#BestUserExperienceRated
Field Sales Force Automation
Supercharge your field sales performance with our all-in-one solution. Plan, Execute, Monitor and Improvise at real-time while maximising Coverage & Productivity.
SALES FORCE MANAGEMENT
Unleash the Power of Intelligence: Revolutionise Field Sales like Never Before
COVERAGE
Optimise coverage to drive exceptional sales.
GIS enabled Territory Management
Experience seamless territory mapping & allocation within your team, using map & polygon features for precise territory assignment.
Daily Goals & Gate Meetings
Effortlessly set and track daily targets, monitor progress, and celebrate achievements with ease, driving productivity and success.
Visit Recommendation
Unlock optimised route planning and intelligent visit recommendations to boost productivity and elevate program execution to new heights.
Permanent Journey Cycle
Establish a sustainable and effective journey cycle for your field sales operations, driving success with streamlined processes and strategic planning.
PRODUCTIVITY
Intelligent Sales Solutions to Boost Productivity.
Increase Average Bill value and lines sold with must-sell and focus product recommendations, along with smart ordering capabilities. Maximize sales potential and drive revenue growth by optimizing product selection and order management.
Price & Scheme Control
Unlock strategic selling with targeted pricing & scheme control, leveraging outlet classification.
Smart Cart
Pre-recommend cart with right quality based on past purchase history to outperform manual method of order booking.
Must sell-Focus sell
Outlet-based must-sell/focus-sell recommendations, ensuring right product placement and off-take.
Growth Call Indicators
Dynamic target setting based on products or outlets, coupled with enticing incentives, to maximise order-taking.
MARKETING
Maximise your Brand's Market Domination
Comprehensive marketing services including branding asset management, BTL/brand activation, competition intelligence, and market share analysis for enhanced sales force automation.
Market & Shelf Share
Enhance market intelligence and shelf share visibility, measuring brand's market share among displayed items, optimising shelf placement through planogram adherence, surveys, compliance, and photos.
Branding Assets
Optimise budget allocation, capture and track asset requests, monitor visits for effective asset management, and measure marketing impact.
Market & Shelf Share
Enhance market intelligence and shelf share visibility, measuring brand's market share among displayed items, optimising shelf placement through planogram adherence, surveys, compliance, and photos.
Branding Assets
Optimise budget allocation, capture and track asset requests, monitor visits for effective asset management, and measure marketing impact.
DAILY SALES REPORTING
Real-Time Insights into Team Activities
Effortlessly monitor your team’s activities in real-time from a manager’s perspective, utilizing a configurable KPI scorecard and gamification elements for enhanced performance and time-based achievements.
Team Management
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Copy Geo-Fenced Tracking
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Goal Achievement Monitoring
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Attendance Management
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EOD summary
KPI based Score Card
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Special Price & margin approvals
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Class, region, program & outlet based pricing
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Freight & delivery charges
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Clearance discounts
Influencer Meet Management
Effortlessly plan, organize, and maximize the impact of influencer meets with SFA, ensuring seamless management and impactful collaborations to boost your brand's reach and engagement.
Lead & Project Management
Efficiently streamline projects and nurture leads with our powerful SFA solution. Drive productivity, enhance collaboration, and achieve remarkable results, all in one centralized platform.
Modern Trade Management
Optimize modern trade operations with our cutting-edge SFA solution. Streamline inventory management, promotions, and activities to drive uptake and boost sales efficiency.
INTEGRATION
Our SFA Integrates with Top ERPs
Streamline Operations with Seamless Integration: Our Inventory Management System Empowers Fast, Automated Workflows by Integrating In-house ERP Capabilities with Accounting Software such as Tally, SAP, Salesforce and more.
CUSTOMER TESTIMONIAL
Here is What Our Customer Say
We are delighted to express our sincere gratitude to SalesDiary for their exceptional service. Their innovative solutions have significantly improved our sales team’s productivity and coverage. The daily sales reporting feature has been invaluable in enhancing our marketing strategies. SalesDiary is indeed a valuable partner.
Sales VP, Cycle
Do You Have Any Questions ?
It is an all-in-one software solution designed to optimize and automate your field sales operations. SFA provides capabilities for territory management, visit planning, order management, daily reporting, and more to drive sales productivity and maximize revenue.
- Increasing coverage and optimizing routes
- Driving higher productivity and sales
- Providing next-best recommendations
- Enabling real-time collaboration and tracking
- Gamification and goal-setting for motivation
We offer flexible onboarding with remote or onsite options. Support includes onboarding assistance, 12/7 chat, email ticketing, phone support, and access to self-help resources.
SFA implementation follows a phased approach:
- Discovery - Requirements gathering & solution design
- Configuration - Tailoring the platform to your processes
- Testing - User acceptance & integration testing
- Training - Hands-on training for field & manager users
- Deployment - Phased launch with on-ground user support
- Optimization - Usage monitoring & capability enhancement
Please reach out for a personalized implementation plan.
Data security is our top priority. We utilize encryption, access controls, and data network security to safeguard your data. Our software is ISO 27001 certified & SOC2 audited annually.
You can measure the success and ROI of your SFA implementation by tracking these key metrics:
- Sales productivity - Revenue per rep, outlets covered per day, order value
- Coverage - Number of outlets visited, visit frequency
- Visibility - Percent reps submitting timely reports, KPI tracking
- Costs - Reduction in travel, printing, inventory and other costs
- Time savings - Reduced reporting and order booking time
- Revenue growth - Increase in revenue and market share
- Data quality - Improvement in data accuracy and lower rework
- User adoption - Percentage of employees actively using the system
We recommend setting targets for each metric as part of implementation planning. The metrics can then be monitored regularly post launch to track success and ROI. Our team can also help assess performance through audits.
Our SFA platform offers seamless integration with other enterprise systems:
- ERPs - Tight integration with ERPs like SAP, Oracle, Microsoft Dynamics to sync inventory, orders etc.
- CRMs - Integration with Salesforce, Microsoft Dynamics CRM to share customer data.
- HRMS - Integration with HR systems like SAP SuccessFactors, Workday to manage employee data.
- Analytics - Integration with BI tools like Tableau, Power BI to visualize SFA data.
- Payment Gateways - Integration with payment systems to enable digital payments.
- Route Optimization - Integration with Google Maps, TomTom for intelligent visit planning.
We use APIs and web services to integrate with these systems. Our platform was built to integrate easily with other solutions used by consumer goods enterprises.
Please reach out to us for a personalized integration plan that meets your specific technology landscape and requirements.
Revolutionise your sales process with our all-in-one platform
