Sales Force Automation
Turn every field visit into structured execution.Connected plans, visits, orders and manager visibility.
Plan coverage, guide outlet activity, capture orders and collections, and give managers a current view of field performance from one mobile workflow.
- Planned coverage
- Outlet context
- Orders & collections
- Manager visibility
Explore the detailed solution artwork
A connected business process
Common challenges in field sales
Fragmented field updates
Visit details, orders and collections are captured in disconnected ways.
Missed coverage
Priority outlets need a clear visit plan and follow-through.
Delayed order capture
Commercial activity needs to be recorded while context is fresh.
Limited execution visibility
Managers need a clear view of activities and outcomes.
End-to-end field sales execution
Plan coverage
Check in
Visit outlet
Capture orders & collections
Review outcomes
Plans & attendance
Organise schedules, coverage and attendance for each field role.
Outlet management
Maintain outlet information and visit context for better-prepared calls.
Visit execution
Capture activities, notes, observations and the result of each visit.
Orders & collections
Submit orders and record collection activity directly from the field.
Claims & expenses
Capture supporting field claims and follow their workflow.
Manager dashboards
Review coverage, execution, orders and exceptions by person or territory.
Sales teams
Execute planned outlet activity.
Territory managers
Plan, monitor and coach.
Retail outlets
Build consistent visit context.
Sales operations
Review execution and outcomes.
The connected field sales journey
Plan & prepare
- Schedule visits and plan routes.
- Review outlet information and priorities.
- Align territories, users and the activity plan.
Configure the workflow around your sales roles, outlet types and management cadence.
Execute in the field
- Record attendance and visit activity.
- Capture notes, orders and collections.
- Submit supporting claims where required.
Orders, collections and claims follow the processes agreed for your implementation.
Review & improve
- Review coverage and execution outcomes.
- Identify exceptions by person or territory.
- Refine coaching and the next coverage plan.
Integration with DMS, ERP, CRM and customer masters is scoped to your systems and interfaces.
Functional scope
Integration & implementation
Plan your implementation
Does SFA replace distributor management?
SFA focuses on field plans, visits, orders and activity. Distributor Management handles the connected channel operations, inventory and commercial workflow.
Can the workflow reflect our sales structure?
Roles, territories, outlet types and visit, order and collection processes can be configured around your operating model.
What should we bring to a demonstration?
Share your field hierarchy, visit process, outlet types, reporting priorities and the systems to connect.
Try Sales Force Automation
Discuss a guided demonstration tailored to your business process. Online trial access will be enabled when this solution is ready.
Discuss a guided demoGive your field teams a clearer way to execute.
Discuss your field structure, visit process and reporting priorities for a practical demonstration.