SigzenSFA is a mobile-based Sales Force Automation (SFA) solution designed for organizations with field staff. It is tightly integrated with ERPNext to streamline business logic, workflows, and data management. SigzenSFA enhances the efficiency of industries such as FMCG, distribution, and wholesale by providing tools for field activity management, tour planning, lead management, and sales tracking.
Key Features
1. Sales Process Management
Effectively manage customer data, track leads, allocate opportunities, and manage the entire sales pipeline. This ensures that sales processes are streamlined from lead generation to closing deals.
Benefit
Improved visibility and control over sales operations leading to enhanced sales performance.
2. Tour Planning
Sales representatives can create multi-day tour plans, ensuring their field visits are structured and productive.
Benefit
Optimized planning for field visits leads to improved coverage and efficiency.
3. Field Activity Management
Salespeople can start and end meetings, punch activities, and generate visitor reports. Real-time tracking ensures that field activities are monitored and aligned with organizational goals.
Benefit
Provides transparency and accountability for field activities, improving sales team productivity.
4. Distributor Order Management
Sales representatives can access a comprehensive list of distributor orders, making it easy to track and fulfill orders efficiently.
Benefit
Ensures seamless order processing and fulfillment.
5. Sample Requests
Sales representatives can request product samples for potential customers, while the system tracks approvals and processing.
Benefit
Streamlined sample request workflows help improve customer interactions and sales outcomes.
6. Circulars & Announcements
Centralized management of company circulars and announcements ensures sales teams are kept up to date with company-wide changes.
Benefit
Enhances communication across the sales team, leading to better alignment with company objectives.
7. Asset Management
Track assets allocated to customers, including audits and asset condition reports, ensuring accountability for company assets.
Benefit
Improved asset management reduces loss and misuse of resources.
8. Activity Tracker
Track daily activities, customer visits, and sales progress with location tracking and route mapping for each sales representative.
Benefit
Ensures transparency in sales activities, allowing management to make data-driven decisions.
9. Dashboards and Reports
Generate comprehensive reports on sales orders, visitor activities, sales performance, and daily activity tracking, providing insights into the sales team’s performance.
Benefit
Real-time access to actionable data enhances decision-making and sales strategies.
10. Notifications and Reminders
Receive real-time notifications on tour plans, check-ins, check-outs, sample request workflows, and important announcements.
Benefit
Keeps sales teams informed and on schedule, ensuring productivity is maintained.
11. Attendance Management
Sales representatives can log attendance through check-ins and check-outs, automating attendance tracking and reporting.
Benefit
Automates attendance management, reducing administrative workload.
Core Module Integrations
Integration with Third-Party Applications
SigzenSFA vs. Other Sales Force Automation Solutions
Case Studies
1. Streamlining FMCG Field Operations
Challenge
A fast-moving consumer goods (FMCG) company struggled with managing extensive field operations, tour planning, and lead tracking across multiple regions. They faced inefficiencies in monitoring field activities and fulfilling distributor orders promptly, resulting in delayed order processing and limited visibility into field staff performance.
Solution
The company implemented SigzenSFA to streamline its field sales processes. With integrated tour planning, field activity tracking, and automated distributor order management, SigzenSFA allowed the company to monitor field operations in real time and allocate leads efficiently.
Results
SigzenSFA improved productivity, reducing delays in order processing by 30% and enhancing transparency in field operations. The company gained complete visibility into field staff activities, allowing better planning and efficient customer interactions.
2. Enhancing Distribution Sales Management
Challenge
A distribution company was challenged with maintaining real-time visibility of distributor orders and tracking sample requests for customer engagement. Frequent communication gaps and lack of an organized lead management system hindered their ability to drive consistent sales.
Solution
The distribution company adopted SigzenSFA to gain comprehensive control over distributor orders and sample requests. The platform’s lead management, real-time notifications, and field activity monitoring allowed the company to streamline sample workflows and engage with customers proactively.
Results
SigzenSFA improved distributor order fulfillment rates by 25% and reduced response times for sample requests. The company achieved enhanced control over sales activities, boosting customer satisfaction and overall sales efficiency.
Tutorials & Guides
Access comprehensive tutorials and guides to maximize the benefits of SigzenSFA. These resources cover everything from setting up the platform to managing daily field activities, ensuring that your team can make the most of each feature.
Frequently Asked Questions
What industries is SigzenSFA best suited for?
SigzenSFA is designed for industries like FMCG, distribution, and wholesale, offering tools for sales process management, tour planning, and field activity tracking.
How does SigzenSFA integrate with ERPNext?
SigzenSFA seamlessly integrates with ERPNext’s modules such as Sales, CRM, Inventory, and Accounting, ensuring data synchronization and streamlined business processes.
Can SigzenSFA track field sales activities in real-time?
Yes, SigzenSFA offers real-time tracking of field activities, including customer visits and location tracking, ensuring transparency and accountability.
What are the key features of SigzenSFA?
Key features include sales process management, tour planning, field activity tracking, distributor order management, sample requests, and asset management.
Does SigzenSFA support WhatsApp integration?
Yes, SigzenSFA integrates with WhatsApp CRM, enabling sales representatives to communicate with customers via WhatsApp directly from the platform.
How does SigzenSFA compare to other Sales Force Automation tools?
SigzenSFA provides an affordable and customizable alternative to tools like Salesforce and Odoo, with seamless ERPNext integration and additional features like sample requests and lead allocation.
Request Your Free ERP Demo Today
Empower your field sales teams with SigzenSFA, the ultimate Sales Force Automation solution integrated with ERPNext. Contact us today for a personalized demo and discover how SigzenSFA can revolutionize your sales processes.
Trust Elements
”SigzenSFA has transformed our field sales operations! With real-time tracking and streamlined tour planning, our sales team is more organized and productive than ever. Integration with ERPNext has been seamless, making data management effortless.
Deepen DevaniShaildeepEnterprise
”We were looking for a reliable Sales Force Automation tool, and SigzenSFA exceeded our expectations. From lead management to asset tracking, it covers all our needs. The reporting features have given us invaluable insights to boost performance.
Chetan VoraManager IT - Varmora Granito Pvt. Ltd.
