Sales Force Automation

Rayterton SFA for High-Execution Distribution Teams

Equip field reps to plan visits, capture orders offline, run merchandising audits, surveys, and sampling, track attendance and expenses, and see performance dashboards. Integrated with DMS/OMS, pricing and promotions, and BI for a complete distribution execution loop.

Outlet coverage and visit discipline
Offline order entry with fast catalog
Perfect store execution and coaching
Share your territories and visit cadence, we will configure beat plans, catalogs, and audits for a pilot
Execution focus
SFA Suite
Field productivity
  • Beat plan, visits, and geo-tagged proof
  • Offline order capture with price and promo reference
  • Merchandising audit, OSA, and competitor monitoring
  • KPI dashboards, leaderboards, and incentives
Field execution operating system

One Mobile App for Visits, Orders, Audits, and Performance

Rayterton SFA strengthens distribution execution by standardizing outlet coverage, ensuring visit discipline, and turning every visit into measurable outputs. With offline mode and geo-fenced controls, teams can execute reliably even in low connectivity areas while management gets real time visibility into performance.

For field reps and supervisors

Plan routes, complete visit tasks, capture orders quickly, collect evidence via photos and notes, and follow up on assigned activities. Supervisors can coach using KPI dashboards by rep, area, and outlet type.

For sales operations and management

Improve coverage and productivity with systematic beat planning, audit-ready logs, attendance controls, and integration to pricing and promotions. Better data enables accurate incentives and better execution governance.

Standard features

Standard Features of Rayterton SFA

A practical and proven feature set for distribution field execution that can be customized to match your workflows, KPIs, and data capture standards.

Outlet Registry

Accounts, geo-location, attributes, photos, and contact history in one outlet profile.

Beat Plan & Visits

Weekly routes, tasks, and visit targets with adherence tracking by rep and region.

Order Entry (Offline)

Catalog plus price and promo reference, sync orders when connection is available.

Merchandising Audit

Planogram checks, OSA, pricing capture, and competitor monitoring for perfect store execution.

Surveys & Sampling

Configurable forms, product trials, and follow ups for field marketing programs.

Photos & Notes

Timestamped, geo-tagged evidence for visits and audits, including optional photo checklists.

Attendance & Geo-Fence

Check in and check out with location rules, exceptions, and anomaly alerts for supervisors.

Expenses & Claims

Mileage, meals, and lodging claims with policy checks, approvals, and tracking.

Pricing & Promotions

Channel specific price lists, discounts, and instant eligibility checks during order entry.

Tasks & Follow Ups

Assigned activities with SLA reminders and dashboards to ensure completion.

Leaderboards & Incentives

KPIs by rep and area, goals, and incentive-ready scoring aligned to management policies.

Security & Governance

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

Integrations

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

Business benefits

Business Benefits for Distribution Organizations

Improve coverage, productivity, execution quality, and compliance with a consistent field process and clear KPIs.

Execution outcomes

  • Better coverage through systematic beat planning and visit discipline.
  • Higher productivity with offline order capture and fast catalogs.
  • Perfect store execution via audits that ensure availability, pricing, and display compliance.

Governance and coaching outcomes

  • Data-driven coaching with dashboards that show strengths and gaps by rep and region.
  • Compliance with geo-fence rules and audit logs for policy-aligned activities.
  • Lower admin workload with expenses and claims captured and approved on the go.
Technology and integration

Built for Offline Field Work and Enterprise Integrations

Start with a focused scope, then expand to deeper integrations across DMS, OMS, BI, and enterprise systems as adoption grows.

Integration options

  • REST and JSON APIs plus webhooks for real time events and status updates.
  • Host to host channels including EDI, AS2, AS4, and secure SFTP for CSV or XML.
  • SSO options with OAuth2, audit-ready logs, and role-based controls.

Mobile readiness

  • Mobile support for Android and iOS with offline-first workflows.
  • Maps and GPS integration for visits, routes, and geo-fence compliance.
  • Optional WhatsApp and SMS hooks for customer engagement and follow ups.
Engagement model
What You Get From Rayterton

We configure an SFA pilot based on your territories, outlet types, KPIs, and visit cadence. The aim is to validate workflows, data capture, and dashboards with your teams before expanding.

Before go live

  • Branding for app, login, and documents to match your organization.
  • Beat plan, catalog setup, and KPI dashboards configured using your sample data.
  • Pilot access until go live for field reps, supervisors, and operations.

After go live

  • Annual maintenance that already includes change requests without extra manday cost.
  • User training and enablement materials for field reps and supervisors.
  • Data migration templates and optional deeper integration with DMS and BI.

Ready to customize Sales Force Automation

Cover more outlets and execute perfectly every day. Share your territories, KPIs, and visit cadence, and we will configure beat plans, orders, and audits for a pilot.

Request Free Customization
Rayterton can start the project without any upfront payment and without long term contracts. The focus is to make sure the solution fits and successfully goes live first.