Sales Force Automation System Commtex Solutions Sfa
1. Commtex Solutions
Sales Force Automation
Presented By
SOUMIIK MITRAA
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2. Commtex SFA Vision
Our vision is to empower the sales force
with Innovative web based and mobile
based tools to maximize your sales and
provide superior service to your
customers
Internet + Mobile (Android, Blackberry) +
Advanced Reporting + Business
Intelligence
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3. Commtex SFA
• Internet based Field Planning and Reporting System
• Interactive Dashboards, Charts, Calendar and Planning
• Multi-channel reporting by Web, Android and GPRS Phones - Sales
Reporting available on Blackberry
• Advanced Sales Force Analytics - Business Intelligence
• High Availability, Self Service Analysis and Reporting
Commtex Value-Adds
• Managed Services Provider – No In-house servers / Infrastructure
required
• Supported by Offshore Software development and Outsourcing
facility of 25 plus engineers
• Flexible Business Engagement Model
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4. Sales Force Automation
Internet based Field Reporting
• Empowers Field Staff by
Expanding their Territories
• Management and Control of Ex-
HQ, Outstation Territories
• Empowers Field Staff to Add
Customers on the Go
• Tour Planning and Reporting – Standard/Monthly and Daily Report
• Joint Work Tour Planning, Area / Region Manager Reporting
• Reports on Web (HTML),
• Download Plan Reporting Data in Excel, PDF
• Self Service Reporting with Report Parts, Charts, Sparklines
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5. SFA - Dashboards
Dashboards and Calendar
• Masters – Customer Identification
• Sales Dashboards
• Geography – Sales / Reporting
Data
• Unified View of all territories, Subordinates, Customers within the assigned
Geography
• Comparative Sales Dashboards – Monthly, Quarterly / Cumulative - Primary and
Secondary Sales Reporting - Target Sales, Forecasting and Budgeting
• Calendar View for Plans
• Consolidated Plan View of all Subordinates
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6. SFA – Expense Statements
Expense Management
• Standard Fare Chart
• Defined Allowances for Ex
Head Quarter and Outstation
Territories
• System Generated Travel
Expense Statement
• Unified View of Field Staff Sales Performance V/s Expense
• Expense Tracking, Control on Unplanned Travel and Management by Sales
Objectives
• Gift, Sample Tracking and Control
• Consolidated Sales Performance View of Company, Zone, Region, Area and HQ
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7. SFA Analytics
Business Intelligence - Analysis and
Pre-defined Cubes
Ability to Slice and Dice data as per
requirement
Automated – Datawarehouse
building Jobs – Creation of Fact and
Dimensions
Dimensions
• Multi-level User Operational, Geography, Time Line Hierarchy
• Product Hierarchy
Measures
• Customer Count, Customer Visits, POB Value, Target, Primary and Secondary Sales
Units and Value
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8. SFA Analytics – Excel Integration
Integration with Excel – 2007 / 2010
Choosing Data Sources
Integration with MS Office
Power Pivot for Excel – Ability to download data to Excel and use Cubes in MS
Office Applications
Advanced Reporting – Self Service Reporting on Demand using Client Side
Report Builder
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9. SFA Analytics – Power Pivot Excel
Integration with Excel – 2007 / 2010
Power Pivot
Integration with Share Point Portal
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10. SFA Analytics – Report Builder
Predefined Report Parts
• Charts,
• Maps
Plug and Play using Report Builder
Tablix - Reporting
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11. Mobile Field Reporting
Android Phones
• Monthly / Daily Tour Plan View
• Daily Reporting
• Add Customers on Demand
• Customer – Feedback View
• Expense Statement View
• Ability to enter data and view
without Internet Connection
• Synchronize data with Web Based
System – On demand
Blackberry Sales Reporting Internet based Reporting
• Primary and Secondary Sales • Daily Reporting via Internet
Information at Company / Region / Area / connection using Mobile
HQ Level • All Views / Reports available
• Target Sales, Forecasting and Budgeting • GPRS Based
• Comparative Reporting – Monthly to • Requires Internet Connection to
Cumulative Web site
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12. Commtex SFA
• Implementation for a Pharmaceutical Company
• Support provided of Data Entry for Field Staff
• Upload of Regular Customers from Excel
• Training Provided to Field Staff at multiple places.
• Customization for other domains (FMCG ….)
• Development / Integration of Sales Logistics and Distribution System
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