FIELD SALES · SFA

Every visit, already briefed by AI — reps walk in knowing the order, the shelf gap and the promo.

The Field Sales category combines outlet intelligence, suggested orders, and visit briefs into one workflow. Reps stop collecting data and start selling — every visit, every store.

Incoming Call
Acme Market
Austin, TX
Gold Tier
Last Order
3 days ago$2,340
Balance
Outstanding$890
Top Products
Cola 330mlWater 500mlChips 150g
HOW IT WORKS

From signal to action, in three steps.

01

The visit knows itself

Before the rep walks in, the Field Sales Agent assembles a brief from the outlet's history, the last shelf scan, the active promotions, and the suggested order — pushed to the mobile app.

02

The rep sells, the platform records

Outcomes, photos, orders and notes flow back to the one data model in real time — feeding the Shelf Agent, the Order Agent and the next visit's brief.

03

The plan adapts

Frequency, time-of-day and visit objectives auto-tune based on what worked. Reps spend more time in high-value outlets without anyone rebuilding the route.

WHAT'S IN THIS CATEGORY

First-party products and vetted partner solutions, all on one data model.

  • FMCG Cloud — Caller ID✓ Live
    First-party
  • FMCG Cloud — Suggested Order (rep-driven)✓ Live
    First-party
  • FMCG Cloud — ConnectX (data layer)✓ Live
    First-party
  • Partner — Visit management toolsOnboarding Q1 2027
    Partner slot
BORN INTEGRATED

One data model. Every category makes the others smarter.

Combine with Shelf Intelligence and Retail Execution to close the loop — what the rep sees on the shelf becomes tomorrow's brief, automatically.

PAIRS WELL WITH

See Field Sales in action.

30 minutes. Your route to market, running as one.

Book a demo