Sales Automation Suite

Develop a winning data-driven sales strategy using next level sales force automation tools.

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Product Overview

Sales executives out on daily field sales activities face the tedious task of meeting with customers, collating information, selling products or services, and logging data in CRM. Sales managers, on the other hand, need to monitor and analyze data to effectively evaluate the company’s sales performance. Absence of a robust sales force automation (SFA) solution can lead to a revenue loss of up to 36%.

Hitachi Solutions Sales Automation Suite not only provides your sales team with key insights to improve sales strategies, but the solution also promotes productivity and efficiency with proactive assistance every step of the way. Transform data and information into actionable insights to improve business outcomes by integrating Location Intelligence (LI) and Business Intelligence (BI) with Microsoft Dynamics 365 Customer Engagement.

Business Outcomes
  • Field Sales Optimization – Understand the approach and effectiveness of your sales strategies and territory alignment.
  • Increase Productivity – Create intelligent BEAT plans for your sales force to reduce cost, time, and expense overheads.
  • Proactive – Get timely information with automated field reports and travel expense reports.
  • Data-driven Sales – Gain strategic insights into your revenue pipeline to make reliable sales forecasts.
  • Mobility – Access the solution from any place and any device.
  • Spatial – Leverage location and spatial data for informed decision making.
  • Optimize AR Collections – Improve cash flow management through data-driven collection processes.
64%

of the time spent by Sales Reps are on non-selling activities

50%

of Sales Reps do not know what is expected of them

59%

of Sales Reps say they have too many tools

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For Sales Representatives

  • Intelligent Route Planning to Increase Field Sales Output
    The intelligent route planning charts the most efficient route for sales reps on their daily field visits considering factors like distance between multiple locations, traffic, or any other unexpected delays. Hence, providing your field sales with an effective tool for time management.
  • Proactive Assistance in Every Step
    Increase productivity and reduce busy work by streamlining meeting preparations and field sales reports. Standardize business processes and make sure that your team take the right actions every step of the way.
  • Automated Travel Expense Management
    Relieve your sales reps of the time consuming yet essential task of travel expense calculation with automated expense reports that can easily be integrated with your expense management system.
  • Spot New Opportunities Around You
    With meetings getting cancelled or rescheduled at the last minute, our solution gives your sales reps the capability to not only reschedule meetings on the go but also the agility to search for nearby prospects and schedule new meetings with them to fill in the downtime.

For Sales Managers

  • Holistic View of Sales Team Performance
    See on-field sales performance vis-à-vis the individual goals set to drive decision making and keep sales representatives accountable.
  • Goal Management
    Define and track individual goals in just a few clicks. Analyze the results of your goal management to make better business decisions.
  • Proactive Coaching
    Keep track of field activities and gain strategic insights to analyze field reports for performance improvement.

Find out how we can help you!

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