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Transforming Sales Operations Through Intelligent Automation

Sales Force Automation (SFA) streamlines field operations through intelligent visit management with geo-tagged tracking, ad-hoc scheduling, and logic-driven beat planning. It enables seamless order management — from placement to forecasting — while offering tailored pricing, promotions, and a structured product catalogue. SFA enhances visibility with 360° dealer and customer insights, predictive analytics, and data-driven account planning. It supports activity tracking, expense management, and real-time performance monitoring across regions. Integrated dashboards and custom reports provide actionable KPIs, while seamless ERP and BI connectivity ensure a unified digital ecosystem.

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Our Services

Beat Planning & Optimization

Plan and optimize field visits with logic-based, geo-validated beat plans that ensure maximum coverage and efficiency.

Catalogue, Pricebook & Order

Manage product listings, customer-specific pricing, and enable streamlined order placement and tracking from a single interface.

Schemes & Discount Management

Easily configure and roll out targeted promotions, trade schemes, and custom discounts to drive sales and loyalty.

Returns, Invoice Payment

Track returns, manage invoice generation, and monitor payment statuses to maintain financial transparency and control

Performance Management

Set targets, monitor sales KPIs, and manage incentive programs to drive distributor and field team performance.

Define Admin Panel

Configure business rules, user roles, entitlements, and access controls through a flexible, centralized admin dashboard.

Real Time Dashboards

Visualize live sales data, order flow, and operational metrics through dynamic dashboards for faster, smarter decision-making.

Benefits

QF-benefits

QF-benefits

The end-to-end process of sales team are mapped
Logic driven beat plan and templatized visit approach.
Tracking of sales- person while on field
Incentive calculation of the sales team is automated
Gamification and performance management
Learning content
Defined admin panel to take care of admin aspects
Custom reports and dashboards are built as per requirements

Sales Efficiency

Data driven account plan to aid in selling better.

Improved Visibility

Real-time visibility into the entire distributor network.

Enhanced Automation

Automation backed by alerts and reminder aid sales team in selling better

Advanced Analytics

Leverage analytics for better demand planning and distributor performance.

Cost Savings

Minimise inefficiencies in inventory, logistics, and sales processes

Why Choose Us

Our Unique Selling Proposition

Visit Management

Extensive Beat Planning: Logic driven beat plan as per the defined business criteria
Ad-hoc Visit Management: Feature to put in ad-hoc visits and map deviations
Geo tagging: Capturing geo location as a proof of visit and calculating distance travelled.

Customer & Dealer 360 Degree

Transaction view: end to end transactional data view of dealers and customers
Analytics and forecasting: customer and dealer-based analysis and prompts for better decision making
Transaction view: end to end transactional data view of dealers and customers
Account plan: logic and data driven account plan for better selling.

Order Management

Order Processing: Streamlined order placement, approval, and fulfilment workflows.
Order Tracking: Real-time order status updates from creation to delivery.
Order Forecasting: Predictive analytics to forecast distributor demand.

Performance Management

Sales Tracking: Monitors sales performance across distributors and regions.
Target Setting: Define and track sales targets for distributors.
Incentive Programs: Manage distributor and retailer incentives, discounts, and schemes.

Activity Management

Activity Tracking: Tracks all the touch points with customer
Deviation reporting: Planned versus actual activity
Expense Management: Auto calculations of expense as per the defined hierarchy and entitlement, with auto calculation of distance.

Product Catalogue and Promotions

Price Lists: Manage customer/ distributor-specific pricing.
Promotions & Discounts: Roll out targeted promotional offers and discounts.
Product catalogue: Defined product catalogue with detailed description

Reporting and Analytics

Performance Dashboards: Visual insights into distributor performance, sales trends, and inventory health.
KPIs and Metrics: Track metrics like sell-through rate, order fulfilment rate, and payment recovery.
Custom Reports: Generate tailored reports for distributors, regions, or products.

Integration and Connectivity

ERP Integration: Seamless integration with ERP systems for synchronized data.
BI Solution Integration: Integration with BI solutions for advanced reporting and analytics.
Third-party Tools: Connect with logistics, CRM, and financial systems.