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Sales Force Automation




To keep pace with today’s fast-moving and ever-changing global market, businesses must provide their employees with the tools to grow revenue more quickly, profitably and predictably. Sales professionals are asked to manage an increasingly large and complex amount of company, partner, customer and competitor information.

 
Leading companies maintain their edge by implementing solutions that help employees identify, capture and utilize the information that drives their business.

With just a few simple clicks, users can create and update sales orders, leveraging the most current product and price list information and ensure the orders are submitted to the correct internal personnel.

By providing this critical customer and product information in the field, SFA Mobile helps sales professionals to be more responsive to customer needs, increasing customer satisfaction and loyalty and leading to additional selling opportunities.


Product Addressability


Any company acting in products distribution!


WHAT DOES IT OFFER?


A complete and integrated solution for the sales process management, addressing both the Pre-sales and the Truck Direct Sales processes.

SFA mobile offers sales professional instant access to customer records, stock, order status, billing and associated information anytime and anywhere.


WHAT DOES IT MEAN FOR SALES AGENTS?


Nothing than easier! A PDA device, a small Mobile Printer and a Mobile Fiscal Cash Register.


MAIN FUNCTIONS OF THE SOLUTION: 
e Prodigy Integrated Insurance Management System (PIIMS) handles all the key insurance functions, including product definition, handling of policies, administration, claims, agency management and customer relationship management (CRM).

Agent management



PIIMS allows the user to define his own distribution channel as a hierarchical structure.


Reinsurance treaties management



The PIIMS system manages reinsurance treaties and calculates the reinsurance share and net retention share, sums insured, premium, commission and claims.

The system manages the proportional treaties and the relevant calculations automatically.


Policy definition



The policy definition module is an intuitive facility that provides tools for designing, creating and maintaining insurance products. The system is based on a flexible and robust table-driven definition engine, through which the business manager defines and maintains the required business items: insurance products, chapters, clauses, data items, validation checks, underwriting rules, calculations required, reinsurance, flow of business and printing specifics.


Policy issues & management



An actual process of producing and maintaining policy documents consisting of proposals, new policies, endorsements, renewals, cancellations etc. The system, which is based on the tables built in the policy definition module, provides all the functionality required in the business processes:


 § Client management


 § Currency management

 § User management & Authorization

 § Organizational issues

 § Policy information

 § Policy activities

                New policy

                Endorsement

                Cancellation

                Reinstallment after cancellation

                Modification     

                Renewals


Business benefits



 § reduced lead-time for product development

 § externalized rules facilitate changes in business rules for different operations

 § reduced production costs through streamlining of business process 

 § wider reach and improved customer satisfaction


System benefits:


Software components spread across presentation; business and data access layers; facilitating maintenance; flexible, data-driven nature of system facilitates changes.

 § Online/ Real-time Access to information such as Accounts, Clients, Products, Prices, Contacts etc.
 § Online/ Real-time Orders
 § Mobile Invoicing (Generating New Invoices, Unpaid Invoices Report)
 § Mobile Cashing (Issuing Bills and Tax Receipts)
 § Generating Synoptic Table of Sales and/or Daily Accounts Receivables
 § Inventory Control at the beginning/end of the day



For other information please see brochure:


Events:
Prodigy Technologies celebrating 10 year... read more link

Prodigy Technologies has a new partner... read more link

Press:
Events
RSD Day Event on November, 16th 2010... read more link

Prodigy Technologies presents SFA Mobile... read more link

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