Salesforce Consulting · Implementation · Support
AI field sales platform

Digitize field sales & amplify growth with TrueSales AI SFA

TrueSales AI SFA transforms field sales by digitizing key processes, enabling field sales reps (TSEs/SEs) to better engage with retailers, distributors, and stockists — mobile-first, offline-ready, with full visibility into every visit, order and account.

What it does

Field sales, digitized end to end

TrueSales SFA replaces paper diaries and scattered spreadsheets with one app for field reps — planning visits, logging retailer and distributor activity, and giving sales leaders the visibility they've never had, even in areas with poor connectivity.

  • Retailer, distributor & stockist visit tracking in one place
  • Mobile-first app that works fully offline, syncing once back online
  • Daily, weekly & monthly activity planning built in
  • Performance analytics sales leaders can act on
  • Covers general trade, modern trade, HoReCa, eCommerce & B2B/project sales
SF

What TrueSales SFA gives you

Mobile-firstOffline-ready
Full visibilityRetail & distribution
Built-inActivity planning
5 sectorsGT, MT, HoReCa & more
Inside the app

What your reps see in the field

Real screens from the TrueSales SFA app — the home dashboard with daily and MTD call metrics, agenda planning, brand-wise achievement, and the retailer account view.

TrueSales SFA home dashboard showing daily and month-to-date call metrics TrueSales SFA agenda planning, brand-wise achievement chart, and retailer account screens
The problem

Challenges of field sales operations

Most field teams are still running on paper diaries and gut instinct — here's what changes with TrueSales AI SFA.

Without TrueSales AI SFA

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Lack of retailer & distributor insightsReps show up with no context on the account they're calling on.
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Inefficient field visit managementPoor planning and tracking of visits, with no schedule optimization.
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Administrative burdensReps lose selling time to paperwork and manual reporting.
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Limited connectivity supportWork stalls the moment a rep loses signal in the field.
✕
Disorganized activity planningNo structure across monthly, weekly, or daily visit schedules.
✕
Insufficient performance analyticsSales leaders have no actionable view into field performance.

With TrueSales AI SFA

✓
Full retailer & distributor visibilityComprehensive activity context for every interaction.
✓
Effective visit planningVital detail capture and schedule optimization built in.
✓
Streamlined adminAutomated reporting frees reps to focus on core selling.
✓
Robust offline capabilityReps keep working uninterrupted, even with poor connectivity.
✓
Structured activity planningMonthly, weekly & daily visit schedules, organized automatically.
✓
Actionable performance analyticsClear insight into sales effort and results, by rep and by territory.
Built to last

More than a visit tracker

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Mobile-first & offline-ready

Designed for the field first — every core feature works fully offline and syncs automatically once you're back online.

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Seamless integrations & plugins

Connects into your existing systems through AI-based integrations, so it fits alongside what you already run.

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Continuous innovation

Regular annual updates keep new features and improvements coming, without a re-implementation every time.

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Built for every field role

Versatile enough to run across sales, merchandising teams, and promoters — not just one narrow job function.

Where it fits

Built across trade channels

One platform, wherever your reps are selling.

General Trade Modern Trade Ho.Re.Ca. eCommerce & Quick Commerce Project & OEM Sales (B2B)
See it in action

Watch TrueSales SFA in action

A quick walkthrough of visit planning, offline capture, and the sales performance dashboard.

Product walkthrough coming soon

Ready to see TrueSales SFA on your own team?

Schedule a demo on the live product, or talk to us if you'd rather have it adapted to your territories and trade channels.