Every Sales Rep
Every Activity
One App

Field executives mark attendance at the start and end of each day with GPS-verified in-punch and out-punch. Location, timestamp, and device ID are captured, eliminating buddy punching and location spoofing. Managers see real-time attendance status across the entire team.

• GPS-verified in-punch with location capture and timestamp
• Out-punch marks end of field day with travel summary
• Late mark alerts to supervisors with deviation flagging
• Monthly attendance reports for HR and payroll integration

Daily beat routes are assigned by supervisors and visible to field executives in the app before they leave for the day. Each stop on the beat is geo-tagged, the app guides the executive through the most efficient route and records time spent at each outlet. Beat adherence and deviation are tracked in real time.

• Pre-assigned daily beat routes with outlet sequence
• GPS route guidance, optimised for minimum travel time
• Outlet visit check-in with GPS geo-fence verification
• Beat deviation alerts for off-route visits

Field executives punch orders directly from the outlet using the SFA app, browse the product catalogue, add SKUs and quantities, apply applicable schemes, and submit. Orders sync to the distributor DMS in real time. Loyalty points are credited to the dealer's account automatically on order confirmation.

• Product catalogue with live inventory at outlet level
• Scheme and discount auto-applied at checkout
• Order syncs to distributor DMS in real time
• Loyalty points credited instantly on order confirmation

Field executives onboard retailers, dealers, and trade influencers to the loyalty programme during their visit, capturing mobile number, programme registration, guiding app download, explaining point earning mechanics, and ensuring the member completes their first earning action before leaving the outlet.

• Mobile-based member registration at outlet in under 2 minutes
• App download assistance, QR code installation on spot
• First points earning walkthrough at time of onboarding
• Onboarding count tracked as key performance metric (KPI)

For members requiring redemption via bank transfer, field executives complete the full eKYC workflow during their outlet visit, capturing Aadhaar with OTP-based verification, PAN card photograph, and bank account details. Documents are securely uploaded to the platform, reviewed by compliance, and the member is activated for full redemption benefits.

• Aadhaar OTP verification, completed at the outlet
• PAN card photo capture with OCR auto-fill
• Bank account number and IFSC entry and validation
• Secure encrypted upload to Loyltworks^™ compliance platform

Field executives visit channel partners, distributors, contractors, mechanics, and trade influencers, to communicate schemes and new products, resolve queries, explain tier benefits, and deepen engagement. Every visit is logged with outlet, contact person, discussion topics, and outcomes.

• Structured visit log, outlet, contact, purpose, outcomes
• Scheme and product communication tracking per visit
• Trade influencer profiling , contractor, mechanic, architect
• Follow-up task scheduling from within the visit log

When a partner raises a points dispute, redemption issue, or loyalty programme grievance that the call centre escalates to field, the SFA routes it to the relevant field executive as an "escalation visit" task. The executive visits the outlet, resolves in person, and logs the resolution outcome, closing the escalation loop.

• Escalations assigned to field executive as geo-tagged tasks
• In-person resolution log, issue, action taken, outcome
• Escalation closure synced to call centre and loyalty platform
• SLA tracking, escalation age and field resolution time

Field executives photograph receipts and submit expense claims directly from the SFA app, travel, meals, printing, meet venue costs, categorised by expense type and linked to the day's beat and activities. Managers approve digitally. Approved expenses sync to HR/payroll for reimbursement. No paper forms.

• Photo receipt capture with OCR amount extraction
• Expense categories, travel, food, venue, materials, misc
• Linked to daily beat for activity-based expense validation
• Manager digital approval with payroll system integration

The SFA app auto-compiles the Daily Activity Report from all in-app activities throughout the day, outlets visited, orders punched, members onboarded, eKYC completed, escalations resolved, meets attended. The executive reviews and submits at out-punch. Manager receives the DAR automatically, no WhatsApp reports, no Excel.

• Auto-compiled from in-app activity, zero manual entry
• Beat coverage, orders, KPIs, and narrative summary
• Submitted at out-punch , delivered to manager dashboard
• Weekly and monthly performance summary auto-generated