BeatRoute's TeleOrder AI Agent Takes Live Order From Retailer

Field Force Management Software for Philippine Sales Teams

Field force management software is the app and manager dashboard a Philippine brand uses to run beat plans, GPS check-ins, orders and shelf audits for its field team.

Reps and promodisers who visit stores every day

Reps and promodisers who visit stores every day

ASMs and RSMs who run territories

ASMs and RSMs who run territories

Brands that sell direct, through distributors, or both

Brands that sell direct, through distributors, or both

Trusted by Philippine brands like Unilab and San Miguel

100,000+
users
20+
countries
200+
Enterprise Brands
Perfetti
Valvoline
Godrej
Hero
JSW Paints
Aava
Duroflex
Redington

Pick the kind before the features

Four kinds of software share the name field force management

The name covers four different jobs. All four track location and attendance, so they look alike on a sales deck, yet a tool built for one job is weak at the others. What sets them apart is what a finished visit looks like.

Four kinds of field force software, each with how its visit ends: an order, a signed repair, a delivery or a check-in
  • A sari-sari store shelf beside a rep's visit card with the order and the shelf photo both ticked off

    Field sales software runs reps and promodisers on beat plans of outlets, with orders, shelf checks and quota. It suits brands that sell through sari-sari stores and distributors.

  • A cooler's fans with a work order showing the spare part fitted and the customer's signature

    Field service software sends technicians to install or repair equipment, with work orders, spare parts and the customer's sign-off.

  • A delivery route on a map with numbered drops and the latest one marked as delivered

    Fleet and delivery software tracks vehicles and drivers, plans drops and proves delivery for logistics teams.

  • A map with a trail of location dots and a check-in that records attendance and location only

    Basic staff tracking apps record attendance and location and stop there. A small team may need no more.

BeatRoute is the first kind. A quick test: if a visit should end with an order or a shelf photo, that is the kind you need.

What it does

What to ask for in a demo, job by job

Ask the vendor to show each job with your own stores on a mid-range Android phone, and count the taps.

Plan the day

Most of a good field day is decided before the rep leaves home. Judge how fast a supervisor can change the plan, and whether a rep can finish it in Manila traffic.

A rep's day of scheduled visits on the phone, with the Beatplan button and the Scheduling AI Agent's recommended beat
Beat plans a rep can finish

Beat plans a rep can finish

A beat plan is the loop of outlets a rep covers each day. Ask the vendor to rebuild one while you watch, since a plan nobody can finish teaches reps to skip stores.

Routes that cut travel time

Routes that cut travel time

Close one store in the demo and watch the route change. Less time in traffic means more time at the counter.

Visit priority from the Scheduling AI Agent

Visit priority from the Scheduling AI Agent

Outlets are ranked by what each is likely to sell this cycle. Productive visits rose from 45% to 78% with the agent.

Tasks assigned to field teams

Tasks assigned to field teams

Assign a display check or collection follow-up to one rep or a whole region, and it closes only with a photo or form.

Run the visit

One visit should carry the whole job, from check-in to order, shelf and payment. Test each card at a real store, with and without signal.

A rep checked in at a shop with in and out times, and the AI recommended order basket ready to add
Geo-fenced attendance and location tracking

Geo-fenced attendance and location tracking

Attendance counts only inside the rep's territory, and GPS tracking in work hours logs each visit and checks travel claims.

Order suggestions from the Order AI Agent

Order suggestions from the Order AI Agent

Each outlet gets a suggested basket from its own buying history. One leading FMCG brand grew order value and range per outlet 12% with the agent.

Shelf audits checked from a photo

Shelf audits checked from a photo

The VM Audit AI Agent checks a promodiser's shelf photo against the planogram, at 80% lower cost than manual audits.

Sales out of the store

Sales out of the store

Promodisers record what shoppers bought. Ask to see sell-out and orders side by side for one store, to spot outlets that only stock up.

Coach the team

The data only helps if it changes what a manager does this week. Can a manager spot a weak rep, see why, and act before the month closes?

An area manager's team view with one rep flagged for coaching and a same-day alert about a skipped outlet
Scorecards that show what to coach

Scorecards that show what to coach

Each rep's scorecard shows visits, productive calls and lines per call. A rep with full visits but few lines needs coaching on the pitch first.

Missed-visit alerts

Missed-visit alerts

A supervisor hears the same day when a rep skips a planned outlet or checks in away from the store.

Answers from Copilot

Answers from Copilot

A manager asks which reps missed their beat plan this week, and BeatRoute Copilot answers from the field data.

What changed for one Philippine field team

“BeatRoute helps us monitor, control, and boost performance across our PMR network. The platform is very helpful in aligning field behavior with our business goals. The impact was fast and measurable.”

— Raymund Sangalang, General Manager, Nurturemed Pharma Inc.

Nurturemed Pharma raised the productivity of its medical reps (PMRs) in the Philippines by 20% with BeatRoute.

How BeatRoute Enabled Nurturemed to Achieve 20% Higher Sales Productivity in Philippines

What BeatRoute adds over a tracking-only app

A tracking app shows where the rep was. A sales team also needs to know what each visit produced.

A tracking-only trail of check-ins beside a BeatRoute visit with the order, shelf photo, payment and stock count done
Tracking-only apps
BeatRoute
The workforce
Tracks reps, while promodisers are left out
Reps, promodisers, supervisors and managers, each with their own quota
The day
A list of check-ins with no plan behind it
A beat plan ranked by the Scheduling AI Agent
At the counter
A photo and a note, with the order taken on Viber or paper
Order, shelf audit, payment and stock count in one visit
Measurement
Hours on the road and visits made
Productive calls, order value and quota by role
When it slips
Found at the month-end review
An alert to the supervisor the same day

Fits how you work

Works offline and connects to your ERP and DMS

BeatRoute connected to ERP, distributor management and other business systems
The rep app saving visits offline and syncing to BeatRoute, which syncs prices, schemes, stock and invoices with ERP and DMS

BeatRoute fits around the systems you already run, so nobody on the team types an order twice.

A phone with no signal holding saved visits that sync when the connection returns

Offline first, on Android and iOS

Visits, orders and shelf photos save on the phone in a provincial dead zone or during a brownout. They sync when the signal returns.

An approval moving up the chain of managers, each shown by a photo of the person

SO, ASM, RSM and ZSM roles

Each manager sees their own team, from area to national level, and approvals follow the same chain.

This month's price list synced from the ERP into BeatRoute, ready for reps to quote

Back-office sync

Price lists, promos, stock and invoices stay in step with your ERP and distributor systems, so a rep quotes this month's price.

Get started

See the rep app and the manager view, then pilot it on one territory

Watch a field day run from check-in to the supervisor's report, then plan a pilot with your own stores.

Frequently Asked Questions

What is field force management software?

Field force management software is a mobile app and manager dashboard for people who work outside the office. For a sales team at a Philippine brand, it covers beat plans, geo-verified attendance, orders, shelf audits, payments, tasks and expenses. Field service and fleet teams use other kinds of software, built around work orders or vehicles.

How is it different from field force automation or a field sales app?

In practice, field force automation and field force management describe the same software. Automation stresses replacing paper, Excel and Viber updates; management stresses what supervisors see and do with the data. Our guide to field force automation software covers the automation side. A field sales app is the rep's part of it: the screen used at the store to plan visits and take orders. BeatRoute's field sales app is that part of this platform.

How do managers track field employees and catch fake visits?

Start with proof at the point of work: a GPS stamp, a photo and the length of each visit. In BeatRoute, attendance counts only inside the rep's territory, so a check-in from home does not count. Location tracking runs in work hours, so managers see where the team is during the day and nothing after it. With BeatRoute's expense management, travel claims are checked against the day's visits, so a claim that does not match the route stands out. Supervisors get an alert the same day when a rep skips a planned outlet or checks in away from the store. Look for a pattern over a week, such as a rep who always checks in at the store's edge, before you act on one odd day. Sales force tracking covers this in more detail.

Which industries use BeatRoute for field force management?

The core is the same, but what to test first changes. FMCG teams cover many sari-sari stores a day, so test order speed and van sales. Pharma teams call on doctors and pharmacies, so test call reporting and samples. Consumer durables and cosmetics brands rely on promodisers, so test the promoter app. Agri-inputs teams work in low-signal areas, so offline use matters most. BeatRoute also serves building materials, alcobev and auto-ancillary brands.

What results have Philippine teams seen with BeatRoute?

Nurturemed Pharma raised the productivity of its medical reps by 20% (read the Nurturemed case study). A leading paints brand in the Philippines saw 30% higher sales productivity (read the leading paints brand case study).

How should we pilot it, and how long does go-live take?

Pick one territory with strong and weak reps, and load your real outlets, beat plans and prices. Agree three numbers first, such as beat completion, productive calls and lines per call, and compare them with a similar territory. There is no free trial, so start with a demo, then a pilot. Most teams go live in 21 days, mostly spent on outlet and product data and training. See pricing for how plans are put together.

Who is BeatRoute not a good fit for?

BeatRoute is built for sales teams at consumer brands. If your field staff are service technicians or delivery drivers, field service or fleet software will fit better. If you only need attendance and location for a small team, a basic tracking app will cost less.