SFAExpert

About SFAExpert

SFAExpert – Smart Sales Force Automation for Field Teams

SFAExpert is a complete Sales Force Automation (SFA) and field-reporting app built for medical representatives, field sales officers, and their managers. Plan your day, record every visit, book orders, and submit reports directly from your phone — online or offline.

Whether you're in pharma, FMCG, or any field-driven business, SFAExpert helps your team stay productive on the move and gives managers real-time visibility into field activity.

KEY FEATURES

📋 Daily Call Report (DCR)
Log doctor, chemist, and retailer visits with check-in/check-out, GPS location, and notes. Submit today's or previous DCRs in seconds.

🗓️ Tour & Day Planning
Create tour plans, submit them through a calendar view, and raise tour change requests for approval.

🛒 Order Booking & Schemes
Take primary and secondary orders, apply schemes, and manage your retailer order book on the spot.

📊 Reports & Dashboards
Coverage reports, DCR summaries, tour-plan analytics, target analysis, order & scheme dashboards, feedback and performance dashboards — all at your fingertips.

🎯 e-Detailing & Visual Play
Present product visuals and campaigns to clients with built-in visual planning and playback.

📍 Live Location & Attendance
GPS-based check-in, live location tracking, and location analysis keep field activity transparent and accurate.

👥 Client & Master Data
Manage client lists, geo-tag customers, view team hierarchy, and keep master data synced.

🧾 More Tools
Payslip download, RCPA, pre-call analysis, ticket raising, OCR-based secondary upload, in-app learning (AI LMS), and multi-language support.

🔒 Secure & Reliable
PIN and biometric login, encrypted sync, and offline support so you can keep working even without a stable network.

WHY SFAEXPERT?
• Faster daily reporting with less paperwork
• Real-time field visibility for managers
• Works offline and syncs automatically
• Clean, easy-to-use interface in multiple languages

Empower your field team with SFAExpert and turn everyday field activity into actionable insights.

Note: SFAExpert is intended for use by registered field-force employees of subscribing organizations. Continuous location access is used to record visit check-ins and field attendance.