Cloud AI Sales Force Automation Software

Q: Can the SFA capture KRA eTIMS-ready secondary orders from the duka beat?

Yes. TSRs capture secondary orders by SKU at each duka or kiosk visit. Line items, schemes, and KES totals export cleanly into the distributor billing engine for KRA eTIMS invoicing.

Q: How does the app handle M-Pesa collections and expense reimbursement?

Reps log collection mode per outlet: M-Pesa Till, PesaLink, or cash. Field expense claims attach the M-Pesa receipt, route to the reporting head, and post into the payout queue in KES.

Q: Can we roll up coverage across all 47 counties?

Yes. Stores carry county, sub-county, and town tags. Beat Compliance and Visit Productivity reports group by county so a KAM tracking Nairobi, Mombasa, Kisumu, and Eldoret depots sees one rollup.

Q: Does the geofence handle a van sales rep moving along an upcountry depot lane?

Yes. Each store carries a GPS pin and radius. The app stamps check-ins inside the fence and flags drops outside it. Distance Between Stores tracks lane efficiency for van sales routes.

Q: Which Kenyan field roles does the platform support?

TSR, van sales rep, KAM, MR, FST, agronomist, and promoter. Each role gets a custom sidebar, beat format, and questionnaire set. Roles route through the reporting tree for leave, claims, and beat approvals.

Q: How is AI face validation set up for attendance?

First login captures a reference selfie. Every later mark-in checks the live face plus GPS, timestamp, and geofence. Random checks fire mid-shift. Attendance Closure locks the cycle for the KES payroll run.

Q: Can a chain KAM view a Naivas or Quickmart account on one screen?

Yes. Parent Outlet Mapping rolls every Naivas, Quickmart, or Carrefour branch under one HQ account. The KAM dashboard surfaces visits, secondary sales, planogram audits, and stock for the full chain.

Q: Does the app stay live where 4G drops between Naivasha and Nakuru?

Yes. Attendance, check-ins, orders, stock counts, claims, and questionnaires queue offline. Data syncs once signal returns. Android and iOS both supported on entry-grade devices.

Why Kenyan Field Teams Run Day-to-Day on This SFA

Built for the duka-to-modern-trade beat: cloud backend, county rollups in KES, M-Pesa-ready collections, KRA eTIMS-compatible secondary orders.

Geo-Locked Check-Ins at the Outlet: Stamps each TSR visit inside the store's GPS radius. Flags drops outside the fence on the Distance Between Stores report.

Captures Secondary Orders in KES at the Shop: Posts SKU lines, schemes, and totals before the rep leaves. Output exports cleanly into the distributor's KRA eTIMS billing engine.

Routes Beats Across All 47 Counties: Loads beats by store, user, distributor, or client code. County and sub-county tags roll up coverage for Nairobi, Mombasa, Kisumu, Eldoret, and upcountry depots.

Closes the Loop on M-Pesa and PesaLink: Logs M-Pesa Till, PesaLink, or cash per outlet. Field expenses attach the M-Pesa receipt and route to the reporting head in one queue.

Surfaces Chain Performance on One Screen: Parent Outlet Mapping ties every Naivas, Quickmart, Carrefour, Goodlife, or Pharmaplus branch under one HQ for KAM dashboards.

Sequences Role-Specific Workflows: Separate flows for TSR, KAM, van sales, MR, FST, agronomist, and promoter. Each role sees its own beat format and questionnaire set.

Stamps Attendance with AI Face-Match: Reference selfie at first login, live face check, GPS, geofence, and random mid-shift verifications. Attendance Closure locks the KES payroll cycle.

Posts 40+ Reports plus Custom Builder: Attendance Summary, MTD Sales, Beat Compliance, Visit Productivity, by Unit and by Value. Excel and CSV download. Builder for custom dimensions.

Comprehensive Features Overview

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Geo-Locked Attendance & Beat Execution

Stamps the day in at the duka. Sequences the beat from one outlet to the next.

What the App Does:

AI face-match against the stored selfie
GPS pin plus timestamp at mark-in
Geofence radius per store
Random mid-shift checks
Daily beat by store or distributor
Weekday beat for Mon-Sun cycles
Beat Plan Approval gate
Attendance Closure for KES payroll

Why It Matters:

A TSR walking the Kibera duka beat marks in inside the fence, sees the next 12 outlets, and the office tracks coverage in real time.

Real-Time Secondary Order Capture

Posts SKU-level secondary orders in KES at the shop. Exports clean into the KRA eTIMS billing engine.

Order Capture Flow:

SKU lines, units, and KES totals
Auto-applied trade schemes
Suggested Order Quantity by store
Price config per channel
M-Pesa Till, PesaLink, or cash mode
Joint Calls for KAM plus TSR
Order Confirmation on the portal
KRA eTIMS-compatible export

Why It Matters:

A van sales rep on the Mombasa-port-to-upcountry depot lane posts orders before driving off, so the distributor cuts the eTIMS invoice that night.

Distributor Stock & Depot View

Surfaces what the distributor holds before the TSR proposes the next order.

Stock & Depot Tools:

Distributor Stock Upload by SKU
Distributor Stock-In tracking
User-Distributor Mapping
Current Stock Report by store
Store Stock entries from the app
Reason for No Stock log
Reason for No Order capture
Parent Outlet rollup for chains

Why It Matters:

A KAM at a Naivas chain HQ sees branch-level stock and the depot position before approving the next replenishment in KES.

Expense, Claims & Leave Approvals

Posts the M-Pesa receipt, routes the claim to the reporting head, allocates leave under one policy.

Approval Workflows:

Claim with date, head, and KES amount
Attach M-Pesa or PesaLink receipt
Custom expense heads
Reporting-head approval queue
Leave types and auto-allocation
Carry-forward and holiday calendar
Attendance regularisation (Half-Day, On-Duty, Outlet Closed)
Manage Claim Policies per role

Why It Matters:

An MR on a doctor call at KNH outpatient submits the M-Pesa parking receipt, marks On-Duty, and the reporting head clears both from one queue.

AI Analytics, County Rollups & Reports

Surfaces 40+ pre-built reports plus a custom Report Builder for any dimension or location.

Reports in Play:

Attendance Summary
MTD Secondary & Tertiary Sales
Beat Compliance by county
Visit Productivity (Detailed)
Sales Productivity by Unit & Value
Distance Between Stores
Merchandising Visit Tracker
Current Stock & Demo Report
Store Visit & User Activity
People Hygiene & Quality Improvement
Excel and CSV download
Custom Report Builder by Dimension

Why It Matters:

A Sales Head pulls Beat Compliance across all 47 counties in one click. No Excel chasing across regional teams.

Field Activities, Audits & Questionnaires

Runs planogram audits at modern trade. Captures demo feedback at the agro-dealer plot.

Activity Tools:

7 question types (Open-Ended, Radio, Checkbox, Dropdown, Rating, Rank Order, Matrix)
Weighted questions plus dependent logic
Assign by role, store, and date range
Activity Quality Check by reporting head
Planogram Audit data download
Signage Status Report
People Hygiene audits (Photo, Lanyard, Uniform)
Joint Call upload for KAM plus rep

Why It Matters:

An agronomist running a demo plot near Eldoret captures yield response, photo, and dealer signage on the same form.

Roles, Org Tree & Cloud Settings

Slices access by role: TSR, KAM, MR, van sales, FST, agronomist, BD Head, Promoter.

Configuration Surface:

Custom User Roles per business
Section plus sub-option access control
Quick Swap to verify access
Organisation Tree from Reports-To
Assign Users to reporting heads
Joint Call upload
Activity Geofencing in metres
Notifications, Announcements, App Teasers
Dynamic Label and Project Config

Why It Matters:

A BD Head sees only 6 of 8 reports relevant to her territory. An FST sees a service questionnaire, not a sales order screen.

Kenyan Field Roles & Industries on the Platform

TSRs, KAMs, van sales reps, MRs, FSTs, and agronomists run beats across FMCG, pharma, telecom, retail chains, agri-inputs, and consumer durables in KES.

💡 Configurable by Role & Channel: Beat formats, scheme rules, KES price tables, and county tags can be tuned for each Kenyan operation.

Get Started

FMCG & Distribution

TSRs on the duka beat, KAMs at Naivas and Quickmart, van sales reps on upcountry depot lanes.

Consumer Durables & Electronics

Promoter check-ins at Carrefour, demo capture, secondary stock posts in KES.

Telecom & Activations

Activation logs at agent shops, signage audits, M-Pesa-linked daily reports.

Agri-Inputs & Workshops

Agronomists at demo plots near Eldoret, agro-dealer beats, FST visits at NTSA workshops.

Sales Force Automation Software Kenya

Why Kenyan Field Teams Run Day-to-Day on This SFA

Sales Force Automation Suite

Workforce Management

Field Activity Management

Route Planning

Sales Analytics

Attendance & Time Tracking

Leave Management Software

HR Management Software

Expense Management Software

Store Management Software

Sales Scheme Management

How Our Software Works?

Sales Force Automation Insights & Resources

From Field Attendance to Clean Payroll in Kenya

FMCG Distribution in Kenya: From Depot to Duka

SFA or CRM? What Kenyan Field Teams Actually Need

Distributor Stock Visibility in Kenya: Seeing Beyond the Depot

Rewards and Recognition

Comprehensive Features Overview

Geo-Locked Attendance & Beat Execution

Real-Time Secondary Order Capture

Distributor Stock & Depot View

Expense, Claims & Leave Approvals

AI Analytics, County Rollups & Reports

Field Activities, Audits & Questionnaires

Roles, Org Tree & Cloud Settings

Kenyan Field Roles & Industries on the Platform

FMCG & Distribution

Consumer Durables & Electronics

Telecom & Activations

Pharma & Retail Pharmacy

Beverage & HoReCa

Modern Trade Chains

Agri-Inputs & Workshops

PRICING

Celebrating Growth Milestones

Frequently Asked Questions

Can the SFA capture KRA eTIMS-ready secondary orders from the duka beat?▼

How does the app handle M-Pesa collections and expense reimbursement?▼

Can we roll up coverage across all 47 counties?▼

Does the geofence handle a van sales rep moving along an upcountry depot lane?▼

Which Kenyan field roles does the platform support?▼

How is AI face validation set up for attendance?▼

Can a chain KAM view a Naivas or Quickmart account on one screen?▼

Does the app stay live where 4G drops between Naivasha and Nakuru?▼