Team SFA .com
This on-demand web application enables administrator
control over an entire mobile workforce. Team members can
also enjoy web access to enterprise-level client/account
management tools that enable sales order processing and
fulfillment capabilities.
Team SFA
TM
Web applications include:
Click on the + symbols
below for more information
Workforce
Management
The
Workforce Manager provides administrators with important
management features that:
- Perform device setup, configuration and data
initialization
- Configure sales roles, Representative or Administrator
- Determine access and control in the TeamSFA Web
Application
Teams simplify collaboration of information in TeamSFA,
administrators use the Team Manager for:
- Creating new and modifying existing sales teams
- Grouping sales and support personnel into specific teams
This application ensures accuracy and efficiency by
allowing:
- Consistent company information on every customer receipt
- Consistent salutations on all customer documents
- Consistent tax information for sales calculations
Sales teams and administrators use the Customer Manager to:
- Enter and review detail on Company, Contact &
Locations
- Review customer contact and sales history on-demand
- Updates are sent to specifically assigned devices
The
Product Manager provides a single interface for both sales
teams and administrators:
- Find products quickly using the 3 tier heirarchy
- Review latest pricing, notes and image of items
- Changes to catalogue automatically sent to devices
The Sales Manager delivers online order manager
functionality and enables sales team members to:
- Build and commit orders quickly and efficiently
- Process directly into existing ERP & Accounting
systems
- Instantly deliver receipts to customers by email, or
fax
Office personnel can quickly create a workorder and
instantly dispatch all customer and order details to a field
technician. The technician can modify the workorder to
reflect all parts used, plus their time to complete the job
and instanly return the completed work order to the office
for same day invoicing.
- Eliminate the need for technicians to visit the
office to retrieve and close workorders
- Improve your operational efficiency
- Improve your cash flow with accurate same day
invoicing
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TeamSFA Inc.