Since BeatRoute works primarily with enterprise customers, most prospects who come our way already have years of experience trying out different technologies for their route-to-market execution. But they all share the common concern: the old-style tools that they have tried have delivered digitization, and they might tick many boxes in terms of workflow automation, but the truth is they rarely drive any direct impact on sales or business growth that can be attributed to the technology itself.
These tools focus on managing processes but fail to bridge the gap between automation and tangible business outcomes.
At BeatRoute, our vision is to empower the retail and distribution world to harness evolving technology as a way of sales.
Artificial Intelligence: Powering Goal-Driven Execution
While businesses and tools struggle to find AI use cases, we have made Artificial Intelligence our new ally in delivering our core promise of sales impact.
AI is now powering Goal-Driven execution for brands and amplifying the sales impact we are creating.
We began by introducing Operational AI to help sales teams, channel partners and customers perform better. Whether it is our industry parameterized AI model for order recommendation or AI-suggested customer visit planning ‘Help Me Plan’, it’s geared toward amplifying GDAI impact.
In year 2024, we also introduced a Conversational AI in beta, which enables sales teams to interact with data using natural language to get actionable insights. We expect managers discover and solve problems in their territory using this powerful tool that’s like a ChatGPT on sales data.
In this report, we take a closer look at the measurable sales impact BeatRoute delivered for our customers over the past year.
Goal-Driven AI (GDAI)
Goal-Driven AI (GDAI) is BeatRoute’s proprietary technology built with one goal in mind: delivering measurable business impact.
With GDAI, organizations can define their specific sales goals directly within the platform and guide both their sales teams and customers toward achieving those goals through tech-driven mechanisms.
This is more than digitization; it’s about turning sales strategy into actionable, impactful results.
Sales Impact Overview
Sales Uplift through GDAI for Sales Team
Impact: 12.6%
Modules & Workflows:
- KPI Scorecard for Sales Reps & Managers
- Operational AI (Order Recommendation AI, Help Me Plan, Task Recommendations, Customer Insights)
- Sales Team Gamification
- CuesBot Conversational AI
Parameters Measured:
- Average Monthly Sales of same customers before and after GDAI deployment
- Number of Lines Sold pre- and post-GDAI
- Successful New Retailer Ratio in GDAI enabled team vs. plain SFA features
- Percentage of New Entrants in the Gamification Leaderboard every month
Sales Uplift through GDAI for Customers
Impact: 5.2%
Modules & Workflows:
- Milestone completion visibility and nudges to customers
- Spin & Win engagement
- Multi-media communication campaigns
- Operational AI with Order Recommendation and Incremental Order Nudges
- Rewards-based gamification
Parameters Measured:
- Number of Lines Sold before and after GDAI deployment
- Average Monthly Sales of same customers before and after GDAI deployment
- Scheme budget utilization
- Number & Value of Incremental Child Orders
Sales Uplift through Operational AI
Impact: 4.3%
Modules & Workflows:
- Order Recommendation AI
- Help Me Plan
- Task Recommendations
- Customer Insights
Parameters Measured:
- Number of Lines Sold before and after Operational AI deployment
- Average Monthly Sales of same customers pre- and post- deployment
- Percentage and Number of Productive Visits
- Average Order Value
Sales Uplift through Network Expansion
Impact: 10%
Modules & Workflows:
- Customer Profiling
- Onboarding Approval Workflow
- Pipeline Management with zero-drop lead management
- Collaborative Lead Conversion with technical assistance
Parameters Measured:
- Reduction in onboarding time (and resultant additional opportunity value)
- Lead-to-customer conversion rate
- Number of touchpoints before conversion
Cost Savings through RTM Execution
Impact: 16%
Modules & Workflows:
- Route Optimization
- Help Me Plan
- Statement of Account (Allocated Credit, Utilized Credit, Due Invoices, Credit Note, Debit Note) with balance confirmation
- Complaint Management (integrated with ticket system)
Parameters Measured:
- Savings on distance travelled pre vs. post route optimization
- Time saved by sales reps in explaining account statements and status
- Average Overdue Days pre and post for the same customers
- Difference in Complaint Closure Turnaround Time
Sales Uplift through Conversational AI & Analytics
Impact: 5.3%
Modules & Workflows:
- Conversational AI (CuesBot)
- Configurable Dashboards (Report Builder)
- Competitor Insights (Structured data collection)
Parameters Measured:
- Actions Taken vs. Suggested by CuesBot
- Total Actions Taken by managers pre and post deployment
- Sales from the same set of customers before and after implementing Conversational AI and Analytics
What’s Next for 2025
As we move forward, our focus remains on expanding the power of Goal-Driven AI (GDAI) and AI-driven sales execution. The impact our customers have seen in 2024 is just the beginning. In 2025, we are doubling down on these key areas:
Continued Focus on Functional Scalability
At BeatRoute we believe your sales stack should be complete by itself and not forcing you to run any workflow partially or fully outside the system. This ensures your digital experience is end-to-end and creates a robust foundation for AI play.
AI Agents Alongside Your Team
We are looking at every opportunity where administrators’ or sales managers’ tasks can be completely automated so they get more time to focus on customer relationships.
Deeper AI Personalization
You can already train our AI on your own data, leading to highly personalized recommendations across workflows. We’ll continue enhancing Operational AI to deliver even more precise recommendations tailored to individual sales reps, managers, and customers based on historical data and behavioral insights.
Conversational AI Evolution
We are expanding CuesBot’s capabilities to handle even more complex business queries, allowing users to interact with sales data in a natural, intuitive way and receive instant, actionable insights.
Better Support for Enterprise Architecture in the AI Era
We are strengthening our AI suite and associated security to ensure we support our customers’ vision of a deployment architecture where multiple SaaS products connect with their data lakes. This enables customers to enjoy ready-to-deploy AI from the SaaS product itself while also running centralized AI-driven services on organization-wide data in a secure way.
Book a free demo and witness what real AI-driven sales uplift looks like in your business.
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