Product · 33 SFA

Put today's route in every rep's pocket.

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.

Route planning GPS tracking Online + offline
33crm.com/sfa/route/today
Coverage today
92%
plan vs actual
Orders captured
14
3 verified
Order value
RM 8,460
today
Outlets visited
6
of 7 planned
Today's route · KL North4 / 6 done
OutletOrderStatus
PD Mart · SunwayRM 1,240Verified
Kim's GroceryVisited
City ConvenienceRM 860Captured
Jaya Mini MarketRM 320Draft
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
ItemQtyTotal
Mineral water 1.5L x24 1 RM 48
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
ChannelBudgetAccruedSpentUtil
Modern tradeRM 120kRM 46kRM 38k
General tradeRM 80kRM 76kRM 82k
Chain groupsRM 60kRM 58kRM 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
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
RepTierEntitledStatus
Azman H.GoldRM 1,840Paid
Fatin R.SilverRM 1,260Pending
Wei Ming C.BronzeRM 1,020Review
A 33 SFA field rep on a night route map with GPS pins, order capture and TAC verification on the phone. 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
ChannelBudgetAccruedSpentUtil
Modern tradeRM 120kRM 46kRM 38k
General tradeRM 80kRM 76kRM 82k
Chain groupsRM 60kRM 58kRM 59k
On track At budget Over budget
Approval: by superior GL tagged Auto-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
Mon Tue Wed Thu Fri
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.