
Enhance Accuracy and Earn Rewards with the Latest Botree DMS Features
Enhance Accuracy and Earn Rewards with the Latest Botree DMS
Enhance Accuracy and Earn Rewards with the Latest Botree DMS
Introducing the AI-Driven Product Recommender to Maximize Basket Size at Every Outlet
We are thrilled to introduce our latest innovation, the Product Recommender, designed to transform the way businesses optimize their product offerings and enhance sales productivity.
Let’s admit it — field sales is one of the toughest jobs.
From tight schedules to store visits and order taking, the pressure to ensure sales targets are met is for real. On top of this, ensuring perfect in-store execution, and building strong retailer relationships, all within the limited timeframe can feel overwhelming.
To succeed in this competitive environment—Your salesmen need something that takes the pressure off and streamlines their day-to-day activities.
This is where Sales Force Automation (SFA) steps in simplifying everyday tasks, in just few taps. The latest addition to their tool kit is Artificial Intelligence (AI) that analyzes, tracks and suggests recommendations backed with data—reducing time taken in decision-making and boosting efficiency.
In this article, we will delve into why companies are doubling down on AI-powered SFA and how AI is transforming the future of field sales operations. We will also explore real-time use cases of AI in FMCG Sales, boosting efficiency and decision making.
The Fast-Moving Consumer Goods (FMCG) industry is constantly challenged with increasing competition and evolving consumer preferences. Ensuring product availability across all touchpoints is key to customer retention.
To stay ahead in the game and gain a competitive edge, FMCG companies must go beyond traditional selling. This is where AI-powered SFA brings in the change, empowering companies to drive sales with intelligent and data-driven strategies.
Over 80% of FMCG sales come from general trade— i.e. sales from nearby kirana stores and small retailers. These outlets are vital for market expansion, but tough to manage without the right technology.
AI is accelerating the game for field sales. By converting raw data into actionable insights and data, AI empowers your sales team to make smart, quick and informed decisions.
While SFA automates and digitizes everyday tasks, improving accuracy, AI takes it a step ahead. It adds intelligence to automation—enabling your sales team to maximize every opportunity and boost efficiency.
These are just a few of the many ways AI is helping you boost sales efficiency—from strategy to execution.
So, what should you look for in an AI-powered SFA tool?
We have listed down 5 essential functionalities every modern SFA solution must offer to drive real impact on the ground.
Your salesman spends almost 25% of his time on manual admin work, such as report generation, data syncing, etc. While these tasks can and should be automated, freeing up a lot of time for your sales team to focus on core activities, i.e., selling.
Modern Sales Force Automation (SFA) tools are built to streamline the daily tasks of your field sales team. They simplify operations, improve order accuracy, and drive retail execution.
But when integrated with AI it transforms efficiency into performance.
Let’s explore the top 5 features of a smart SFA solution and highlight where AI truly adds value.
SFA digitizes order taking, by enabling salesmen to place orders in just few taps. Visual cues in SFA makes it easy for salesmen to identify products and place right orders, improving accuracy and efficiency.
While these key features help salesmen drive efficiency with quick actionable insights, they do not help in boosting sales and improving product assortment.
Here’s where AI steps in;
Imagine this;
What if your sales team knew exactly what to sell, where, and how much—all in just one click? That’s the kind of efficiency that AI can bring about in your regular field sales day.
Furthermore, with access to retailers purchase history, salesmen can spend more time in strengthening retailer relationships and introducing new product launches or schemes for sales boost.
There are over 12 million+ retail stores in India. For salesmen to cover all the outlets mapped by their company, a structured approach is required.
Without a proper plan, you not only risk from;
This is where Beat Planning and Route Optimization comes in. Together, these tools form the backbone of a high-performance sales strategy.
Better coverage, reduced operational costs, and a more productive sales team.
Here’s how a leading FMCG brand improved their outlet coverage by 2X with efficient beat planning and route optimization.
MK Agrotech, known for renowned brands including Sunpure (sunflower oil), Riso (rice-bran oil), wheat flour and other products added over 35k+ outlets within a few months of implementing Botree SFA. How?
While analyzing their database, MK Agrotech identified retail execution gaps, resulting in poor outlet coverage. With Botree SFA, MK Agrotech enhanced billed and unbilled outlet visibility for their sales team. This visibility helped salesmen clearly identify outlets that were unbilled and convert them into sales.
Even with planned beats and optimized route, sales conversion from all the outlets is still a probability.
But what if your sales team had the power to identify the outlets that are most probable to place purchase orders? That 2X efficiency and more sales!
With AI integrated to your SFA, you can turn your route planning from structured to strategic.
AI analyzes routes, order history, and also salesmen visit patterns to suggest personalized route map and outlet sequence based on high-potential outlet.
Field sales can become monotonous with salesmen following the same beats and repeating the same tasks every day. Over a period, this monotony can lead to disengagement and impact sales performance.
What your team requires is a real-time visibility into their targets, achievements and a little push from sales managers.
Here are some of the key features to look for in SFA that make field sales interactive and performance driven.
Turn routine activities into challenges with game-like elements such as leaderboards, badges, points and more. Recognize and reward achievements, keeping motivation high amongst team members.
Give your sales team a clear view of where they stand, with real-time targets vs achievements dashboard. This visibility promotes goal ownership and accountability.
Key Benefits
Knowing where your sales team are and whether they are engaged in field activities is critical. With GPS-enabled check-ins and tracking, SFA allows you to be in the know and maintain field discipline.
Challenge?
With supervisors occupied with multiple tasks—managing the entire team’s activities can be overwhelming. That’s where smart notification and nudges come in as a helping-hand.
In retail, what gets seen, gets sold. Ensuring product visibility across a customer viewpoint is key to success. And this makes visual merchandising and planogram compliance critical to FMCG success.
With the right SFA solution, companies can:
With merchandizing, companies can evaluate market trends and strategize production planning backed by data. It helps companies in;
While the benefits of merchandizing and ensuring compliance are many, data accuracy plays a key role in effective business strategy.
With integrated AI-powered image recognition technology in SFA, companies can eliminate manual intervention and access accurate data.
With AI-powered image recognition feature, salesmen just need to capture the shelf image, and AI will automatically detect on-shelf availability (OSA) and shelf-share.
If your mango-flavored beverage is underperforming in a region during summers, shelf share insights derived based on image recognition, help you identify whether it’s due to poor shelf visibility, out-of-stock issues, or competitor dominance — and take corrective action instantly.
In field sales, timely insights can mean the difference between meeting or missing your monthly targets. SFA dashboards show you what’s working and what needs fixing — in just a glance.
While SFA helps you with capturing data, AI helps you in analyzing and taking necessary actions on time. With AI integration in SFA, your data becomes predictive and prescriptive.
Meet Priyanka Allu, our in-house content marketing specialist. With a background in literature and communications, Priyanka brings in her expertise in crafting compelling brand narratives and engaging content across various marketing channels. Outside of work, you can find her quickly escaping from the mundane city life by the beach or mountains, spending quality time with loved ones.