Salesforce Automation (SFA)
Sales force automation software for companies and distributors with salesmen in the market. Each salesman gets his beat, books orders and records collections on the phone, and every visit carries a GPS stamp. You see where the team went, whom they met and what they sold, without waiting for the evening phone call.
Field salesmen, sales officers, area and regional sales managers, sales heads, owners, sales coordinators
Web, Android and iOS
Built for the way your trade works.
Shows the owner where the sales team went, whom they met, what they sold and what leads they brought back, without waiting for an evening phone call. Works on its own or with the DMS and distributor billing so field orders flow straight into invoices.
GPS-stamped check-in at each outlet, so every visit is a real visit
Day's beat plan on the phone with planned, visited and skipped outlets
Order booking at the outlet with schemes, last order and outstanding on screen
- Live map of the sales team with route travelled and time per visit
- New leads and new outlets captured on the spot with photo and location
- Works offline in poor network and syncs when the signal returns
- Daily sales report built automatically from visits, orders and collections
- Payment collection entry with receipt sent to the customer on WhatsApp
- Shelf, display and competitor photos with stock check per outlet
- Attendance, travel distance and expense claims tied to actual visits
A day's work, in order.
Morning check-in
The salesman marks attendance and opens the day's beat on his phone.
Outlet visit
He checks in at the shop; location and time are saved with the visit.
Order booking
He books the order with schemes, last order and outstanding in front of him.
Payment collection
Payments collected are entered and the customer gets a receipt on WhatsApp.
New business
New outlets and leads are added on the spot with photo and location.
Day report
The daily report builds itself; the manager reviews visits, orders and skipped outlets.
13 modules, one set of books.
Each module writes to the same records, so stock, production and accounts never disagree.
Salesforce automation (visits, orders, tracking)
Mobile app for field salesmen: GPS check-in at each outlet, order booking, collection and visit notes, working offline…
About this module Sales and serviceLead management
Collects leads from the website, WhatsApp, calls, exhibitions and the field team into one list, assigns them by area…
About this module Sales and serviceCRM
Keeps every customer's contacts, enquiries, quotations, orders, complaints and follow-ups in one record.
About this module Sales and serviceBeat and route planning
Groups outlets into beats (a salesman's fixed route for a day) by area and visit frequency and builds each person's…
About this module Buying and sellingSales orders, challans and invoices
Takes an order through to delivery challan and GST invoice, with part dispatches, pending order balance and several…
About this module Buying and sellingSchemes, discounts and claims
Sets up trade schemes (free quantity, slab, combo, cash discount, target-based) and applies them automatically at…
About this module Buying and sellingPrice lists and customer-wise rates
Maintains price lists by state, channel, customer class and individual party, with effective dates and discount…
About this module Finance and complianceReceivables and payables automation
Bill-wise outstanding with ageing, credit limits and automatic payment reminders to customers.
About this module PeopleAttendance and shifts
Collects punches from biometric machines and mobile with location, and applies shift, late-coming, overtime and…
About this module Data, AI and integrationBI dashboards
Live charts of sales, collections, stock, production and cash, with drill-down to the entry behind each figure.
About this module Data, AI and integrationWhatsApp integration
Sends invoices, payment reminders, order status and reports on WhatsApp automatically through the WhatsApp Business API.
About this module Data, AI and integrationMobile app
Android and iOS apps for owners, sales staff, store keepers, technicians and employees: approvals, orders, stock scan,…
About this module Buying and sellingBrokerage and commission
Tags each sale or purchase to a broker or agent and works out commission by percentage, per unit or slab, on billing…
About this moduleIndustries it serves.
- FMCG distribution
- Pharma distribution
- Beauty and cosmetics
- Electronics and electricals trading
- Stainless steel stockists and traders
- Wholesalers and super-stockists
- Home decor and furniture brands
- Computer hardware sales and service
- Building materials and hardware
- Auto spare parts and lubricants
- Agri-inputs
- Pharma marketing
Related products.
Distributor Management System (DMS)
This distributor management system is for a brand or manufacturer that sells through distributors and super-stockists.
View DistributionFMCG Distributor Software
FMCG distributor software that runs your own agency: purchase, godown, beat billing, delivery, collection and claims on the…
View DistributionStockist and Wholesale Software
Wholesale billing software for stockists and traders who buy in bulk and sell on credit to many parties at different rates.
View DistributionRetailer Ordering App
A retailer ordering app that a distributor or brand gives to its shopkeepers, under its own name.
View DistributionVan Sales App
A van sales app for distributors who send loaded vans to sell and bill on the spot, known as ready-stock selling.
ViewQuestions, answered.
What happens when there is no network in the market?
The app keeps working. Visits, orders and collections are saved on the phone and sync when the signal returns, so the salesman does not stop or fall back on paper.
How do I know a visit was really made?
Each check-in carries the phone's GPS location and time. The manager sees it on the map with the route travelled and the time spent, so a visit marked away from the outlet stands out.
Do field orders have to be typed again for billing?
No. Used with the DMS or distributor billing, field orders flow straight into invoices. It also works on its own, with orders reaching your office as soon as the phone syncs.
Is it only for FMCG?
No. Any business with a field team can use it: pharma, electricals, hardware and paints, auto spares, agri-inputs and steel trading among them. The visit, order and collection steps are the same.
Does Salesforce Automation (SFA) work on mobile?
Yes. It runs on Web, Android and iOS, so people on the floor, in the field or on the road work on the phone while the office works on the full screens.
Can Salesforce Automation (SFA) be changed to fit how my business works?
Yes. Kreon builds and supports it, so screens, reports, approvals and rules are shaped to your process. Tell us what is different about the way you work and we will show you how it fits before anything is built.
See Salesforce Automation (SFA) working.
Book a demo and we will walk you through it with examples from your own trade, then tell you plainly what would need to change for your business.