Retail & Modern Trade Sales Force Automation Software for Malaysian Business

Each user role has its own workflow. Key account managers work a low-volume, high-value call calendar against the chain's planning cycle: HO buyer meetings, listing reviews, JBP touchpoints, and store-level audits at flagship outlets. Territory reps work a high-volume daily beat across convenience stores and traditional outlets with secondary order capture as the main motion. Both roles use the same mobile app, but the screens, KPIs, and dashboards differ by role so each user sees what is relevant.

Yes. In-store promoters are configured as a separate user type with shift-based attendance, store-locked geo-fence, and a simplified capture screen for demos, conversations, and conversions. Promoter productivity (conversations per hour, conversion ratio) and KAM productivity (chain calls per week, listing additions) are reported separately. Promoter timesheets can be exported in formats suited for third-party agencies that supply promoter staff.

During a store visit the KAM or rep selects the chain, store, and the active purchase order. The mobile app loads the listed SKUs and the rep records shelf stock, off-take since last visit, and any new order ask. Off-take patterns by SKU and store roll into the chain-wise sell-out dashboard. The same data can be exported in chain-formatted templates for JBP discussions or buyer reviews.

Orders captured in the SFA app flow to the DMS layer where they are converted into the format required by each chain. The platform supports standard EDI message types as well as flat-file exports for chain-specific B2B portals. The list of chains and their format requirements is configured once and maintained in the admin portal. New chain integrations are added through the same configuration layer.

The geography master holds outlet attributes including chain, format (HM, SM, CVS, wholesale club, traditional), and footfall band. Beat templates assign a cadence per format: hypermarkets and supermarkets might run weekly or fortnightly with the KAM, convenience stores get daily or alternate-day, and wholesale clubs are slotted in based on stock cycle. Templates can be cloned and tuned per region. Coverage reports show actual visit compliance against the configured cadence.

Each chain has a defined SKU listing. Field captures during store visits include presence-on-shelf for every listed SKU. Out-of-stock, delisted, and substitution events are logged. Range compliance reports show what percentage of the agreed listing is actually available at the shelf across each chain and store. KAMs use these reports during JBP and listing review meetings.

Sales leadership gets chain-wise revenue, sell-out, range compliance, and visit compliance dashboards with regional drill-down. Brand teams see SKU-wise penetration, share of shelf trends, and listing performance by chain. Operations gets attendance, productivity, expense, and beat compliance. The 1Voice AI assistant answers free-form questions like "show top three chains by sell-out growth this month" without needing a custom report.

Trade promo schemes are configured with eligibility rules per chain, format, and SKU. Reps and KAMs see the live scheme list at the order stage and apply the right one. Listing fees, slotting fees, and listing-related credits are logged against the chain ledger. The promo ROI dashboard pairs the cost of the promo with the lift in chain-wise sell-out so the brand sees which schemes actually paid back.

Yes. The mobile app is offline-first. Promoters at the back of a hypermarket and reps moving through dense aisles can capture data without a live connection. Order entries, photos, GPS coordinates, and timestamps are stored on the device. When the device reconnects, data syncs to the cloud in the background. Conflict handling stops duplicate or stale entries from creating noise in the data warehouse.

Yes. The mobile app for promoters and reps can be white-labelled with your colour palette, logo, splash screen, and store name on Google Play and Apple App Store. The cloud backend stays the same. KAMs, agency promoters, and direct-hire field staff all install your branded app. The admin portal can also be white-labelled to match if needed.