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Sales Force Automation

Boost sales with our sleek web and mobile platform—perfect for tracking field force activity in Pharma, FMCG, and beyond.

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About EssentialSFA

What is EssentialSFA?

EssentialSFA is sales force automation software that is specifically designed for pharmaceutical, fast-moving consumer goods (FMCG), over-the-counter (OTC), cosmetics, and other industries with field sales representatives and their operations. Our SFA application works as a powerful tool for monitoring and managing sales representatives so they can work efficiently and minimize manual work.

Our long-standing experience has allowed us to understand the unique challenges and requirements of different sectors, enabling us to deliver tailored solutions that drive success. We have partnered with numerous businesses to enhance their sales operations, optimize field activities, and achieve significant growth.



Integration with...

Synchronize Your Workflow: Sync your data from various other platforms. Providing integration with:

  • tally

    Tally ERP 9

  • mircosoft

    Mircosoft Dynamics

  • sap

    Microsoft Power BI

  • whatsapp

    Whatsapp API

  • sms

    SMS API

  • sap

    SAP Integration

  • sap

    Marg ERP


Know the Difference: Explore Our Key Features

Effortlessly utilize our SFA with our unwavering features.
  • Offline Capability
    Offline Capability
  • GEO Tagging and GEO Fencing
    Geo-tagging & Geo-fencing
  • Play Store and Apple Store
    Android & iOS Compatibility
  • Third Party Software Integration
    Third-party Software Integration
  • E-Detailing and Content Delivery Solution
    E-Detailing & Content Delivery Solutions
  • Multi Language
    Multi-language Compatibility
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Unlock Exceptional Benefits with Us

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    Simplify Data Input and Selection- Say Goodbye to Pen and Paper!
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    Boosts Productivity and Cuts Costs
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    Empowers Strategic Planning and Forecasting for Increased Profit Margins
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    Facilitates Seamless Communication Between Field Teams, Managers, and Headquarters.
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    Optimize Sales Staff Efficiency for Enhanced Productivity.
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    Minimize Redundancy and Errors.
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    The Ultimate Blend of Affordability and Feature-Rich Solutions.
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Discover Ease with Our Specialized Components

Submit Travel Plans in Advance. Plan Your Territory and Customers Wisely. Enhance Company Analysis for Accurate Next Month Forecasts in Coverage and Targeting.

Day-long activities conducted by Sales Representatives/Managers are seamlessly tracked through Mobile Reporting. Companies can monitor real-time field staff activity with various entry formats tailored to their needs.

Simplify Expense Management with our Module: Easily handle various expenses, manage standard fares by chart or route combinations. The software automatically calculates Travel Allowance (TA) and Daily Allowance (DA) upon daily report submission. Users can effortlessly add variable expenses with photos for thorough record-keeping.

Set HQ-specific or Product-specific targets effortlessly. Manage Sales and Stock Statements seamlessly. Access numerous reports detailing Primary and Secondary Targets and Achievements.

Effortlessly issue and monitor gifts and samples for the Field Force, including distribution to doctors and chemists. Keep tabs on the available balance of gifts and samples with MRs. Track the distribution of sample and gift products to doctors and chemists within specific time periods.

Empower your sales reps with instant access to chosen AV content on tablets, downloaded locally for offline product detailing during customer visits. With stored data, representatives can respond to physician queries on the spot. All detailing information, including location, time, and feedback, is saved locally for headquarters' review. Monitor brand/product recall through customer feedback, while our advanced analytics offer swift multi-level access for detailed insights.

Find the Right Plan for You

BASIC

Web + Mobile
  • Tour Program
  • Daily Calls/ Sales Report
  • Expense Managment
  • Sample & Gift
  • Target Vs Secondary Sales
  • Internel Mail System
  • Attendance & Leave Records
  • MIS Reports
  • Offline Compatibility
  • Android & iOS Device Compatibility
POPULAR

STANDARD

Web + Mobile + GPS
  • Basic Plan +
  • Selfie Attendance
  • RCPA
  • CME & Campaign
  • Push Notifications
  • GPS Location Tracking
  • Sample & Gift Management
  • Primary Sales Integration
  • Visit Verification with Photograph

PROFESSIONAL

Web + Mobile + GPS + E-detailing
  • Standard Plan +
  • Geo-Fencing
  • E-Detailing
  • Leave Management
  • Customer Investment & Business
  • HR & Payroll Integration
  • API Integration
  • Client Customization

See What Our Clients Say

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"Our company has collaborated with Essential Soft since April 2010 for the implementation of sales force automation software in all our divisions. They are well-versed in both the pharmaceutical and OTC industries."
-Morepen

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Mr. Devinder
Sr. Executive MIS
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"according to my My experience, happy to work on this software easy to track the team working and in short notice our query is resolved..really thanks for this support."
-Groom Town Pvt Ltd

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Garvin Mehta
CFO
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"The product is seasoned and well structured in terms of accuracy and performance. Response time is also quick in terms of performance in low network areas and when it comes to support services it is excellent. I will give 5 star to their product and services."
-Abbares Pharmaceuticals Pvt Ltd

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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. "
-Unistar Biotech Limited

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"We are pleased that we found the right company to implement our sales, distribution, and sales force automation software on a single platform. EssentialSoft Team is flexible and made all the efforts to meet our requirements."
-Wintropics India

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