SALES FORCE AUTOMATION and field force automation

ashwinisovani1 2 views 18 slides Oct 28, 2025
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About This Presentation

this presentation runs through the aspects of sales force automation.


Slide Content

10/28/2025 Sample Footer Text 1 FIELD FORCE MANAGEMENT

Introduction to Field Force Automation 10/28/2025 Sample Footer Text 2

Core Concept of FFA 10/28/2025 Sample Footer Text 3

Integration with Business Systems 10/28/2025 Sample Footer Text 4

Workforce Management 10/28/2025 Sample Footer Text 5

SUMMARY OF ERP SOFTWARES Sr. No. Name of ERP Software Functions for Sales Force Automation / Retail-Function Addressed 1 NetSuite (Oracle) Opportunity & quote management sales forecasting, order-to-cash automation. Sales reps get real-time access to customer, order, inventory data to improve productivity. 2 SAP S/4HANA (Retail Edition) Sales order fulfilment cockpit, Real-time analytics for sales-to-delivery process. Omnichannel retail support, merchandise & assortment planning, real-time inventory & pricing. 3 Microsoft Dynamics 365 Commerce / Retail Unified back-office store + e-commerce integration real-time inventory modern POS for store associates. Customer behaviour analytics, loyalty programmes , personalised recommendations 4 LOGIC ERP •Multi-channel sales management (retail, wholesale, e-commerce) in one dashboard Mobile sales tracking for field / distributor / retail agents 5 ERPNext Includes modules for CRM, POS, e-commerce, sales & inventory — useful for retail sales-force visibility. Flexible for smaller / mid-sized retailers to align sales workflows with stock, orders, billing. 10/28/2025 Sample Footer Text 6

Mobile Data Collection 10/28/2025 Sample Footer Text 7

Real-Time Communication 10/28/2025 Sample Footer Text 8

Asset & Inventory Management 10/28/2025 Sample Footer Text 9

Reporting & Analytics 10/28/2025 Sample Footer Text 10

SALES FOCE AUTOMATION 10/28/2025 Sample Footer Text 11

Introduction to SFA 10/28/2025 Sample Footer Text 12

Objectives of SFA 10/28/2025 Sample Footer Text 13

Lead Qualification 10/28/2025 Sample Footer Text 14

Contact & Opportunity Management 10/28/2025 Sample Footer Text 15

Sales Process Tracking 10/28/2025 Sample Footer Text 16

Quote, Proposal, and Collateral Management 10/28/2025 Sample Footer Text 17

Sales Forecasting & Reporting 10/28/2025 Sample Footer Text 18