Managing Secondary Sales is a critical aspect of ensuring business success, especially when dealing with large teams spread across different locations. BETs (SFA) Sales Force Automation systems simplify this process, providing businesses with tools to monitor, manage, and improve their salesforce’s productivity. However, not all SFA systems are created equal. To truly empower your sales team, ensure your SFA system includes these five must-have features.
1. Comprehensive (Smart) Activity Tracking
Tracking on-field sales activity ensures accountability and transparency, and BETs SFA excels in this domain with advanced features:
Punch-In and Punch-Out Time: Monitor the start and end of each employee’s workday, ensuring adherence to schedules.
Selfie-Based Check-In with Auto Face Detection: Eliminate fraudulent check-ins using real-time facial recognition and photographic proof.
Geo-Tagging and Geo-Fencing: Track employees’ precise locations during the day. Geo-fencing ensures employees stay within assigned territories, while geo-tagging helps confirm shop visits.
Shop-to-Shop Employee Tracking: Keep tabs on employee movements and visits, ensuring all planned stops are completed.
Auto Target Allocation: Assign sales goals automatically based on predefined parameters, reducing managerial workload and enhancing efficiency.
Other Work tracking: Other activities like gathering Feedbacks, conducting Surveys, area explorations, etc. can be tracked
This feature ensures complete visibility over your team’s activities while minimizing manual interventions.
2. Effortless Ordering Mechanisms
Sales reps need seamless ordering tools to avoid delays and ensure uninterrupted service to retailers. BETs SFA offers multiple ordering methods to cater to varied on-ground scenarios:
Online Ordering: Place orders instantly with distributor’s live inventory checks and pricing details. Also he can retrieve offers, scheme data while ordering for upselling.
Remote Ordering: Allow sales reps to manage orders even while working remotely.
Offline Ordering: Continue operations in areas with limited or no internet connectivity, with data syncing facility once the connection is restored.
Zero Ordering: Track the unproductive calls as well.
Primary Ordering: Orders can be placed at the factory on behalf of the primary distributor.
This comprehensive suite of ordering options empowers sales reps to cater to retailer needs swiftly and efficiently.
3. Merchandising and Market Insights
On-field merchandising activities play a significant role in ensuring product visibility and collecting valuable market insights. BETs SFA makes this process seamless:
Outlet Identification for Merchandising: Identify and prioritize key outlets to focus on merchandising efforts and maximize brand visibility.
Asset Allocation: Allocate and track merchandising assets like display racks, branding materials, and POS materials to specific outlets or sales reps.
Merchandising Surveys: Conduct targeted surveys to assess the effectiveness of merchandising efforts and gather data on in-store product placement.
Brand Management: Ensure consistent brand representation across outlets through streamlined management of branding activities.
Feedback Collection: Gather retailer and consumer feedback to improve products and services.
Other Surveys: Conduct detailed surveys directly through the platform, allowing quick data collection and analysis.
These features enable businesses to identify market trends, customer preferences, and potential gaps, driving informed decision-making.
4. Integrated HR Management
An BETs SFA system with built-in HR features can significantly reduce administrative overheads while improving employee satisfaction. BETs SFA includes:
Leave Structure Visibility: Enable employees to view their leave entitlements and balances in a transparent manner.
Leave Application: Allow employees to apply for leaves directly from the platform with ease.
Claims Management: Simplify the process of submitting and managing expense claims, ensuring timely reimbursements.
Leave/Claim Application Status: Provide real-time updates on the status of leave and claim applications, improving transparency and reducing follow-ups.
Leave Management: Allow employees to request leaves directly from the platform and track their leave balances.
Attendance Management: Access detailed attendance records with geo-tagged check-ins and check-outs.
This integration ensures smoother HR operations and better resource management without requiring separate systems.
5. Advanced Analytics for Data-Driven Decisions
Analytics is the backbone of any modern sales strategy, and BETs SFA provides robust tools to deliver actionable insights:
Target Allotted vs. Target Achieved (Daily/Monthly Basis): Track sales performance in real-time against assigned targets to assess progress and make timely adjustments.
Focus Products: Identify and monitor the performance of priority products to align efforts with business goals.
Productivity & Efficiency: Evaluate sales reps’ productivity and efficiency metrics to optimize on-ground performance.
Day-End Reports: Get a summary of all activities completed by sales reps during the day.
Retailer Shop Summaries: Analyze retailer-specific data, including sales patterns and inventory requirements.
Upstream Reporting: Streamline data flow from sales reps to managers for better visibility and planning.
Distributor and Retailer Surveys: Collect and analyze survey data to enhance supply chain efficiency.
Timeline Tracking: Monitor activities and progress in real-time, ensuring adherence to planned schedules.
These advanced analytics capabilities provide managers with a clear understanding of team performance and market dynamics, empowering them to make informed decisions.
Additional Features That Make BETs SFA Stand Out
In addition to the five core features, BETs SFA offers several additional functionalities that enhance user experience and operational efficiency:
Multilingual Facility: Cater to diverse sales teams with multilingual support, ensuring ease of use for all employees.
WhatsApp Integration: Enable seamless communication with team members and clients via WhatsApp directly from the platform.
Beat Planning: Plan and optimize field journeys for sales reps, ensuring efficient route management and time-saving.
Catalog Sharing: Share product catalogs with retailers directly through the platform, ensuring quick and easy access to updated product information.
Add a New Shop: Simplify onboarding of new retailers by enabling sales reps to register new shops directly from the field.
Why Choose BETs SFA?
BETs SFA is not just a tool—it’s a comprehensive solution designed to streamline your sales operations. With its modular architecture, domain specific workflow configurations, and integration capabilities, the platform adapts to your business’s unique needs. By focusing on automation and minimizing manual data entry, BETs SFA helps you boost productivity, reduce errors, and enhance overall operational efficiency.
BETs SFA platform can be seamlessly integrated with BETs platforms like DMS, HREasy, ERP, WMS, etc. & can be used as an extension to existing ERP like SAP, Oracle, Microsoft, Tally to empower it.
If you’re looking to elevate your on-field sales management, BETs SFA is the solution you’ve been searching for. Empower your team, enhance visibility, and drive growth with this all-in-one platform.
Ready to Empower Your Field Sales Team?
If you’re searching for an SFA system that combines innovation, scalability, and ease of use, look no further than BETs SFA. From streamlining secondary ordering to providing real-time insights, BETs SFA equips your team with everything they need to succeed.
Take the next step towards transforming your field sales operations. Contact us today to schedule a free demo and experience the power of BETs SFA firsthand.