Beat & Tour Planning
Plan and optimize daily, weekly, and monthly beat routes for maximum outlet coverage.
Sales Force Automation
Automate your entire sales lifecycle from field to invoice
EssentialSFA's sales force automation software streamlines every step of your sales process — from beat planning and order capture to secondary sales tracking, target management, and expense reporting. All powered by real-time data and AI-driven insights.
Order Management
Capture orders from the field, instantly
Your reps capture orders on their mobile app with full product catalogs, pricing, discounts, and schemes. Orders sync in real time to your back office and ERP — no manual entry, no delays.
- Mobile order capture with product catalog
- Real-time sync with ERP and distribution systems
- Pricing, discounts, and promotional schemes
- Order confirmation and delivery tracking
Orders Today
342
+18% vs avg
Order Value
₹4.2L
+15% MoM
Recent Orders
#4821 — Apollo Pharmacy₹12,400
#4820 — Shree Medicals₹8,200
#4819 — Wellness Store₹15,800
Secondary Sales
Track sales across your entire distribution network
Monitor primary and secondary sales at every level — from company to distributor to retailer. Track stock movement, identify slow-moving products, and prevent stockouts with real-time visibility.
- Primary and secondary sales tracking
- Stock movement and inventory visibility
- Returns and damage tracking
- Sell-through and sell-out analytics
Complete SFA Capabilities
Every tool your sales team needs
Target Setting & Tracking
Set sales targets at rep, team, territory, and product levels with real-time progress tracking.
Expense Management
Capture field expenses with receipt uploads, approval workflows, and payroll integration.
Sales Analytics
Real-time dashboards for sales performance, rep productivity, and outlet growth.
Product Catalog & Schemes
Manage product catalogs, pricing, variants, and promotional schemes with effectiveness tracking.
Distributor & Retailer Management
Manage your distribution network with hierarchy, credit limits, and performance tracking.
Ready to automate your sales operations?
Book a demo and see how EssentialSFA streamlines your entire sales lifecycle with AI-powered automation.