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Sales Force Automation

INFIRO SFA

Sales Force Automation for Smarter Distribution. Manage field sales, customers, routes, orders, inventory visibility, payments and performance from one connected platform.

  • Android field app
  • Web management portal
  • Cloud hosted
INFIRO SFA web dashboard with sales, orders, outlet coverage, collections, sales versus target and recent orders
INFIRO SFA app: today’s route with outlet visit status
INFIRO SFA app: payment collection by cheque against open invoices

Illustrative sample data

Overview

One platform for the field, the distributor and the office

INFIRO SFA connects field sales representatives, distributors and management through mobile and web-based tools.

Representatives use the Android app to plan their route, visit outlets, take orders, sell from the van, record returns and collect payments. Each transaction is stored on the device and synchronised to a secure cloud platform.

Distributors, supervisors and managers work in the web management portal — reviewing orders, stock, collections and performance through role-based dashboards and reports.

How data flows through INFIRO SFA
  1. Sales RepresentativeVisits outlets, takes orders, collects payments
  2. Mobile SFA AppAndroid · works offline · GPS-recorded activity
  3. Secure Cloud PlatformSynchronised data, business rules and user access
  4. Management Web PortalOrders, customers, stock, routes and users
  5. Business ReportsDashboards and reports for every management level

Inside the product

Built for the way distribution teams work

A management portal for the office and a focused mobile app for the field.

Management dashboard: net sales, sales orders, outlets visited, collections, sales vs target chart, regional achievement and recent orders

Screens shown with illustrative sample data.

Mobile app: today’s route and outlet visits
Route & BeatPlan the day and track visits
Mobile app: customer list with balances
Customer ListOutlets, codes and balances
Mobile app: new sales order with free issues and totals
Sales OrderProducts, pricing and free issues
Mobile app: payment collection against invoices
Payment CollectionCash, cheque and credit

Features

Everything your sales operation needs

Six connected capability areas covering the full cycle from route planning to management reporting.

Customers & Network

Keep one accurate record of every outlet, customer and distributor in your network.

  • Customer Management
  • Outlet Management
  • Distributor Management
Details about Customers & Network

Selling in the Field

Support both order-taking and on-the-spot selling models from the same mobile app.

  • Sales Orders
  • Pre-Sales
  • Van Sales / On-Delivery Sales
  • Product Catalogue
  • Product Pricing
Details about Selling in the Field

Routes & Location

Plan where your team goes and see where the work actually happened.

  • Beat & Route Planning
  • GPS Location Tracking
Details about Routes & Location

Stock, Returns & Collections

Track what is moving, what is coming back and what is still to be collected.

  • Inventory Visibility
  • Sales Returns
  • Payment Collection
  • Cash / Cheque / Credit
Details about Stock, Returns & Collections

Invoicing & Devices

Produce documents on the spot and reduce data-entry errors.

  • Invoice Management
  • Bluetooth Invoice Printing
  • Barcode / QR Scanning
Details about Invoicing & Devices

Management & Platform

Give managers the view they need, and keep the field working when connectivity does not.

  • Sales Reports
  • Management Dashboard
  • User & Role Management
  • Offline Operation
  • Data Synchronization
  • Notifications & Alerts
Details about Management & Platform

Reporting

Management visibility at every level

Reports are generated from the transactions recorded in the field — so managers, supervisors and owners work from one consistent set of numbers.

  • Sales Performance
  • Sales Representative Performance
  • Distributor Performance
  • Product Performance
  • Category Performance
  • Outlet Coverage
  • Route Performance
  • Target vs Achievement
  • Collection Reports
  • Inventory Reports
  • Return Reports
  • Customer Reports

Benefits

What changes for your business

Practical improvements in how your sales team works and how management sees the business. Read more about the benefits.

Increase sales productivity

Reps spend less time on paperwork and phone calls, and more time at outlets.

Improve field visibility

See which outlets were visited, what was sold and where activity took place.

Reduce manual work

Remove duplicate data entry between field, distributor and head office.

Improve reporting accuracy

Reports come from the same transactions the field recorded.

Improve stock visibility

Know what stock is available before promising it to a customer.

Strengthen customer management

Every outlet’s history, balance and visit record in one place.

Improve sales planning

Plan beats, routes and targets using real coverage data.

Support faster decisions

Management sees current performance without waiting for month-end.

Who uses it

Designed for every role in your sales organisation

Role-based access means each user sees the tools and data relevant to their level.

Sales Representatives

Plan the day, visit outlets, take orders, collect payments.

Supervisors

Monitor team visits, coverage and daily performance.

Area Sales Managers

Track area targets, routes and distributor performance.

Regional Managers

Compare areas and act on regional trends.

Distributors

Receive orders, manage stock and track collections.

Business Owners

See the whole business on one dashboard.

Management

Consistent reports for planning and decisions.

Workflow

A day in the field, connected end to end

  1. Plan RouteBeat assigned for the day
  2. Visit OutletGPS-recorded visit
  3. Take OrderProducts, pricing, free issues
  4. Sell / DeliverVan sale and invoice
  5. Collect PaymentCash, cheque or credit
  6. Sync DataOnline or when back in coverage
  7. Management ReportingDashboards and reports

Technology

Practical, proven technology

INFIRO SFA is delivered as a managed, cloud-hosted service — your team uses it; we look after the platform.

Android Mobile Application

A native Android app for representatives, designed for daily use in the field.

Web Management Portal

Browser-based portal for administrators, distributors and managers.

Cloud-Based Infrastructure

Hosted and managed by INFIRO — no servers for you to maintain.

Secure Database

Centralised data with role-based access control for each user.

Offline Capability

Keep working in low-coverage areas; data syncs when connected.

GPS

Location recorded with visits and transactions for coverage visibility.

Reporting & Analytics

Dashboards and reports with export for further analysis.

FAQ

Common questions about INFIRO SFA

What devices does the INFIRO SFA mobile app run on?

The field application runs on Android smartphones and tablets. Managers and administrators use the web management portal from a standard web browser.

Does the app work without an internet connection?

Yes. Representatives can continue recording orders and visits in areas with weak coverage. Data synchronises with the cloud platform when a connection becomes available.

Can INFIRO SFA be configured for our sales structure?

Yes. Products, pricing, territories, routes, distributors and user roles are configured to reflect your organisation during implementation.

Is it offered as a subscription?

INFIRO SFA is provided as a cloud-hosted service on a subscription basis. Contact us to discuss the right arrangement for your team size.

What does implementation involve?

We work with you to understand your process, configure the platform and master data, train users at each level and support the team through go-live and beyond.

See INFIRO SFA in Action

Book a demonstration and see how the mobile app and management portal would work with your sales and distribution process.