SFA App for Field Sales Teams in the Philippines
If reps still send orders over Viber and rebuild the day in Excel each night, the manager sees the day late and the rep goes home late. An SFA (sales force automation) app is the phone app reps work from instead: the route plan, the store check-in, the order, the collection and the shelf photo. BeatRoute's runs on Android and iOS, and the daily report builds itself.
Track Goals
15 / 20
Visits
71%
Coverage
76%
Performance
12 / 18
Visits
64%
Coverage
69%
Performance
Schedule
Goals
Feed
Customers
History18 / 22
Visits
78%
Coverage
82%
Performance
⊢Users and ratings⊣
One route, from sari-sari store to supermarket
- Your visit plan is readyVisit PriorityHigh (3) Medium (2) Low (1)
Santos Hardware
Dela Cruz Paints
Urban Homes Project
Reyes Contractors
Luzon AdhesivesSantos HardwareBefore the first store
Time in from the territory and open today's route plan, stores already in order.
Time-in with location
No Viber message to say the day has started
Today's route planAI
Stores ranked by what each visit can bring in
Quota on the phone
The rep's own target for the day and month
- Pitch these new SKUs to meet the goal
Wellmora Multivit+
PureMass++
Nexvita Zinc++
Calvion 500+−+Cross SellAt the store
Check in, see what the store owes and usually orders, and book it.
Suggested orderAI
The SKUs this store is likely to take, promo included
Collection
Payment logged against the store's balance
Shelf photoAI
Planogram compliance checked from one picture
In a dead zone
On a provincial route or in a mall basement, the app keeps going and syncs later.
Offline orders
Orders, collections and photos saved on the phone
Auto-sync
Sent on its own once the signal returns
End of day
Time out. The daily report is already made, so nobody stays late on Excel.
Daily report
Visits, orders and collections against the route plan
Expense claims
Travel checked against the day's route
Sync check
Every order and photo confirmed as sent
Nurturemed's medical reps work from one goal-driven app
Nurturemed set each medical rep's (PMR's) goals in the BeatRoute SFA app and trained reps through its Learn & Demo module. On the BeatRoute platform, PMR productivity rose 20%.
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.
How to choose an SFA app for a Philippine sales team
Five things to test in the demo, with your own stores. BeatRoute suits brands whose reps sell to many retailers through distributors and want distributor management on the same platform.
Criteria
BeatRoute
Test it in the demo
BeatRoute
The daily report builds from the day's visits
Test it in the demo
Ask to see yesterday's report with nobody typing it
BeatRoute
Orders, collections and photos wait on the phone and sync later
Test it in the demo
Book an order in airplane mode, then reconnect
BeatRoute
Sari-sari, supermarket and drugstore visits in one app
Test it in the demo
Run a sari-sari visit and a supermarket visit back to back
BeatRoute
Reps, promodisers and van sales on the same app
Test it in the demo
Ask to see a promodiser's screen beside a rep's
BeatRoute
Rated 4.7 on Google Play from 27,300 ratings
Test it in the demo
Read the one- and two-star reviews too
What reps get back when the Excel tracker goes
Reps keep using an SFA app that gives them time back at the end of every route.
No end-of-day Excel
The visits, orders and collections already make the report. Reps go home instead of rebuilding the day in a spreadsheet.
Their quota, on their phone
Reps see their target and achievement through the day, so they know where the month stands before the manager asks.
One store record for everyone
When reps, promodisers and van sales each use a different app, a store's data sits in three places. In one app, every visit adds to one store record.
Relevant resources
How a Philippines Based Leading Paints Brand Improved Sales Productivity by 30%
At a Glance Industry Paints Coatings Region Philippines Primary Goal Align sales team with business goals and improve channel performance Key [ ]
Read more
Sales Force Automation (SFA) Tools: A Buying Guide for Sales Leaders
How to sort sales force automation tools by where your reps work and who fills their orders, what to ask every vendor, and how to prove your pick…
Read more
SFA vs CRM: Key Differences and When You Need Both
CRM keeps the customer record and the sales pipeline. SFA (sales force automation) runs the field rep's day: the beat, the visit and the order. Many…
Read moreSee the SFA app on one of your own routes
Frequently Asked Questions
Can we start from our Excel trackers?
Yes. BeatRoute imports your Excel store lists and runs alongside your ERP. Most teams go live in 21 days. You can start with one area, then roll out across Luzon, Visayas and Mindanao. See integrations.
How do reps download the SFA app?
Reps get the BeatRoute app from Google Play or Apple's App Store, then sign in with the account their company creates. It is not a self-serve download: your team sets up users, routes and price lists first.
Does it work for van sales?
Yes. Van sales reps sell and bill from van stock in the same app, and the van's stock and cash show in the daily report. See van sales software.
Is an SFA app the same as a CRM?
No. A CRM is built for account managers closing deals from the office. An SFA app is built for the rep on the route: store visits, orders, collections and shelf checks. Read SFA vs CRM.
Where is our data hosted and how is it secured?
BeatRoute is hosted on AWS with dedicated disaster recovery. It is AICPA SOC 2 Type II certified and holds ISO 27001:2022 and ISO 9001:2015, audited yearly. Its privacy programme is aligned with the data protection regulations of the markets served. Details are in the Trust Center.