Salesforce Management
Empower Your Field Force for Maximum Productivity
Enhance your sales operations with Theia’s Salesforce Management, driving productivity and growth through automation and real-time tracking.
Maximize Salesforce Productivity with Automation
Empower field force teams by automating routine processes, enhancing collaboration, and reducing manual workloads.
Automate Order to Dispatch Cycle
Digitalize Invoicing and Payment Tracking
Automate Task Assignment & Resource Allocation
In-App Reminders For Follow-Ups and Task Deadlines
Streamline Approval Processes For Quotes, & Discounts
Monitor Attendance & Geo-Fence Visits
Set Custom Geo-Fences for Specific Client Locations
Monitor Salesforce Location In Real-Time
Track Visit History for Performance Reviews
Instant Notifications for Missed or Delayed Visits
Customizable Attendance Reports for Accountability
Track Salesforce
Performance Metrics & KPIs
Drive improvement and accountability in your sales and distribution management by monitoring key performance indicators and metrics.
Real-Time Sales Pipeline Visualization
Compare Individual and Team Performance
Custom Kpi Dashboards for Targeted Insights
Sales Cycle Duration Tracking
Data-Driven Goal Adjustments and Improvements
Digitize Field Operations to Drive Sustainable Growth
Streamline processes and reduce paperwork for more efficient field operations.
Sales Cycle Duration Tracking
Sustainability through reduced paperwork
Real-time sales data capture
Offline Capability for Remote Efficiency
Streamline processes and reduce paperwork for more efficient field operations.
Seamless Operation in Low-Connectivity Areas
Frequently Asked Questions
Theia’s Salesforce Management is a comprehensive tool designed to enhance your sales operations by automating tasks, tracking team performance, and providing real-time insights to improve productivity and drive growth.
Yes, Theia’s Salesforce Management offers real-time tracking of your field team’s attendance, location, and visits. Geo-fencing ensures your team is where it needs to be, and instant check-ins provide accurate reporting for scheduled visits.
Geo-fencing allows you to create virtual boundaries around specific locations (like client sites). When a team member enters or exits these areas, the system tracks it and sends updates. This helps ensure that scheduled visits are completed and accurately reported
Theia’s Salesforce Management digitizes field reports and data capture, significantly reducing the need for paper-based processes. This not only improves efficiency but also helps make your operations more eco-friendly.
You can monitor attendance, field agent locations, time-in-store and time-in-market, orders booked, sales targets, team performance, visit goals, and KPIs. With individual dashboards for team members, the module also provides insights to help improve team efficiency and align activities with company goals.
Say Goodbye to Guesswork and Hello to Efficiency with THEIA!
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