SFA Offline pentru Business Central - Elian Solutions

SFA Solution for Microsoft Dynamics 365 Business Central and Dynamics NAV (Navision)

For companies operating in the distribution sector with sales agents who frequently travel to clients, an SFA (Sales Force Automation) solution is not a luxury but a necessity. The SFA solution allows sales agents to access essential sales process information (clients, items, prices) and easily capture customer orders. It also facilitates other sales team-specific activities, such as presenting offers and promotions or tracking sales targets.

One challenge with an SFA application is access to the main database. Given that the work is done in the field, a good internet connection is always required, which is not yet consistently available across Romania.

To address this, ELIAN Solutions has developed an offline SFA solution that can operate even without internet access by downloading a local database onto the sales agent’s device (tablet or mobile phone). When the agent reaches an area with internet access, they can update the device’s information and upload the sales orders they have taken.

The solution developed by ELIAN Solutions is integrated with the ERP system Dynamics Business Central/Dynamics NAV. For more details and a price offer, do not hesitate to contact us!

Elian Solutions’ SFA Functionalities

Data synchronization

By synchronizing data, a local database is downloaded from the ERP system containing information on items, prices, customers, and other elements.

Items and Customers lists

The lists of items and customers are available, including descriptions, prices, discounts, contact details, availability in locations, etc.

Sales Orders

Sales orders can be created in the offline SFA. When an internet connection becomes available, these orders are uploaded to the ERP system and go through a process of verification and validation.

Sales Targets

For each sales agent, a target can be set, and the achievement of this target can be tracked.

Offers and Promotions

Sales agents can show clients all the offers and promotions available at any given time, with the details accessible on the company’s website.

Learn more:

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