Proxima SFA – Feature Landscape
Built for modern sales teams – empowering execution, productivity, and engagement.
Core Sales Execution
Optimize every sales visit with AI routing, order management & trade schemes.
📍 Customer Visit Tracking – location capture, visit logs, geo-fencing
🗺️ Beat Plans (AI) – optimized routing
🛒 Order Management – pre-sales, van sales, sample orders, purchase orders, return/cancel orders
🧾 Invoice Generation – automated
🎯 Scheme Configuration – dynamic trade schemes, promotions
⭐ Must-Have & Focus SKUs – ensures visibility & push
📦 Stock Count & Inventory – real-time, avoid stockouts
🚚 Shipment & Delivery – coordination
✅ This covers all core SFA needs + trade schemes, which some competitors lack.
Field Team Productivity
Boost workforce efficiency with tracking, attendance, and expense control.
📍 Real-time Tracking – location & off-route visits
🗓️ Attendance Management – shifts, leave, absences
📊 Performance Dashboard – field executive productivity
💰 Expense Management – fuel, travel, stay
✅This ensures end-to-end workforce management, a differentiator vs basic SFA apps.
Customer Engagement & Support
Engage customers with onboarding, surveys, issue resolution & POSM tracking.
👥 Customer Onboarding – streamlined workflows
🎫 Issue Ticketing – customer queries & resolution
📝 Visit & Store Survey – capture retail insights
🏬 POSM Tracking – manage in-store marketing materials
✅POSM tracking & onboarding are rare differentiators vs competitors
Finance & Collections
Integrating finance & compliance into your sales workflow.
💳 Payment Collection – secure & streamlined
🔄 Return & Cancel Orders – automated processing
📦 Crate Management – track & control assets
✅ Approval Workflow – expenses, POSM, onboarding, POs
✅This goes beyond just sales → adding finance, compliance, and asset tracking, which most competitors don’t bundle.
System & Technology Strengths
Robust, scalable, and enterprise-ready technology.
📶 Offline Capabilities – critical for FMCG
👤 User & Role Management – enterprise-grade control
📊 Dashboard & KPI Reports – real-time insights
📑 Operation Summary Reports – complete visibility
✅ This ensures scalability for SMB & enterprise customers
AI Image Recognition (Enterprise Plan)
Automate retail execution with advanced shelf and product recognition.
🛒 Shelf & Product Recognition – SKU, pack size, flavor, brand
📐 Planogram Compliance – verify shelf placement & share of shelf
🚫 OOS Detection – real-time out-of-stock alerts
🆚 Competitive Tracking – monitor competitor products
📸 Photo Audits – AI-driven insights from store photos
✅ Enterprise-only feature that delivers next-gen retail visibility — a true differentiator that very few SFA platforms offer.