Why Choose 1Channel Sales Scheme Management Software?

Complete sales scheme management solution combining scheme creation, multi-level mapping, automated store assignment, real-time visibility, and performance tracking in one system—fully configurable per promotional requirements.

Scheme Creation & Setup – Create promotional schemes with flexible parameters: brand-based, product category-based, SKU-specific, or store-specific configurations.

Multi-Level Scheme Mapping – Map schemes across brands, products, categories, and stores with bulk upload and individual assignment capabilities.

Automated Store Assignment – Assign schemes to specific stores, territories, or channels with automated mapping and bulk store list uploads.

Real-Time Scheme Visibility – Field teams view active schemes in mobile app during store visits with complete promotional details and eligibility criteria.

Promoter Scheme Access – Sales teams access schemes during customer interactions to explain offers, track scheme-based sales, and drive promotional conversions.

Trade Promotion Tracking – Monitor scheme performance with sales data correlation, redemption tracking, and promotional effectiveness analytics.

Incentive Management – Define and track sales incentives, target-based rewards, and promotional bonuses with automated calculation and visibility.

Scheme Performance Analytics – Analyze scheme effectiveness by store, territory, product, and time period with detailed performance metrics and ROI tracking.

Create Schemes

Set up promotional schemes with flexible parameters including scheme name, description, offer details, eligibility criteria, and time-bound validity—fully configurable based on promotional strategy and business requirements.

How It Works:

Admin logs into portal → Settings → Scheme Management → Create Schemes
Creates new promotional scheme with parameters: Scheme Name, Description, Offer Details, Start Date, End Date
Defines scheme type: Brand-based, Product Category-based, SKU-specific, or Store-specific
Sets eligibility criteria: Minimum purchase quantity, target achievement thresholds, applicable customer segments
Clicks "Create Scheme" to activate promotional campaign
Downloads report in Excel format for further analysis or sharing

Scheme Configuration Options:

Scheme Type Selection — Choose from Brand-based, Product Category-based, SKU-specific, or Store-specific configurations
Eligibility Criteria — Set minimum purchase quantity, target thresholds, customer segment filters
Incentive Structure — Define reward tiers, discount percentages, cashback amounts, loyalty points
Time-Bound Validity — Configure scheme start date, end date, and promotional duration
Redemption Rules — Set redemption limits, usage frequency, applicable payment methods
Performance Targets — Define sales targets, volume goals, and achievement milestones for incentives

Note: Created schemes can be edited, duplicated, or deactivated at any time through the portal with complete audit trail of all scheme modifications.

Scheme Mapping

Map created schemes to specific stores, products, brands, or categories with bulk upload capabilities, individual assignments, and automated distribution for targeted promotional execution.

Scheme-to-Store Mapping Workflow:

Admin logs into portal → Settings → Scheme Management → Map Schemes
Selects created scheme from dropdown list to map to stores or territories
Chooses mapping type: Individual Store, Store Cluster, Territory-based, or Channel-based
For individual stores: Search and select specific stores from master store list
For bulk assignment: Upload Excel file with store codes and scheme IDs for mass mapping
Sets scheme visibility parameters for field teams and promotional start/end dates
Clicks "Assign Scheme" to activate promotional distribution

Bulk Upload & Assignment Options:

Store-Level Assignment: Map scheme to specific stores with individual store selection or bulk upload
Territory-Based Mapping: Apply scheme to all stores within selected territories or regions
Channel-Based Distribution: Assign scheme to specific channels (Modern Trade, General Trade, E-commerce)
Hierarchical Mapping: Map schemes based on distributor hierarchy, ASM/RSM territories, or beat plans
Product-Brand Mapping: Link scheme to specific brands or product categories for targeted promotions
Automated Distribution: Set rules for auto-assignment based on store attributes or sales performance

Note: Scheme mappings can be modified or updated at any time with automatic synchronization to field team mobile apps.

Brand-Based Schemes

Create brand-specific promotional schemes targeting individual brands or brand portfolios with customized incentives, eligibility criteria, and multi-brand campaign coordination for focused brand building and market share growth.

Brand-Level Scheme Configuration:

Single Brand Schemes: Create promotional schemes for individual brands with brand-specific incentive structures
Multi-Brand Bundles: Launch combo schemes requiring purchase across multiple brands for higher rewards
Brand Portfolio Schemes: Apply scheme to entire brand portfolio with tiered incentives based on brand mix
New Brand Launch Schemes: Design introductory offers for new brand launches with trial incentives
Brand Switching Incentives: Encourage distributors/retailers to switch from competitor brands
Premium Brand Uplift: Create margin-based schemes to drive premium brand sales and category upgradation

Brand Scheme Execution:

Brand-wise Targeting: Map schemes to specific brands in product catalog with automated SKU linking
Competitive Displacement: Track scheme-driven brand substitution and market share gains
Brand Performance Analytics: Monitor brand-wise scheme uptake, redemption rates, and sales impact
Trade Promotion Integration: Coordinate brand schemes with trade marketing calendars and festive campaigns
Field Team Brand Training: Link scheme visibility with brand product knowledge and promotional training

Note: Brand-based schemes help focus promotional efforts on strategic brands driving higher margins and market positioning.

Product Category Schemes

Create category-wide promotional schemes targeting specific product groups with automated eligibility criteria, redemption rules, and performance tracking for focused promotional campaigns.

Category-Wide Scheme Setup:

Category Selection: Create schemes targeting specific product categories (eg. Personal Care, Home Care, Beverages)
Cross-Category Bundles: Design schemes requiring purchase across multiple categories for higher incentives
Category Mix Schemes: Reward balanced category purchasing to optimize distributor/retailer inventory mix
New Category Introduction: Launch introductory schemes for new category entries with trial-based incentives
Category Growth Incentives: Create volume-based schemes to drive category penetration and market expansion
Seasonal Category Campaigns: Design time-bound schemes aligned with seasonal demand patterns per category

Category Performance Tracking:

Category-Wise Redemption: Track scheme redemption rates and uptake by product category
Sales Impact Analysis: Monitor category sales lift during scheme periods vs baseline performance
Category Mix Optimization: Analyze which category combinations drive highest scheme participation
ROI by Category: Calculate promotional ROI and effectiveness for each product category
Category Penetration Metrics: Track scheme-driven category reach expansion across territories

Note: Category-based schemes enable strategic portfolio management and balanced sales growth across product lines.

Store-Level Scheme Assignment

Assign schemes to individual stores, store clusters, or entire territories with bulk upload capabilities, automated distribution, and hierarchical mapping for precise promotional targeting.

Store Assignment Workflow:

Individual Store Selection: Search and assign schemes to specific stores manually from master store database
Bulk Store Upload: Upload Excel file with store codes to assign schemes to hundreds/thousands of stores simultaneously
Store Cluster Assignment: Group stores by location, store type, or performance tier for cluster-based scheme mapping
Territory-Based Distribution: Assign schemes to entire territories, regions, or geographic zones with one click
Channel-Specific Assignment: Map schemes based on channel classification (Modern Trade, General Trade, E-commerce, Institutional)
Hierarchical Mapping: Distribute schemes through distributor hierarchy, ASM/RSM territories, or salesperson beat plans

Advanced Assignment Features:

Store Attribute Filters: Assign schemes based on store attributes (size, footfall, sales volume, credit rating)
Performance-Based Targeting: Map schemes to top-performing or under-performing stores based on historical data
Exclusion Lists: Define store exclusions for specific schemes with reason tracking and audit trail
Multi-Scheme Management: Assign multiple overlapping schemes to same store with priority and conflict resolution
Time-Bound Activation: Schedule scheme activation and deactivation dates for automated promotional calendars
Mobile Sync: Real-time synchronization of scheme assignments to field team mobile apps within minutes

Note: Store-level assignments ensure precise promotional targeting and eliminate manual scheme communication to field teams.

Promoter Scheme Visibility

Field teams and promoters access active schemes during store visits through mobile app, viewing eligibility criteria, promotional details, and redemption rules for effective scheme communication and sales execution.

Mobile App Scheme Access:

Active Schemes Display: Field teams view all active schemes applicable to current store visit directly in mobile app
Scheme Details View: Tap to expand scheme details including offer description, incentive structure, and promotional benefits
Eligibility Criteria: Clear display of scheme eligibility requirements, minimum purchase quantities, and target thresholds
Redemption Rules: Step-by-step redemption process, usage limits, and applicable payment/fulfillment methods
Time-Bound Validity: Scheme start and end dates prominently displayed to avoid expired scheme communication
Store-Specific Schemes: Only schemes assigned to current store location are visible, eliminating confusion

Field Team Benefits:

Real-Time Updates: Scheme changes sync to mobile app instantly, ensuring field teams always have latest promotional information
Offline Access: Downloaded schemes remain accessible even without internet connectivity during remote store visits
Customer Communication: Promoters explain scheme benefits accurately to retailers/distributors using app as reference
Sales Conversion: Active scheme visibility during visits drives higher promotional uptake and sales execution
Promotional Compliance: Ensures consistent scheme communication across entire field force without manual briefings
Multi-Language Support: Scheme details available in regional languages for better comprehension and customer communication

Note: Mobile scheme visibility eliminates manual scheme communication challenges and ensures accurate promotional execution at every customer touchpoint.

Key Features & Benefits

Discover what makes our Sales Scheme Management Software the best solution for managing trade promotions, channel incentives, and retailer schemes—combining automation, real-time visibility, and enterprise-grade reliability.

💡 Fully Customizable: All features, workflows, and scheme management policies can be tailored to your organization's specific promotional strategies and incentive requirements.

Get Started

Scheme Creation & Configuration

Create promotional schemes with flexible parameters including scheme name, description, offer details, eligibility criteria, incentive structures, and time-bound validity—fully configurable per promotional strategy with brand, product, SKU, or store-based configurations.

Multi-Level Scheme Mapping

Map schemes across stores, territories, channels, and brands with bulk Excel upload and individual assignment. Territory-based, channel-specific, and hierarchical mapping ensures precise promotional targeting with automated distribution and real-time sync.

Brand-Based Schemes

Create brand-specific promotional campaigns with single-brand, multi-brand bundle, and portfolio-wide incentive structures. Support for new brand launches, brand-switching incentives, and premium brand uplift schemes to drive targeted brand growth and market share.

Product Category Schemes

Design category-wide promotions targeting specific product groups with cross-category bundles, seasonal campaigns, and category-mix incentives. Track category-wise redemption rates, sales lift, and ROI to optimize portfolio sales balance.

Store-Level Scheme Assignment

Assign schemes to individual stores, store clusters, or entire territories with bulk upload, channel-specific distribution, and performance-based targeting. Exclusion lists, multi-scheme overlap management, and automated scheduling ensure precise promotional execution.

Promoter Scheme Visibility

Field teams and promoters access active schemes in mobile app during store visits with complete eligibility criteria, redemption rules, and promotional details. Store-specific scheme display, offline access, and multi-language support ensure accurate promotional communication.

Real-Time Scheme Updates

Scheme changes sync instantly to all field team mobile apps, eliminating manual briefings and communication delays. Admin updates to scheme parameters, eligibility, or assignments propagate automatically across the entire field force within minutes.

Time-Bound Promotion Management

Configure automated start/end dates, schedule scheme activation calendars, and manage multi-scheme overlaps with priority and conflict resolution. Time-bound validity displayed prominently in mobile app to avoid expired scheme communication.

Scheme Performance Analytics

Track scheme redemption rates, sales lift, ROI, and promotional effectiveness by store, territory, brand, and time period. Comprehensive dashboards with scheme participation metrics, category-wise performance comparison, and downloadable Excel reports for promotional planning.

Incentive & Reward Management

Define reward tiers, discount percentages, cashback amounts, target-based bonuses, and loyalty points with automated calculation. Set eligibility thresholds, redemption limits, and usage frequency rules to manage incentive budgets and maximize promotional impact.

Trade Promotion Compliance

Verify scheme communication accuracy across field teams, monitor adherence with audit trails, and prevent misuse through automated validation workflows. Compliance reports track scheme application at store level with complete history of all scheme modifications.

Enterprise-Grade Scalability

High-performance platform supporting 200,000+ users across 40+ countries with fast API processing and minimal downtime. Complete onboarding, scheme configuration support, field team training, and ongoing dedicated support with rapid issue resolution.

Who Uses Sales Scheme Management Software?

Ideal for organizations managing trade promotions, sales incentive programs, channel schemes, and distributor/retailer promotional campaigns across FMCG, consumer goods, retail, and B2B distribution businesses.

Trade Marketing Teams – Launch and manage promotional schemes, seasonal campaigns, and trade offers with automated distribution and performance tracking
Sales Operations Managers – Execute channel incentive programs, volume-based schemes, and sales target bonuses with real-time visibility and redemption monitoring
FMCG & CPG Companies – Drive distributor/retailer schemes, brand launch promotions, and category growth campaigns across multi-tier distribution networks
Channel Partners & Distributors – Access applicable schemes, track scheme-based sales, and monitor incentive earnings through dedicated portals and mobile apps
Category Managers – Design category-specific promotional schemes, multi-brand bundles, and portfolio mix incentives to optimize sales mix
Retail Chain Operations – Manage store-level promotional schemes, merchandising incentives, and seasonal offers across large retail networks
Consumer Durables Brands – Execute dealer incentive schemes, installer promotions, and sell-through programs with automated scheme mapping
B2B Sales Organizations – Coordinate volume discount schemes, loyalty rewards, and performance-based incentives for corporate accounts and institutional buyers

Customers Speak

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.

Vishwadeep Sharma

Grayforce Industries Ltd.

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.

Christian Gibbons

General Manager, Tad Network

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.

Anita Hemrajani

Associate Director, Pernod Ricard Asia

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.

Mario Gibson Nadar

Manager – Training, Sugar Cosmetics

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.

Umesh Nimbalkar

Retail Operations Manager, Parijat Industries

Frequently Asked Questions

What is Sales Scheme Management Software?▼

Why Sales Scheme Management Software is Essential?▼

Centralized trade promotion management eliminates manual scheme tracking challenges with automated promotional campaign execution, retailer scheme distribution, channel incentive management, and real-time sales scheme visibility across distributors, field teams, and sales channels.

1. Stop Manual Scheme Tracking

Single source of truth for all promotional schemes
Centralized scheme repository with automated updates across all touchpoints—configurable as per promotional needs
No manual Excel scheme tracking or email distribution needed
Real-time scheme visibility updates across field teams

2. Centralize Trade Promotion Management

Unified promotion hub for all schemes across brands, products, and categories
Complete scheme visibility for admins, managers, and field teams
Store-level scheme mapping with complete assignment visibility
Time-bound promotion management with auto start/end controls

3. Automate Scheme-to-Store Mapping

Bulk scheme assignment across stores, territories, and channels
Automated scheme distribution based on store classification
Scheme mapping validation with conflict detection and resolution
Territory-wide scheme activation with single-click deployment

4. Enable Real-Time Scheme Visibility

Mobile app scheme access for field teams during store visits
Instant scheme updates pushed to all relevant field teams
No manual scheme communication or distribution needed
Real-time scheme eligibility checks during sales transactions

5. Track Incentive Performance

Report Builder with multiple data dimensions (for example, 8+) for custom analytics—configurable based on analytical needs
Track redemption rates and conversion metrics per scheme
Analyze ROI by promotion type, territory, and time period
Download scheme performance data for promotional planning

Sales Scheme Management Software

Trusted By Leading Organizations

Why Choose 1Channel Sales Scheme Management Software?

How Our Sales Scheme Management Software Works

Sales Scheme & Order Management Insights

Managing Sales Schemes at SKU Level

Order Capture from the Field Explained – Field Sales

How Does Order Fulfilment Work in Field Sales Automation?

Understanding MTD Sales Reports

Create Schemes

How It Works:

Scheme Configuration Options:

Scheme Mapping

Scheme-to-Store Mapping Workflow:

Bulk Upload & Assignment Options:

Brand-Based Schemes

Brand-Level Scheme Configuration:

Brand Scheme Execution:

Product Category Schemes

Category-Wide Scheme Setup:

Category Performance Tracking:

Store-Level Scheme Assignment

Store Assignment Workflow:

Advanced Assignment Features:

Promoter Scheme Visibility

Mobile App Scheme Access:

Field Team Benefits:

Key Features & Benefits

Scheme Creation & Configuration

Multi-Level Scheme Mapping

Brand-Based Schemes

Product Category Schemes

Store-Level Scheme Assignment

Promoter Scheme Visibility

Real-Time Scheme Updates

Time-Bound Promotion Management

Scheme Performance Analytics

Incentive & Reward Management

Trade Promotion Compliance

Enterprise-Grade Scalability

Who Uses Sales Scheme Management Software?

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Customers Speak

Rewards and Recognition

Celebrating Growth Milestones on Play Store, App Store, & G2

Frequently Asked Questions

What is Sales Scheme Management Software?▼

Why Sales Scheme Management Software is Essential?▼

How do I create a new promotional scheme?▼

Can schemes be assigned to specific stores or territories?▼

How do field teams view active schemes in the mobile app?▼

Can we track which schemes are performing best?▼

How long is implementation?▼