Field SFA
Field SFA is a sales force automation platform for FMCG and distribution teams, with a web dashboard for managers and the Field Pro mobile app for representa…
What Field SFA is
Field SFA is a sales force automation platform for FMCG and distribution teams, with a web dashboard for managers and the Field Pro mobile app for representatives. Managers can map territories, assign representatives to beats, define outlet sequences and coverage, and set targets by period and SKU. They can track attainment by representative, beat, and territory. Representatives can record visits, orders, payments, and photos offline, then sync when connectivity returns. Orders use a live catalog and pricing, with free-carton schemes and totals handled in the order process. Visits, orders, and payments are GPS-tagged, and representatives can take live-camera photos at outlets. The dashboard presents visits, orders, and payments in real time, with territory scoping and role-based access. The platform also covers sales hierarchies, attendance, leave, and expenses. Built on Frappe/ERPNext, it keeps catalog, customer, order, and inventory information in an exportable system. Field Pro runs on Android and iPhone devices, but users must ask the company for access. Pricing is set by commercial agreement and available on request.
Good
- Representatives can capture visits and orders offline.
- Managers can define beats, outlets, and coverage.
- Targets can be tracked by rep, beat, and territory.
- ERPNext data is described as exportable.
Watch out
- Pricing is available only by commercial agreement.
- Field Pro access requires contacting the company.
Who it suits
Field SFA suits FMCG and distribution teams coordinating field representatives, outlet visits, and sales targets. It is relevant to managers who need territory oversight and representatives who need to record work offline.
Verdict
Field SFA brings field activity, order capture, and manager oversight into one platform. Teams should account for its request-based pricing and access process for the mobile app.
The facts
Each one read from Field SFA's own pages, with the date it was checked.
Money
- Beat planning
- Managers can assign reps to beats with defined outlets, sequence, and coverage.checked 4 Oct 2026
What it does
- Data handling
- The maker says it does not sell personal information and does not share personal data for advertising.checked 4 Oct 2026
- ERPNext
- Field SFA is built on Frappe/ERPNext, where its catalog, customers, orders and inventory live in a standard, exportable system.checked 4 Oct 2026
- Integration and data
- Field SFA is built on Frappe/ERPNext, where the maker says customers, orders, and inventory remain in an exportable system.checked 4 Oct 2026
- Management console
- The web dashboard shows visits, orders and payments in real time, with territory scoping and role-based access.checked 4 Oct 2026
- Offline work
- Reps can capture visits, orders, payments and photos offline, then sync when connectivity returns.checked 4 Oct 2026
- Order capture
- Reps can take outlet orders against a live catalog and pricing, with free-carton schemes and totals computed for them.checked 4 Oct 2026
- Performance tracking
- Managers can set targets by period and SKU and track attainment by rep, beat, and territory.checked 4 Oct 2026
- Pricing
- Fees, billing and subscription terms are set out in a commercial agreement between the maker and the customer.checked 4 Oct 2026
- Privacy
- The privacy policy says background location collection runs only while a work shift is active and stops when the shift ends or the user signs out.checked 4 Oct 2026
- Product
- Field SFA is a sales force automation platform for FMCG and distribution companies.checked 4 Oct 2026
- Purpose
- Field SFA is a sales force automation platform for FMCG and distribution teams.checked 4 Oct 2026
- Routes
- Managers can map territories, assign reps and set each beat’s outlets and sequence from the admin console.checked 4 Oct 2026
- Support
- The support page says the team usually replies within one business day.checked 4 Oct 2026
- Targets
- Managers can set targets by period and SKU and track attainment by rep, beat and territory.checked 4 Oct 2026
- Visit verification
- Visits, orders and payments are GPS-tagged, and reps can capture live-camera photos at outlets.checked 4 Oct 2026
The company
- Headquarters
- Bangalore, Indiachecked 28 Sep 2026
- Teams
- The platform models sales hierarchies and territories and includes attendance, leave and expenses.checked 4 Oct 2026
- Teams and territories
- The platform includes sales hierarchy and territory mapping, attendance, leave, and expenses.checked 4 Oct 2026
Where it runs
- Mobile devices
- Field Pro runs on Android and iPhone devices, and users are asked to contact the company for access.checked 4 Oct 2026
- Mobile platforms
- The maker says Field Pro runs on reps’ Android and iPhone devices; users must ask for access.checked 4 Oct 2026
- Platform
- The product includes a web dashboard for managers and the Field Pro mobile app for reps.checked 4 Oct 2026
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