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AI-Powered Sales Force Automation Software

SFA

Sales Force Automation – Empower Field Sales for Higher Productivity

Put a mobile-first SFA app in every rep’s hand, plan the beat, track each geo-tagged visit, book orders and capture collections on the ground, with full offline support.

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Overview

What is SFA

SALIO SFA is the sales force automation software that runs the sell-out side of the route to market, digitising how field teams plan their day, cover outlets, and book secondary orders.

Reps get a mobile-first app with guided workflows: a planned beat, geo-fenced visit verification, order capture against live stock and schemes, and collections, all syncing in real time, with offline capture for low-connectivity markets. Managers get live visibility into coverage, productivity and field KPIs.

Because SFA is part of SALIO, on-field orders flow straight into DMS and secondary sales, and feed analytics, eliminating manual re-entry between the field and the back office.

Key Capabilities

  • Beat Planning

    Plan and optimise daily beats, journey plans (PJP) and outlet coverage.

  • Route Planning

    Optimise routes and territory coverage for efficient field movement.

  • Attendance Management

    Geo-fenced check-in/out, leave and field attendance discipline.

  • Retail Visit Tracking

    Track outlet visits, tasks and engagement against the plan.

  • Geo-tagging

    Geo-tagged visits and location verification to stop false reporting.

  • Order Booking

    On-field order capture with live stock, pricing and scheme validation.

  • Collection Tracking

    Capture payments and track outstanding during field visits.

  • Mobile App, Offline-Ready

    Android/iOS app with full offline capture and real-time sync.

Business Outcomes

  • Increase field sales productivity
  • Improve order accuracy
  • Enhance sales visibility
  • Drive revenue growth

Differentiators

  • Mobile-first approach
  • Geo-enabled tracking
  • Real-time sync

Use Cases

FMCG

High-frequency beats and outlet coverage across large field forces.

Pharmaceutical

MR reporting, visit tracking and field force productivity.

Consumer Durables

Dealer and retail visit execution with order capture.

Building Materials

Field coverage of dealers and influencers across territories.

Electrical & Electronics

Retail and channel field execution at scale.

Automotive Aftermarket

Field engagement with dealers and retailers.

Geo-Fenced Compliance

Location-Verified Network Territory Discipline

  • Enforce geo-fenced attendance check-ins.
  • Trace daily journey plans.
  • Eliminate false reporting anomalies.
  • Log precise outlet coordinates.
  • Track retail visit cycles.

Mobile Field Execution

Offline-Ready Ground Sales Ingestion

  • Deploy hybrid mobile apps.
  • Cache low-connectivity market records.
  • Sync transaction parameters automatically.
  • Book field secondary orders.
  • Process ground collection entries.

ezGuider AI Recommendation

Predictive Retail Route Optimization

  • Optimize daily beat paths.
  • Recommend target high-yield outlets.
  • Guide cross-sell action steps.
  • Generate field trend signals.
  • Extract secondary sales projections.

SFA Workflow

Field execution layer integrated with DMS

SFA Workflow

Field execution layer integrated with DMS

Transform Your Sales & Distribution with SALIO

Bring distributors, sales teams, and revenue operations into one unified platform.

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