Sales Force Automation is a CRM tool supporting the daily work of Sales, Telemarketing, Helpdesk, Call center, Maintenance workers and their Division Managers.

Features for end-users

Workers can administer their daily work, plan their future activities, distribute work, and track their historical activities in the system.

Administering daily work:

• Maintain Customers, Contacts, Activities (emails, phone calls, presentations, offers, etc)
• Send emails from the system
• Attach existing emails, documents (invoices, etc.)
• Calendar synchronization
• Email and document generation from templates
• Bulk email generation

Plan future activities:

• Track Open activities (To-Do list) for each day
• Automatic new activity generation (e.g. after sending out a marketing leaflet by mail automatically open a phone call for a week later to check up on the customer)
• Track historical activities for a customer for always being prepared on the current situation
• Track the work of other colleges to avoid duplicate or counter-productive work
• Pass activities to other colleagues

Reports:

• Filter customers, contacts, activities etc. using pre-defined and user defined filters
• Copy lists to clipboard, or export to MS Excel
• Reports based on accounting data (outstanding invoices, paid bills, recalled products etc.)

Features for managers

Division managers can easily track the work of members in their unit, track correspondence history with a customer, plan and distribute tasks, track and plan related costs and profits.

Tracking work and performance and profitability:

• Tracking correspondence by co-worker
• Performance reports (number of activities by type for certain periods)
• Opportunity and sales reports by co-worker (profit realized by co-workers)

Tracking customer correspondence history:

• Tracking correspondence by customer to see the entire correspondence history or filtered for certain periods (30 days, 1 year etc).
• Tracking open issues
• Tracking related opportunities, realized orders and contracts

Planning and distributing tasks:

• Activity generation tool for organizing campaigns, and regular track-ups on customers

Tracking and Planning related costs and profits:

• Activity related costs such as costs of phone calls; on-site visits
• Value and probability of sales opportunities
• Actual costs from phone bills, ERP system can be matched or allocated (costs unrelated to work can be identified)
• Profitability reports

Reports:

• Comprehensive reports with charts, and filtered lists within the system
• Custom external reports in MS Excel or Reporting Services

Administrative features

SFA contains a comprehensive administrator tool where administrative users can completely customize the SFA Database and User Interface

Administrative Settings include:

• Users,
• Groups,
• Group rights per table,
• Group User Interface layouts,
• Forms,
• Form layouts, filters, validation,
• Field validation, drop down selection items,
• Document templates,
• Campaign generation settings,
• Automatic item generation settings,
• Email server settings,
• Calendar synchronization settings,
• Translations

Standard Database for Transparency:

• Transparent Standard SQL database
• Database can accessed by standard Database Management and ETL tools
• No proprietary import / export process is required
• Data can be simply accessed by reporting tools (e.g. MS Excel, Reporting Services etc.)
• Easy to interface with any database based system (e.g. Master data such as Customers can be regularly updated from the ERP system)

Flexibility and Extensibility:

• The SFA database can be extended by any number of new fields and even new tables, which can be mapped to new controls and new forms on the user interface by the Administrator
• For example when the Customer table is extended with a Tax code field the Customer form is automatically extended with a Tax code textbox.

Security:

• The SFA database can be encrypted to prevent unwanted copying or stealing (especially in case of local instances).