What is Our Sales Force Automation (SFA)?
The eVision SFA system will give you total visibility across entire sales and distribution channel. The system has been designed with rigorous field survey and battle tested in the field. All eVision software packages are developed 100% in Sri Lanka. Our software packages are developed using latest technologies that will keep you up to date for decades. Therefore, it can be modified as your requirements change. You get our dedicated service and support during any issue. Due to our modularized architecture customers can start with core modules and purchase other modules later, as their business grows. The eVision SFA system will help you to minimize the delays, costs and mistakes associated with manual procedures.
Advantages
- Gives you total visibility across the entire sales and distribution network
- Less mistakes
- Minimize manual work
- Less frauds
- Cost effective
- Elimination of manual data-entry operators
- Reduction of telephone bills (less communication required)
- Reduction of OT, transport etc…
- Elimination of manual order books
- Fast & Efficient
- Fast sales cycles
- Staff time is utilized effectively
- No rework
- Real-time monitoring of target vs. actual performance
- Management can take immediate corrective actions without waiting until month end (Eg:- marketing campaigns etc…)
- Sales staff is motivated to meet the month-to-date targets without rushing at end of month. Therefore additional transport, OT required to meet month-end high demand can be reduced.
- All required management information are at your fingertips
- Highly customizable according to your requirements
The Modules We Offer
Distributer Module
- Inventory control
- Submit purchase orders
- Sales order processing
- Invoicing
- Vehicle loading plan
- Loading
- Unloading
- Sales Returns
- Credit notes
- Physical stock verification
- Cash collection schedule
- Cash collection
- Cheque register/post-dated cheque management/ deposits and returns
- Accounts receivable/credit ageing analysis
- Expenditure
- Trial balance
- P&L
- Reports
CRM Module
- Territory management
- Maintain distributor and retailer profiles with history
- Product definition with classification
- Maintaining multiple price lists, discount rules and free issue schemes
- Inventory control with batch/serial
- Tracking company stock in multiple locations and distributor stocks
- Transfer stock across inventories
- Transfer stock to distributor with distributor's acknowledgement (Importing from existing ERP)
- Data synchronization with existing ERP system
- Accepting returns
- Route management
- Retailer management (direct/indirect)
- Retailer demarcation
- Monitor distributor's cash-flow
- Sales target management (primary/secondary)
- Monitor sales performance (target vs achievement) - national, regional, territory, rep
- Fast/slow moving item indications
- Analyze sales and credit by different criteria
- Commission calculation
- Back-commission approval and disbursement workflow
- Reports
- Report designer
- Interactive dashboards (You can create own dashboards)
Sales Module
- Maintain route plans
- Duty On/Off
- Face Recognition
- Retailer registration/profile maintenance
- AI based route optimization
- Order taking
- Invoicing
- Returns
- Must sell / focused items
- Lost sales with reason
- Maintain different price and discount levels
- Promotions and free issues
- Capture and compare retailer GPS coordinates (Geo fencing)
- Capturing images
- Barcode reader integration
- Record complaints
- Retailer credit management
- Sending credit approval requests
- Credit collection
- Sales Executives dashboard
- Retailer analysis reports
- Competitor product/promotion details
- Competitor stock monitoring
- Sending cash-ready alert to cash-collector
- Complaint handling module
- Market surveys
- Expense reimbursement
- Leave application and approval
- Monitoring according to employee hierarchy
Merchandising Module
- Uploading planograms for each outlet (category-wise)
- Tracking shelf stock and stores stock
- Uploading photographs (shelf/gondola/campaigns/pos display etc…)
- Shelf share calculation
- Campaign management
