TeamSFA
TM
Mobile Solutions
There are two separate mobility solutions available from
TeamSFA.
- The first solution is accessed with any mobile device browser and provides
on-demand access to your information via Internet.
- The other solution is designed specifically for the Windows Mobile platform
and allows for full time usage of the application without needing a connection
to the Internet.
- The Windows Mobile version of TeamSFA requires only an occasional connection
to the Internet to send and receive any updated information and only when it is
required.
- Team SFA mobile
solutions allow sales and service representatives in the field to stay connected
with the office and their customers any time and any place, even where cellular
coverage is limited.
- Empower your field personnel with 7/24 access to critical data.
TeamSFA
TM Mobile
applications include:
Click on the + symbols
below for more information
Contact
Management
The
Customer Manager provides a graphically rich interface for
managing the contact database. Using the Customer Manager
mobile sales teams can:
- Enter new & modify Companies, Contacts and Addresses
- Profiling for detailed marketing needs and spending
budgets
- Review customer contact and sales history stored
locally
- Collaborate with other sales team members on sales
engagements
Product
Catalogue
The
Catalogue Manager provides a simple view of available
products. Sales teams can use the Catalogue for:
- Checking/confirming pricing and product detail including
images
- Search by itemcode or use categorization for quick
access
- Stay informed about your current product promotions and
options
Order
Management
The Sales Manager allows users to be in complete control of
their Sales activities. Sales teams use the Sales Manager
to:
- View, edit or create new Quotations & Orders in
seconds
- Choose customer with a simple tap from the on-board
Contacts
- Select items from Catalogue or use bar-code scanner
- Organize prospect opportunities, quotations, and
closed orders
- Send a copy to customer by email, fax or print
instantly
- Send wirelessly to sales administrator for
shipment/invoicing
- Accept and authorize Credit Cards at the
point-of-sale
Team
Messaging
The Messaging Manager provides a way for sales teams to send
and receive messages with each other, without the need for
email addresses or additional infrastructure investment.
Data
Synchronization
TeamSFA handles all data management, communication and
database storage requirements. Users start synchronization
when they want to:
- Upload and download changes to any records they are
using
Delivering
Customer Receipts
Your customers will be extremely impressed when you deliver
a legible receipt within moments after creating the order
and before you even leave their office! TeamSFA enables you
to deliver quotations, invoices and orders to your customers
eMail address, Fax machine or to a mobile Printer.
Work-order
Dispatch
Work orders are dispatched and synchronized to each field
technician's device. Empowering technicians with important
customer information, the ability to easiy modify the work
order to reflect the actual parts used and time to complete
the job. Closed work orders are synchronized and returned to
the office for same day invoicing.
- Eliminate the need for telephone dispatched workorders
- Dispatched workorders are electronic and stay on the
device
- Improve your operational efficiency with clear
information
- Improve your cash flow with accurate same day invoicing
Application
Update
A
simple one tap upgrade, ensures that your sales teams are
taking advantage of the latest version enhancements of
TeamSFA Mobile.
More information:
Choosing your Mobile Hardware.pdf
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TeamSFA Inc.