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Sell · Field sales automation

digiSFA: turn order-takers into market developers.

One offline-first app for the rep's full field day — audit, order, collect, van-sell — while retailers reorder themselves on WhatsApp and AI agents handle the follow-ups.

4 visit activitiesVan salesdigiEnqash WhatsApp8 AI agents

See digiSFA on your beats

Tell us a little about your team — we'll tailor the session to your operation.

The rep's field day

Four structured visit activities — all working offline

Every outlet visit follows the same guided flow, so every rep executes like your best rep.

1. Photo audit

  • AI shelf analysis in ~10 seconds
  • Planogram compliance check
  • POSM & cooler audit
  • Competitor shelf capture
  • Price compliance auto-flag

2. Stock audit

  • AI-assisted stock count
  • Out-of-stock capture with reason
  • Near-expiry alerts
  • Auto reorder suggestions
  • Supply-chain signal feed

3. Order booking

  • Voice orders in Hindi & regional languages
  • Auto-order from shelf photo
  • Real-time scheme engine
  • Credit-limit enforcement
  • Lines-per-call coaching nudge

4. Payment

  • Dynamic UPI QR (Razorpay)
  • Payment links via WhatsApp
  • Cheque AI scanner
  • Instant reconciliation
  • Auto payment receipt
Van sales

Sell, invoice and collect from the van — and close the day to the last case

For beverage, dairy, snacks and other high-frequency categories, digiSFA runs the full van-sales cycle with the same schemes, prices and credit rules as pre-sell orders.

  • Van loading from distributor stock, approved by a supervisor
  • Spot selling — order, invoice and collect in one outlet visit
  • Live van stock on the rep's phone, reduced with every sale
  • End-of-day unloading with sold / returned / variance reconciliation and reason codes
  • Route performance visible to managers in real time
07:30Van loaded: 120 cases, load sheet approved
09:15Spot sale at outlet — scheme applied, invoice shared
09:16₹6,400 collected via UPI QR
17:45Unload: 104 sold · 12 returned · 4 variance flagged
18:00Stock and ledger updated in digiDMS
digiEnqash · WhatsApp commerce

WhatsApp → Order → Cash. Autonomously.

Retailers self-order on WhatsApp 24/7 — browsing catalogues, checking schemes, confirming orders and paying — without calling the rep and without downloading an app. Reps stop taking routine reorders and spend their time growing the market.

  • Natural language and voice orders — "same as last time" works
  • Price list, schemes and credit limit loaded from the retailer's mobile number
  • Orders routed exactly like rep orders — to digiDMS, your DMS or ERP
  • WhatsApp orders credited to the territory rep, so reps embrace it
"Send 5 cases Good Day, 3 Bourbon"
Retailer identified in about a second
Eligible schemes applied, savings shown
Retailer replies "Yes" — order created
Razorpay link paid, ledger updated
7:30"Today: 8 outlets, ₹42,000 target. Collect at Sharma General first."
1:00"You're at 38% with 4 outlets left — lift lines per call this afternoon."
Eve"Great day — 7/8 visits. Tomorrow, take a sample to Ravi Stores."
GuruAI · AI sales coach

A senior colleague in every rep's pocket

GuruAI is not a dashboard. It's a coaching persona that talks to reps on WhatsApp, in their language, every day — and answers questions with live data in seconds.

  • Hindi, Marathi, Tamil, Telugu, Kannada and English — detected automatically
  • Maximum three nudges a day: morning brief, mid-day (only if off-track), evening debrief
  • Celebrates wins and sends managers a weekly coaching digest
  • Privacy by design — reps always see what's visible to managers
Perfect Store Score

Replace the manager's clipboard with one score per outlet

A six-part composite, measured by AI vision and visit data. Outlets below 60 for two visits in a row automatically trigger a manager alert and a GuruAI nudge.

MSL compliance · 25%

All must-stock SKUs present and visible.

Share of shelf · 20%

Brand facings vs category, measured by AI vision.

POSM compliance · 20%

Required point-of-sale material present and undamaged.

Price compliance · 15%

Displayed price within tolerance of MRP.

Stock availability · 10%

No out-of-stock on any MSL SKU during the visit.

Cooler compliance · 10%

Brand purity and branding condition from the cooler photo.

8 autonomous AI agents

Not alerts. Agents that take action.

Each agent can be set to suggest, act with notification, or act autonomously.

Beat Planning

Builds optimal weekly beats every Sunday — respecting outlet tier, collections, scheme expiry and leave.

Order Follow-Up

If a dealer doesn't confirm within 4 hours, follows up on WhatsApp and proposes a split order.

Collection Recovery

A 5-touch WhatsApp sequence for overdue invoices, with tone tuned to payment history.

Territory Health

Detects out-of-stocks, missed visits and productivity drops — and picks the right intervention.

AI Target Setting

Monthly targets from outlet mix, historical achievement and seasonality.

Market Expansion

Finds and scores prospects, adds them to beats, briefs the rep and activates WhatsApp.

Supply Chain Signal

Turns OOS, product requests and competitor data into a weekly demand signal.

Conversational Analytics

"Which Gold outlets in Maharashtra haven't bought this month?" — answers and creates tasks.

Also included

Everything else a field sales team needs

Beats & attendance

Beat plans, geo-verified check-ins and day start/end, with deviation tracking.

Outlet segmentation & TPM

Tier outlets and measure trade-promotion ROI by SKU, scheme and territory.

Promoter & asset management

Manage in-store promoters and track coolers and other assets at outlets.

DMS & ERP connectors

Native with digiDMS; connectors for other DMS and ERP systems, plus generic SFTP.

Live manager dashboards

Coverage, productive calls, lines per call and collections — today, not tomorrow.

India & Southeast Asia

Built for general trade in India, with support for Singapore, Indonesia and Vietnam.

Pilot in 4 weeks · go live in 8–12 weeks

A 4-week pilot with 20–50 reps in one territory, then mid-market go-live in 8–12 weeks (16–24 weeks for enterprise with ERP integration). Available on the Salesforce Edition and the Open Source Edition.

Pilot first · decide on data

See your reps, distributors and technicians on digiFrontline — before you sign a full contract.

Start with a 60-minute discovery call. We design a 4–6 week pilot in one territory, agree the KPIs, and you decide on real results.

Start with a 4–6 week pilotBook demo