360-degree customer insight
Show the activities of the customer's entire life cycle, from leads to transactions. Increasing the probability of sales success by allowing sales to clearly understand every movement of the customer and provide more personalized services.
Contact Map
Interrelationships between KP are the key to unlocking success. SFA provides visualization of contact relationships, making the relationships between contacts clear at a glance.
Credit Risk Tips
By detecting customers' financial reports and negative information, we can predict customers' payment ability and ensure the financial health and stable operation of our company. Focus sales resources on high-quality customers to improve the company's sales efficiency.
Goals and performance
Assist the sales team in breaking down and defining specific, measurable sales goals to inspire enthusiasm and motivation. Real-time tracking of goal completion, coupled with regular reviews and analysis, enables the sales team to make timely strategic adjustments, aiding in the achievement of overall sales objectives.
Lead Management
Ensure efficient processing of leads from each channel, with automated lead cleansing, distribution, retrieval, and scoring, enabling more effective exploration of potential customers.
Opportunity management
Refine the management of each business opportunity by outlining tasks and actions for each stage, guiding sales for more efficient conversion of opportunities. Conduct competitor analysis and contacts analysis for a more accurate assessment of opportunities, ensuring a better return on investment in sales resources.
Stage Propeller
Ensure processes align seamlessly with the business, guiding sales on tasks and actions at each stage, eliminating the mystery behind the conversion of opportunities. Change rigid process settings by visual configuration, enabling the system to adapt to business changes rapidly.
Approval Process
Business approvals are an essential part of organizational operations. Configurable approval processes provide maximum flexibility, while ensuring the consistency and standardization of sales activities. It allows seamless integration between sales activities and approvals, promoting continuous optimization.
Mobile Office
Whether through a browser or a mobile application, it allows sales to access and update the latest sales progress anytime, anywhere.
Marketing Cloud
A multi-channel marketing tool that directly imports public domain leads into SFA, promoting closer collaboration between marketing operations and sales.
Voice of Customers
Market perception directly influences the brand image of a company. To better serve customers, VOC allows company directly listen to the customers’ feedback.
Sales Analytics
Leveraging Business Intelligence (BI) capabilities, integrating reporting and dashboard functionalities with SFA, supporting diverse report visualizations and drill-down analyses, making sales data analysis easier.
What is SFA?
SFA is a sales management software that can help companies improve operational efficiency and reduce employees' manual and repetitive work, so that they can focus on how to promote sales orders. Simple and clear operation, flexible custom configuration, and mobility are the biggest advantages of SFA.
What are the benefits of SFA?
Accelerate opportunites’ conversion
SFA can liberate sales staff from mechanical manual operation and invest more time in converting business opportunities, thus accelerating the growth of enterprises.
Get more potential customers
SFA helps market operators obtain sales leads more efficiently, cleans leads through algorithms and rules, improves the quality of leads, and further improves conversion efficiency.
Improve sales team efficiency
With SFA, sales staff can manage customer information more efficiently. Follow up on customer needs in a timely manner and formulate sales plans to improve sales efficiency.
Provide data analysis and assist decision-making
SFA collects and analyzes a large amount of customer and sales process data to provide decision support for sales staff, thereby better formulating sales strategies and market strategies and improving sales performance.
How to secure customer information?
SFA pays great attention to the security of customer information. The software uses data encryption technology to encrypt, store and transmit user data. Encryption technology can effectively protect data from being accessed by unauthorized persons. At the same time, the software has passed ISO 27001 data security certification to protect user data. If your data cannot be deployed in the public cloud due to compliance requirements, you can also deploy it privately.
Contact us when you have any business difficulty
Professional solution team is here ready to support you.
Free consultation