Use Case 01Know Your Customer
Customer & Outlet Insights
View customer purchase history, sales trends, and order patterns to uncover growth opportunities.
Real Example
Reps check past outlet orders before a visit to recommend the right products.
Our Solutions / Sales Force Automation
Sales Force Automation
Give field sales teams one mobile workflow to manage customer visits, browse products, take orders, and execute promotions — while giving managers clear visibility into sales activities and order progress.
See Sales Force Automation in Action
Interactive demoConnected Platform
How Sales Force Automation Connects Your Operations
Teams, intelligent automation and business systems work together through one connected workflow.
Built For
Sales Teams
Supervisors
Management
Powered By
Sales Force Automation
Grow Sales & Customer Relationships
Sales Agent
Integrations
ERP / External Systems
Accounting Systems
Maps & Geolocation
Use Cases
How to Use Sales Force Automation
Use Case 02Collect Payments
Multiple Collection Methods
Support cash, cheque, bank transfer, and QR payments right from the mobile app.
Real Example
Reps record payments instantly on-site in cash, cheque, or QR code.
Use Case 03Validate Orders
Smart Order Compliance Check
Automatically verify pricing, credit limits, active promos, and SKU limits before submission.
Real Example
Orders auto-check credit limits and active promo discounts before going through.
Know Your CustomerCollect PaymentsValidate Orders