What is Sales Force Automation Software?

Sales force automation (SFA) software automates routine sales tasks, such as opportunity tracking, quotations, order entry and follow-up scheduling, so salespeople spend less time on paperwork and more time selling.

Who it is for

  • Field sales teams that visit dealers, retailers or institutional buyers
  • Businesses that book orders on paper or by phone
  • Companies that need faster quotation turnaround
  • Sales managers who want a live pipeline view

Problems it solves

  • Orders written on paper and re-entered later
  • Slow, inconsistent quotations
  • Opportunities tracked in personal notebooks
  • No visibility of the sales pipeline until month-end

Key features

Opportunity tracking

Track each opportunity from first conversation to closure.

Quotation generation

Prepare quotations quickly and consistently from the system.

Mobile order booking

Book orders from a phone during the customer visit.

Follow-up scheduling

Plan and record follow-ups so deals keep moving.

Works on mobile devices

Salespeople can work from their phones while on the move.

Connects with ERP and CRM

Orders and customer data can flow into our ERP and Dial CRM.

How it works

  1. A salesperson records an opportunity.
  2. A quotation is generated from the system.
  3. Once agreed, the order is booked from the phone.
  4. Follow-ups are scheduled for open opportunities.
  5. Orders flow to the back office for processing and dispatch.

Sales Force Automation use cases by industry

FMCG and consumer goods

Let salespeople book retailer and distributor orders on their phones during the beat, so orders reach the depot the same day.

Pharmaceuticals

Book stockist and chemist orders from the field and track opportunities with hospitals and institutions.

Engineering and manufacturing

Prepare quotations quickly for dealers and OEM buyers and track each opportunity from enquiry to purchase order.

Cement and building materials

Generate quotations for contractors and dealers and book orders from the site or shop, with follow-ups scheduled.

Wholesale trading and distribution

Take orders from retailers in the market and send quotations instantly, instead of noting them on paper and re-entering later.

Tourism and hospitality

Track tour-package and group-booking opportunities, send quotations and follow up from mobile devices.

Implementation and support

Every implementation starts with business analysis and process mapping, followed by configuration, onboarding and video-based training. After go-live we provide ongoing support, with on-site support and annual maintenance contract (AMC) options available.

Sales Force Automation Software across India

We work with businesses throughout India. Implementation and training are delivered online from our Noida office, and teams in Delhi NCR can meet us in person. Each state page explains how sales force automation software fits that state's industries:

Delhi NCR

North India

Central India

West India

South India

East India

Northeast India

Island territories

Frequently asked questions

How is SFA different from lead management?

Lead management handles new enquiries until they become qualified opportunities. Sales force automation supports the selling work that follows: tracking opportunities, sending quotations, booking orders and following up.

Can salespeople book orders from their phones?

Yes. Order booking, opportunity tracking and quotations are available on mobile devices so representatives can work during customer visits.

Does SFA connect with the ERP?

Yes. SFA works with our ERP and Dial CRM so that orders and customer information do not need to be entered again.

Is a demo available?

Yes. Request a free demo using the form on this page or call +91-9999365655.

Field Force Automation Software

Perfect ERP Software's field force automation (FFA) software gives managers a reliable record of what their field staff do each day.

Learn more

Lead Management Software

Perfect ERP Software's lead management software, part of Dial CRM, records every sales enquiry in one place, whether it arrives by phone, as a walk-in, through your website or from a campaign.

Learn more

Sales Management Software

Perfect ERP Software's sales management software gives owners and sales managers one view of how their team is performing.

Learn more

Request a free sales force automation demo

Book a free, no-obligation demo. Our team will show the software using your workflow and prepare a quote based on the modules and users you need.

or call +91-9999365655

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