SFA- Sales Force Automation

Enhance productivity, processes, and pipeline visibility for sales teams.

Legacy sales management tools are often clunky and difficult to use, but effezient is simple and designed to keep reps selling. Effezient eliminates the friction from deal updates so reps and management are always able to access, analyze, and collaborate on relevant deal data.

AI-based lead scoring, built-in phone, email, activity capture and more.
Attendance and leave management

Time track your employees with anytime anywhere online attendance marking and Leave management.

Tour Plan

Preconfigure beats and journey plans for your salesmen with geolocation and ensure compliance.

Daily Activity Report

Daily activity reports with interactive dashboard elements, allowing to track sales performance, productivity, schedules etc.

Lead Scoring

Surface your high potential leads - those who exhibit sales-ready buying signals and behaviors.

Order management

Complete secondary sales automation from order booking, processing, sales return to invoice management.

Travel Expense

Maintain all the details of travel expenses and filter it month-wise. Confirm the expenses with employees and approve

Digital Collaterals

View and share marketing materials to the customer who is in need of the specified product information.

Price List

Send price description and details of the products to the clients. Share details to the client via WhatsApp, E-mail etc.

Customer management

Manage customers on the go while performing any activity within SFA.

Just a few clicks does the trick

Make calls, send emails, schedule meetings, and view deal history all from one place—without logging everything by hand.

Surface your high potential leads - those who exhibit sales-ready buying signals and behaviors.

Find every sales interaction and track your buyer's journey in one place, so nothing is overlooked.

Easily track the progress of your deals. Add tasks, set up meetings, send mails and make calls from the deal card.

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