Highly Customizable and Dedicated Sales Force Automation Software Integrated with Marg and Tally
AI and Cloud based comprehensive, and robust application to tightening up your sales team
Sales Force Automation Software for Pharmaceutical , Automtive and FFCG enables your business to track down all your sales team's activities. Being a Pharmaceutical company, you need to check your Medical Representative visiting your Doctors at the right time to get expected sales and revenue. The software will help with Core HR with hierarchy-based where MR will report to their respective Managers. Most importantly, the software is fully dedicated and highly customizable with Whitelabel product completely Integrated with Marg and Tally ERP.
- Unlimited Users
- Core HR
- Doctors and Appointments
- Department and Designations
- Products and Orders
- Attendance and Leave
- Tour Program
- User-Friendly Interface
- Web and Mobile App
- Multiple Companies
- Sales Call Reports
- Secondary sales reports
- Point of Sales with Doctors
Employee
Complete team profile, view and edit, all the information from the basis, to education, communication to personal everything on your finger point.
Point of Sales
Add, manage your selling points like Doctors, distributors, Retailers, and get connect with your sales team.
Tour Program
Create a Tour program for your sales team, let them decide what to do next, you will do optimization.
Reports
Complete and extensive reporting to review your business progress, customization of reporting on request is available.
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My Team
This module will help to manage the team on a hierarchical basis. This means a manager can only check the profile of his/her subordinates. This module includes Tour assignments, Leave requested, Call or Visits of sales team members.
Department
This module is under Masters, where the system will allow you to create departments for your company. You can assign the department to your employee.
Designation
This is one module that will allow you to create designations on a hierarchical basis and will be assigned to your employees.
Holidays
This module will allow you to list your company holidays at a time. Your employees can plan their vacations accordingly
Holidays
This module will allow you to list your company holidays at a time. Your employees can plan their vacations accordingly
HQ Setup
Your company must have a sales HQ which means you have a sales team in different locations across the country and states, that you can manage by setting up an HQ
Routes
You can create specific multiple routes which will be followed by the sales team so that company can make sure the pre-defined allowances will be applicable on the routes they use on a regular sales call
Product Manager
This module helps you to manage inventory, here you can add and edit each product but also upload an Excel file at a time. Brand and companies you can add here.
Employee
This module is for the Employee database, where you can create a full profile of each employee. There is 8 section which includes Basic, Address, Education, Documents, Bank Details, Salary Details, and Assignment ( Manager assign).
Sales Target
This module track the month-on-month sales activities of salesperson, even individual salesperson can check their performance
Point of Sale Doctors
This module will help you list your doctor to visit by your sales executive. In this module, all data will be listed also add appointment times of specific doctors
Point of Sale Distributors
This module will help you list your distributors to visit by your sales executive. In this module, all data will be listed also add appointment times of specific Distributors
My Monthly Tour
As Sales team members can update the schedule plan for the month and once the manager approved the schedule plan will be activated. The sales team can start the call reporting to the clients as per plan. This will include Month, Week, Date, and Routes.
Roles and Privileges
Assign roles of each employee and what they can access while using the system, the system will allow you to permit the menus on the left. The employees can see or cannot see the menus according to allocations.
STP ( Standard Tour Program)
This module will help you submit a call report every day, pre-defined by the executive and approved by managers
Company Setup
Set up your company with full details, name, address and contact person and so on, it's awesome.
Routes
You can create specific multiple routes which will be followed by the sales team so that company can make sure the pre-defined allowances will be applicable on the routes they use on a regular sales call
Orders
Ability to place orders from the system by salesman as well as distributors and retailers and they will record the order and send the same to Marg or/ Tally ERP using API console.
Attandence & LEAVE
For All employees system will allow CSV upload of attendance also employees can mark their attendance. Moreover, Biometric Integration can be provided by custom development. A complete Leave management system allows your employees to apply for leave, accept or/reject by the reporting manager or HR. Paid, Casual Leave calculator will help manage employee salary and dedcuations
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One Plan
- Multiple Companies
- Cloud Hosted
- 10GB Storage
- Unlimted Employees
- Unlimited Investory
- Unlimited Customers
- Phone Support
AMC
- Multiple Companies
- Cloud Hosted
- 10GB Storage
- Unlimted Employees
- Unlimited Investory
- Unlimited Customers
- Phone Support