Sales force automation: equip your field reps

The paper notebook no longer cuts it

In many distribution businesses in Morocco, a field rep's day still ends with a stack of scribbled order slips and a round of phone calls to the office to dictate orders. Between the paper notebook, printed price lists and evening re-entry, errors pile up: mixed-up SKUs, misread quantities, discounts applied from memory. And while the rep is out on the road, the sales manager has no visibility: who visited which customer, which orders were taken, which outlets were skipped?

Sales force automation (SFA) software solves exactly this problem. It connects the field to head office: an order entered at the customer's counter lands instantly in your distribution management software — no phone call, no re-entry, no lost information. The manager follows the day in real time instead of piecing it together the next morning.

Mobile order taking: the full catalog in their pocket

With the DistrIA field sales app, every rep carries the complete catalog on their phone, organized by product family. They browse the range, add items to the cart, adjust quantities and confirm the order in a few taps, right at the customer's location. Mobile order taking becomes as simple as sending a message.

Prices and promotions are always current: the Data module centralizes your products, promotions and customers, and the app syncs automatically. No more stale price lists or improvised discounts — the rep applies the commercial terms you have defined, for each customer.

• Catalog by family
• Cart & quantities
• Up-to-date prices
• Active promotions
• Customer records
• Offline mode

And because network coverage isn't guaranteed between two souks or inside a warehouse, the app also works offline: orders are saved locally and synced as soon as the connection returns.

From presales to delivery, with no re-entry

Presales only creates value if it turns into deliveries. In DistrIA, orders taken on the route flow automatically into dispatch: they are grouped, assigned to vehicles and fed into delivery route optimization. Nobody copies anything over, and every order keeps its full history, from the point of sale to the delivery note.

Do your teams sell and deliver in a single visit? The same platform also handles direct sales / van sales: on-the-spot invoicing and payment collection, backed by the vehicle's onboard stock. Presales and van sales live side by side on the same platform, sharing the same product and customer data.

Visit tracking and geolocation

Sales force automation is about more than taking orders: it structures the route. Each rep sees their visit schedule for the day, checks in on arrival and records the outcome of the visit — an order, a follow-up or a simple call. The manager, meanwhile, follows field activity live.

• On-site check-in: the visit is confirmed at the time and place it happens.
• Completed vs planned visits: the gap between the route plan and reality is visible immediately.
• Real-time map: field reps and customers on a single map.
• Portfolio coverage: which customers are being visited, and which are being neglected.
• Visit frequency: the call rhythm for each customer, so no outlet goes quiet.

Targets and sales performance

DistrIA lets you set targets per rep — revenue, orders, visits — and track progress over the month. Reports break down by territory, by rep and by period: you compare zones, identify best practices and spot the routes that are falling behind. All data can be exported for your own analyses or sales meetings.

To see these screens in action, explore field sales management in DistrIA.

AI working for your field reps

The result: less typing, fewer forgotten SKUs, and reps who spend their time selling instead of tapping on a screen.

Move to a data-driven sales force

Replace notebooks and evening phone calls with a field sales app built for the Moroccan market: mobile order taking, an up-to-date catalog and promotions, visit tracking, geolocation and targets — from presales all the way to delivery. Request a demo: we configure DistrIA with your products and territories, and your reps are up and running in a few days.