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How Botree SFA Optimizes Field Sales with Smart Beat Planning & PJP Automation

Beat planning and Permanent Journey Plans (PJP) are the backbone of an efficient FMCG sales strategy, ensuring seamless store coverage, optimized routes, and maximized sales opportunities. Discover how automation with Botree SFA can eliminate inefficiencies, improve stock availability, and drive retailer engagement with AI-driven insights and dynamic scheduling. Learn how top brands like Nabati have leveraged Botree SFA to boost productivity and expand their market reach.

April 3, 2025 No Comments

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.

Eliminating Complexity and Driving Sales Performance with SFA Innovations

February 19, 2025
dilip kumar

Sales teams depend on efficiency, precision, and smooth operations. To stay ahead in an ever-evolving market, businesses need tools that simplify processes and drive smarter decision-making.

Our latest SFA updates introduce a range of powerful new features, including enhanced sales tracking, streamlined collections, improved outlet targeting, and more. These enhancements help sales teams optimize their workflow, strengthen customer relationships, and drive smoother day-to-day operations.

Discover how these updates can elevate your sales execution to the next level!

Ready to explore Botree SFA for your sales team?

What’s New in SFA?

Smarter Sales Coaching & Assessment

Understanding a salesperson’s efficiency, market knowledge, and customer relationships has always been challenging. Without structured assessments, identifying areas for improvement was purely guesswork.

Now, with the new Coaching & Assessment feature, company users can create predefined surveys at the sales hierarchy level. These surveys will be available directly in the Coaching & Assessment screen in SFA, allowing structured evaluation and performance tracking.

Gain deeper insights, identify strengths and weaknesses, and enhance your salesforce with data-driven coaching!

Retailer Class-Based Color Coding for Clearer Differentiation

Sales reps often struggle to differentiate retailers of various classes while navigating outlet visits. The lack of visual cues made targeting the right retailers inefficient.

We’ve solved this with Retailer Class-Based Color Coding! Now, every retailer class is distinctly color-coded, providing a clearer, more intuitive view for sales reps. This makes it easier to identify, prioritize, and strategize outlet visits at a glance.

A simple change, but a game-changer for sales efficiency!

Collection at the Invoice Level for Greater Flexibility

Previously, sales teams could only take collections without linking them to specific invoices, making reconciliation cumbersome and prone to errors.

With our latest update, Collection as per Bill Selection, users can now perform collections at the invoice level. This ensures precise tracking, accurate financial records, and seamless reconciliation—all configurable based on your needs.

Now, every payment is linked to the right invoice, eliminating ambiguity and enhancing financial clarity.

OTP Verification for New Outlet Creation

Adding new outlets manually without validation often led to duplicate or incorrect entries, creating issues in record management.

With our new OTP Verification for Outlet Creation, users can now enable an additional layer of verification through OTP-based validation. This ensures that every new outlet is authenticated before being added to the system.

Say goodbye to duplicate records and ensure accuracy from day one!

These updates are designed to simplify sales processes, enhance accuracy, and drive efficiency.

Want to check how Botree SFA works for your business?

About the Author

Meet Dilipkumar, our in-house Product Marketer with an engineering background and hands-on experience in Sales and Marketing. His product expertise and market insights help craft effective go-to-market strategies for our cutting-edge products. Off work, he enjoys playing badminton and taking long drives to catch sunsets by the beach or in the mountains.

Unlock the Winning RTM Vendor Selection Strategies from Top CPG Leaders → Download e-book Now!

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Featured

How Botree SFA Optimizes Field Sales with Smart Beat Planning & PJP Automation

Eliminating Complexity and Driving Sales Performance with SFA Innovations

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Ready to explore Botree SFA for your sales team?

What’s New in SFA?

Smarter Sales Coaching & Assessment

Retailer Class-Based Color Coding for Clearer Differentiation

Collection at the Invoice Level for Greater Flexibility

OTP Verification for New Outlet Creation

Want to check how Botree SFA works for your business?

About the Author

Dilipkumar S

Senior Product Marketer

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