Sales Force Automation
Comprehensive sales force automation solution to streamline your sales operations.
Complete Feature Set & How the System Works (End-to-End)
SalesLead Sales Force Automation (SFA) is a full-cycle field sales and distribution management solution. It covers everything from planning daily routes to capturing orders, managing delivery, controlling stock, handling claims, tracking staff activity, and generating management reports—all from one connected platform.
Below is a complete, feature-by-feature breakdown based strictly on the documented capabilities, followed by a clear explanation of how the system works in real life.
🧩 Complete Feature List in SalesLead SFA
🗂️ 1. Master Data & System Setup
Used by back-office and admin teams to keep the system structured and reliable.
Features
- Product & SKU management
- Product grouping (brand / category / focus items)
- Outlet master (type, class, territory, status)
- New outlet registration with approval flow
- Distribution point setup
- Route / beat creation and assignment
- Sales staff profiles & role-based access
- Promotion & offer setup
- Sales target configuration
Why it matters:
Ensures all field activities follow the same rules and reporting remains consistent.
🧭 2. Route, Beat & Tour Planning
Controls how field sales teams move in the market.
Features
- Daily, weekly, or monthly route plans
- Outlet assignment per route
- Tour plan scheduling
- Planned vs actual route tracking
Why it matters:
Prevents missed outlets, random visits, and uneven market coverage.
⏱️ 3. Attendance & Day Discipline
Creates daily operational control for field staff.
Features
- Start-of-day attendance (check-in)
- End-of-day close (mandatory)
- Working day confirmation
Why it matters:
Ensures no sales activity happens outside visibility and no day ends without reporting.
🏪 4. Outlet Visit Management
Captures what actually happens in the market.
Features
- Visit start & completion
- Order visit and no-order visit capture
- Mandatory no-order reasons
- Visit notes (market feedback, issues)
- Time-stamped visit records
Why it matters:
Turns every visit into auditable market data—not assumptions.
🛒 5. Field Order Capture
Eliminates paper orders and manual re-entry.
Features
- SKU-wise order entry
- Quantity capture
- Promotion / offer consideration
- Order notes
- Offline working with later sync
Why it matters:
Speeds up order processing and removes errors caused by manual handling.
🚚 6. Order Review & Processing
Bridges sales and distribution operations.
Features
- Order visibility at distribution point
- Order review for completeness
- Exception handling (partial supply, reschedule)
- Order grouping by route or delivery run
Why it matters:
Ensures only valid, actionable orders move into delivery planning.
📦 7. Delivery & Dispatch Management
Controls the physical movement of goods.
Features
- Delivery Note (Challan) creation
- Loadsheet preparation
- Dispatch tracking
- Delivery status updates
- Failed or partial delivery reason capture
Why it matters:
Provides full traceability from order to delivery completion.
📊 8. Stock & Inventory Control
Maintains accurate stock at distribution points.
Features
- Primary stock receiving
- Stock issue on dispatch
- Available stock tracking
- Stock adjustments with reasons
Why it matters:
Prevents over-commitment and supports realistic delivery promises.
🔄 9. Claims & Replacement Management
Controls losses and returns.
Features
- Damage / return claim creation
- Claim batching
- Approval workflow
- Replacement or credit handling
Why it matters:
Ensures transparency and prevents unrecorded losses.
🎯 10. Target & Performance Management
Measures what matters.
Features
- Sales targets (value / volume)
- Focus product targets
- Visit coverage targets
- Performance tracking vs targets
Why it matters:
Transforms performance review from opinion-based to data-driven.
🧾 11. Expenses, Leave & Field Administration
Supports discipline beyond sales.
Features
- Field expense entry
- Expense review (policy-based)
- Leave request submission
- Approval workflows
Why it matters:
Reduces administrative chaos and improves compliance.
📍 12. Activity & Location Visibility
Improves accountability in the field.
Features
- Visit timestamps
- Route compliance tracking
- Location-tagged activity (policy-based)
Why it matters:
Helps supervisors understand execution quality without micromanagement.
📈 13. Reporting & Analytics
Turns operations into insight.
Reports Available
- Sales by date, territory, route, outlet, SKU, salesperson
- Order vs delivery performance
- Pending & partial orders
- Distribution efficiency
- Claims & loss analysis
- Target vs achievement
- Attendance & productivity
- Expense summaries
Why it matters:
Leaders make decisions based on facts, not follow-ups.
🔄 How SalesLead SFA Works (Simple Flow)
Step 1: Setup & Planning
Admin defines products, outlets, routes, staff, targets, and promotions.
Step 2: Start of Day
Sales rep checks in and sees today’s route and outlet list.
Step 3: Market Execution
Rep visits outlets → records visit → takes order or no-order → adds notes.
Step 4: Day Close
Rep closes the day; all data is finalized and visible.
Step 5: Order Processing
Distribution reviews orders and prepares delivery documents.
Step 6: Dispatch & Delivery
Goods dispatched → delivery status updated → discrepancies recorded.
Step 7: Stock & Claims
Stock updates automatically; damages or returns handled through claims.
Step 8: Review & Decisions
Managers track performance, coverage, targets, and issues through reports.
🌟 Final Outcome
With SalesLead Sales Force Automation:
✔ Every outlet visit is recorded
✔ Every order is traceable
✔ Every delivery is accountable
✔ Every salesperson is measurable
✔ Every decision is backed by real data
SalesLead SFA is not just automation—it’s total control over field sales execution.
