Overview

Bluesoft Sales Force is a cloud-integrated sales force automation module designed to work seamlessly with the Bluesoft ERP platform for retail and wholesale businesses. It empowers external and field sales teams to capture orders, access up-to-date inventory and customer data, and operate anywhere via mobile devices — even offline — with automatic synchronization back to the ERP. The system centralizes sales information, streamlines order workflows, and enhances visibility into field operations, allowing managers to monitor performance, optimize routes, and make data-driven decisions. By reducing manual processes and improving order accuracy, it boosts productivity and accelerates sales cycles while ensuring compliance with business rules and tax regulations.

Features and Capabilities

• Core Sales Force Functionality:
  • Mobile order capture: Place orders from anywhere, including offline, then automatically sync to ERP.
  • Centralized sales data: Unified view of sales across external teams and back office.
  • Inventory visibility: Access real-time stock levels for accurate selling decisions.
  • Order history and status: View past orders and monitor current order status in the app.
  • Customer details at fingertips: Access client data, payment terms, credit info, and sales history.
• ERP Integration and Business Logic:
  • Deep ERP integration: Share pricing, product, and order data seamlessly with Bluesoft ERP backend.
  • Offline order creation & sync: Continue selling even without network connectivity; data syncs automatically.
  • Tax and fiscal compliance: Support for tax rules and fiscal regulations such as DIFAL and ICMS.
  • Workflow automation: Reduce paperwork, manual entry, and administrative delays.
• Sales Team Productivity Tools:
  • Sales funnel overview: Manage opportunities, track sales progression, and identify top-performing routes.
  • Roteirization and routing support: Automatic route creation based on sales history, geography, and priorities.
  • Vehicle freight linking: Assign freight costs by vehicle type and delivery radius for optimized logistics.
• Mobile App Enhancements:
  • Push notifications: Alerts for order status, approvals, and synchronization events.
  • Scheduling and calendar features: Organize vendor visits, appointments, and follow-ups efficiently.
  • Advanced filters and search: Quickly locate orders, clients, or products within the app.