Why Sales Automation?
Sales automation is a cloud-based IT solution that lets you manage, streamline, and improve your sales processes. The S-Leader Field Sales Automation System strengthens your field team by making it easy to manage your sales processes on-site.
What Do Sales Automation Programs Do?
Hot Selling
A sales method where the order taken face-to-face is delivered immediately.
Cold Selling
A method applied by customer-focused field sales reps following a set route plan, where the order is taken and delivery happens in a separate step.
Collections (Finance) Management
Receivables management refers to the set of actions taken to collect receivables from term sales on time, effectively, and in a planned way. In every sector where term sales are used, this process requires labor and time.
Customer Management
Getting to know your customers so you can develop the right products and services in line with their needs.
Workflow & Field Management
Covers managing all field operations (visits, orders, collections, returns) within a single workflow and monitoring them centrally.
Business Intelligence & Reporting Solutions
Lets you monitor sales, collections, and coverage data in real time, both graphically and numerically.
Stock Tracking & Management
Lets the field team measure product availability (PSKU) and report products missing from the shelf.
Staff Tracking
Work planning for field staff.
Route Planning
Determining the points field staff will visit day by day.
Dynamic Route Optimization
The module that helps you see field staff in real time — where they are and how long they've stayed — and build routes based on the most optimal distance and time plan.
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What is sales automation?
Sales automation is an IT solution that lets sales processes (such as orders, collections, routes, campaigns, and reporting) be managed through cloud-based software instead of manual methods.
What is the difference between hot selling and cold selling?
Hot selling is a sales method where the order taken during a face-to-face meeting is delivered immediately. Cold selling is a method where field reps following a set route plan take the order and delivery happens in a separate step. S-Leader supports both models.
How does sales automation help with collections (finance) management?
To ensure receivables from term sales are collected on time, S-Leader shows account balance movements, check/note due dates, and overdue collections to the field team in real time, ensuring the correct due date and amount are tracked.
What is dynamic route optimization for?
Dynamic route optimization automatically calculates how field staff can complete their daily visit points in the shortest distance and time, and reports route compliance (location, start/end times).