Distribution ← Back to Software List

Sales Force Automation (SFA)

Equip field reps to plan visits, capture orders offline, run merchandising audits, surveys and sampling, track attendance & expenses, and see performance dashboards — integrated with DMS/OMS, pricing/promotions, and BI.

↑ Outlet CoverageBeat plan & visit discipline
↑ Order Lines/RepFaster entry with offline mode
↑ Execution QualityOSA & planogram compliance

Standard Features

Outlet Registry

Accounts, geo‑location, attributes, photos, and contact history.

Beat Plan & Visits

Weekly routes, tasks, and visit targets with adherence tracking.

Order Entry (Offline)

Catalog, price & promo reference; sync when connection is available.

Merchandising Audit

Planogram checks, OSA, pricing capture, and competitor monitoring.

Surveys & Sampling

Configurable forms, product trials, and follow‑ups.

Photos & Notes

Timestamped, geo‑tagged evidence for visits and audits.

Attendance & Geo‑Fence

Check‑in/out with location rules and anomaly alerts.

Expenses & Claims

Mileage, meals, lodging with policy checks and approvals.

Pricing & Promotions

Channel‑specific price lists, discounts, and instant eligibility checks.

Tasks & Follow‑ups

Assigned activities with SLA reminders and dashboards.

Leaderboards & Incentives

KPIs by rep/area, goals, and incentive-ready scoring.

Security & Governance

RBAC/SSO, approvals, audit logs, device management, and MDM hooks.

Integrations

DMS/OMS, pricing/promotions, BI, maps/GPS, WhatsApp/SMS, and REST APIs.

Business Benefits

Better Coverage

Systematic beat planning grows distribution and presence.

Higher Productivity

Offline order capture and catalogs speed up every visit.

Perfect Store

Audits ensure availability, pricing, and display excellence.

Data‑Driven Coaching

Dashboards show strengths and gaps by rep and region.

Compliance

Geo‑fence and audit logs keep activities policy‑aligned.

Lower Admin

Expenses and claims are captured and approved on the go.

Technology & Integration

REST/JSON APIs Webhooks Host‑to‑Host (EDI/AS2/AS4) Secure SFTP (CSV/XML) Message Queues OAuth2/SSO Mobile (Android/iOS) Maps/GPS WhatsApp/SMS Data Warehouse/BI

What You Get

Branding (app/login/docs) Beat plan & catalog setup Pilot access until go‑live Annual maintenance incl. change requests On‑prem or cloud User training & materials Data migration templates
Ready to customize
Cover more outlets and execute perfectly — every day.
Share your territories, KPIs, and visit cadence — we’ll configure beat plans, orders, and audits for a pilot.
Request Free Customization