Module 02 / 08

Plan, Execute & Monitor Every Field Activity

Enable employees to create, manage, and track campaigns, customer engagements, dealer meetings, and activity expenses with complete proof capture.

The Business Challenge

Sales teams conduct hundreds of on-ground activities monthly. Most still rely on WhatsApp, Excel, and manual approvals — with no centralized tracking or visibility.

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Platform Features

Customer & dealer meeting creation

Territory-based activity planning

TSM-to-MDO assignment workflows

Hierarchical leadership visibility

Photos, videos & voice note capture

Geo-tagged timestamp proof

Travel & expense tracking

Offline activity creation & sync

Business Outcomes

Improved Campaign Execution

Field campaigns executed consistently across territories.

Higher Operational Visibility

Leadership gains real-time visibility into activities across states.

Stronger Field Accountability

Geo-tagged proof capture improves transparency and execution quality.

Faster Reporting & Approvals

Replace fragmented reporting with centralized digital workflows.

Campaign Execution

Plan It. Prove It.

Every field campaign — dealer meetings, consumer activations, training events — planned, assigned, executed, and evidenced on one digital platform. No more WhatsApp coordination or missing expense claims.

Activity Planning

Managers create and assign activities to field teams with targets and timelines.

Photo & Video Proof

Activity completion backed by geo-tagged media and digital sign-off.

Territory Assignment

TSM-to-MDO workflow assigns the right activities to the right territories.

Expense Tracking

Travel and activity expenses digitally logged and approved — no more paper claims.

Field activity planning and campaign management for FMCG and channel teams

0 paper

Activities planned and tracked digitally

Channel Activity Impact

Activities That Move Product.

Structured activity execution at dealer, retailer, and consumer level is the engine behind secondary sales growth.

Dealer Activities

Keep Dealer Meetings Structured and Trackable

Dealer meets, product training sessions, and scheme briefings are the foundation of secondary sales. Capture every interaction, outcome, and follow-up digitally.

Dealer meeting creation & assignment — Plan and push dealer meet activities to field teams by territory

Training session tracking — Log product USP training activities with attendance proof

Scheme communication proof — Capture that dealers have been briefed on current schemes and targets

Follow-up task generation — Dealer meetings auto-generate follow-up tasks for reps

Retailer in-store activation and POSM placement

Retailer Activations

Execute In-Store Activations at Scale

Shelf visibility campaigns, POSM placement drives, and retailer engagement events all captured with before-and-after proof — tied to the right outlet and territory.

POSM placement tracking — Photo proof of display materials placed at each outlet

Visibility campaign management — Assign and track in-store activation activities across territories

Kirana engagement activities — Structure and log retailer-level engagement events with sign-off

Compliance scoring — Score outlets on activation compliance for territory benchmarking

Consumer Activations

Run Consumer Engagement Events with Full Visibility

Sampling events, demo days, and in-market consumer activations all tracked — with headcount, media proof, and budget compliance captured on the platform.

Event creation & planning — Create consumer activation events with budgets, targets, and assignments

Real-time attendance capture — Log footfall and consumer interactions as the event runs

Media proof upload — Photos and videos from each activation uploaded immediately

Budget vs actuals — Compare planned activity spend against actual field expenses

Performance Rankings

Activity Completion Drives Rankings

When reps see their activity completion rate, proof quality score, and territory coverage ranked against peers — execution quality improves across the board.

Beat

Best Executor in the Beat

Ranked by activity completion rate and proof quality within a territory. Drives consistent execution standards at the ground level.

98% comp

91% comp

84% comp

Zone

Top Activity Zone

Zone-level rankings for campaign adherence, expense compliance, and overall activity completion — benchmarks teams against each other.

Zone 1

Zone 2

Zone 3

All-India

National Execution Excellence

All-India recognition for the best-executing field teams — reward consistency, proof quality, and campaign compliance.

#1 Team

#2 Team

#3 Team

Activity mapping leaderboard and campaign analytics dashboard

Execution Quality Compounds

When every activity is planned, assigned, and proved — and that data is visible in real-time rankings — field teams self-correct before managers need to intervene. The result is a step-change in campaign execution quality.

3×

More activities tracked vs unstructured WhatsApp coordination

92%

Average activity completion rate on managed territories

Activity Types

Every Channel Activity Covered

From large-scale consumer events to one-on-one dealer training — all structured, assigned, and evidenced on the same platform.

Dealer and distributor meeting activity tracking

B2B Activities

Dealer & Distributor Meetings

Structure every B2B interaction — product briefings, scheme communication, credit discussions — with digital proof and automatic follow-up task creation.

Meeting logDigital sign-offFollow-up tasks

In-Store

Retailer Activation & Shelf Compliance

Track POSM placement, shelf display standards, and retailer engagement events with before/after photo proof and outlet-level compliance scoring.

Before/after proofPOSM trackingCompliance score

Consumer

Ground-Level Consumer Activations

Run and track sampling, demo, and brand activation events with live attendance logging, media proof, and budget-versus-actuals reporting.

Live attendanceBudget trackingMedia proof