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EssentialSFA Overview:

This particular sales software is designed to work in Offline or Online (2G or 3G ) mode with GPS Location Tracking. While you are offline, you can Submit Daily Report, Order Booking, Tour Program, Customer View, E-detailing and more.


User can get all Customer information, Visits planning and Sales objectives and achievements at hand. Our Web/Mobile SFA  is designed to drive user adoption and help your sale force be more productive by providing “access-anywhere”mobility. Reporting of kinds is possible for example the list of activities to be conducted (Work Plan), being conducted (Daily Call Report) for the months, Day or for Specific Period, the list of the Retailers, Dealer , Distributors & invitee details & much more for different activities.

1. Native Mobile APP for Offline Working :  Keeps your data synced. Works in an online (2G, 3G or 4G ) or offline mode eliminating the need for live data connectivity.

2. GPS Location Tracking :  Designed to give you Location of your employees & tag with Customer Visit even without Internet Connectivity.

3. e-Detailing  :  This is the use of interactive media to facilitate sales presentations to Physicians. It will help to Monitor the Brand/Product recall with doctors.

4. Web Based Access :  Web Reporting Tool for “access-anywhere” mobility & to Manage all filed Activity through Admin Control Panel.

5. Payroll Integration : Attendance Register , Leave & Expense Management ,  Pay Slip  , PF and ESI etc.

6. SMS Integration :  Instant Notifications to the Field Staff & Customers.

7.  EssentialERP Integration : EssentialSFA is an module of EssentialERP & integrated with other modules like Supply Chain Management , Payroll , HR & Finance.

Mobile APP for Pharmaceuticals , Healthcare & FMCG Industrty :

Work Offline SalesRep are normally on field and there might be network connectivity issue with the system.Mobile network or Internet is not available all the time. Our Native Mobile APP is designed to work in offline or online (2G or 3G ) mode.
While you’re offline, you can Submit Daily Report , Order Booking , Tour Program , Customer View , E-detailing, and more. Once you’re back online, You can upload all your pending actions to the Server.The actual location and actual time of Customer Visit will be captured in local storage & sync to server when Internet is available.

GPS Location Tracking for each and every task made by the sales person.With EssentialSFA APP Company can track the Sales Rep location at the time of customer Visit & order taking. Company gets to know if the order is actually taken from the customer location or from some other location.
e Detailing for Pharmaceuticals & Healthcare Industry:

This is the use of electronic , interactive media to facilitate sales presentations to Physicians or Customers. Today, e-detailing remains a welcome solution for pharmaceutical sales directors looking to connect with physicians in a more efficient manner. Today , Pharma Companies Invest lots of Money in Training to there Sales Rep. Companies can save on Training. Sales Rep Can take Feedback from Doctors on the basis of product detailing .It will help to Monitor the Brand/Product recall with doctors.
E-Detailing / Content Delivery Solution:
Chosen AV Content gets pushed to the Tablet provided to Sales Rep for presenting to Customers.
All the content downloaded in Local Storage.
During Customer Visit , Sales Rep can do Product Detailing in Offline Mode (Without Internet).
During The Call, the Rep will be able to access resources throughout the Organization to answer the physician’s Questions or fulfill his requests on the spot.
All the Detailing data save in Local Storage & HO can check Detailing Location, Time , Visit , Feed back.
Through Customer Feedback, you can Monitor the Brand/Product recall with Customers.

FAQs of EssentialSFA

Q. What are the main features of EssentialSFA?

The key features of EssentialSFA are as follows:

  • Appointment Management
  • Mobile App
  • Contact Management
  • Stock Management
  • MIS Reports
  • Online Reporting
  • MR Information
  • Sample & Gift Inventory

Q. How much do the EssentialSFA cost?

Cost not specify.

Free trial : Available.

Q. Who are the typical users of EssentialSFA?

EssentialSFA has the following typical customers: Startups, SMEs, Agencies.

Q. Which mobile platform does EssentialSFA support?

EssentialSFA supports the following devices: IOS, Android

Q. Which operating system does EssentialSFA support?

EssentialSFA support the following operation system : Web App, Windows

Q. What payment method does EssentialSFA support?

EssentialSFAsupport the following payment methods : Onetime, Saas.

Q. What is the deployment type?

EssentialSFA has deployment type : Install, Web Based.

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Sales Automation Force
360° Customer View
Activity Management
Alerts & Notifications
Appointment Management
Business Process Automation
Business Process Management
Call Management
Channel Management
Collaboration Tools
Commission management
Contact Management
Contract Management
Customer DataBase
Document Flow Automation
Document Management
Email Integration
Email Marketing / SMS Marketing
Expense Management
Field Sales Management
Knowledge Management
Lead Management
Mobile Sales
Opportunity Management
Orders and Invoices
Performance Metrics
Product Management
Project Management
Proposal Generation
Referral Tracking
Sales Collaboration
Sales Forecasting
Sales Performance Management
Synchronization and Integration
System Designer
Task Management
Territory Management
On Premise
Pricing model
Monthly payment
One-time payment
Annual subscription
Device supported
Device supported


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