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Product Features

Get the best Sales Force Automation software for your business

Field Activity



Planning and monitoring of Field activity is rudimentary to customer engagement . Comprehensive customer engagement is the neeed. SAN eForce comes with the option of powerful eDetailing and Sales force Automation features. It is reliable and robust. Training new users is simple as well. What is more, with our flexible product architecture, features can be customized, for you to get maximum ROI.

With San eForce, managing travel costs is simple and fully automated. Field foce just has to log their Daily Call activity and monthly expense statement is generated. Our workflow automation frees up Field Force from administrative tasks so as to spend more time on activities likely to result in an increase of sales.

Mobile Application



SAN eForce Mobile application has the full access to the power of our multichannel Sales Force Automation, industry's most advanced cloud-based SFA system. Built-in capabilities include

Plan and Record Activity
Product promotion
Order management
Task Management
Expense Management
Exploring nearby customers
Camp I Campaign Management
eLearning
Geo-Fencing Exploring nearby customers

Master Data Management



We help you save cost by managing all your master data like doctors, chemists, stockists, hospitals, retailers, distributors all in one place. You don't need an external Master Data Management software. Get analytics out of your customer, hospital, employee and territory data. Analytics with reliable and de-duplicated data will aid in strategic planning and business decisions.

Manage users from the time they join through their working hierarchy to the time they conclude their engagement with all the administrative processes of role definition, hierarchy setting, leave management, attendance, privilege management and more.

Everything from leave accounting, grants, to period closing activities that negate the need for external Leave Management software.

End-to-End Workflow Automation



Streamlining of processes and removing repetitive manual tasks will increase efficiencies across your business. By automating workflows, get more done in less time. Design custom workflows that streamline communication and 60% of the software can be customized from your end. Save more time with automation

Unique Doctor Maintenance



Doctor Profiling is a powerful drill for any Pharma company to determine the situation between doctor, domain environment and the patient to constantly re-evaluate the potential and penetration of the Doctor/HCPs it caters to. We have also seen that there are times when the same doctor would be called on by Field Force from two or more divisions. The result is that Doctor duplication happens within the database and hence the actual potential of the Doctor cannot be evaluated. A unique ID can be created for each Doctor. The ID can be created based on their visiting card or Pc Card. The client can determine the potential and penetration of each doctor. This has been successfully implemented in the Pharmaceutical Industry.

Insights and Analytics



You can only manage what you can measure. With advanced performance management features like reporting, analytics, territory management, and sales forecasting, our platform has everything you need to keep your team's performance at its peak, and have the right information and insights to make smarter business decisions.

Performance metrics are made available for Field force for self-assessment and Analysis for Managers gives them the edge for data-driven optimization. Customizable drillable productivity, sales and activity report to drive the future course of action.

Geo Fencing and GPS Intelligent Field Coverage



Objective is to prevent the Field Force From Deviating the approved activity, the customer visit report is automatically generated and integrated with Sales Force Automation. The tracking field force is no more necessary. Field Force can also explore the "Nearby" feature which allows them to check Prospective customers like Doctors, chemist, retailers who are around his / her current location.

Offline Capability



Make the Mobile application access to your team in offline mode for core activities like Daily Call Report, Expense reporting, etc. Your team can sync the data at the end of the day or whenever they can connect to the Internet. Field teams remain productive even when they're not connected with most capabilities and all current customer information fully functional offline.

Our eDetailing application ensures your team will always have the easy way of detailing´┐Żeven when they're offline. Handle call planning and pre-visit or pre-call analysis data access without connecting to multiple backend systems. Complete your call reporting, detailing, time-off territory, calendar management, expense reports and much more seamlessly.

Competitor Analysis



  • Record competitor product movement at a Customer level with mapped chemists or retailers.
  • Add core competitor via admit panel.
  • Add local competitor via rep to capture geographical variances
  • Enable comparison on competitor's sale trends versus your brand
  • Easy accessibility via mobile devices Assess Customer's yield against potential in the market.

Integration



Our Integration pattern helps the company to stay ahead of the competition by providing their clients with a plug-and-play data integration solution. Interconnection between all subsystems is part of system integration. Now with a few clicks, your sales data can be integrated from your Sales & Distribution software.

Payroll and HRMS, though different disciplines are critically connected with Field Force. Eliminate duplication and empower Field force by integrating payroll. IMS Health data is also possible with our application.

Primary & Secondary Sales Management



  • Mapping of sales and stock levels through ESP by API integration or excel upload
  • Download primary invoice for mapped stockiest & record secondary sales Connect sales to EPP/logistic system (customization)
  • Enter only one value-closing stock or secondary sales. Other values are calculated automatically
  • Serves as better compliance Automatic flagging of transit stocks

Order Management



Complete Secondary Sales Automation using Order Management feature. Geo-tagged real-time orders to eliminate manual bottlenecks. Various schemes and discounts can be integrated for Customers. Field Force can show digital Collaterals of products via our Mobile application. Monitor stock, manage schemes, returns and cross-sell and up-sell SKU's using Order Management. As part of Visual Merchandizing, Field Force can capture and attach photos of the in-store display. VM will reduce the cost of a store audit and also identify the face count of our own and competitor products.

Target Management



The main objective is to fix goals and objectives for Field Force. Management using this feature can save a considerable amount of time. It also acts as a sales motivation tool as targets are aligned with Incentives. Identifying and rewarding performers not only motivates it also inspires sales teams to perform better. Targets can be easily uploaded and bifurcated among territories to analyze the strength of the sales team and the performance of products across various performance streams.

Camp I Campaign Management



CMEs and Focused Campaigns on brands are becoming far-reaching. To get the best out of your CMEs, SAN SFE brings you a powerful CME module that allows you to Plan and executes CMEs in a structured way. Invite & Tag Physicians to Campaigns and follow-up with Physicians & Pharmacists post campaigns to track/drive ROI (higher drug quantity, increased Patient Referrals) which in turn controls the CME's cost

  • Master Data Management-common Customer Master with Segmentation
  • Campaign conducted based on Territory, Products and Doctor-Product Mapping
  • User Hierarchy
  • Workflows

Task Management



SAN eForce's Task Management feature will help you manage your team's tasks better, by showing you what everyone has to do, what are the priorities, what's on time, what's late and what are the bottlenecks of your process

Create various modes of tasks that can be assigned to your Field force at a click of a button. Set priority for tasks and efficiently monitor trends. Centralise Activity by integrating all your activities in one place and also improve the work rate in the process.

eLearning



Create & upload learning and development content effortlessly to analyze Field Force proficiency. The same tool can be used for pitching and training purposes, giving you great insight into any L&D opportunities in the field without investing in external tools. The sole purpose of eLearning is to ensure you augment aptitude of Field force which ultimately increases revenue. eLearning is coo-friendly, delivered quickly, reduces cost, consistent, scalable, effective and provides easy access to updated content.

Sample & Gift Management



SAN eForce orchestrates your Sample and Gift management. Inventory and product movements are tracked in real-time by Field Force and signatures are captured electronically. Tracking inventory by Field Force works even offline in our system ensuring full compliance.

One unique feature for inflow and outflow of samples & promo goods, dispatch, assign, reconcile & acknowledge inventory.

Leave Management



The employee can apply for Leave using our Mobile app or Web while working on the field and get to know the status of the applied leave and also their leave balance. Our Client's leave policy can be integrated with our application to eliminate work involved in leave administration. Efficient Leave Management fulfills multiple concerns by saving time and transaction costs. Our leave management module automates

Internal Mail System



The internal mail system is used for transmission of information between the organisation and organisational members. This feature enables fast response and is an effective way of sharing information, knowledge, ideas and beliefs. Field Force, after logging in, will have to first access these messages before recording any activity.