The SFA gives the sales team the ability to access and manage critical sales information using a PDA device. Synchronisation provides a simple method of sharing data and merging new and updated information between offline users and the Mobile Server.

The architecture is segmented into two main sub systems. They are:

Mobile Server: The Mobile Server is the key sub system of the entire solution. This server interfaces with Central Server and (Oracle, or any) database at the Mobile Server. It manages the Sales Representatives PDA and the requests from the PDA. An administrative module helps in user authentication, transaction monitoring and synchronisation. The server, based on settings, hosts all the synchronisation logic.

Client application: The client application is hosted in the Sales Representative's PDA device and has the ability to view appointments, create orders, search for customer details and item details and synchronise with the Mobile Server using GPRS.

Functional Features

The SFA client has the following features. The sample screen layout for each of the features are also provided.

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For Sales Executives
Appointment scheduling

This facilitates creating, viewing and rescheduling appointments by a sales representative on his PDA. A unique feature is re-routing of appointments to the central server for allocation. This facility allows the Sales Representative to view appointments for the current week/day. They also have the option of rescheduling the appointments.

The Sales Representative can also view the list of customers available in the PDA. They can view the customers based on Customer ID or Customer Name

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Order Management

Sales representative can manage inquiries, quotations and sales orders on their device. Basic functionalities like capturing user requirements, suggesting solutions etc are possible. Viewing order status is a key feature of this module.

Customer Management

This facilitates creation and viewing of customer information like contact information or customer history.

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Product Viewing

Real time information can be viewed on the handheld device. The information on products can be viewed categorically or by alphabetical order. Information on product prices, availability, description and other specifications can be obtained.

Delivery Instructions

The Sales Representative can enter a Delivery Instruction if required and save the order. If they choose to Synchronize the order, then it is saved and synchronized with the server, provided GPRS connectivity is available. There is also an option to clear and exit from the order entry screen.

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Synchronization

This module facilitates in synchronising data on the device with the server using cradle or wireless synchronisation. Synchronisation has XML components on the server and client side as well.

Other features

Alerts: Messaging facility allows sales representative to receive from as well as send alerts to central server.

Personal Information Management: These sets of applications allow sales representatives to manage information on leaves, travel, expenses and salary from the personal devices.

For Sales Manager

Work allocation: This utility allows the sales manager to assign and dispatch appointments to the sales representatives who are on the field. This facility could be extended to a handheld device for sales managers too.

Broadcast: This helps sales managers to send broadcasts to sales representatives, like informing about various campaigns or price cuts if any, in real time.

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