Give your sales teams the power of data

Increase sales productivity and operational efficiency with Bizom Sales Force Automation.

B2B Sales | Digital Sales

Bizom Sales Force Automation workflows are configured in a manner to mirror a day in the lives of sales reps.


Attendance & Leave Management

Mark attendance at the start of day & choose reason of working.


Performance View

View actionable real-time insights on KPIs: productivity, focus brand performance, compliance, T&A etc and monitor day-to-day performance through real-time dashboards.


Adding Outlets

Add new business prospects with ease to the existing universe for market expansion and capture the minutest of information of the potential client with outlet verification.


Pre Sales Analysis

Analyse daily route plan, recent transactions, outlet information, applicable trade promotions, outlet history, etc.


Call Execution

On-the-go sales call execution for stock capture at stores, order processing, capture & reconcile stock returns.


Trade Promotions

Visibility of schemes and discounts product wise for providing benefits.


BTL & Merchandising

Perform various market activities such as competitor analysis, store audit, surveys, etc.



Mobile collections for remote operations from retailers through cash, cheque, online.


Claims Settlement

Submit daily claims to brands for travel, food, conveyance, etc.



Digital collaterals such as promotional videos, PDF, product catalogs, etc are available which can shared with retailers.

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Frequently Asked Questions

Sales Force Automation, often referred to as SFA, is a technology-driven solution designed to streamline and enhance various aspects of the sales process. From order management to customer relationship nurturing, SFA software empowers the sales team with tools that automate routine tasks, optimize workflows, and provide valuable insights.
Sales Force Automation software is used by salespersons in the market to perform their daily operations such as capturing orders, and returns, performing merchandising and BTL (below the trade) activities, punching claims and many more. It is a helping aid for the field force to maintain and capture data with the click of a button. Over and above, it helps to provide retail and SKU (stock-keeping units) level insights to empower them to increase their productivity.

When selecting a Sales Force Automation (SFA) solution for your business, consider the following factors:

  • Features: Look for features that align with your specific business needs, such as lead tracking, reporting, mobile accessibility, and integration with existing tools.
  • Scalability: Choose a Sales Force Automation solution that can grow with your business, accommodating increasing data volumes and user demands.
  • User-Friendly Interface: An intuitive and user-friendly interface ensures that your team can quickly adapt to and maximize the benefits of the Sales Force Automation software.
  • Customization: Opt for a Sales Force Automation solution that allows customization to match your unique sales processes and workflows.
  • Training: Ensure proper training for your sales team to effectively use the Sales Force Automation software and fully utilize its features.
  • Data Integrity: Regularly update and maintain your data to ensure accurate insights and reliable reporting.
  • Continuous Improvement: Monitor the performance of the implemented Sales Force Automation technology and make necessary adjustments to enhance results.
Sales Force Automation software is typically used by salespersons, area sales managers (ASM), regional sales managers (RSM), tertiary sales managers (TSM) and national sales managers (NSM). It helps the sales team perform ground execution more efficiently.

Bizom Sales Force Automation(SFA) has role-based, rule-based access and configuration model. Each user in an organization uses their own login credentials for accessing the application and each role has specific functions, actions and modules mapped to their role, which can be configured and updated with ease from the backend.

Bizom’s mobile application can operate in a hybrid connectivity mode, ensuring that as long as the internet connectivity and location settings on the device are enabled, users can use the mobile app with no interruptions regardless of actual internet connectivity. Some workflows, like attendance management, can be configured to mandatorily work online, which ensures real-time visibility of business-critical metrics. Certain workflows, like reportee view for sales managers, require an active internet connection in order to function. However, all RTM workflows can work offline to ensure field operations do not take a backseat when internet connectivity is interrupted.

Bizom mobile app is compatible with all Android handsets with the following minimum configuration and on Android version 7 and above.

  • Front and back cameras
  • A-GPS
  • 3G support (4G recommended)
  • 2 GB RAM
  • 16 GB internal storage

All information flows from the SFA application to the admin portal on a near real-time basis. The transaction information is uploaded to the cloud by automatic sync when the device is connected to the internet and is seamlessly updated at the backend system.

Bizom has an evangelisation service which proactively drives user adoption for the Bizom SFA Application. This is a KPI-based adoption drive which captures user activities and enforces the right ways of working. It builds momentum for driving higher use of the app by users, over a period of time.

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