, the ultimate Sales Force Automation (SFA) solution integrated with ERPNext. Contact us today (based in Ahmedabad, India, serving globally) for a personalized demo and discover how SigzenSFA can revolutionize your sales processes.
Trust Elements
”SigzenSFA has transformed our field sales operations! With real-time tracking and streamlined tour planning, our sales team is more organized and productive than ever. Integration with ERPNext has been seamless, making data management effortless.
Deepen DevaniShaildeepEnterprise
”We were looking for a reliable Sales Force Automation tool, and SigzenSFA exceeded our expectations. From lead management to asset tracking, it covers all our needs. The reporting features have given us invaluable insights to boost performance.
Chetan VoraManager IT - Varmora Granito Pvt. Ltd.
Download SigzenSFA Mobile App
Boost your field sales efficiency with the SigzenSFA app — manage leads, orders, and customer data on the go. Seamlessly integrated with ERPNext for real-time sales tracking.
Rating: 4.9 / 5 (27 votes)
