Field Sales Management Software for Retail Brands in the Philippines
Field sales management software is a mobile app for your reps and a web dashboard for the managers above them. It plans each beat, proves each store visit and shows which territory is falling behind while there is still time to act.
By Kanika Agrawal, Content StrategistReviewed by Pranali Mankar-Dhone
From the evening Viber report to a live screen
On many Philippine teams, the supervisor learns how the day went from photos and messages in a Viber group, then types it all into Excel at night. By the time the month's numbers are ready, the month is over.
With BeatRoute, the rep records the visit, the order and the payment at the sari-sari store, drugstore or supermarket as it happens. If the store is in a dead zone, the app saves it and syncs once there is signal. The supervisor stops collecting the report and starts reading it.
Judge field sales software on three questions
A manager asks these every morning. First, check a rep can book an order offline.
- Did the beat really happen? A "done" on Viber is not proof. For any rep, see attendance, which stores they checked into, how long they stayed and a route replay, in work hours only. See sales force tracking.
- Which territory is behind this week? Scorecards by rep, territory and distributor follow your own reporting lines, with no report to build. A mid-week KPI alert leaves time to coach from one number at a time. See BeatRoute Copilot.
- What should each rep do next? You set a goal, such as more active sari-sari stores. The Order AI Agent and Scheduling AI Agent turn it into each rep's next stores and orders. Your team can change workflows, KPIs and schemes itself.
Reading your team's KPIs: what a weak number means
BeatRoute works these out from what reps record. Read them in the order a visit happens: a missed visit points to the plan, no order to the store or the offer, a small order to the selling. A sari-sari store that still has your stock will not reorder, so fix the plan before you coach the person.
| KPI | What it counts | If it is weak, look at |
|---|---|---|
| Visit compliance | Store visits on the beat plan that the rep actually made | A beat too long for one day in traffic, or stores being skipped |
| Productive calls (strike rate) | Visits that ended with an order | Stores still stocked from the last visit, or a scheme that does not suit them |
| Lines per call | How many SKUs go into each order | A rep who only offers the fast movers |
| Active outlets | Stores that ordered at least once in the period | Reach slipping while total sales still look fine |
| Collections | Cash collected against what is due | Credit terms used to push stock the store cannot pay for |
| Time in market | Hours inside stores against hours on the road | A poor route, or paperwork after every call |
Which setup fits the way your team sells
- Reps who sell to sari-sari stores and drugstores through distributors Orders should reach the distributor without being keyed in again, with credit checked. Choose distributor management built in.
- Area managers with reps spread across islands An area manager in the Visayas should see only their own reps and catch a missed beat that day. See field force software.
- A few sellers chasing large deals If a few account managers work big project or institutional deals from the office, a CRM with a mobile app suits them better. See SFA vs CRM.
Results from Philippine field teams on BeatRoute
Nurturemed Pharma increased the productivity of its PMRs by 20% on BeatRoute.
A leading paints brand in the Philippines reached 30% higher sales productivity on BeatRoute.
Pilot it on one territory before you roll out
Give it a few weeks on one territory, with its reps and its distributor.
- Pick a territory, such as one province or one part of Metro Manila, and a similar one that stays on Excel and Viber.
- Load your real outlets, price lists and schemes, then watch your least confident rep book an order with no signal.
- Agree on three numbers before you start, such as visit compliance, productive calls and lines per call.
- Compare both territories every week, and spend a day riding along with one rep to check the app against what you see.
BeatRoute suits brands whose reps sell to many retailers through distributors and want distributor management on the same platform. Most teams go live in 21 days.
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Frequently asked questions
Is SFA software the same as a field sales app?+
Mostly, yes. In the Philippines you will also see field sales management software, field sales automation or a field sales management system. All of these mean an app for reps and a dashboard for their managers. Automation is the part that replaces paper, Excel and Viber. Management is what supervisors do with the numbers it collects.
What is field sales management?+
Field sales management is planning, running and measuring reps who sell in person to sari-sari stores, drugstores, supermarkets and dealers. It covers splitting outlets into beats, setting targets, coaching reps and reading the numbers that show whether each territory is growing.
Can it run alongside our ERP and an existing CRM?+
Yes. BeatRoute syncs with your ERP or data lake through its integration layer, with credit checks at the point of order. A key-account team can keep its CRM while field reps work in BeatRoute.