Field Sales Execution & Automation Platform

One platform to run your field sales, and operations

FieldDNA brings together field execution, order capture, distribution operations, reports and analytics, and master data so your teams sell faster, execute better, and stay compliant.

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Field ProductivityAttendance, planning, and execution tracking
Outlet ExecutionMerchandising and competitor intelligence
Faster SellingGuided catalog and AI-powered orders
Real-time VisibilityDashboards and performance insights
FieldDNA - Today's Overview
Good morning, Priya
Mon, 23 Mar
9
Outlets
On plan
₹3.1L
Orders
22%
96%
Coverage
Great
Today's Beat Plan
Sunrise Retail, Andheri
Done
Metro Distributors, Bandra
Now
Apollo Wholesale, Kurla
2:00 PM
AI
Route optimized: Visit Star Pharma before Apollo saves 28 min today.
Platform Features

Everything your field and sales teams need

Nine integrated modules from beat planning to master data governance built to turn fragmented field operations into a high-performance sales machine.

Attendance & Monitoring

Track field presence, routes, and execution in real time. Know who's in the market, where they are, and what got done.

Customer / Outlet Management

Maintain a single view of outlets, contacts, and trading terms so reps always have the right information at the right time.

Leave & Holiday

Standardise leave policies and holiday calendars across regions. Keep field plans accurate, no surprise gaps.

AI-Powered

Field Activities & Planning

Plan beat routes and manage daily tasks with full accountability plus AI Smart Route Optimisation to cut travel time.

Merchandising & Competitor Insights

Capture shelf execution and competitive moves directly from the field. Win on the shelf with real-time market signals.

Product Catalog

Keep products, packs, pricing, and availability consistent across all channels. Fewer errors, faster selling.

AI-Powered

Sales Order Management

Take accurate orders with credit, pricing, and approval controls with AI-driven upsell and cross-sell recommendations.

Reports & Dashboards

Role-based insights for sales, distribution, and operations. Real-time performance by rep, territory, outlet, and SKU.

Master Data

Govern customers, products, pricing, territories, and hierarchies. Reliable operations start with reliable data.

Field Execution

Know who's in the market, where they are, and what got done

FieldDNA records attendance and daily activity progress so sales reps and merchandisers are active in assigned territories and completing planned work. Every check-in is geo-tagged and time-stamped giving managers an accurate picture without relying on manual reports.

Track attendance with check-in / check-out and working hours
Monitor route adherence and outlet coverage against plan
Capture activity completion and flag exceptions for follow-up
Identify missed visits and repeated non-compliance patterns
Real-time field status visibility for managers and regional heads
Team Field Status - Live
Priya M. - Bandra Zone
6/8 outlets · 5.2 productive hrs · Route: 88%
Active
Raj S. - Andheri Zone
8/8 outlets · 6.1 productive hrs · Route: 100%
On Plan
Amit K. - Kurla Zone
3/8 outlets · 2.8 productive hrs · Route: 38%
Lagging
Sneha R. - Ghatkopar Zone
Not checked in as of 10:30 AM
Flagged
24/32
Visits done
75%
Plan coverage
3
Exceptions flagged
5.1h
Avg productive hrs

How It Works
Start Day
Check-in
Visit Outlets
Complete Tasks
End-Day Summary

KPIs You Can Track
Attendance compliance
Coverage %
Productive hours
Missed visits
Exception rate

Who It's For
Sales managers
Regional heads
Field supervisors
Operations teams
Outlet Management

A single, accurate view of every outlet and customer relationship

FieldDNA centralises outlet profiles and trading relationships to support better execution, accurate pricing, and faster issue resolution. Whether your team has 500 outlets or 500,000, every rep and manager works from the same data.

Create and manage customer and outlet profiles with full hierarchy
Store contacts, locations, operating hours, and visit preferences
Maintain trading terms, credit limits, and channel classifications
Segment outlets by territory, route, and performance tier
Surface outlet-level context during field visits and order capture

Metro Distributors

Bandra West, Mumbai - Outlet ID #OT-4821
Modern TradePriority AWeekly Visit
ContactRamesh Gupta · +91 98200 11234
HoursMon–Sat, 9 AM – 8 PM
Credit Limit₹5,00,000
Outstanding₹1,20,000
Payment TermsNet 30 days
ChannelModern Trade · Zone A
Last Visit21 Mar 2026 - Priya M.
Last Order₹38,400 · 3 days ago
Outlet Score92 / 100
How It Works
Onboard Outlet
Assign Territory
Set Terms
Activate
KPIs You Can Track
Active outlets
Outlet growth
Coverage by segment
Outlet quality score
Data completeness
Who It's For
Sales operations
Distribution managers
Key account teams
Customer service
Field Operations

Standardise leave policies and keep your field plans accurate

Configure leave rules and holiday calendars once and have them automatically reflected in scheduling, reporting, and coverage planning. No more surprises when half your team is off during a peak sales week.

Configure leave types, eligibility rules, and approval workflows
Maintain holiday calendars by region, state, or country
Give managers team availability visibility before planning beats
Automatically account for non-working days in coverage calculations
Support multi-level approval chains for leave requests
Leave Requests - March 2026
Amit K. - Casual Leave
24–25 Mar · 2 days · Bandra Zone
Pending
Sneha R. - Sick Leave
23 Mar · 1 day · Ghatkopar Zone
Approved
Raj S. - Privilege Leave
28–31 Mar · 4 days · Andheri Zone
Approved
March Coverage Impact
Andheri Zone88%
Bandra Zone74%
Kurla Zone95%
How It Works
Request Leave
Manager Approves
Calendar Updates
Coverage Adjusts
KPIs You Can Track
Leave utilisation
Approval cycle time
Coverage impact
Absenteeism trend
Who It's For
HR operations
Sales leadership
Field managers
Admin teams
Field Planning + AI

Turn plans into executed work every route, every day

FieldDNA structures your field planning and daily execution by organising beat plans, visit schedules, and tasks. Managers plan; reps execute; outcomes are captured. Every exception is logged, every gap is visible.

Define beat plans and route schedules by territory
Assign daily tasks outlet visits, audits, follow-ups, sampling
Track completion with outcomes and exception reasons
Support structured customer presentations during visits
Live view of planned vs. actual execution for managers
AI Feature

Smart Route Optimisation

AI recommends the most efficient visit sequence for each rep factoring in outlet location, visit frequency, priority outlets, time windows, and daily workload.

Ensures high-value outlets are visited first
Reduces travel time across dense territories
More productive visits in the same working day without guesswork
Adapts dynamically to cancellations and new priority visits
AI Smart Route - Today's Optimised Plan
Priya M. · Bandra Territory · 9 Outlets
Saves 28 min
Sunrise Retail - Stop 1
9:00 AM · Done · ₹28,400 order placed
Done
Metro Distributors - Stop 2
11:30 AM · In progress now
Now
Star Pharma Hub - Stop 3
AI pick: Visit before Apollo (saves 14 min)
AI Pick
Apollo Wholesale - Stop 4
2:30 PM · Rescheduled by AI
Upcoming
City Mart - Priority Visit
Overdue 3 cycles - AI flagged high risk
Overdue
28m
Time saved
9
Outlets today
96%
Route efficiency
How It Works
Create Beat Plan
Generate Daily Plan
AI Optimises Route
Execute
Capture Outcomes
Refine
KPIs You Can Track
Planned vs actual visits
Task completion %
Coverage quality
Productive hours
Avg travel time
Route efficiency gain
Who It's For
Field reps
Merchandisers
Sales managers
Regional heads
Operations teams
Field Intelligence

Win on the shelf with consistent execution and real-time market signals

FieldDNA gives you a live picture of in-store execution and competitive moves. Your field team captures shelf data as part of their normal workflow no separate app, no extra steps. Patterns surface in dashboards so category and trade marketing teams can act fast.

Run structured merchandising checks and track in-store compliance
Record competitor products, pricing, promotions, and shelf placements
Capture field observations that trigger corrective actions
Identify compliance patterns by outlet, region, and channel
Link merchandising outcomes to sales performance data
Merchandising Log - Metro Distributors
In-Store Compliance
Shelf Placement
Eye-level, primary shelf
Pass
Price Tag Visibility
2 SKUs missing tags
Action
Planogram Compliance
Competitor product in our slot
Fail
Competitor Activity Spotted
Brand X - Protein 1kg · ₹1,099
New promo: 15% off + extra shelf space
High
Brand Y - Energy Bar · ₹85
New launch SKU - 3 new facings
Medium
Brand X promo escalated to Trade Marketing corrective action raised
How It Works
Visit Outlet
Run Merch Check
Capture Competitor Intel
Flag Follow-up
Aggregate in Dashboards
KPIs You Can Track
Merchandising compliance %
Out-of-stock observations
Competitor promo frequency
Shelf share indicators
Who It's For
Trade marketing
Regional sales leaders
Category managers
Master Data

A consistent, controlled catalog across field, distributors, and channels

FieldDNA provides a governed product catalog so field reps and distributors always work from the correct SKU definitions, pricing tiers, and availability rules. Fewer order errors. Less rework. Faster selling.

Manage product listings, variants, packs, and units of measure
Set channel-specific availability and visibility rules per SKU
Standardise product information across all sales and ordering workflows
Reduce order errors with consistent SKU definitions across all modules
Support bulk updates and lifecycle management for large catalogs
Product Catalog - 248 Active SKUs
248
Active SKUs
99%
Completeness
6
Channels
Premium Protein Shake 1kg
SKU-1042 · Vanilla / Choc / Strawberry · All channels
₹1,200
Energy Bar Assorted Box
SKU-2087 · 12-pack · Modern Trade + General
₹200
Recovery Tablets 30ct
SKU-3011 · Pharmacy channel only
₹480
Classic Shake 500g
SKU-1018 · Discontinuation pending
Review
Summer Bundle Pack
SKU-4001 · Draft · Pending approval
Draft
How It Works
Create SKU
Publish to Catalog
Assign Availability
Use in Orders
KPIs You Can Track
SKU adoption rate
Order error rate
Inactive SKU cleanup
Catalog completeness %
Who It's For
Product operations
Sales operations
Distributors
Field sales reps
Order Capture + AI

Capture smarter orders. Increase basket size. Reduce revenue leakage.

FieldDNA streamlines order capture while ensuring pricing, credit, and approval controls are applied consistently. With AI intelligence built into the order flow, reps get real-time recommendations in the moment so every visit grows the basket.

Create and manage orders linked to outlet profiles
Apply pricing logic, commercial terms, and promotions automatically
Validate credit readiness before order submission
Track order status through fulfilment and delivery
Guided, policy-compliant order entry reduces manual errors
AI Feature

Intelligent Upsell & Cross-Sell

Analyses historical sales, outlet buying patterns, product affinity, seasonality, and peer outlet behaviour surfacing the right recommendation at exactly the right moment.

High-probability upsell SKUs based on outlet purchase history
Cross-sell bundles commonly bought together at similar outlets
Gap products not ordered recently replenishment prompts
Promotion-aligned suggestions to maximise trade scheme uptake
Higher order value
AI recommendations grow basket size on every visit
SKU penetration
Gap product prompts bring neglected SKUs back
Promo uptake
In-context nudges increase trade scheme utilisation
Missed opportunities
No rep walks out without the full order
New Order - Metro Distributors
Premium Protein 1kg - Vanilla
×24
₹28,800
Energy Bar Assorted Box
×48
₹9,600
Promo: Buy 2 Get 10% Off - Auto Applied
-
-₹3,840
AI Recommendations for this outlet
Recovery Tablets 30ct
Not ordered 2 cycles · 94% of similar outlets buy this
Protein 1kg - Chocolate (upsell)
2nd bestseller · Same margin for outlet
Summer Bundle - 3 SKU Pack
Active promo · ₹4,200 bundle value
Order Total₹34,560
How It Works
Select Outlet
Build Order
AI Recommends
Validate Credit
Submit
Track
KPIs You Can Track
Avg order value
SKU per bill
Upsell conversion %
Cross-sell acceptance %
Promo utilisation %
Order accuracy %
Who It's For
Field sales reps
Distributors
Sales managers
Category managers
Revenue growth teams
Commercial leadership
Analytics

Real-time performance by rep, territory, outlet, and SKU

FieldDNA delivers role-based dashboards and reports that give every stakeholder the right view of performance. Sales leaders see the big picture. Managers see their teams. Reps see their own progress. Everyone acts on facts, not guesswork.

Role-based dashboards tailored for sales, field, and operations
Performance views by territory, outlet, SKU, and channel
Trend and exception reporting for fast corrective action
Unified reporting across execution, ordering, and master data
Scheduled reports and alerts for proactive management
Regional Performance - LiveMar 2026
₹42L
Revenue
18% vs target
83%
Coverage
6pts
97%
Accuracy
Excellent
RepVisitsRevenueCoverage
Priya M.8/8₹12.4L100%
Raj S.7/8₹10.1L88%
Sneha R.6/8₹9.8L75%
Amit K.3/8₹3.9L38%
Daily Order Trend - This Week
How It Works
Daily Dashboard Review
Identify Gaps
Assign Actions
Track Improvements
KPIs You Can Track
Sales vs target
Coverage %
Field productivity
Merchandising compliance
Outlet performance
SKU mix
Who It's For
Sales leadership
Regional managers
CXOs
Operations teams
Analytics teams
Data Governance

Reliable operations start with reliable data

FieldDNA centralises master data to eliminate duplication, prevent transaction errors, and ensure consistent reporting. When your data is clean and governed, every downstream process ordering, field planning, analytics just works.

Manage master data for customers, outlets, products, territories, and hierarchies
Standardise naming, classifications, and codes across the organisation
Improve data quality with clear ownership and governance controls
Ensure downstream consistency across ordering, execution, and analytics
Audit-ready data lineage and change history
Master Data Health
1,840
Outlets
248
Products
34
Territories
Outlet completeness97%
Product data accuracy99%
Territory assignment94%
Pricing completeness91%
48 outlet records missing territory assignment action required
How It Works
Define Standards
Create / Update
Validate
Publish
Audit & Improve
KPIs You Can Track
Data completeness %
Duplicate rate
Master change cycle time
Transaction error reduction
Who It's For
Sales operations
IT teams
Data governance teams
Business admins
Built on Enterprise-Grade Technology

Secure, scalable, and ready to deploy

FieldDNA is a multi-tenant SaaS platform built for the demands of enterprise field operations with zero-trust security, automated onboarding, and full observability out of the box.

Web Application

Responsive, single-portal, multi-tenant path-based UI. Works across desktop and tablet, optimised for field manager workflows.

Mobile App

Hybrid iOS & Android works in low-connectivity field environments. always-connected architecture for real-time visibility.

API Layer

Web API Dockerised and deployed on Azure App Services. Versioned, RESTful, and built for high-throughput field data ingestion.

Database

Fully isolated per tenant for data security and performance. Each tenant gets their own dedicated database with zero data co-mingling.

Zero-trust secrets management

all credentials stored in Azure Key Vault, accessed via Managed Identity. Never exposed in code or config files.

Multi-IdP SSO

federated identity via Microsoft Entra External ID, supporting Azure AD, Google, Okta, and AWS Cognito out of the box.

Role-based access control (RBAC)

enforced at API and resource level across Super Admins, Tenant Admins, and Tenant Users.

VAPT & Pen Test Framework

security hardening and penetration testing built into every release cycle, not bolted on at the end.

Audit logging

every sensitive action logged with timestamp, user ID, and tenant context. Full traceability for compliance reviews.

Compliance roadmap

SOC2, ISO 27001, GDPR, and data residency certifications on the 2026 roadmap.

Automated Backups

Daily automated backups for all tenant databases and blob storage via Azure Backup. Configurable retention per tenant compliance requirements.

Automated Failover

Failover managed by Azure Site Recovery. RTO and RPO targets met without manual intervention during zone or region failure scenarios.

Business Outcomes

Measurable results,
not just features

35%
Increase in daily visits completed per rep
48%
Reduction in order processing time
92%
Call plan coverage achieved (vs 61% pre-DNA)
More competitor insights captured per quarter
"Before FieldDNA, I had no idea what my team was doing until the end of week. Now I can see every visit, every order, every missed customer live. It changed how I manage entirely."
Regional Sales Manager
FMCG Distribution, West Region
12
Avg visits/rep/day
28%
Revenue in 90 days
0
Paper order forms
Our customers

Trusted by

Major manufacturers, distributors and wholesellers in India and South East Asia region

FieldDNA
Get Started

Give your field team
the edge they deserve

Join teams across industries who've transformed their field operations with FieldDNA. Get a personalised demo with your own territory data.

No credit card required
Live demo in 24 hours
Works on iOS, Android & web
Multi-language support