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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.

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Why choose Efalia Tracking?

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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.

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.

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Training

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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Support

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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Third-party application maintenance

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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Hosting

A trusted, secure cloud for critical services and strategic data. Efalia’s offer includes outsourced hosting and comprehensive operation by Efalia.

Local experts

We are renowned for our expertise, both in terms of the characteristics of our solutions and our ability to support our customers, to meet their needs as closely as possible. For us, this is a prerequisite for achieving their performance and efficiency targets.

2500

customers

150000

users worldwide

140

experts at your service

40

years of experience

Request a demo

Because a demo is worth a thousand words, contact our experts for a personalised demonstration of our solution.

They trust us

Efalia Suite

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Electronic Content Management

Facilitate information sharing and accelerate the digitization of document processes.

module efalia doc recadre 1

Document Management System

Have a document management platform accessible everywhere and at all times for all your company's employees.

module efalia process recadre

Business Process Management

Automate your business processes simply and easily with a Business Process Management platform.

User relationship management portal

Modernize your customer relationship with a URM/CRM platform.

module efali capture recadre

Information Capture

The solution to scan your documents for everyone, from any device and wherever you are.

module efalia compose recadre

Output Management Software

Reinvent your documents and create quality, value-added documents for better customer communication.

module efalia safe recadre

Digital safe

Your certified digital safe to store and secure your documents in full compliance.

module efalia tracking recadre

Document sharing and tracking

Simplify and accelerate your sales processes. Gain security and stop sending documents as attachments.

module efalia sign recadre

Electronic signature

Simply sign and have your documents signed online, in complete security thanks to the electronic signature.

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Exchange portal

Digitalize the relationship with your customers, suppliers and partners.

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