Customer & dealer management
Client details, grouping maps, location validation, check-in records, and custom properties.
Custom SFA Projects · BernSFA
A field sales platform designed around the way you work.
Do not force your team into rigid software. Bring sales, visits, routes, orders, collections and reporting together in one mobile platform.
Apply nowField Monitoring
Manage visits, locations, routes, and tasks in real time.
Sales Visibility
Get the big picture of teams, clients, and pipelines on one dashboard.
Bespoke Infrastructure
Forms, roles, approvals, and integrations tailored to your process.
/ What is BernSFA?
Not just CRM data,
but a field sales execution tool.
BernSFA merges customer, visit, order, and target metrics between the home office and the field crew into one automated pipeline. Reps run daily tasks on the app, while managers capture insights instantly on the web portal.
Since every sales model is distinct, we do not restrict you to pre-built templates. We build specialized forms, workflows, permission rules, and sync connections exactly matching your organizational standards.
/ Modules
The entire sales cycle on a single platform.
Route & visit planning
Geographic routing rules, daily schedule charts, check-in logs, and field feedback inputs.
Orders & collections
Mobile item catalogs, custom pricing engines, discount triggers, orders capturing, and balance entries.
Quotes & opportunity management
Sales pipeline tracker, pipeline stages, custom quote creation, reminders, and approval triggers.
Dynamic field surveys
Surveys, store checks, price tracking, photos capture, signatures, and custom field forms.
Reporting & KPIs
Representative performance metrics, region outputs, visit analysis, compliance, and real-time stats.
/ Sync & Architecture
Strengthen your systems without swapping them.
Instead of creating isolated databases, BernSFA runs double-sided integrations to fetch and sync from your ERP and legacy databases.
ERP & Accounting
Logo, Mikro, Netsis, SAP, and custom REST/SOAP endpoint systems
Products & Stocks
Stock quantities, categories, cari tables, price lists, and discounts sync
Mobile & Web
iOS/Android field tools and role-based web administrative centers
Military-Grade Security
Encrypted messaging, permission boundaries, transaction history logs, and backups
/ Our Process
From requirements to active field execution.
01
Discover
Analyzing your field routines, catalog setups, and accounting workflows.
02
Prototype
Validating roles, inputs, and database schemas with responsive Figma wireframes.
03
Build
Developing applications, custom management dashboards, and ERP interfaces.
04
Pilot & Launch
Deploying to a core team for validation before rolling it out company-wide.
/ FAQ
Frequently Asked Questions
What is SFA?+
SFA (Sales Force Automation) digitizes and automates field processes like visits, ordering, route tracing, and supervisor reporting.
Is BernSFA a pre-packaged software?+
No. BernSFA screens, workflows, rules, and integration endpoints are fully customized to your specific sales model.
Which ERP programs does BernSFA integrate with?+
BernSFA integrates natively with Logo, Mikro, Netsis, SAP, and any custom systems that expose REST/SOAP APIs.
How do field representatives use BernSFA?+
Sales reps perform check-ins, record transactions, and enter orders using the iOS/Android apps, while managers track execution via the web dashboard.
Does it support offline operations?+
Yes, critical operations are architected to sync transactions locally when internet is lost and submit them automatically when reconnected.
How long does it take to deploy BernSFA?+
Deployment timeframes vary based on customization scope and ERP endpoints. A timeline is created after initial requirement definition and prototyping.
/ PROJECT APPLICATION
Let’s clarify your needs together.
Complete the form in about 3 minutes. Our team will review it and contact you within one business day.
iOS, Android and web management panel
Routes, visits and field activity
Role-based team management
Secure and scalable architecture