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Sales Force Automation

Web & mobile based field force activity & tracking software for Pharma & FMCG or any other sectors having sales teams

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Our Services

Pharma-SFA

Tour Program (TP)
Daily Call Report (DCR)
Expense Management
Targets & Sales (Primary & Secondary)
Sample & Gift Inventory
Leave & Attendance Register
Retail Chemist Prescription Audit (RCPA)
Doctor Campaign & Activities
Doctor Service & CRM Managment
GPS Location & GEO Fencing
e-Detailing / Tablet Reporting
Alerts & Notifications .

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FMCG-SFA

PJP and Route/Beat Planning
Daily Sales Report (DSR)
Order Management
Discount & Schemes
Visual Merchandising
Van Sales (Stock Inventory)
Display & Stock Availabilty
Expense Management
Targets & Sales (Primary & Secondary)
Leave & Attendance Register
GPS Location & GEO Fencing
Alerts & Notifications

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CRM & Customer APP

Lead Management
Lead Input from various sources
Lead Verification,Allocation & Conversion
Marketing Automation
Customer's Login & KYC Approval
Basic & premium Features
Sales Entry & Sales Ledger
Point system & redemption
Counter Visit Feedback/Review
Whatsapp & SMS API Integration
Dashboard , MIS & Analytical Reports
Alerts & Notifications

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mobile

About EssentialSFA

Easy And Perfect Solution For Your Business

Essential Sales Force Automation Software is a complete business solution for Pharma & FMCG or any other sectors having sales teams that helps in tracking the sales activities of the salesperson.The Salesman has the visibility of its productivity and performance. EssentialSFA reduces time, effort and resources of an organisation.

This solution automates the sales working giving the better and timely visibility along with the market reach up to the last mile. It removes the pen and paperwork and allows companies to analyze and forecast the sales operation in a timely and productive manner. This package helps in planning and execution of the plans by the marketing Field Force.

Features

  • Offline Capability

    User can operate Application without internet connectivity. User can start the day , Can submit Field Activity , Can add new customers & can show e-detailing to Doctors in offline mode.

  • GEO Tagging & GEO Fencing

    In GEO Tagging , We do capture GPS Cordinates when user perform any activity even in offline mode. IN GEO Fencing , User can submit customer visit within a radius.

  • Play Store & Apple Store

    Our app is available in both Google Play Store & Apple Store with all functionality

  • Third Party Software Integration

    Our Software has capabilty to connect with your existing ERP/HRMS & Payroll Software through various methods.SFA System can also be connect through SMS , Whatsapp & other API

  • E-Detailing /Content Delivery Solution

    This is the use of electronic , interactive media to facilitate sales presentations to Customers. Chosen AV Content gets pushed to the Tablet provided to Sales Rep for presenting to Customers.

  • Multi Language

    Our app is available in Multi Languages & country wise specific settings

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Benefits

  • Easy Data Entry, Data Selection. No Pen-Paper entry required.
  • Increases Productivity & Decrease cost
  • Helps in planning and forecasting, that increase profit margins
  • Provides a better connect between the field teams, their Managers and the HO.
  • Sales staff can use their time more efficiently and more effectively.
  • Reduce duplicity and errors
  • Most cost effective and feature rich solution.
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Modules

Users need to submit TP in advance . User can plan area wise customer wise TP. It helps company to make better analysis about next month forecast of coverage of targeted areas and customers.

It is the whole day activity done by the sales Representative/Manager .Through Mobile Reporting , Company can check live activity of the field staff. There are so many entry formats as per company need.

Expense Management Module helps to manage all kinds of expense in easy way. Companies can manage expenses, Standard Fare cahrt wise or through route combinations.Software calculate TA & DA automatically after submitting the daily report . User can also add variable expense on daily basis with photo.

Company can set target HQ wise or HQ wise Product wise . Company also manage Sales & Stock Statement . There are so many reports that provide primary & Secondary Targets & Achievements.

Companies can issue and track gifts and samples to Field Force and further distribution to Doctors and Chemists. Companies can determine the available balance of Gifts and Samples left with MRs. Companies can also track Distributed Sample & Gift Product to Doctors & Chemist in a specific Period of time.

Chosen AV Content gets pushed to the Tablet provided to Sales Rep for presenting to Customers. All the content downloaded in Local Storage During Customer Visit , Sales Rep can do Product Detailing in Offline Mode (Without Internet). During The Call, the Rep will be able to access resources throughout the Organization to answer the physician’s Questions or fulfill his requests on the spot. All the Detailing data save in Local Storage & HO can check Detailing Location, Time , Visit , Feed back. Through Customer Feedback, you can Monitor the Brand/Product recall with Customers. Our advanced analytical solution provides both managers and Head Office with fast and multi-level access of the detailing Data & customer Feedback Select Images / Video Files before going to Dr Chamber as shown
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Pricing & Plans

BASIC

Web + Mobile
  • Tour Program (TP)
  • Daily Call Report (DCR or DSR)
  • Expense Managment
  • Secondary & Primary Sale Managment
  • Sample & Gift Inventory
  • Target Vs Sales
  • Internel Mail System
  • Leave & Attendance Management
  • MIS Reports
STANDARD

STANDARD

Web + Mobile + GPS
  • Tour Program (TP)
  • Daily Call Report (DCR or DSR)
  • Expense Managment
  • Secondary & Primary Sale Managment
  • Sample & Gift Inventory
  • Target Vs Sales
  • Internel Mail System
  • Leave & Attendance Management
  • MIS Reports
  • Offline Data Saving
  • GPS Location Tracking

PROFESSIONAL

Web + Mobile + GPS + E-detailing
  • Tour Program (TP)
  • Daily Call Report (DCR or DSR)
  • Expense Managment
  • Secondary & Primary Sale Managment
  • Sample & Gift Inventory
  • Target Vs Sales
  • Internel Mail System
  • Leave & Attendance Management
  • MIS Reports
  • Offline Data Saving
  • GPS Location Tracking
  • E-Detailing of Image & Video Content in Offline Mode

What Our Clients Say’s

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Morepen
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Our Company has collaborated with Essential Soft since April 2010, for implementation of Sales Force Automation Software in all Our Divisions. They have good knowledge of Pharma Domain as well as in OTC.

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Unistar Biotech Limited
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Essential Online Reporting Software has provided a professional, prompt, and value-for-money service in fulfilling my Sales Analysis Reports for my organization.we are using all their IT related services

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Wintropics India
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We are pleased that we found a right company to impliment Our Sales & Distribution & Sales Force Automation Software at a single Plateform.EssentialSoft Team is flexible & did all the efforts to meet our requirements.

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Interpharm Biotech
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One of the good things about EssentialSoft is its extensive knowledge in Pharmaseutical Sector. We are using their services from April 2008, We were 4th Cmpany for them for SFA , So They did make lots of customization as per our need in the begining without any prob. After that , We also refred them to other Pharma Company also .

Our Latest Blog & News

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Pharma Reporting Software , MR Reporting Software

Sales force automation is all about syncing the workforce objectives with the organizations objectives.

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  • Gaurav Bansal
    Author
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Offline Mobile Application for Field Employees

Our Mobile APP is designed to work in offline or online (3G or 4G ) mode.

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  • Gaurav Bansal
    Author
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E-Detailing / Content Delivery Solution with EssentialSFA

Chosen AV Content gets pushed to the Tablet provided to Sales Rep for presenting to Customers.

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  • Gaurav Bansal
    Author
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Get In Touch

Allow us to assist you with requirements. Fill the form below and we will reach out to you as quickly as possible to discuss your requirement & provide a feasible solution