Proxima SFA – Sales Force Automation
Built for modern sales teams – empowering execution, productivity, and engagement.
Sales Force Automation Software for High-Performance Field Sales Teams
Proxima is a powerful Sales Force Automation (SFA) software designed to help FMCG, CPG, pharma, dairy, and distribution businesses streamline field operations, increase productivity, and gain real-time sales visibility. Our AI-powered Sales Force Automation system enables sales teams to plan routes, manage orders, track field activities, and improve customer engagement all from a single mobile-first platform.
What Is Sales Force Automation?
Sales Force Automation (SFA) uses technology to streamline and optimize field sales activities such as beat planning, visit tracking, order booking, inventory updates, and performance reporting.
With Proxima Sales Force Automation software, businesses can eliminate manual processes, minimize sales leakage, and empower field sales teams with real-time data, improved visibility, and intelligent insights—driving higher productivity, accuracy, and sales growth.
Increase daily outlet coverage and reduce travel costs with AI route planning for sales reps.
Proxima intelligently creates optimized beat plans based on location, priority outlets, and sales history.
Capabilities
- AI route optimization
- Beat plan management software
- Real-time field sales tracking
- GPS-verified customer visits
This makes Proxima one of the best Sales Force Automation software solutions in India for field sales teams.
Field sales teams often work in low-connectivity areas. Proxima’s offline sales force automation app ensures uninterrupted productivity.
Offline Features
- Order capture without internet
- Visit logs & attendance tracking
- Inventory and stock updates
Auto-sync when online
Smart Attendance & Leave Management in SFA Software
Proxima SFA includes built-in attendance and leave control to ensure accurate workforce tracking and daily discipline across field teams.
- GPS-based attendance marking
- Start-of-day location validation
- Leave application with reason selection
- Manager approval workflows
- Daily availability visibility
- Workforce utilization tracking
Real-Time GPS Tracking & Field Activity Monitoring
Get complete field visibility with live GPS tracking, visit verification, and real-time sales activity monitoring across your entire sales force.
- Live field force location tracking
- Auto check-in and check-out
- Visit verification with geo-tagging
- Route adherence monitoring
- Coverage gap identification
Outlet geo-mapping
AI Route & Beat Planning Optimization
Proxima uses intelligent route and territory planning through Proxima Nexus to optimize field movement and improve coverage efficiency.
- AI-assisted beat planning
- Google Map route plotting
- Outlet priority-based routing
- Skill-based territory allocation
- Travel time reduction
Higher daily outlet coverage
Advanced Order & Invoice Management
Proxima SFA enables fast, accurate mobile order management with real-time stock checks, invoicing, and returns handling directly from the field app.
- Primary and secondary order capture
- Real-time stock visibility
- Mobile invoicing
- Demand-based order support
- Returns and cancellations
- Error-free order processing
Collections & Claims Management
Track and manage field collections and claims with full financial visibility.
- Payment collection recording
- Outstanding tracking
- Credit status visibility
- Claims submission
- Settlement tracking
- Distributor payment reconciliation
Retail Execution & Visual Merchandising
Improve in-store execution quality with retail audit and visual merchandising tools built into the SFA platform.
- Shelf display capture
- POSM and collateral tracking
- Visual merchandising audits
- Display compliance monitoring
- Competitor pricing capture
- Stock presence verification
Trade Promotion & Scheme Execution
Proxima SFA enables structured trade promotion execution with scheme visibility and compliance tracking.
- Product-wise scheme visibility
- Discount and offer tracking
- Promotion execution monitoring
- Retail communication support
- Promotion impact tracking
Back-Office Sales Control with Proxima Nexus
Proxima Nexus acts as the back-office engine for your SFA ecosystem – giving operations teams centralized control over data, workflows, and approvals.
- Master data management
- Distributor and depot control
- AI route configuration
- Scheme & pricing setup
- Approval workflows
- Operational reporting
Live Sales Intelligence with Proxima Command Center
Proxima Command Center delivers real-time dashboards and business intelligence for managers and leadership teams.
- Live sales dashboards
- Target vs achievement tracking
- Sales rep productivity metrics
- Profit & loss visibility
- Alert and exception monitoring
- Multi-region performance view
Performance Analytics & KPI Dashboards
Turn field data into actionable insights with interactive analytics and automated reports.
- Real-time KPI dashboards
- Productive outlet tracking
- Assortment compliance reports
- Market working analysis
- Sales trend insights
- Incentive and performance visibility
Business Benefits of Using Proxima Sales Force Automation Software
Reduce Operational and Travel Costs
Proxima SFA optimizes beat planning and route execution to reduce unnecessary travel. Automated workflows and real-time visibility help cut administrative overheads, lower fuel expenses, and improve overall operational efficiency.
Measurable ROI Through Smarter Automation
By improving productivity, reducing costs, and enhancing visibility, Proxima SFA delivers measurable ROI. Smarter field force automation enables businesses to scale operations efficiently while maintaining control and performance.
Sales Force Automation App Features for High-Performance Field Sales
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Unified 3-Layer Platform Proxima connects field sales reps, back-office teams, and business leaders through SFA, Nexus, and Command Center for seamless end-to-end sales and distribution control.
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Centralized Master & Distributor Control Manage products, pricing, schemes, territories, distributors, and approvals from a single back-office system with structured workflow control.
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Geo-Verified Visit & Execution Capture Capture time-stamped, geo-tagged visit records, outlet activities, and execution proof to ensure field discipline and verified market coverage.
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Primary & Secondary Sales in One System Handle distributor billing, retailer orders, invoicing, returns, and claims within one connected automation platform.
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Live Collections & Claims Workflow Track collections, outstanding payments, and claims settlement with real-time status visibility from field to finance teams.
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Command Center Live Business Dashboards Get real-time P&L visibility, sales performance tracking, alerts, and operational insights through a centralized command dashboard.
Why Proxima Is the Best Sales Force Automation Software
AI-powered route planning
Easy ERP & CRM integration
Offline-first mobile app
Scalable for growing businesses
Enterprise-grade security
Sales Force Automation software automates sales activities like visit planning, order management, tracking, and reporting to improve efficiency and productivity.
Yes, Proxima offers a fully functional offline Sales Force Automation mobile app with automatic data sync.
Absolutely. Proxima is designed specifically for FMCG, CPG, pharma, dairy, and distributor networks.
Yes, Proxima supports seamless ERP and CRM integrations via APIs.