salesforce automation system

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Sales Force Automation With Mobility www.logixgrid.com

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Page 1: Salesforce Automation System

Sales Force Automation

With Mobility

www.logixgrid.com

Page 2: Salesforce Automation System

Sales Tools

Paper FormsExcel

Multiple SystemPhone Calls

Current Tools For Managing Sales

Page 3: Salesforce Automation System

Errors in purchase order

Current Tools Leads To Issues

Long hours spend in creating expense reports

Delay in report submission

No visibility of sales rep daily activity

Page 4: Salesforce Automation System

Move to NEXT GENERATION

Sales Force Automation Tools

Page 5: Salesforce Automation System

Next Generation tools for sales PersonTools For Effective Sales

Mobile For Communicating

Mobile phone is for communicating – Voice; Email; TextSales AppointmentInventory checkingSales contactsSales activity tracking/notes

Face-to-face product demonstrationAnalytics and reportsSimple quotesAccess complex formsCarrying heavy paper manuals

Presentation & Proposal creationAccessing legacy softwareHeavy computing

Tablet For Consuming

Laptop For Creating

Page 6: Salesforce Automation System

30 secTo Be Connected

Mobile Takes

Page 7: Salesforce Automation System

Mobile For Sales Force Automation (SFA)

Give your Sales team Tools to perform

• Recording meeting notes at the client’s end is best, not after few hours later in back office or in a hotel

• Improved data quality as Sales Rep is using the smartphone when an event is occurring or has just occurred

• Enhance Sales Rep image. Using Mobile app for business project sales rep as being forward thinkers and problem solver

• Sales Rep will use their smartphones from the time they get up until they go to bed at night. So, if you can provide access to information, proactive alerts, and improved ability to connect to customers and employees, salespeople will take advantage of it.

• Greater visibility throughout the sales organization

Page 8: Salesforce Automation System

is a Mobile-Cloud based Sales Force Automation System

Page 9: Salesforce Automation System

Sales App Offers

Give your Sales team Tools to performVisits Expenditures

OrdersAttendance

Design route plan for your Sales Rep

Keep track of every visit

View visit details on Google Map

No more fake visits submit by Sales Rep

Sales Rep submit expenses along with receipt scan copy

Monitor expenses submit against the budgeted.

Expenses approval system

Mobile based Order System

Submit order details to your enterprise sales system from client location

Advance reporting to monitor Sales Rep performance

GPRS based attendance system

Role based leave approval system

Page 10: Salesforce Automation System

User Location TrackingCentralized dashboard to view your sales team progress.

Access reports in highly interactive graphical view.

Sales App Dashboard

Page 11: Salesforce Automation System

Timesheet App

Your daily activities are in your hand.

• Keep track of daily visits• Expenses to be submitted• Attendance• Monthly order booking targets

achieved

Sales App Mobile App

Page 12: Salesforce Automation System

User Location Tracking

View Live, every visit made by your Sales Team.

Monitor Sales Team

Page 13: Salesforce Automation System

Designed around the daily activities of the Sales Rep

App is designed for the sales rep to easily record his daily activities; submit his reports quickly; access record in few clicks

Page 14: Salesforce Automation System

Sales App intelligent forms learns from your past actions. Every time you use the app, app learns your actions and help you to quickly fill the form.

Intelligent forms

Page 15: Salesforce Automation System

Push Notifications

Sales App Push notifications to mobile for the upcoming visits. Now you will never miss any visit

Page 16: Salesforce Automation System

Order Delivery ManagementAdvance reports to analyze sales performance

Page 17: Salesforce Automation System

Order Delivery ManagementAdvance reports to analyze sales performance

Page 18: Salesforce Automation System

Order Delivery ManagementAdvance reports to analyze sales performance

Page 19: Salesforce Automation System

Sales App

Sales App runs on GOOGLE Cloud. It offers you highly scalable & secure system which is always ready to meet your enterprise requirement

Page 20: Salesforce Automation System

Sales App

Give your Sales team Tools to perform

Access Sales App using your Google Apps Account.

Page 21: Salesforce Automation System

Order Delivery Management

As per the study published by SBE Council, US, companies could save 589.16 hrs employee/year by adopting Mobile App for Sales.

Save Money By Moving Your Sales To Mobile

View full report-http://logixgrid.com/why-business-are-going-for-mobile-solutions/

Page 22: Salesforce Automation System

It’s time to go mobile

LogixGRID Technologieswww.logixgrid.com

[email protected]: +91-971-143-3898