Sales force automation that plans the route, captures the order and verifies it at the outlet — online or offline, with GPS and QR tracking synced back to head office in real time.
Plan weekly, fortnightly or monthly cycles, group locations on the map — then GPS checks in every 5–15 minutes.
Order capture · PD Mart Sunway TAC ready
Tap to add to order — same flow as 33 CRM POS
Item
Qty
Total
Mineral water 1.5L x24
1
RM 48
1
Cart is empty — tap an item to add it.
SubtotalRM 48
DiscountRM 0
TotalRM 48
Retailer TAC pending
Ordering mirrors the 33 CRM POS — pick, cart, discount and TAC verification, now running in the rep's pocket.
Q3 dealer incentive · KL NorthLive
Channel
Budget
Accrued
Spent
Util
Modern trade
RM 120k
RM 46k
RM 38k
General trade
RM 80k
RM 76k
RM 82k
Chain groups
RM 60k
RM 58k
RM 59k
Accruals are live from the same system that captures the sale — spend that reaches budget is flagged before it overruns.
Sales this month
RM 84,620
total
Target
RM 100,000
84.6% achieved
Incentive entitled
RM 4,120
auto-computed
Orders verified
38
via QR / TAC
Sales vs Target
MONTUEWEDTHUFRISATSUN
SalesTarget
Sales vs target · by product groupThis month
Modern tradeRM 46k / RM 48k
General tradeRM 25k / RM 32k
Chain groupsRM 14k / RM 15k
Incentive entitledAuto-computed
Rep
Tier
Entitled
Status
Azman H.
Gold
RM 1,840
Paid
Fatin R.
Silver
RM 1,260
Pending
Wei Ming C.
Bronze
RM 1,020
Review
33 SFA Route · GPS · verified
The problem
The field is your last blind spot.
Rigid processes and paper trails hide what actually happens at the outlet — until the numbers arrive a week too late.
Reports that arrive late
Visits, orders and issues get typed up at the end of the week. By then nobody can act on them.
No outlet visibility
No view of outlet retail prices and stock holding, and trade promotions leave no trace you can measure.
Orders nobody verified
Sales orders created without the retailer's confirmation get disputed later — and returns eat the margin.
Capabilities
Everything the field team does, digitalized.
Each visit becomes a data point — price, stock, orders and feedback that flow back to head office instead of into a notebook.
Route planning & itinerary
Plan weekly, fortnightly or monthly cycles on a 4- or 5-week schedule. Group locations on the map before the plan begins.
GPS visit tracking
Location captured every 5 to 15 minutes on Android devices. Planned itinerary is compared against actual visits automatically.
Smart order suggestions
AMS (average monthly sales) and DOH (days on hand) from the last 4 months of history — so reps suggest the right quantity, not too much, not too little.
Competitor price & stock
Scan a barcode, log retail price and balance stock. Competitor stock holding and estimated DOH compare against your own brands in one chart.
Verified orders
The retailer confirms via QR code scanner on their mobile app or a 6-digit SMS TAC — the same mechanism used by bank and payment transactions.
Trade promotion management
Fund allocation, budgets by percentage or value, target setting and live accruals — from planning to settlement.
Deep dive · Trade promotion
Run promotions on numbers, not hope.
Fund plans, targets and accruals flow from the same system that captures the sale — so a promotion can be evaluated while it's still running.
Plan and analyze based and incremental volume, estimated vs actual, by customer, event and item
Live event-based accruals that help prevent under- and over-accruing
Settlements that match deductions to the promotion and allocate claims to items for accurate PNL
Deal configuration with fixed, mix-and-match and flexible bundling, plus workflow approval
33crm.com/sfa/promo/funds
Q3 dealer incentive · KL NorthLive
Channel
Budget
Accrued
Spent
Util
Modern trade
RM 120k
RM 46k
RM 38k
General trade
RM 80k
RM 76k
RM 82k
Chain groups
RM 60k
RM 58k
RM 59k
On track At budget Over budget
Approval: by superiorGL taggedAuto-accrual
Visibility
Dashboards that turn visits into decisions.
Coverage, strike rate, stock rotation and back orders — the KPIs management actually watches, updated by every rep's visit.
33crm.com/sfa/dashboard
Coverage rate
92%
daily rating
Strike rate
64%
visits that order
Stock rotation
9 DOH
avg across outlets
Back order vs actual
RM 12.4k
2.1% of sales
Visits today · KL North6 / 7 outlets
Hover a point of visit — outlet code, company, sales, stock and promo audit.
Coverage & strike · by channel
Coverage rate96%
Strike rate71%
12 outlets plannedOn track
Coverage rate88%
Strike rate52%
38 outlets plannedUnder target
Coverage rate100%
Strike rate84%
4 outlets plannedOn track
Sales volume · heat mapThis week
MonTueWedThuFri
LowHigh
Case studies
Deployed for national brands.
TOP MALAYSIA MILK POWDER FMCG 5–10% revenue
Centralized DMS / SFA
Field and distribution data in one system, with online and offline mobile modules, GPS and QR scanning.
More efficient sales entry, monitoring and execution
Centralized sales analysis and decision making
TOP MALAYSIA LUBRICANTS DISTRIBUTORHarmonized demand
Clean data into back-office apps
Cross-platform CRM and mobile loyalty feeding clean, harmonized demand data into back-office systems.
Sales & order performance management
Online daily itinerary for each sales rep
How it works
Plan, visit, verify — the field rhythm.
Plan the route
Routes are planned from location grouping, purchase history and AMS — on weekly, fortnightly or monthly cycles.
Visit and capture
The rep checks in with GPS, scans stock, logs prices and captures the order — offline if the network drops.
Verify and sync
The retailer confirms with QR or TAC, and the order syncs to head office — compared against plan and actual in real time.
See SFA run a route on your own territory.
We'll map your outlets and sales territory, then walk through a simulated route — plans, visits and verified orders.