Empowering Kenyan Sales Teams for Success

SFA Kenya’s mobile sales force automation platform streamlines field sales, enhances customer engagement, and boosts operational efficiency, helping businesses sell smarter and grow faster.

Order Management

Capture and manage sales orders in real time, whether online or offline, to boost field sales efficiency for Kenyan businesses.

Real-Time Order Capture.: Enable sales reps to capture orders instantly from the field.
Online/Offline Mode.: Work seamlessly with minimal data consumption, even offline.
Order Tracking.: Monitor order status from capture to fulfillment.
Streamlined Processes.: Simplify order management to reduce errors and delays.

Inventory Management

Maintain accurate inventory control with just-in-time management, tailored for Kenyan sales teams.

Accurate Stock Counts.: Capture inventory across all product types with precision.
Automated Notifications.: Receive out-of-stock alerts to prevent sales disruptions.
Tiered Pricing.: Set pricing for different customer types to maximize sales.
Real-Time Updates.: Track inventory changes instantly for better planning.

Payment Reconciliation

Streamline collections and reconciliations across multiple payment channels to ensure financial accuracy.

Bulk Collections.: Manage collections efficiently with bulk processing.
Credit Notes.: Issue and track credit notes seamlessly.
Multi-Channel Reconciliation.: Reconcile payments from cash, mobile money, and invoices.
Accurate Statements.: Generate precise customer payment statements.

Customer Management

Centralize customer data to build stronger relationships and drive sales in Kenya’s competitive market.

Consolidated Profiles.: Store all customer information in one platform.
Accurate Statements.: Provide customers with clear, accurate financial records.
Targeted Engagement.: Personalize interactions based on customer data.
MSME Support.: Cater to Micro, Small, and Medium Enterprises effectively.

Route and Delivery Management

Optimize delivery routes and dispatch processes to ensure timely order fulfillment across Kenya.

Route Optimization.: Assign drivers and trucks using efficient routes.
Order Dispatch.: Manage dispatch from order placement to delivery.
Delivery Tracking.: Monitor delivery progress in real time.
Centralized Management.: Handle all delivery operations in one platform.

Sales Tracking & Analytics

Gain insights into sales performance with daily reports and analytics to drive data-driven decisions.

Daily Sales Reports.: Track total sales volume by cash and invoice transactions.
Dispatch Insights.: Monitor dispatched and pending orders daily.
End-of-Day Reports.: Receive automated reports emailed every morning.
Custom Dashboards.: Create dashboards to monitor key sales metrics.

GPS & Attendance Tracking

Monitor sales reps’ locations and adherence to visit plans to ensure accountability and coverage.

GPS Tracking.: Track sales reps’ locations in real time.
Attendance Verification.: Confirm sales reps’ presence and market visits.
Market Coverage.: Ensure adherence to planned routes and schedules.
Customer Profiling.: Capture location-based customer data for better targeting.

SMS Notifications

Engage customers with automated, targeted SMS notifications for orders, deliveries, and more.

Automated Messaging.: Send updates on order status and deliveries via cloudmessage.
Targeted Filters.: Tailor messages by routes, balances, or customer types.
Order Updates.: Notify customers of dispatched or canceled orders.
Scalable Communication.: Reach customers, suppliers, and staff efficiently.

User Management

Define roles and permissions for sales teams to ensure secure and efficient operations.

Role-Based Access.: Assign roles tailored to sales team responsibilities.
Access Control.: Restrict access to sensitive sales data.
Team Oversight.: Monitor team performance with clear role assignments.
Scalable Permissions.: Adapt permissions to growing team needs.

Data and Security

Protect sales data with robust security measures compliant with Kenya’s Data Protection Act 2019 and ODPC guidelines.

Single Sign-On (SSO).: Secure user authentication with SSO integration.
Data Privacy.: Safeguard sensitive data per Kenya’s Data Protection Act.
ODPC Compliance.: Compliant as a Data Controller and Processor under ODPC.
Role-Based Access.: Control access with customized permissions.

Customized Reporting

Generate tailored sales reports to meet stakeholder needs and drive strategic decisions.

Flexible Templates.: Create customizable reports for various sales metrics.
Automated Scheduling.: Schedule reports for automatic delivery.
Stakeholder-Specific.: Provide reports tailored to management and teams.
Export Options.: Export reports in multiple formats for easy sharing.

Mobile Sales App

Empower field sales reps with a mobile app designed for Kenya’s dynamic market, with easy setup and low data usage.

Easy Setup.: Quickly configure with portal URL and login credentials.
Low Data Usage.: Operate efficiently with minimal data consumption.
Online/Offline Support.: Enable sales reps to work in any connectivity environment.
Field Sales Efficiency.: Capture orders and manage sales on the go.

Customer Profiling

Build detailed customer profiles with location and sales data to enhance targeting and engagement.

Location-Based Profiling.: Capture customer locations for precise targeting.
Comprehensive Data.: Store detailed customer sales and interaction history.
Improved Targeting.: Use data to tailor sales strategies effectively.
MSME Engagement.: Support small businesses with personalized profiles.

ERP Integration

Seamlessly integrate with ERP systems like ERP Next to streamline sales and operations.

ERP Next Support.: Integrate with ERP Next for unified operations.
Data Synchronization.: Sync sales data with ERP for real-time insights.
Streamlined Workflows.: Automate processes across sales and ERP systems.
Scalable Integration.: Adapt to growing business needs with ease.