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Sales Force Automation

Plan beats, verify every visit by GPS and book orders offline — then watch the whole field from one screen.

50 m
check-in geofence
0 bars
orders still book
19
capabilities on this page
Beat designer — Sequence outlets into a route and assign it to an officer.

01Inside the product

Beat designer — Sequence outlets into a route and assign it to an officer.

02What ships

Built from Field Sales App · Manager Dashboard · Platform & Core

  • BeforeVisits ticked in a registerNowCheck-in inside a 50 m geofence
  • BeforeOrders retyped every nightNowBooked once, at the counter
  • BeforeSchemes quoted from memoryNowLive scheme price on the order

In the officer's hand

Field Sales App · Android & iOS
  • Beat route
  • GPS check-in
  • Order entry
  • GPS-verified booking
  • Offline order capture
  • Live scheme display
  • Beat map
  • Order history
  • Personal performance

On the manager's screen

Manager Dashboard · Web
  • Live field map
  • Beat designer
  • Adherence report
  • Productive-calls chart
  • Travel-time analysis
  • Target gauges

Underneath it

Platform & Core
  • Offline sync
  • Background GPS pings
  • Google Maps
  • Push notifications

03How it runs

  1. 01

    Arrive

    Check-in only works within 50 m of the outlet.

  2. 02

    Read

    Last order and today's live schemes, before the pitch.

  3. 03

    Book

    SKUs, cases and scheme pricing, applied as you type.

  4. 04

    Sync

    Works offline. Syncs itself when signal returns.

Who works in this

  • SOSales officerMobile app
  • AMArea & regional managerWeb

Runs on

Android & iOS
Works with the network off.
Google Maps
Beats, outlet pins and routes.
Push notifications
Schemes and alerts to the phone.
Bulk upload
Outlets and officers in by file.

04Questions

Software that runs a field sales team's day and records it as it happens: the beat an officer is meant to cover, proof that the visit took place, the order booked at the counter with the right scheme price, and the reporting that falls out of those three by itself rather than being assembled afterwards.

Next in the chain

Every platform page

See sales force automation on your own chain.

Thirty minutes, on demo data shaped like your business — your roles, your beats, your SKUs. Pilot one area before you commit to anything.

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