Sales Force Automation
Sales Operational Platform
Field activity with no real-time visibility
Field sales activity — store visits, stock handovers, and payment collection — was tracked manually through paper forms and phone calls, so management had no real-time visibility into what reps were doing or how stock and cash moved between the warehouse and the field.
A structured, synced field workflow
Sales Force Automation gives every rep a structured flow for visits, stock handover, and daily closing, while management gets consolidated reporting and store management tools — all synced through Google Apps Script for lightweight, no-install deployment.
What the system does
Sales Visit
Log visit details straight from the field.
Stock Handover
Record stock moved between warehouse and reps.
Daily Closing
A structured end-of-day reconciliation flow.
Payment Tracking
Track collections against outstanding balances.
Sales Reporting
A consolidated view of activity across the sales team.
Store Management
Maintain store profiles and visit history.
The dashboard, in practice
What it's built with
The impact so far
Sales visits and stock movements are now recorded as they happen instead of reconstructed at day's end, giving management a much clearer, near real-time picture of field activity and reducing the back-and-forth needed to reconcile daily closing and payments.
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