M AND R SOLUTION
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SFA · CRM, E-commerce & sales
Review field activity through to the next commercial action.
Explore sales force automation through territory responsibilities, customer visits, order requests, and coordination with the back office.
Contact us for pricingConfirm modules, services, and commercial terms in a written proposal.
Discuss the modules, users and deployment your business needs.
Built around your work
SFA is the general sales force automation module. A field team's work should be evaluated through the business result it is meant to support: a useful visit, a complete customer request, and a clear next action. Review the responsibilities of representatives and managers alongside the people who confirm orders and arrange fulfilment.
A list of visits does not show whether customer requests are complete, assigned to the right person, or followed through after the representative leaves.
Describe customer allocation, visit objectives, and the information a representative needs before contacting an outlet.
Review the items, quantities, commercial questions, and next actions required for a useful back-office handover.
Discuss how managers should assess outstanding customer actions and field requests without relying only on visit counts.
Example workflow
Identify the customer, objective, and unresolved questions relevant to the representative.
Check the information needed to confirm an order or respond to an enquiry.
Trace responsibility for confirmation, fulfilment questions, and the next customer contact.
Operational visibility
Bring the fields, reporting periods, and examples your team uses. Agree the available formats and any additional report work in the implementation scope.
Before you decide
Location capture, attendance rules, mobile permissions, and device support require separate verification. Explain the business purpose and ask for the proposed behaviour to be demonstrated.
Offline operation and conflict handling are not assumed. Ask the team to test your devices and connectivity conditions, including delayed updates and duplicate requests.
Bring a representative business example for SFA, including a correction or exception. Review the steps on this page with the team and agree which are supported by the proposed release, configuration, and services.
Request a proposal listing the selected modules, users, locations, deployment, migration, training, and support. Ask for taxes and ongoing charges to be itemised, with acceptance criteria and responsibilities agreed before implementation.
Configuration & support
Choose a configuration with clear responsibilities and commercial terms.
Confirm modules, users, branches, integrations and deployment requirements in your proposal. Displayed prices apply to the listed configuration.
Ask us to itemise taxes, hosting, migration, training and ongoing support. Support, updates and annual maintenance, where applicable, depend on your purchased plan and signed agreement.
Your next step
Discuss Sales Force Automation, review your requirements, and agree the configuration, services, and next steps with our team.
