Smartup SFA · Field sales automation

Field Sales · SFA

Manage your field sales team: plan routes, review outlet visits and capture orders in one system.

Closed-loop field sales

From the visit plan to sales results

Every stage uses the same outlet, route, visit and order data. Managers see the execution sequence and the next action, not a collection of disconnected check-ins.

Choose a stage to see the action and the result.

Selected stage

Daily targets and priorities

The field employee receives outlets, tasks, the visit plan, active promotions and the customer's financial context.

What the employee sees: What needs to be completed today
Next action: Build the route and set priorities

The situations and statuses below are illustrative. Visit steps, geofence rules, KPIs and order controls are configured for each customer's roles, channels and sales model.

Supervisor board

Routes and exceptions in one view

Select a situation to connect the route, visit fact, outcome and supervisor action. Values are illustrative scenarios, not measured customer performance.

01
Visit evidence
Outlet, time, checklist and photos.
02
An exception
A missed outlet, refusal or order restriction.
03
A manager’s action
Review the cause, assign a task or adjust the route.

Each field fact stays connected to the route, outlet and visit outcome.

Route situation

North route

Visits: Visits are following the agreed schedule
Outcome: Orders and no-order reasons are being recorded
Exception: No critical exception has been detected

Outlet visit

Clear steps for every outlet visit

Traditional trade, modern trade and HoReCa can require different steps, as can a sales representative and a merchandiser. The project defines mandatory steps and valid reasons for skipping them.

Active visit step

Start the visit

Time, outlet, geolocation and connectivity status establish the working context.

Before order confirmation

Check each order before confirmation

Four checks determine the order decision. The result depends on the configured data sources and exchange rules across ERP, DMS, WMS and Finance & AR.

Order condition

Customer assortment

Permitted SKUs are determined by contract, channel, outlet segment and target assortment.

One team - shared data

Shared data for employees and managers

Route, visit and order facts are reused across roles: the employee completes the action, the supervisor resolves the exception and the commercial director manages the territory.

Main question for this role

What should I do at this outlet now?

Decision: The route, customer history, visit steps, assortment and order controls are available in one working flow.
Evidence used: Outlet · task · steps · order · reason

Working with unstable connectivity

In configured offline scenarios, the route, required visit steps, order and local evidence remain on the device and synchronize when connectivity returns. Price, stock and credit conflicts follow the project's agreed rules.

SFA responsibility boundary

SFA manages the field team's work, outlet visits and order capture. It does not replace DMS, WMS, delivery or accounting: those processes connect through Smartup modules or an agreed exchange with existing systems.

For the rollout decision

Objections to resolve

Assess the path from a verified visit to a manager’s decision on a territory, employee or outlet, not the number of mobile screens.

What is saved when connectivity is lost?

In configured project scenarios, routes, visit steps, orders and photos are saved on the device and synchronised when connectivity returns. Prices, stock and credit-limit checks follow the agreed project rules. Test the selected workflow and conflict handling before rollout.

Does the existing ERP need to be replaced?

No. ERP can remain the accounting system and source of agreed product, price and stock data. Smartup returns visit and order information. Agree the data scope, exchange direction and frequency during setup.

Why record location and photographs during a visit?

They help confirm the outlet visit and shelf condition. Managers can review exceptions and assign follow-up tasks. Agree the required checks and access permissions before rollout.

Platform scale

The module runs on Smartup’s shared data model

Shared customer, outlet and SKU master data connects each operation with sales, inventory, finance and analytics.

800+

active mid-sized and large companies in Central Asia

28 000+

daily active users

30+

confirmed integrations

Working session · 30 minutes

See Smartup in your own processes.

We trace the flow from plan to payment, expose the gaps between plan and execution, and define the first pilot workstream. No generic slide deck - we work with your processes and data.

Working-session outcome

A gap map across field sales, shelf execution, distributors and cash.
A first workstream with an owner and clear pilot boundaries.
3–5 KPIs to measure impact against the baseline.
The data and integration checklist for launch.

Book a 30-minute process review