SFA App for Field Sales Teams
An SFA (sales force automation) app is the phone app field sales reps work from all day. It holds the beat plan, the check-in at each outlet, the order, the payment and the shelf photo. BeatRoute's mobile SFA app runs on Android and iOS, works offline, and shows each rep what to sell at the next outlet.
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⊣
A rep's day in the SFA app, outlet by outlet
- Your visit plan is readyVisit PriorityHigh (3) Medium (2) Low (1)
Sharma Building Store
Sundaram Paints
Urban Home Project
Sam Contractor
JS AdhesivesSharma Building StoreStart the day
Mark attendance and open today's outlets, in visiting order.
GPS attendance
Clock-in from inside the territory
Today's beatAI
Outlets ranked by what each visit is worth
Targets on the phone
The rep's own numbers for the day
- Pitch these new SKUs to meet the goal
Wellmora Multivit+
PureMass++
Nexvita Zinc++
Calvion 500+−+Cross SellAt the outlet
Check in, see what the shop owes and buys, and book the order.
Order bookingAI
Suggested SKUs, with the shop's scheme applied
Payment collection
Payment recorded against the shop's dues
Shelf photoAI
Shelf scored against the planogram
Lose the signal
The visit carries on. The phone saves everything and sends it when the network returns.
Offline visits
Orders and payments saved with no network
Background sync
Visits and photos uploaded once back online
Close the day
Check out and see the day against target.
Day summary
Visits, orders and collections against plan
Expense claims
Travel checked against the day's route
Sync check
Every visit and photo confirmed as sent
Cremica put its sales SOPs inside the app
Cremica mapped its sales SOPs into the BeatRoute SFA app and added in-app lessons for reps. Within a few months on the BeatRoute platform, sales productivity per sales rep rose 30%.
Really easy to operate and increase scope of market for business with incremental regular release cycles.
How to choose an SFA app
Judge the app on five points, and test each one in the demo yourself. BeatRoute suits brands whose reps sell to many retailers through distributors and want distributor management on the same platform.
Criteria
BeatRoute
How to test it
BeatRoute
Each outlet opens with what to sell there and why
How to test it
Open an outlet that has stopped ordering. Does the app say what to do?
BeatRoute
Android and iOS, on the phone the rep already owns
How to test it
Install it on the cheapest phone in your team
BeatRoute
Orders, payments and photos queue on the phone and send later
How to test it
Book an order and a payment in flight mode, then reconnect
BeatRoute
A learning module inside the app teaches reps on the go
How to test it
Give it to a new rep with no briefing and time the first order
BeatRoute
Public reviews on Google Play, G2 and Capterra
How to test it
Read the one- and two-star reviews as well as the average
What keeps reps using an SFA app
An SFA app earns daily use when it gives the rep something back for the data it asks for.
No report to write at night
Each check-in, order and photo reaches the manager as it syncs, with visits shown against the beat plan. The manager sees which outlets were missed without calling anyone, and the rep has nothing to type up after the last shop.
Less typing at the counter
The outlet's dues, usual lines and scheme are already there, and the order comes suggested. The rep checks the order and sends it.
One app for everyone who visits
When reps, merchandisers and van sales each run a separate app, an outlet's data ends up in three places. In one SFA app, every visit, order and shelf check adds to the same outlet record.
Relevant resources
How Perfetti Indonesia Tripled Outlet Coverage Across Indonesia with BeatRoute
At a Glance Company Perfetti Van Melle Indonesia Industry FMCG – Confectionery and Chewing Gum Region Indonesia Primary Goal Maximize retail coverage…
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 morePut the SFA app on one of your own beats
Frequently Asked Questions
Is an SFA app the same as a CRM?
No. A CRM tracks deals in a pipeline, mostly from a desk. An SFA app runs the visit itself, on a phone, at the outlet. Read SFA vs CRM for the full comparison.
Is an SFA app the same as field force automation?
Field force automation covers any team that works away from a desk, service technicians included. An SFA app is the selling part of it: beats, orders, payments and shelves. For teams that do more than sell, see field force software.
How long does it take to roll out, and can we keep our ERP?
Most teams go live in 21 days. BeatRoute imports your spreadsheets and runs alongside your ERP, so you keep the systems you have. See integrations.
How much does an SFA app cost?
BeatRoute is subscription software, priced per user and module on annual contracts, with no free trial.
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. Full detail sits in the Trust Center.