Field Force Automation Platform to perform Sales, Collection, Order Management, and Service.

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field force automation software

Get a glimpse of what happisales brings to you!

Designed with care to help your field executives to work on what they set out to do for the day!

Make the most of your field force efforts

Log your customer touchpoints effortlessly.

Be it sales, collection, order, or service, Happisales lets your field executives log data effortlessly. Our software is designed to guarantee ease of use: it not only simplifies tasks for your field force but also paves way for swift communication.

  • Track the journey of all your field executives in real-time     
  • Avail push notifications based on activities and tasks performed in the field 
  • Use the tool without internet access
  • Gain better customer insights
Field Force Automation Platform
Field Force Automation Platform
Engage your customers proactively

Don’t miss out on appointments. Reach, engage and achieve more!

Set visit/call tasks for yourself and your peers automatically and sync them in your work calendar using our field force software. Happisales incorporates a wide range of features to help field executives reach their customers effectively and push themselves to achieve more.

  • Get timely reminders and notifications
  • Send customized notifications to your customers
  • Auto plan the best travel route based on the location of meetings
  • Leverage actionable insights and customer history data to better plan your approach
Create a pleasant, and uplifting work culture 🙂

Motivate your team constantly, and keep up the spirits of your field executives

Happisales appreciates the work done by the field executives by acknowledging their personal achievements and notifying their respective team lead. Our software improves visibility for the field force which in turn helps them learn and perform better.

  • Recognize, and celebrate individual achievements
  • Set incentives 
  • Let individuals know where they stand in the team based on targets
  • Offer personalized reports, and feedback
Field Force Automation
Field Force Automation
Measure and track team progress

Progress tracking helps build better relationships and increases productivity!

We assess 15 parameters relevant to your field executives and monitor their individual as well as their team’s progress based on those parameters. Understanding the capabilities of each and every field executive helps in bringing out the best in them.

  • Set clear targets for the field executives and track them easily
  • Get progress reports of Individuals and Team
  • Get customizable reports on customers
  • Leverage ML-based suggestions to enhance performance
Learn more about Happisales’s unique features.

Happisales is a fully packed field sales tool!

sales tracking software
Location Tracking

Track your Field Sales Executives.

Happisales sales tracking software
Track Your Targets

Create transparency in the targets and regular notifications to boost your sales executives achievement.

Happisales product management system
Product Management

Manage your products digitally and enable field reps to access available products and pricing.

Field Force Automation
daily sales report application
Daily Reports

Reports and Real Time Dashboards.

mobile sales app
Works offline

Works offline even when you are not connected to internet.

happisales expense tracking
Expense Tracking

Manage all your field sales expenses in one place. Review and approve the claims with one click.

Jayasankar S
Head Information Technology, Roca India The experience of working with hakuna matata has been excellent. Your team was responsive, and ably managed the project scope and our requirements & expectations.
Rajesh Lakshmanan
Head IT, Sicagen We’ve been working together with Hakuna Matata Solutions for 3 years and they’ve helped resolve most complex of issues. Quality of work is high and I would highly recommend them.

Our Field Force Engagement Platform Helps Your Organization improve Visibility and Productivity of your sales team.

Field force automation

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    Frequently asked questions

    We now have an FAQ list that we hope will help you answer some of the more common ones.

    1. Is it possible to customize happisales?

    happisales is a standardized cloud-based platform that keeps track of all field sales. But, organizations can tailor it to suit their needs by designing their own dynamic forms.

    2. How to access happisales?

    Sales managers, heads, and admin can use our sales software on the web and on the go using our GPS mobile sales application.

    3. Do you provide a free trial?

    Of course, we do! Each organization and every new user is entitled to a free, one-month trial. 

    4. Can others see my company data?

    Secure data and privacy are of utmost importance to us. This means no other organization can access your data. Neither can we.

    5. How soon can I start using happisales?

    Our organization setup software can be used in just a few hours after you have signed up for a free trial.

    6. Do you provide training to our sales & IT teams?

    We are happy to provide “How to Use” training for your sales & IT teams.

    7. Whom should I reach out to in case of any issues?

    A dedicated support team is available to help you through any issues you may encounter. When signing up we provide you with the contact information of the support manager to help you.

    8. What industries do happisales support?

    This field staff tracking app is an end-to-end solution for field sales teams across all industries. Nonetheless, it is best suited to companies in the manufacturing, retail, and finance sectors.

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