How Sales Force Automation is Revolutionizing Field Sales
Sales Force Automation (SFA) is transforming field sales by automating critical tasks like order management, real-time employee tracking, and expense…
Read articleUnify field sales and customer relationship management to drive productivity, streamline workflows, and deliver real-time insights for smarter decisions.
From lead generation to deal closure — orders, dispatch, sales, and after-sales support — manage every aspect of your sales journey on one unified platform.
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Clock in and out with time and location capture.
See the live GPS location of your field staff.
Record and review the routes reps travel.
Daily activity logs for every team member.
Apply for and approve leave online.
Track hours spent on tasks and visits.
Plan recurring visit beats and schedules.
Define geographic areas reps are responsible for.
Mark key outlets and checkpoints to cover.
Trigger actions as reps enter or exit zones.
Manage van stock and mobile sales units.
Capture signatures and photos on delivery.
Record dealer and retailer stock on visits.
Capture and manage incoming sales leads.
Assign and pick leads for follow-up.
A central database of customer profiles.
Schedule and track customer follow-ups.
Move deals through your sales pipeline.
Track referrals and their sources.
Manage channel and business partners.
Group customers under parent organizations.
Collect leads through embeddable web forms.
Sync leads directly from Facebook ads.
Track and capture website visitors.
Plan and run marketing campaigns.
Set and monitor sales targets.
Create and send price quotations.
Record customer purchase commitments.
Manage requests for proposals.
Draft and track agreement proposals.
A self-service portal for your customers.
Control what customers can view and do.
Take and manage sales orders.
Capture orders ahead of stock availability.
Manage dispatch of goods to customers.
Plan and optimize dispatch schedules.
Generate and manage invoices.
Process returned goods and credit notes.
Prepare sales returns before posting.
Configure discounts and promotional schemes.
Track sales from distributors to retailers.
Track orders from placement to delivery.
Plan production against open orders.
Pick, pack and ready orders for dispatch.
Manage cash and bank account balances.
Log and approve business expenses.
Track overall expenditure and budgets.
Manage payment collection from customers.
Issue receipts for collected payments.
Record and manage customer cheques.
Track cheque status through clearing.
Track outstation cheque collections.
Record payments received from customers.
Record payments made to vendors.
Built-in accounting with ledgers and books.
Manage multi-currency exchange rates.
Digital payments via NCHL connectIPS.
Raise and track purchase orders.
Record purchases from your vendors.
Handle returns against purchase bills.
Manage your vendor and supplier records.
Record goods received against purchase orders.
Manage your product and item catalog.
Manage multiple warehouses and stock.
Perform and reconcile physical stock counts.
Track individual items by serial number.
Track stock by batch and expiry date.
Issue stock out of your warehouses.
Log goods and vehicles entering premises.
Log goods and vehicles leaving premises.
Receive finished goods from production.
Manage production cycles end to end.
User-defined data tables and tracking.
Distributor goods supply tracking.
Distributor management system.
Log, assign and resolve customer issues.
Schedule recurring service visits.
Define and monitor SLAs.
Track product warranties and claims.
Record visitors at your premises.
Core employee records and HR management.
Post and manage job vacancies.
Run payroll and salary processing.
Recognize and reward employee performance.
Define roles, reporting lines and permissions.
Shared calendar for events and holidays.
Broadcast announcements to your team.
Plan and track internal projects.
Manage shared resources and assets.
Comprehensive reporting across every module.
Build dashboards around your key metrics.
Tax reports for IRD (Nepal) compliance.
Reporting aligned with your SAP data.
Tailor-made features for your business.
AI assistant for smarter daily workflows.
Extract data from documents automatically.
Store and organize business documents.
In-app mailbox for messages and updates.
Build and manage your online store.
Send SMS via Sparrow, Aakash and more.
Send and sync emails from the platform.
Sync data with Tally accounting.
Integrate with your SAP systems.
Connect to external SQL databases.
Connect with IRD for e-billing (Nepal).
Everything growing sales teams need in one platform — built for speed, security, and real-world field operations.
Manage your sales force effectively and grow your business with a platform your field team will actually use.
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Sales Force Automation (SFA) is transforming field sales by automating critical tasks like order management, real-time employee tracking, and expense…
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