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Boost Your Team’s Performance with the New Botree SFA Features

May 27, 2025
christina ebinezer

Effective sales execution relies on optimized processes and up-to-date information. Many sales teams have faced challenges arising from inflexible outlet sequencing, restricted insight into order and billing statuses, and inadequate targeting adaptability. These limitations frequently lead to ineffective route planning, missed opportunity in the field, and challenges in effectively tracking sales progress. Moreover, a lack of motivational support and insufficient inventory tracking has also affected total sales productivity and accuracy.

These obstacles take up valuable time, cause confusion, and ultimately hold sales teams back from reaching their full potential.

But what if there was a better way?

The latest Botree SFA enhancements streamline operations by providing greater clarity and efficiency. These improvements boost accuracy across field activities and simplify daily workflows, allowing sales teams to focus more on driving results and less on managing processes.

Streamlining Outlet Sequencing: From DMS to SFA Integration

In sales activities, efficient route planning is important for optimizing field productivity. However, previously there was no option to create or change the outlet visit sequence in the Route Visit module. The system followed a default logic for displaying outlets, which often did not align with the real activities occurring. This challenged the sales teams from organizing effective routes, resulting in waste of time and reduced efficiency during field visits.

Addressing the challenges faced by the sales team, we have introduced a new update that integrates outlet sequencing from DMS to SFA, ensuring outlets configured in DMS appear in the same order in SFA. This seamless sync gives sales teams precise route control from planning to execution.

What’s new

The outlet sequence can now be configured and generated within the DMS.

This sequence is automatically transmitted to the SFA system through integration.

In the SFA application, outlets are presented in the same sequence specified in the DMS, ensuring smooth alignment between planning and execution.

How does it benefit your business

Helps salesmen follow a defined outlet visit sequence.

Improves route planning and daily execution.

Strengthens field discipline and consistency.

Boosts overall sales visit efficiency.

Colour Coding Outlets Based on Billing Status in Outlet Visit Screen

Accurately monitoring outlet statuses is important for effective sales tracking. Previously, the outlet highlighter was accessible only for outlets that had received at least one order. There was no method to differentiate whether an outlet’s order had been billed or not. This challenged the sales teams and managers from effectively tracking billing progress, frequently leading to confusion and reducing the efficiency of monitoring outlet activities.

Addressing the challenge, we have introduced a new update with a color-coded system to distinctly distinguish outlet statuses according to billing activity. This color coding operates on a monthly schedule (Month to Date) and adjusts according to system usage.

What’s New

Red: The outlet has no orders or invoices logged for the current month (MTD).

Yellow: The outlet has an order placed but it is still pending invoicing.

Green: The outlet’s order has been invoiced for the month (MTD).

The system operates on a monthly basis, using distinct color codes for ordered and invoiced outlets.

For DMS users, colors reflect invoice status, while non-DMS users see colors based on order status.

In Standalone SFA, outlets appear red if no order is placed and green once an order is confirmed.

How does it benefit your business

Improved visibility of outlet statuses for all users.

Enhanced tracking efficiency and reduced monitoring errors.

Streamlined workflows across different user personas.

Facilitates clearer and faster decision-making.

Visual SKU Tracking with Colour Coding in Order Booking Screen

Sales efficiency relies on clarity, especially when it comes to tracking product movement. Before, the order booking screen did not have any visual indication to show if a specific SKU had been ordered or invoiced. This created difficulties for the sales team in monitoring product activity throughout the month, frequently resulting in duplicate orders or lost chances to promote underperforming SKUs.

To fix this, we have introduced a new update with a color-coded system that has been implemented in the order booking interface to represent the billing and ordering status of every SKU. This instant visual indicator allows sales teams to quickly recognize the status of products without switching between reports.

What’s New

Red icon: The SKU has not been ordered or invoiced for the month (MTD).

Yellow icon: The SKU has been ordered but not invoiced yet.

Green icon: The SKU has been invoiced for the month (MTD).

The system is configurable to enable or disable color indicators.

Icons reflect order or invoice status based on user type (DMS/ Non-DMS).

DMS users view color coding based on invoice status.

Non-DMS users view color coding based on order status.

How does it benefit your business

Enables quick identification of product order and invoice status within the MTD period.

Enhances tracking accuracy for sales teams.

Improves overall workflow efficiency.

Adding Attribute-Level Targeting in Activity Sequencing Master

Activity sequencing is important in determining how sales team interact with various types of outlets. Sequencing was limited to mapping at the channel, sub-channel, group, and class levels. There was no possibility to add these sequences according to customer characteristics. This restricted the capacity to customize field activities in a detailed manner, constraining flexibility and accuracy in sales execution.

To fix this, we have introduced a new update that enhances activity sequencing by enabling it to function not only at the channel or class level but also through customized customer attributes.

What’s New

Activity sequences can be aligned with chosen attributes as well as current customer classifications.

Scenario 1: When the channel is set to GT-Retail and attributed to AT-1, sequences apply only to customers (CUST004 to CUST007) with attribute AT-1.
Scenario 2: If no attribute is selected, sequences apply to all customers (CUST001 to CUST007) within the GT-Retail channel.

How does it benefit your business

Allows grouping of outlets based on customer attributes.

Simplifies assignment of activity sequences.

Enhances targeting flexibility and accuracy.

Boosting Sales Motivation with Enhanced Nudges Across SFA

A successful sales team relies not only on planning but also on motivation. So far, nudges has been restricted to login, attendance, and leave authorization events providing little support during real selling interactions. This reduced the reach and impact of nudges on key performance metrics, weakening their role in driving motivation and tracking sales targets.

Addressing the issue, we’ve introduced the latest update that improves the nudge system by broadening its impact across several key modules and performance metrics.

What’s new

Sale Value Parameters: When 80% of the sales target is reached, nudges appear on the Dashboard and Beat selection screen to motivate reps to finish strong.

Performance Nudges: For metrics like NOCB, Phasing, and Productivity, nudges trigger at 90%+ performance, highlighting achievement incentives.

Banker Target Nudges: Daily pop-ups and in-store reminders prompt reps to complete key executions required for incentive eligibility.

Loyalty & Visibility Nudges: When store-level value crosses 90%, motivational messages are shown to sustain momentum.

Completion Nudges: At 100% target achievement, a one-time “Congratulations” nudge is displayed.

All nudges are auto calculated in real time, based on progress and mapped incentive values from the incentive master.

How does it benefit your business

Motivates sales reps to stay focused and hit targets on time.

Boosts individual performance through real-time encouragement.

Helps ensure timely and consistent goal achievement.

Boosting Sales Motivation with Enhanced Nudges Across SFA

Addressing the issue, we’ve introduced the latest update that improves the nudge system by broadening its impact across several key modules and performance metrics.

What’s new

Sale Value Parameters: When 80% of the sales target is reached, nudges appear on the Dashboard and Beat selection screen to motivate reps to finish strong.

Performance Nudges: For metrics like NOCB, Phasing, and Productivity, nudges trigger at 90%+ performance, highlighting achievement incentives.

Banker Target Nudges: Daily pop-ups and in-store reminders prompt reps to complete key executions required for incentive eligibility.

Loyalty & Visibility Nudges: When store-level value crosses 90%, motivational messages are shown to sustain momentum.

Completion Nudges: At 100% target achievement, a one-time “Congratulations” nudge is displayed.

All nudges are auto calculated in real time, based on progress and mapped incentive values from the incentive master.

How does it benefit your business

Motivates sales reps to stay focused and hit targets on time.

Boosts individual performance through real-time encouragement.

Helps ensure timely and consistent goal achievement.

Enable Stock Take Option in Order Booking screen configured Tabs

Accurate stock tracking is essential during order booking, particularly for the sales team handling diverse SKUs. Previously, the stock take option was limited to items outside configured tabs like FOCUS, PROMO, or Product Recommender. This restriction prevented the sales team from capturing stock data for key or promoted SKUs, creating visibility gaps. As a result, inventory inputs were often incomplete, impacting order accuracy and limiting sell-in potential.

To fix this, we’ve introduced a new update which enables stock take directly within the order booking screen for all items, including those under FOCUS, PROMO, or Product Recommender tabs.

What’s New

The stock take feature is active for all items, irrespective of their tab assignments.

The stock take amount automatically integrates between the Stock Take screen and the Order Booking screen and vice versa.

The stock take field is highlighted with colors without any extra setup required.

Several stock checks can be conducted for the same client across line items within a single day.

How does it benefit your business

Stock take can now be made for all items, including those in tabs, directly within the Order Booking screen.

Enhances inventory visibility and order accuracy.

Stock take field appears when the Stock Take option is enabled.

These updates deliver streamlined workflows, enhanced visibility, and stronger coordination across your field sales activities.

Ready to boost your team’s performance?

Book a call to see how Botree SFA helps your sales team work smarter, faster, and close more deals.

About the Author

Meet Christina Evangelin Ebinezer, our dynamic marketing associate at Botree Software. With a background in HR and marketing, and prior experience as a content writer, Christina brings a sharp eye for storytelling and a knack for crafting engaging blogs and marketing content. She’s passionate about turning ideas into words that drive impact. Outside of work, Christina finds joy behind the piano keys or the wheel—whether she’s playing a soulful tune or cruising down open roads.

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Featured

Boost Your Team’s Performance with the New Botree SFA Features

Will Agentic AI Disrupt Your RTM Strategy—or Supercharge It ? → Register Now

Boost Your Team’s Performance with the New Botree SFA Features

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Streamlining Outlet Sequencing: From DMS to SFA Integration

Colour Coding Outlets Based on Billing Status in Outlet Visit Screen

Visual SKU Tracking with Colour Coding in Order Booking Screen

Adding Attribute-Level Targeting in Activity Sequencing Master

Boosting Sales Motivation with Enhanced Nudges Across SFA

Boosting Sales Motivation with Enhanced Nudges Across SFA

Enable Stock Take Option in Order Booking screen configured Tabs

Ready to boost your team’s performance?

About the Author

Christina Evangelin Ebinezer

Marketing Associate

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