Heritage SFAI
Empower your field sales teams with Heritage SFAI, the intelligent SFA app.
About Heritage SFAI
Boost Productivity. Sell Smarter. Lead with AI.
Empower your field sales and supervisory teams with Heritage SFAI – the intelligent Sales Force Automation app built for performance.
From real-time tracking to AI-powered recommendations, Heritage SFAI helps sales reps focus on the right outlets, the right products, and the right actions - every single day.
For Sales Reps:
Smart PJP & Beat Planning – Optimised daily routes and outlet visits
AI Recommendations – Get personalised product suggestions, ideal order quantities, and outlet-level insights
Easy Order Booking – Fast and intuitive order placement with DMS integration
Daily & Monthly Target Tracking – Know your performance at a glance
For Supervisors:
Team Monitoring – Live tracking
Performance Dashboards – Compare and analyse individual and team KPIs