Sales Force Automation (SFA)


PRESELL
- Information management for products, orders, receipts, customers;
- Data maintenance for sales points;
- Daily visiting plan of the points of sale;
- Order taking;
- Receipts.

VAN SELL
- Managing information on products, orders, receipts, customers;
- Data maintenance for the points of sale;
- Daily visiting plan of the points of sale;
- Stock management for VAN sales: loadings, unloadings, stock-taking;
- Invoicing;
- Returns of goods;
- Receipts;
- Reporting.

MERCHANDISING (QUESTIONNAIRES)
- Managing information about your own and competing products, POSMs, customers;
- Data maintenance for the points of sale;
- Daily visiting plan of the sites;
- Information on availability of your own and of competing products;
- Information on the presence of your own and competing marketing materials (POSM);
- Data Collection about the condition of equipment installed at customer locations;
- Data Collection in questionnaire structures, defined by the Trade Marketing Department, such as : number of faces, price questionnaire and other types of questionnaires required;
- Monitoring product promotions;
- Monitoring agents and distributors;
- Other important market information.

Benefits offered by OPTIMAL SALES&MERCHANDISING solutions:
- Increased sales of the company as a result of more effective use of the work time by the sales team;
- Increased productivity of the sales team by fully automating the activities conducted by the agents on the field;
- Improved planning and control of the sales team activity;
- Efficient organization of the sales team, route and stock optimization and more accurate planning of activities;
- The sales team should stay focused on the basic activity by reducing the time spent on administrative tasks;
- A higher degree of customer satisfaction;
- Increased amount and quality of information regarding customers and contacts for sales representatives;
- Possibility to permanently assess the situation of the entire sales team by comparison with the objectives set;
- More efficient revenue management;
- Cost reduction due to increased control of the activities conducted by agents in their field work;
- Shorter time for placement and validation of orders received by agents working on the field;
- Efficient management of investments in promotional materials ( POSM);
- Improving marketing campaigns and the ability to react quickly to market changes as a result of the analysis of information held;
- Collection of accurate information on consumer buying habits;
- Collecting updated information (direct collection in the field) about the presence of your own and competitors ‘products on the market.
10 REASONS TO IMPLEMENT SFA OPTIMAL SALES & MERCHANDISING SOLUTION:
- Mature and stable solution provided by a leader in mobility solutions;
- User-friendly interface both for sales agents and server users;
- It’s a solution with a comprehensive, customizable and parameterizable functionality that shortens implementation time;
- It’s a reliable solution proven by its multi-industry implementations;
- Project management, design, implementation and post-implementation services of high quality;
- Solution based on the latest technologies, capable of running on the entire range of devices (tablets, pocket-PCs both for Android and Windows mobile);
- Multi-language solution supporting multiple sets of characters;
- SFA solution with success references, tested by Veritest and awarded with prizes in the specific industry;
- A solution independent of the GPRS signal;
- Native, optimized, multi-user synchronization.
“We are delighted about our long-term cooperation with Optima Group. Their good knowledge of the features specific to the FMCG manufacturing business, the references provided by Optima Group as a mobile solution provider and the fact that we have found a common language in our discussions held with over time with Optima Group specialists have convinced us that we are facing a reliable partner. Our partnership with Optima Group is a long-lasting one and the professionalism proved by Optima Group people gives us the certainty that we are benefiting from quality services. Without the Optimal Sales & Merchandising solution provided by Optima Group for the sales force automation, the beer would probably be more expensive. ”
IT BIS Manager, Ursus Breweries