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Happisales

Happisales

Overview

What is Happisales?

Happisales by Hakuna Matata is a Field Force Automation Platform designed to streamline sales, collection, order management, and service processes. This solution caters to businesses of various sizes and is utilized by sales professionals, managers, heads, as well as those in the manufacturing, finance,...

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Pricing

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Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Happisales?

Happisales by Hakuna Matata is a Field Force Automation Platform designed to streamline sales, collection, order management, and service processes. This solution caters to businesses of various sizes and is utilized by sales professionals, managers, heads, as well as those in the manufacturing, finance, and retail industries. According to the vendor, Happisales offers a range of features and functionalities to enhance productivity, improve customer satisfaction, and facilitate data-driven decision-making.

Key Features

Field Sales Automation: According to the vendor, Happisales simplifies sales activities such as order management, payment collection, and customer service. It is claimed to provide real-time data and insights for better decision-making.

Field Service Management: The vendor states that Happisales optimizes field service operations by efficiently scheduling and dispatching field service technicians. It aims to enhance customer service and satisfaction while streamlining operations and improving analytics.

Payment Collection: According to the vendor, Happisales simplifies the end-to-end activities of payment collection executives, reducing administrative burden and improving productivity. It enables tracking of the payment collection process, generating reports, and customizing payment schedules with automated reminders.

Sales Productivity: The vendor claims that Happisales improves sales team productivity and efficiency by monitoring sales activities, tracking performance, setting targets, and providing insights and analytics to enhance sales strategies.

Location Tracking: Happisales allows real-time tracking of field sales executives' location, according to the vendor. It facilitates monitoring of field force activities and performance, optimizing travel routes for efficient customer visits, and enabling better resource allocation and management.

Sales Orders: According to the vendor, Happisales streamlines the sales order process by creating, managing, and tracking sales orders. It aims to improve order accuracy and efficiency while providing real-time updates on order status.

Task & Todo's: The vendor states that Happisales enables the creation and management of tasks for sales team members, synchronization with work calendars, automation of task creation and assignment, and improved task management and productivity.

Daily Reports: Happisales allows the generation and submission of daily reports on sales activities, according to the vendor. It facilitates tracking and analysis of daily sales performance, providing insights and data for decision-making, and streamlining reporting processes.

Geo Tracking: According to the vendor, Happisales enables monitoring and tracking of sales team activities and locations. It aims to optimize sales territories and routes, improve sales team accountability and performance, and provide real-time visibility of field sales operations.

Happisales Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based
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