Sales Force Automation (SFA)

Efficient management of points of sale

You have access any time to information on customers, location types, routes, contact details, order history, price lists, investments made in such locations, visiting hours, terms of credit, payment terms, blockages, contract management, entering new clients or new points of sales

Complete management of sales activities

Manage day-to-day activities related to orders, receipts, returns, sales targets, management of sales agents efficiency (visiting times, travel times, average number of visits, successful visits), management of invoices, deliveries and returns of goods.

Customizable questionnaires

Quickly collect market information through customizable questionnaires both for your own products and for competitors ‘products, such as information on their market presence, prices, follow-up of promotions along with market impact assessment, number of faces, POSM availability.

BUSINESS REPORTS

Quickly collect market information through customizable questionnaires both for your own products and for competitors ‘products, such as information on their market presence, prices, follow-up of promotions along with market impact assessment, number of faces, POSM availability.
Optimal sales & merchandising solution modules:
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:
  1. Mature and stable solution provided by a leader in mobility solutions;
  2. User-friendly interface both for sales agents and server users;
  3. It’s a solution with a comprehensive, customizable and parameterizable functionality that shortens implementation time;
  4. It’s a reliable solution proven by its multi-industry implementations;
  5. Project management, design, implementation and post-implementation services of high quality;
  6. Solution based on the latest technologies, capable of running on the entire range of devices (tablets, pocket-PCs both for Android and Windows mobile);
  7. Multi-language solution supporting multiple sets of characters;
  8. SFA solution with success references, tested by Veritest and awarded with prizes in the specific industry;
  9. A solution independent of the GPRS signal;
  10. 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. ”
Dan Costineanu IT BIS Manager, Ursus Breweries

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