Happisales Field Force Automation for Sales, Collection, and Service

What is Happisales?

Happisales offers a comprehensive platform for managing field force activities, encompassing sales, collections, order processing, and service tasks. It empowers field executives by simplifying data logging and communication, ensuring customer touchpoints are recorded effortlessly, even without internet connectivity. The system facilitates real-time tracking of field personnel, providing managers with visibility into their team's movements and activities through push notifications based on task completion.

The platform aims to improve customer engagement and operational efficiency. It includes features for scheduling visits and calls, syncing them with work calendars, and providing timely reminders. Additionally, it offers optimized route planning based on meeting locations and leverages customer history data for better interaction planning. To foster a positive work environment, the tool incorporates features for recognizing individual achievements, setting incentives, tracking team progress against targets, and providing personalized reports and ML-based suggestions for performance enhancement.

Features

Location Tracking: Track field executives in real-time.
Task Management: Set and sync visit/call tasks with calendars, including reminders.
Offline Access: Use the tool and log data without an internet connection.
Performance Tracking: Measure individual and team progress against set targets using various parameters.
Reporting: Access daily reports, real-time dashboards, and customizable reports.
Expense Tracking: Manage, review, and approve field expenses.
Product Management: Manage products digitally with access to availability and pricing.
ML-based Suggestions: Receive suggestions to enhance performance.
Customer Engagement Tools: Send customized notifications and leverage customer history.
Route Planning: Auto-plan travel routes based on meeting locations.

Use Cases

Managing field sales teams.
Optimizing payment collection processes.
Streamlining field service operations.
Managing customer orders in the field.
Tracking field executive activities and performance.
Improving customer engagement during field visits.
Managing field expenses.

FAQs

Is it possible to customize happisales?

Happisales is a standardized cloud-based platform, but organizations can tailor it by designing their own dynamic forms.
How can Happisales be accessed?

Sales managers, heads, and admin can use it on the web. Sales managers and field personnel can use the mobile application.
Can others see my company data?

No, secure data and privacy are prioritized. No other organization, nor Happisales itself, can access your data.
What industries does happisales support?

It is suitable for field sales teams across all industries, but best suited for companies in manufacturing, retail, and finance.
Whom should I reach out to in case of any issues?

A dedicated support team is available. Contact information for a support manager is provided upon signing up.