SFA Software

AI-Powered Sales Force Automation

Improve productivity, increase outlet coverage, and drive better sales outcomes with intelligent automation across every field visit.

Request Demo

SFA Software — AI-Powered Sales Force Automation

Improve productivity, increase outlet coverage, and drive better sales outcomes with intelligent automation across every field visit — from beat planning to order capture to performance analytics.

1
01
Plan — Smarter Retail Execution

Profile & Segment Customers

Build rich retailer profiles with outlet type, purchase history, credit status, and segment tags — enabling targeted visit strategies and personalised pitches.

Optimised Beat Plans

Create structured visit schedules by territory — assigning reps to the right outlets on the right days to maximise coverage and minimise travel time.

Route Optimisation

AI-driven daily route planning that sequences outlet visits intelligently — reducing fuel costs, travel idle time, and missed calls across the territory.

Ad-Hoc Task Assignment

Managers push one-off tasks to reps in real time — competitor audits, promotional activations, or urgent follow-ups, tracked to completion.

Scheduling AI Agent

AI prioritises which stores to visit for maximum revenue impact — factoring in order potential, visit gaps, scheme deadlines, and overdue credit status.

Custom KPIs & Team Targets

Set individual and team-level KPIs — visit count, order value, new outlet additions, collection targets — with live tracking against goals.

2
02
Execute — Every Outlet Visit with Precision

Geo-Tagged Attendance & Check-ins

GPS-verified attendance with timestamped check-in/check-out logs — ensuring field reps are at the right outlet at the right time, every time.

Order AI Agent

AI recommends ideal order baskets per outlet — based on purchase history, current schemes, seasonal demand, and stock levels — boosting order value per visit.

Promotions & Upsell

In-visit scheme activation with guided upsell and cross-sell suggestions — ensuring every promotional opportunity is captured at the outlet level.

AI Visual Merchandising

Capture shelf photos and let AI audit planogram compliance, share-of-shelf, and display adherence — flagging gaps without manual counting.

Returns, Collections & Van Sales

Process product returns, log cash or digital collections against invoices, and manage van stock billing — all in one seamless mobile workflow.

Surveys, Feedback & Competitor Intel

Run in-visit surveys, capture retailer feedback, log competitor pricing and presence, and route complaint tickets — all tracked to resolution.

Lead & Pipeline Management

Capture new outlet leads, track proposal status, and convert pipeline opportunities — giving reps and managers full CRM visibility on-the-go.

Loyalty & Gamification

Run loyalty programs directly from the app — award points at checkout, spin-to-win campaigns, leaderboards for reps, and seamless reward redemption.

3
03
Analyze — Uncover Growth Opportunities

Manager & Admin Dashboards

Live dashboards for territory managers and admins — visit adherence, order trends, collection status, and rep productivity across all territories.

KPI Scorecards

Individual and team scorecards tracking target vs. achievement on every metric — visit count, order value, new outlets, and collection — updated in real time.

Sales Uplift Measurement

Measure incremental revenue from every AI-driven action — route optimisation, order recommendations, scheme nudges — proving ROI at field level.

Real-Time Deviation Alerts

Automated alerts to territory managers when visits are skipped, orders drop below threshold, or collections go overdue — intervene before problems escalate.

Insights AI Agent

Build custom dashboards with natural language queries — ask "which outlets haven't ordered in 30 days?" and get instant, actionable answers.

Copilot — Chat-Based Analytics

Analyse field data through a conversational AI interface — managers get instant summaries, trend alerts, and next-best-action recommendations.

Ready to see it in action?

Get a personalised demo tailored to your channel sales and distribution setup.

Request Demo Back to Platform