Empower your retail field force with purpose-built CRM - beat planning, shelf tracking, distributor management, scheme tracking, and mobile-first design for field reps.
Retail sales involve field teams visiting hundreds of outlets daily. Generic CRMs fail to capture retail-specific needs like beat planning, shelf visibility, and scheme management.
Beat planning ensures every outlet is visited efficiently. Route optimization minimizes travel time and maximizes outlet coverage.
Photo capture and shelf analysis gives real-time visibility into product availability and competitor presence at each outlet.
Retail schemes and promotions need systematic tracking. Link scheme eligibility to orders and track claim processing.
Retail businesses face unique field sales challenges that generic CRM systems cannot address effectively.
Field reps visit outlets randomly. Beat planning with route optimization ensures efficient outlet coverage.
Not knowing shelf share without physical visits. Photo capture with shelf analysis for real-time visibility.
Field reps reporting manually at end of day. Mobile-first app with real-time data capture and instant sync.
Managing secondary distribution is chaotic. Distributor portal with stock tracking, order management, and payout reconciliation.
Promotion schemes not reaching field teams correctly. Digital scheme management with eligibility tracking and claim processing.
Managers guessing field team productivity. GPS-verified visits, sales analytics, and productivity dashboards.
Every feature needed to manage retail field sales operations from beat planning to analytics.
Create and manage beat routes with outlet assignments, frequency rules, and automated weekly schedule generation.
Photo capture with shelf analysis, planogram compliance checking, and competitor visibility tracking.
Mobile-first app for field reps with offline capability, GPS check-in, order capture, and real-time communication.
Distributor portal with inventory tracking, order management, secondary sales reporting, and payout reconciliation.
Promotion scheme management with eligibility rules, order linkage, and claim processing workflows.
Secondary sales tracking, outlet productivity, field rep performance, and scheme ROI analytics.
Mandatory GPS verification at outlet visits with timestamp, distance from outlet, and auto checkout tracking.
Mobile order taking with inventory lookup, scheme display, pricing rules, and order submission to backend.
Field team attendance tracking, leave management, and territory coverage during absences.
Seamless field operations from beat planning to sales reporting.
Route assigned
GPS verified
Photos taken
Order placed
Data uploaded
Machine learning analyzes shelf photos to identify stockouts, competitor presence, and planogram compliance automatically.
AI-powered beat planning considers outlet priority, visit frequency requirements, geographic clustering, and field rep workload.
Automatically calculate scheme eligibility based on order value, product mix, outlet type, and historical data. Link claims to orders for tracking.
Designed for every type of retail field operation.
Fast-moving consumer goods companies managing large field forces across multiple states and outlets.
Pharmaceutical companies with medical representatives visiting doctors and pharmacies withι ζΉ details.
Electronics brands managing retail presence at multi-brand stores with product demonstrations.
FMCG companies with distributor networks requiring secondary sales tracking and scheme management.
Book a free consultation call to plan a retail sales CRM that optimizes beat planning, adds shelf visibility, and gives real-time analytics into your secondary sales operations.
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