Request a Demo

Unlock Business Success with EssentialSoft's Cutting-Edge Sales Force Automation Software!

Transform Your Workforce Management: Effortlessly Track Attendance, Streamline Salary Processes, and Ensure Compliance with a Few Simple Clicks!

image
image Our Solutions

Optimise Your Field Operations with EssentialSoft's MR Reporting Software!

Experience productivity on the go with our Cloud-Based MR Reporting ERP—work without boundaries!

Sales Reps are normally on field and there might be network connectivity issues as Mobile network or Internet is not available all the time. Our Native Mobile APP is designed to work in offline or online mode. While the Sales Rep is offline, He can submit Whole Day Activities. Once he is back online, he can upload all his pending actions to the Server.

image

Why Choose Essential Sales for Automation?

Empower Sales Reps:
  • ECapture Customer Visits & Orders via the mobile app.
  • Seamless order submission to Distributors.
Real-Time Monitoring:
  • Head Office monitors Reps' activities and productivity.
  • Instant insights for better decision-making.
Enhanced Customer Visibility:
  • Reps access visit/order history during interactions.
  • Improves sales performance and customer service.
Expense Reporting:
  • Automatic expense reports based on daily activities.
Strategic Target Setting:
  • Set targets by HQ, product, and month.
  • Enhance goal-oriented sales strategies.
Comprehensive Sales Data:
  • Monthly submission of distributor-wise, product-wise secondary sales data.
  • Accessible reports for Reps, Managers, and HQ.
SMS Integration:
  • Instant notifications for Reps, Managers, and Customers.
Essential ERP Integration:
  • Seamlessly integrates with modules like SCM, Payroll, HR, and Finance.

Choose Essential Sales for Automation and witness the power of integrated, efficient sales management!

Free Demo

How Does Essential Sales Automation Work?

Offline Reporting

Synced Data: Keep your data synchronised seamlessly.
Online/Offline Flexibility: Works in online (2G/3G/4G/5G) or offline mode, eliminating the need for constant data connectivity.
Work Anywhere: Enjoy the flexibility of working from anywhere.

GPS Tracking

Employee Location: Get real-time location data for your employees.
Visit Verification: Verify visits with customers for accurate reporting.
Prevent False Reporting: Easily identify and prevent false reporting.
Geographical Insight: Know where your employees are located.

E-Detailing

Dynamic Presentations: Sales reps can present e-brochures and video content to customers.
Feedback Capture: Gather feedback from customers, even without internet connectivity.
Enhanced Engagement: Improve customer engagement during presentations.

Experience the power of Essential Sales Automation for efficient and flexible sales management!

image
image

Revolutionise Your Sales Management with EssentialSoft!

Monitor every aspect of your sales process – leads, funnel, salespeople, and revenue.

  • Smart Views: Declutter your salespeople's work area. Reps see only their tasks listed in order of priority.
  • Process automation: Plan, configure, and control your entire sales process with our drag-and-drop workflow builder.
  • Field sales management: Define sales territories, user hierarchies, and goals for your team.
  • Role-based permission for sales reps: Control who sees what and manage user permissions for data operations.
Free Demo

Optimise Your Sales Opportunities with EssentialSoft!

Identify and Pursue Leads with Higher Sales Potential:

  • Prioritise Leads: Focus on leads closer to conversion for efficient use of resources.
  • Manage Multiple Opportunities: Efficiently handle several opportunities for a single prospect.
  • Nurture Relationships: Build and nurture relationships with various prospects from the same organisation.

Elevate your sales strategy and increase customer lifetime value with EssentialSoft's advanced Opportunity Management!

image
image

Enhance Sales Communications with EssentialSoft!

Enable Contextual Communications Across Various Channels:

  • Click-to-Call: Initiate calls directly from the platform with the ability to record conversations.
  • Message Templates: Create and save message templates for consistent and efficient communication.
  • Multi-Channel Auto Responders: Set up automated responses across multiple channels for quick and personalised engagement.
  • Personalised Messages: Tailor messages using lead details from your sales CRM for a personalised touch.
  • Engagement Metrics: Track metrics and conduct A/B testing to optimise your communication strategies.
  • Interaction History: Record interaction history across all channels to enrich lead details at every step.

Empower your sales team with seamless and contextual communications through EssentialSoft!

Free Demo

Effortless Automation with EssentialSoft!

Streamline your operations by building unlimited, no-code automated workflows. Manage multiple products, teams, and sales processes seamlessly on a unified platform. Stay flexible and efficient with EssentialSoft's cutting-edge process automation.

image
image Our Features

EssentialSFA's Unique Web Marketing Mastery!

Unlock success with our expert web promotion services that go beyond SEO optimization. Elevate your online presence with EssentialSFA.

image

Unified Daily Call Reports Integration!

Experience EssentialSoft's integrated Daily Call Reports across the value chain. Stay connected and informed effortlessly.

image

Effortless Product Order Monitoring!

Keep track of nationwide sales, returns, and product conditions seamlessly.

image

Sales Insights Simplified!

Get quick info on stock, inventory age, in-transit stock, and near-expiry goods.

image

Elevate Field Performance!

Empower your field force with real-time access to sales data, outstanding balances, and collections at their fingertips.

image

Powerful Location Control!

Effortlessly manage prices, sales, and stockists with CSA-wise, station-wise, and stockist-wise price lists at your Head Office.

image

Track & Optimise!

Cover all business dimensions with live GPS tracking. Streamline processes, empower people, organise structure, and harness cutting-edge technology.

image

Smart Expense Generation!

Get online, flexible, scalable, secure, and proven expense tracking.

image

Effortless Target & Achievement!

Export all documents in Excel, PDF, or Word formats with ease.

image

Gifts & Samples Simplified!

Integrated with Email & SMS for seamless communication.

image

Print Anywhere, Anytime!

EssentialSoft's Sample and Gifts feature lets you print documents effortlessly on Dot-Matrix & Laser Printers.

image

All-in-One Business Mastery!

Experience the power of EssentialSoft's Sample and Gifts, part of the comprehensive package with SCM, HRMS, Payroll, Finance, and SFA modules.

image

Centralised Command!

Exercise full control with Sample and Gifts, all managed seamlessly from the Head Office.

FAQs

Sales CRM software is a powerful tool designed to streamline and optimise the sales process for businesses. It enables efficient lead tracking, pipeline management, and facilitates stronger connections with potential buyers.

LeadSquared, trusted by enterprises like Ditto, Practo, Uni, Manipal Hospitals, is the top choice. It automates sales processes, tracks interactions, enriches buyer data, and scales effortlessly as your team grows.

Certainly! CRM software enhances sales productivity by automating tasks, streamlining processes, and improving team collaboration. It identifies sales process bottlenecks for timely corrective actions, ultimately boosting sales.

Essentialsoft is one of the best sales CRMs for small business.

Sales CRM is typically priced on a per user (or seat) basis, or usage basis. Depending on the features and functionalities, the cost of a CRM may range from INR 800 to INR 5000 per user per month or USD 10 to USD 100 per user per month. Check out LeadSquared sales CRM pricing.

CRM or Customer Relationship Management software is a valuable tool to manage sales processes and teams. It helps sales reps and managers in the following ways:
  1. Organize customer data: CRM software helps sales teams keep track of all customer data in one place, including contact info, sales history, and notes. This makes it easy for sales reps to stay organized and to know where they are in the sales process with each customer.
  2. Automate tasks: A CRM can automate many tasks, such as sending email reminders, booking appointments, and reporting. This frees up sales reps to focus on building rapport with buyers and closing deals.
  3. Measure performance: CRM software can help track metrics like lead generation and conversion rates, sales cycle length, average deal size, etc. This info can help identify areas where sales teams can improve their performance.