EFFY: The platform that maximizes field productivity, strengthens brand presence,
accelerates decisions, and drives
revenue-all while slashing tedious paperwork.
That's EFFYciency!
See what it feels like to have
EFFYciency in Sales - FMCG & Pharma
Operational Visibility
Track field activities in real-time.
Effortless Reporting
Auto-generate reports without hassle.
Maximized Reach
Expand coverage with smarter tools.
Workforce Efficiency
Do more with fewer resources.
Brand Dominance
Consistent execution builds reputation.
Customer Loyalty
Better service earns repeat trust.
EFFY's Sales Force Automation platform transforms how your sales teams operate in the field. From
real-time visit
tracking, digital reporting, and CRM workflows to planogram compliance, expense claims, and guided
upselling, EFFY
boosts productivity and ensures accountability. With GPS-based beat plans, photo-stamped checklists, and
BI
dashboards, sales leaders get total visibility and data-driven decision power. The intuitive interface,
smart
automation, and secure cloud architecture make EFFY the go-to solution for field performance
optimization.
How We Do It?
Gain operational visibility & enforce field discipline
Provides comprehensive insight into on-field operations, enforces compliance, builds
operational discipline, and ensures process adherence.
Impact
35%
increase in visibility
25% drop in idle time
Features Used
Provides comprehensive insight into on-field operations
enforces compliance
builds operational discipline
ensures process adherence
Source :
Automated reporting & real-time insights
Eliminates end-of-day paperwork, automates reporting, frees up sales time, and
provides real-time dashboards for better accuracy and faster insights.
Impact
40%
faster reporting
40%reduction in manual
entry errors
Features Used
Product Catalogue
Digital Order Booking
Auto-Scheduled Email Reports
Source :
Maximize visits with smart planning
Reduces travel time, increases customer visits per day, improves coverage, and
ensures focus on high-value customers.
Impact
20%
more meetings per rep/day
15%
lower travel costs
Features Used
Geo-tagged Clients
Route Optimization
Beat Plans
Source :
Timely lead follow-up leading to better conversions
Prioritizes high-quality leads, minimizes drop-offs, and ensures timely, focused
engagement.
Impact
25% increase in lead
conversions
20% drop in lead
leakage
Features Used
Sales CRM Workflow
Rule-Based Routing
Pipeline Stage Alerts
Source :
Shelf compliance through process automation
Ensures consistent planogram execution, improves shelf visibility and brand
presence, and prevents revenue loss from poor display execution.
Impact
40%
improvement in shelf compliance
18%uplift in
display-linked sales
Features Used
Store Checklist
Time & Location Stamped Photo Proof
Video Proof
Shelf QR Code Scanner
Source :
Revenue growth through strategic sales focus
Boosts rep productivity by optimizing calls, guiding upselling efforts, and
uncovering untapped revenue.
Impact
20%
increase in rep productivity
25%
growth in upsell/cross-sell sales
Features Used
Target Setting
Achievement Dashboard
Guided Upselling
Source :
Streamlined travel reimbursements effortlessly
Enables faster reimbursements, reduces disputes, and boosts morale of field teams.
Impact
90%faster claims
processing
40%
increase in sales team morale
Features Used
Auto Distance Calculator (GPS)
Movement Replay on Google Map
Expense Reporting Forms
Approval Workflows
Source :
Streamlined, data-driven decision-making
Reduces micromanagement, streamlines reporting, and enables fast, data-backed
decisions.
Impact
30% increase in
profitability
35%faster
decision-making
Features Used
Summary Email Digests
BI Dashboards
AI-Based Natural Language Querying
Source :
Boost technology adoption with seamless onboarding
Accelerates user adoption, reduces training time with interactive onboarding, and
empowers reps to resolve queries independently.
Impact
30% faster user
adoption
40% reduction in
supervisor escalations
Features Used
Intuitive Interface
Dedicated Support Manager
Samsung Phones with Knox MDM
Training Guides
Source :
Ensure secure, uninterrupted platform performance
Ensures system reliability, reduces IT dependency, secures
customer data, and sustains uninterrupted lead management.
Impact
99%platform
availability
99% reduction in
breach
risk
Features Used
Robust Cloud Infrastructure
VAPT Certification
ISO Compliance
Secure Backend Architecture
Source :
All Your Challenges Resolved!
No More
Lack of real-time visibility into field sales activities
No More Poor
forecast accuracy due to inaccurate reporting & manual data entry delays
No More
Inefficient expense & conveyance management
No More Low sales
productivity due to poor route planning
No MorePoor lead
follow-up leading to dropped opportunities
No More Poor
planogram adherence in retail stores
No More Missed
sales targets due to under-utilized field bandwidth
No More
Time-consuming manual reviews and scattered reports hinder management
effectiveness
No More Complex
interfaces and delayed support hinder adoption, leading to missed sales
No More Lack of
in-house IT to manage complex systems risks downtime and data breaches
Start Your
Free Trial
From check-ins
to closures turn your field force into a
growth force with
EFFY
