Klikpeta.SFA – Product Overview

Sales force automation (SFA) is an integrated application of customizable customer relationship management (CRM) tools that automate and streamline sales inventory, order tracking, leads, forecasting, performance and analysis. SFA is often used interchangeably with CRM; however, CRM does not necessarily imply automation of sales tasks
The survey conducted by IDC which states that investing in SFA software, obtaining the fact :
• Increases deal closure by 30%
• Reduces sales cycle by 18%
• Cuts down the sales administrative time by 14%.

Klikpeta.SFA is the application of information technology products with are designed and developed with SFA functionalities to obtain business benefits, such as :  increase sales win rates, reduce sales cycle duration, enhance sales reps productivity and eventually improve organizational revenue.





Klikpeta.SFA Product applications  grouped into two types:

  1. SFA Mobile App., an android based application used by field staff (salesman, deliveryman, surveyor, merchandiser, auditor, QC, Marketer even customer and consumer – in accordance with the duties and roles of each) to execute various tasks, such as:
    • Market Survey
    • Leads Management
    • Route Management
    • Sales Management
    • Stock Management
    • Delivery Management
    • Customer Management
  2. SFA Management, a web based applications that are used in the management of sales-force data and information from the fields, consists of functions :
    • User management and role
    • Survey management
    • Task list management
    • Mobile device configuration
    • Analytical & reporting system
    • Master data management : customer, personnel, territory, product. Etc

Note : for certain functions in  the back office are specifically undertaken by a related Klikpeta product, such as :

  • Klikpeta.DMS manage data and information acquired through the  SFA Mobile related functions of Sales & Distribution, such as: taking orders, Delivery settlement, WH Load-in Load-out.
  • Klikpeta.LBS manage data and information acquired through the  SFA Mobile related functions  of Outlet census /survey, customer survey, Market Research


Klikpeta.SFA – Application Features

Klikpeta.SFA has some excellent features, including :

  • Using  offline maps within mobile devices
  • Barcode scanner
  • Configurable mobile device
  • GPS Tracking
  • Capture photos
  • Upload the data automatically or scheduled
  • controllable visit and route