Sales Force Automation Software for Field Sales Teams
A web portal for admins and managers paired with a mobile field app: attendance tracking, beat planning, store and order management, visit tracking, analytics, and people management, all in one connected platform.
✨ See what AI actually does →| User | Territory | Visits Today | Status |
|---|---|---|---|
| R. Kapoor | North Zone | 6 / 8 | On Track |
| S. Iyer | West Zone | 3 / 7 | Behind Plan |
| M. Reddy | South Zone | 8 / 8 | Complete |
AI photo validation matches the attendance selfie with the reference image, and geofencing restricts check-ins to configured locations.
| User | Check-In | Photo Match | Location | Status |
|---|---|---|---|---|
| R. Kapoor | 9:08 AM | Matched | Geofence OK | Present |
| S. Iyer | 9:47 AM | Matched | Geofence OK | Late |
| M. Reddy | — | — | — | Regularization Pending |
Weekday beat plans assign store-wise visit schedules per employee, with compliance tracked as stores covered divided by stores planned.
| User | Weekday | Stores Planned | Stores Covered | Compliance |
|---|---|---|---|---|
| R. Kapoor | Monday | 8 | 8 | 100% |
| S. Iyer | Monday | 7 | 3 | 43% |
| M. Reddy | Monday | 8 | 8 | 100% |
Territory-based store assignment with GPS validation and channel classification, checked against GPS and photo at every visit.
| Store Code | Store Name | Channel | Last Visit | GPS Check |
|---|---|---|---|---|
| ST-8821 | Sri Ganesh Stores | General Trade | Today, 10:12 AM | Verified |
| ST-8822 | City Mart | Modern Trade | Today, 11:40 AM | Verified |
| ST-8823 | New Krishna Traders | Kirana Shop | Yesterday | Overdue |
Each Unit Sale, Summary Sale, Demo, Secondary Sale, and Stock dimensions, captured at the point of the store visit.
| Store | SKU | Qty | Value | Type |
|---|---|---|---|---|
| Sri Ganesh Stores | SKU-2201 | 24 | ₹3,840 | Unit Sale |
| City Mart | SKU-2214 | 12 | ₹2,160 | Order |
| New Krishna Traders | — | — | ₹1,500 | Summary Sale |
Radio, checkbox, dropdown, matrix, and ranking question types, designed per activity for structured market intelligence.
- Brand available? Yes (radio)
- Competitors visible: 2 selected (checkbox)
- Shelf cleanliness: Good (dropdown)
- Mandatory questions: 4 / 4 answered
- GPS + photo verification: Passed
- Manager approval: Pending
1.5 earned leaves allocated automatically each month, and expense claims route to the reporting head via the organization hierarchy.
| User | Request | Type | Status |
|---|---|---|---|
| S. Iyer | Leave: 2 Oct – 3 Oct | Casual | Pending Approval |
| M. Reddy | Expense Claim #EC-440 | Travel | Approved |
| R. Kapoor | Attendance Regularization | Missed Check-In | Routed |
Configurable KPI tiles and MTD sales, beat compliance, and visit productivity, updated in real time from field activity.
40+ pre-built reports, plus a Report Builder for custom dimensions without IT support.
| Report | Filters | Action |
|---|---|---|
| MTD Tertiary Sales Report | Date, User, SKU | Export |
| Beat Compliance Report | Territory, User | Export |
| Attendance Summary Report | Date, Territory | Export |
Field Data, Flowing From Portal to Dashboard
Admins configure once in the portal; field teams execute on mobile; every action rolls up into one connected analytics layer.
Portal Setup & Configuration
Users, stores, products, beat plansMobile Field Execution
Attendance, visits, sales, activityData Collection & Tracking
GPS, photos, questionnairesAnalytics & Reporting
40+ reports, dashboardsReal Apps, Real Reviews
Available on Google Play and the App Store: live listings, not screenshots.
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Built for How Field Sales Actually Operates
Key features & benefits: drag or use the arrows to see all 12.
AI-Powered Attendance Tracking
AI photo validation matches selfies to a reference image, geofencing restricts check-ins, and GPS timestamps build a full audit trail.
Beat Plan Compliance
Weekday market visit plans per employee, with compliance reported as stores covered against stores planned.
User & Organization Hierarchy
Organization tree from field promoters to regional heads, with role-based access and automated approval routing.
Store Master Data
Territory-based store assignment with GPS validation, channel classification, and distributor mapping.
Product Catalog & Pricing
Brand, category, product, and SKU hierarchy with a price master per SKU to prevent pricing errors.
Primary/Secondary/Tertiary Sales
Unit, value, demo, and stock capture at the point of visit, with stock-in and order fulfillment tracking.
Visit Tracking & Questionnaires
Radio, checkbox, dropdown, matrix, and ranking question types for structured market intelligence.
40+ Analytics Reports
Pre-built reports across attendance, sales, visits, and beat compliance, plus a Report Builder for custom dimensions.
Leave & Expense Management
Configurable leave policies with automatic allocation, and expense claims with receipt uploads routed for approval.
Scheme & Campaign Management
Brand, category, or SKU-based schemes mapped to stores and territories, with field app visibility and leaderboards.
Offline Mobile App
Android and iOS apps store beat plans, products, and schemes locally, and sync automatically when back online.
Enterprise-Grade Scalability
200,000+ users across 40+ countries, with complete onboarding, training, and ongoing support.
Where AI Actually Touches Field Sales, Not Where We Wish It Did
We'd rather show exactly what the AI does than oversell it. Here's what's real today, built into the apps your field teams already use:
- 💬AI Assistant, conversational lookups for field and admin usersType or browse: "Show my beat plan for today", "Show pending leave approvals", "How many stores are left on my route?" Available on web and mobile.
- 🗺️AI Journey PlannerOptimizes the day's beat plan into a geographically efficient route, so field reps spend less time in transit between stores.
- 🔥Catalyst, AI-built coaching reportsFlags reps who need coaching from visit, sales, and compliance patterns, and builds the weekly manager summary automatically.
Field Sales Automation Insights, Straight from the Field
Go Deeper Into Every Module
Each module behind the dashboard is also its own dedicated page: attendance, route planning, store management, field activity, sales analytics, and more.
Attendance & Beat Planning
Field employees mark attendance via mobile app with AI photo validation and geofencing, matching the attendance selfie to a reference image and restricting check-ins to configured locations. Admins build weekday beat plans assigning store-wise visit schedules per employee, uploaded in bulk via Excel or set individually.
How It Works
- Admin creates weekday beat plans by store and user, uploaded via Excel or assigned individually
- AI matches each attendance selfie against the reference image before marking present
- Geofencing restricts attendance marking to configured locations only
- Missed check-ins go through a mobile regularization request, routed for approval
Why It Matters
- Beat Compliance Report shows stores covered divided by stores planned, per day
- Complete audit trail with GPS, timestamp, and photo on every entry
- Attendance closure locks monthly data cleanly for payroll integration
| User | Stores Planned | Covered | Compliance |
|---|---|---|---|
| R. Kapoor | 8 | 8 | 100% |
| S. Iyer | 7 | 3 | 43% |
Click a row: this is the real Beat Compliance Report formula, stores covered over stores planned.
Store, Product & Order Management
A single store master holds territory levels, GPS coordinates, and channel classification (Modern Trade, General Trade, Pharmacy, Kirana, Institution). Products follow a four-level hierarchy, Brand → Category → Product → SKU, with a price master per SKU. Field teams capture Unit Sale, Summary Sale, Demo, Secondary Sale, and Stock dimensions at every visit.
Master Data
- Territory hierarchy: State → District → Zone → Territory, for filtering and reporting
- GPS-validated store locations, used to confirm visit authenticity
- Bulk upload for stores and products via Excel, with built-in validation
Sales Capture
- Primary, secondary, and tertiary sales tracked separately, by unit and value
- MTD Tertiary Sales report by date and SKU, exportable to Excel
- Order capture replaces paper order books, with delivery date and SKU picker
| Store Code | Channel | Territory | Status |
|---|---|---|---|
| ST-8821 | General Trade | North Zone | Active |
| ST-8822 | Modern Trade | West Zone | Active |
Click a row: these are the real Store Management fields, not placeholders.
Visit Tracking & Activity Questionnaires
Every store check-in captures GPS location and a store-front photo before the activity questionnaire opens, with radio, checkbox, dropdown, matrix, and ranking question types available for market intelligence. Mandatory questions block visit completion until answered, and sensitive questionnaires can require manager approval before they reach analytics.
Questionnaire Types
- Radio: single-choice, e.g. "Is the brand available?"
- Checkbox: multi-select, e.g. "Which competitors are visible?"
- Matrix: grid format for rating multiple SKUs at once
Quality Checks
- Visit Reports show stores visited per field employee per day, with GPS and timestamp
- Activity Quality Checks route sensitive responses for manager approval first
- Questionnaire responses export to Excel for territory-level analysis
| Question | Type | Response |
|---|---|---|
| Brand available? | Radio | Yes |
| Shelf cleanliness | Dropdown | Good |
Click a row: real question types from the Activity Questionnaire builder.
Analytics, People & Scheme Management
The Report Catalog has 40+ pre-built reports covering attendance, sales, visits, and beat compliance, plus a Report Builder for custom dimensions. Leave and expense claims route automatically to the reporting head through the organization hierarchy, and promotional schemes created against brands, categories, or SKUs are mapped to stores for live field visibility.
People Management
- 1.5 earned leaves allocated automatically each month, 12 carried forward
- Expense claims with receipt uploads, reimbursed on approval
- Attendance closure locks monthly data for payroll integration
Schemes & Reports
- Schemes mapped to stores and territories, visible on the field app during visits
- Advanced Dashboard tiles configured per client requirement
- All reports download to Excel or CSV for offline analysis
| User | Request | Status |
|---|---|---|
| S. Iyer | Casual Leave | Pending |
| M. Reddy | Expense Claim | Approved |
Click a row: approval workflows route through the real organization hierarchy.
Loved by Customers, Recognized by the Industry
"With 1Channel, we've achieved 100% digitisation in sales team movement, order management, and inventory visibility, transforming the way we operate. The most beautiful thing about 1Channel is its ability to be completely customised to meet our organisation's unique requirements."
"1Channel is one of the best CRM software for field teams. It helps us collect data from over 100 field salespeople across the Gulf region and send instant analytical reports. When we walk into the office in the morning, the automatic sales reports are already waiting in our mailbox."
"Thanks to 1Channel SFA tool, we have managed to automate our manual sales process across Asia and Australia into a mobility-based solution, with details of every account over the cloud. Key account managers can see results, any time, across the region."
"1Channel SFA tool has made a huge impact on our sales reports, making it easy to track number of customer visits with realistic numbers. The support has been excellent. I am glad to be working with the right partner who understands our requirements."
"Before 1Channel CRM software, we evaluated many sales CRM apps and choose them over the others for the innumerable configuration options that meet our business requirements. It is now very easy for us to manage field sales operations in a simple click."
Our recognitions constantly motivate us to push the envelope of excellence and empower our customers with winning ideas each day.
Who Uses Sales Force Automation Software?
Primary, secondary, and tertiary sales tracking across distributor networks, beat plans for promoter visits, and MTD sales reports by SKU and territory.
Medical representative visit management with AI attendance validation, doctor call frequency tracking, and sample distribution records.
Channel sales management with distributor and dealer networks, scheme-based dealer incentives, and channel sales analytics.
Retail merchandising campaigns with POSM tracking, structured store audits, and competition and shelf-share monitoring.
Business development officer field operations with attendance tracking, client visit scheduling, and sales funnel analytics.
Field sales coordination for hospital, clinic, and pathology partnerships, with sample collection beat plans and territory performance metrics.
Field officer visits to farmers, dealers, and distributors, seasonal product demonstrations, and crop-wise sales analytics.
Technician and engineer job scheduling, service visit tracking with customer signatures, and completion reports for billing.
Pricing
We understand that every organization has unique field sales automation requirements. Our Sales Force Automation Software offers flexible pricing based on your selected features, user count, and deployment model.
Every plan includes secure cloud hosting, mobile apps for Android & iOS, and complete training & support at no additional cost.
Frequently Asked Questions
What Is Sales Force Automation Software?▾
Why Is It Essential for Distributed Sales Teams?▾
How Long Does Implementation Take?▾
What Features Are Included?▾
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