Overview

Sales executives out on daily field sales activities face the tedious task of meeting with customers, collating information, selling products or services, and logging data in CRM. Sales managers, on the other hand, need to monitor and analyze data to effectively evaluate the company's sales performance. Absence of a robust sales force automation (SFA) solution can lead to a revenue loss of up to 36%.

Hitachi Solutions Sales Automation Suite not only provides your sales team with key insights to improve sales strategies, but the solution also promotes productivity and efficiency with proactive assistance every step of the way. Transform data and information into actionable insights to improve business outcomes by integrating Location Intelligence (LI) and Business Intelligence (BI) with Microsoft Dynamics 365 Customer Engagement

Feature Functionality

• Holistic View of Sales Team Performance

See on-field sales performance vis-à-vis the individual goals set to drive decision making and keep sales representatives accountable.

• Goal Management

Define and track individual goals in just a few clicks. Analyze the results of your goal management to make better business decisions.

• Intelligent Route Planning to Increase Field Sales Output

The intelligent route planning charts the most efficient route for sales reps on their daily field visits considering factors like distance between multiple locations, traffic, or any other unexpected delays. Hence, providing your field sales with an effective tool for time management.

• Proactive Assistance in Every Step
  

Increase productivity and reduce busy work by streamlining meeting preparations and field sales reports. Standardize business processes and make sure that your team take the right actions every step of the way.

• Automated Field Expense Management

Relieve your sales reps of the time consuming yet essential task of field expense calculation with automated expense reports that can easily be integrated with your expense management system.