Revolutionize Your Sales Process with Intelligent Automation
Boost Productivity, Optimize Every Visit, and Drive Success
Every day, your sales team faces the challenge of managing multiple tasks, from scheduling visits to preparing estimates and getting relevant approvals while providing the right solution to your customers and thereby building relationships with the customer. These processes can be time-consuming and prone to error, particularly when managed manually. Our Sales Automation app transforms these complex operations, delivering exceptional accuracy and efficiency.
What Kind of Businesses Need This Sales Automation Software?
B2B Companies
Businesses that operate in a business-to-business model and have sales representatives working directly with other businesses to close deals.
Organizations Focused on Relationship Management
Companies that prioritize strong customer relationships and need tools to track interactions, follow-ups, and performance metrics effectively.
Companies with a Large Sales Force
Organizations with multiple sales personnel that need to coordinate visits and manage client interactions efficiently.
Fast-Paced Industries
Businesses in industries that require quick adaptations to changing customer demands and market conditions, such as technology, healthcare, and consumer goods.
Here is how the Sales Automation Application Works
Field Sales in Business Transformation
40%
Sales Effectiveness
30%
Repeat Orders
30%
Efficiency in Sales Operations
45%
Customer Visits
24%
New Customer Acquisition
60%
Enhanced Lead Management
Transforming Sales: Automating Success at Every Step
End-to-End Sales Automation: Enhancing Every Process
User-Role Hierarchy & Workflows
Support a hierarchical approval workflow for estimates, ensuring systematic and efficient approval processes across all levels of your organization.
Intelligent Visit Planning
Maximize sales efforts with our Intelligent Suggestions feature. Advanced algorithms recommend business partners based on the organizational sales parameters ensuring high impact visits that drive results.
Real-time Route Optimization
Navigate your day efficiently with real-time route optimization. Our app integrates map and route planning, minimizing travel time and maximizing visit numbers. Adjust routes on the go to ensure optimal productivity.
Attendance Management
Manual check-in and automated daily check-outs to ensure reliable attendance tracking, giving you peace of mind that your activities are managed properly.
Business Partner Management
Easily create, view, and manage business partners with a 360° view. Access detailed tabs for contacts, daily visits, history, service requests, opportunities, estimates, and more, ensuring a holistic view of every partner.
Opportunities and Estimates
Manage sales prospects and generate opportunities and detailed estimates effortlessly. Track the progress of each deal, prioritize high-potential opportunities, and close deals effectively.
Visit Outcome Recording
Capture comprehensive visit details with customizable fields, attach relevant files or images, and manage attachments efficiently. Ensure thorough documentation to enhance follow-up actions and reporting
Target Management
Set and manage sales targets with ease. Create new targets, add projections, and validate them for accuracy. Review all target details on a single screen to stay aligned with your sales goals.
Comprehensive Dashboards
Access powerful dashboards that provide detailed insights into attendance, visit summaries, userwise visit details, unvisited business partners, and monthly and yearly targets. Make informed decisions with clear, concise data at your fingertips
Supercharge Field Sales: Unleash Automation for Peak Performance
Field Sales Transformation: Automating Success at Every Step
Transform your sales team's performance with cutting-edge field sales automation technology. Our AI-powered order-taking app streamlines processes, boosts efficiency, and drives revenue growth.
Supercharge Efficiency
Leverage AI to automate routine tasks and focus on high-value activities
Smart Suggestions
Empower reps with AI-driven SKU recommendations and scheme applications
Inventory Mastery
Optimize stock management and simplify returns processing
Route Optimization
Implement data-driven route-to-market strategies for maximum coverage
Real-time Insights
Access instant performance analytics to make informed decisions
Seamless Integration
Connect effortlessly with existing CRM and ERP systems
