Sales Force Automation software for field force (MR) reporting - FFReporting
FFReporting, a Sales Force Automation solution by Sarjen, is specifically designed for industries where their sales teams are moving in the field. It is a comprehensive solution which allows the top management to control and monitor field activity as well as allow sales teams to organise, plan and execute routine activities. Management can generate MIS report and define strategy and have track of it.Salient Features:
- App for Android, IPhone, IPad and Blackberry phones
- Compact mobile web enabled FFR (mFFR)
- Multi Language Support
- Corporate Coverage Strategy and Profiling
- Sharing - Technical Product Information Shared online (eBrochures)
- Sharing - Information related to Marketing can be shared online (Bulletin Board, Broadcast Communication to select field staff/All)
- Define and monitor Key Performance Index(KPI) for all individuals and team
- Define and execute CRM activities
- Knowledge Sharing and eLearning
- Customer details on single click
- Calendar with multiple views
- Call Detail on Calendar
- Design Custom Call Page
Modules/Features:
- Call Management
- Daily reporting of field and other activities
- Capture product, sample and promotional item detailing
- Joint Call Detail
- Create custom fields and call pages
- Call monitoring
- Follow up meeting
- Account Management
- Add/Edit/Delete Account
- Account record type
- Define Account View
- Create multiple layouts for account which would be linked with account record type
- Account Page is combination of Standard and Custom Fields
- Customer Management
- Add/Edit/Delete Customer
- Customer record type (e.g. Doctor, Stockiest, Chemist,)
- Define Customer View
- Link Customer with account
- Create multiple layouts for Customer which would be linked with Customer record type
- Corporate Customer Management
- Customer Coverage Strategy
- Profile Management
- Controlling rights of functionality and data
- Permission setting
- Object Setting (Account, Customer and Call)
- Tab (Menu)
- Field Level Security (Standard and Custom Fields)
- Page layout assignment
- Record typesetting (Account and Customer Record Type)
- Position Management
- Create Organisation Sales Structure
- Attach/Detach Employee to Position
- Attach Profile to Position
- Position is linked with Territory
- Shuffle Position
- Historical data are maintained with position and not with employee
- Territory Management
- Create Territory Hierarchy
- Define Customer assignment rule for each territory
- Rule can be define using Account and Customer
- Inherit Customer assignment rule of parent territory
- Holiday Management
- Define BU wise State wise public holiday
- Define BU wise weekly off
- Expense Management
- Define Daily allowance as per designation
- Configure Expense Policy on basis of designation and distance
- Miscellaneous expense submission (Fax, Photocopy, Internet Café, etc)
- Expense approval cycle up to defined level
- Auto expense sheet generation
- Communication
- Internal Inbox, Compose and Outbox for hierarchical communication
- Newsletter (Sharing policy, scheme, etc)
- Notice
- Quiz
- Create Question Bank
- Allocate Quiz
- Evaluation Report
- Route Management
- Corporate Route Management
- Library of allowed route to work on
- City covered in route
- Definition of HQ/ExHQ/Outstation
- Define standard distance and fare for a route
- Route approval cycle up to defined level
- Plan
- Plan of route and Customer for upcoming days
- Joint work planning
- Customer Planning Strategy
- Other work planning (Meeting, Camp, conference, etc)
- Plan approval cycle up to defined level
- Promotional item and Sample Management
- Inventory management of promotion item and sample at each position
- Closing and Opening statement of promotion item and sample
- Promotional item and sample distribution analysis report
- Competitor Product Analysis
- Leave Management
- Leave submission
- Leave carry forward policy
- Leave status
- Leave approval up to defined level
- Doctor Sponsorship
- Budgeting
- Sponsorship Type
- Sponsored Name
- Business Forecasting after Sponsorship given
- Product Promotion Planning
- Platform to launch product with effective date
- Define Target audience for promotion
- Campaign Management
- Budgeting
- Campaign Name and Description
- Volunteer
- Target Audience
- Campaign approval cycle up to defined level
