The productivity of sales persons is a crucial factor in the evolution of an organization. The agility of the company, translated through decision speed and mobility, is only possible with the help of powerful software solutions, developed on the latest technologies, able to support the need for agility and efficiency of the sales forces. With the help of Charisma Mobile SFA, the management has now full, real-time visibility on the sales process. The solution tailors to each organization, regardless its size or business field, by automating the sales processes. Thanks to its perfect integration with Charisma ERP or with any other ERP or CRM system, the solution completes and optimizes the management, operational, marketing and the company's commercial strategy flow.


Financial and operational benefits

• Increasing the sales force productivity
  
  • Much faster and real-time buying decision from the customer. Immediately accesses the desired products or collateral offers.       
  • Much more time spent in the sales process. Effect of reducing the time needed for a transaction and following the increase of the route efficiency.
  • Optimization of travel routes.
  • Integrated information and decisional base. Permanently accesses useful reports on the mobile device. The sales person is immediately notified about the promotions launched by the company, with the help of the newsletters.
  • Flexible, configurable and easy-to-use interface.

• Reducing the internal costs, increasing the profitability and market share at company level
  
  • Minimizing the sales cycle. Helps to complete the orders with instant sale by using connections via Bluetooth with cash registers or printers for generating receipts or fiscal invoices.
  • Advanced integration. The mobile device is integrated with the back-office system for bi-directional updating the data about customers, contracts, invoices, payments, travel routes and daily agenda.
  • Security measures. The system accepts only valid system data, based on the implemented constraints or rules.
  • Identification of the profitable and high-maintenance customers.
  • Base for calculating the performance indicators. Cost and profitability per sales person, geographical area, costs per customer, calendar period, with help of the back-office reporting, Charisma Analyzer or Charisma Cell Monitor.
  • Base for marketing analyses. Trends, forecasts and sales issues with the help of surveys filled in by customers.
  • High control. Defines and accesses in real time the sales plan of each sales person. Synchronizes the data between the mobile devices and the back-office system, based on customized rules and validations.

• Maximizing the customer satisfaction in minimum time
  
  • Short decisional time for the customer. Anticipating the customer requirements based on the sales history. Products delivered in the shortest time possible.
  • Advanced communication and transparency in the sales process. The sales person transmits in real time the product offers, the price policy (price lists, promotions, discounts) and the available stock.
  • Real-time access to data.  Online or offline contact data, contracts, sales history, prices, stocks, quick reports.

• Eliminating the redundant data entry effort
  
  • Task management. Determines and offers mobile support for standard work routes, as well as for daily, weekly, monthly agendas per each sales person.
  • Customer and contract management. Manages and highlights the customer and contract portfolio per agent.
  • Order management. Records online orders and automatically loads them into the back-office system. Automatically proposes the order based on the customer history. Retrieves orders as "order collection-delivery" and "van-sales".
  • Delivery management. Management of the required and actual stock from the vehicle.
  • Invoice and receipt management. Instantly issues invoices and/or notices, returns, records and assigns receipts from customers.
     

Some of the customers who use Mobile SFA module

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