Efalia Tracking
Sales support software

Simplify and accelerate your business by facilitating the daily work of your teams with Efalia Tracking sales support software.

Efalia Tracking, is a comprehensive sales support software that improves the performance of your sales through a platform that enables your teams to increase their productivity and focus on the business relationship.

Integrates with your current tools

Configurable online platform

Flexible and secure

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Efalia Tracking, the sales support software that improves your performance without changing your habits.

Select a platform to share your business documents that enables them to be tracked and analyse interest from your prospects.

Your marketing and sales teams can analyse recipient interest, take advantage of reminder alerts and automated actions. You can easily manage sales performance. Connected to your CRM, the data is updated automatically.

Share your documents
Digitize all your documents, whatever their format. You can build your personalized projects easily, and share these documents with your recipients in the 100% secure document space, so you can work together seamlessly.

Improve and accelerate exchanges with your recipients.

Analyse the reading behaviour of your documents
Efalia Tracking shows you signals of interest and qualifies your prospects so that you can detect business opportunities.

The statistics enable your marketing and sales teams to improve content and provide your prospects/customers with the right information at the right time.

Trigger the right actions at the right time
Improve the conversion rate of your opportunities by triggering the right actions at the right time. With alerts, reminders and automatic actions, you can track sales easily and communicate with your customers/prospects at the right time.

Easy management and monitoring
Thanks to dashboards, you can easily monitor the performance of your services. Customer account data and prospect data are automatically updated in your various CRM tools, business software, etc. Efalia Tracking is integrated with SalesForce.

Finalise and sign your sales proposals and contracts electronically
Enable e-signature on your sales documents and shorten your sales cycles. In just a few minutes and remotely, allow your customers/prospects to complete your contracts and sign them electronically.

Automate your quote-to-sign process and bring your sales and finance departments closer together.

Why choose Efalia Tracking?

Easy installation

Saas – software as a service: no software to install. Easily access Efalia Tracking from your web browser.

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Open

Embedded: You continue to use your inbox. Efalia Tracking is integrated into your CRM and enables you to send your business documents without changing your habits. Natively integrated with Salesforce and Microsoft Dynamics . Freedom: Free to acquire other modules from the suite, to embed several applications, to integrate it with an existing IS.

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Electronic signature

Efalia Tracking supports the entire sales process by offering the electronic signature of your documents in one click: make your sales happen faster.

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Security

Our solutions are rolled out using modern and proven technologies. Application security is ensured by regular non-regression and non-intrusion tests, supplemented on the users’ side by comprehensive management of access rights. Our cloud infrastructure, labelled “SecNum”, guarantees our information security management practices.

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Simplify exchanges with your customers/prospects

Your recipients can fill in the documents directly in the Efalia Tracking area. They don’t need to deal with a multitude of attachments and document versions. Everything is smooth and simple.

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Business orientated

The success of sales support software resides in its ability to integrate into your teams’ habits and its ability to facilitate the daily work of your sales teams while providing increased performance.

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Efalia support

Efalia is also a team of experts in Sales Efficiency, working alongside you to support you in defining your requirements, training and the perfect integration of our sales support software into your practices.

Efalia offers a range of training courses on sales efficiency, administration and the use of our document tracking and opportunity prediction solution, as well as the integration of Efalia Tracking with your business applications, etc. Our training courses take place intra or inter-company, face-to-face or remotely. All are eligible for coverage by your local training organisation.

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For your projects, we provide you with teams of consultants, specialists in digital documents in many sectors and businesses. We support you during the project management phases, with the digitisation of your documents, the installation of our solutions and the development of connectors.

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Efalia offers you additional operational functional support, aimed at optimising the use of our digital solution, beyond first-level support. This is the Alliance programme. In addition to solving any problems encountered, it includes monitoring the use of the product and improvement scenarios in how it is operated, in order to optimise their use.

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