Proxima SFA – Feature Landscape

Built for modern sales teams – empowering execution, productivity, and engagement.

Core Sales Execution

Optimize every sales visit with AI routing, order management & trade schemes.

πŸ“ Customer Visit Tracking – location capture, visit logs, geo-fencing

πŸ—ΊοΈ Beat Plans (AI) – optimized routing

πŸ›’ Order Management – pre-sales, van sales, sample orders, purchase orders, return/cancel orders

🧾 Invoice Generation – automated

🎯 Scheme Configuration – dynamic trade schemes, promotions

⭐ Must-Have & Focus SKUs – ensures visibility & push

πŸ“¦ Stock Count & Inventory – real-time, avoid stockouts

🚚 Shipment & Delivery – coordination

βœ… This covers all core SFA needs + trade schemes, which some competitors lack.

Field Team Productivity

Boost workforce efficiency with tracking, attendance, and expense control.

πŸ“ Real-time Tracking – location & off-route visits

πŸ—“οΈ Attendance Management – shifts, leave, absences

πŸ“Š Performance Dashboard – field executive productivity

πŸ’° Expense Management – fuel, travel, stay

βœ…This ensures end-to-end workforce management, a differentiator vs basic SFA apps.

Customer Engagement & Support

Engage customers with onboarding, surveys, issue resolution & POSM tracking.

πŸ‘₯ Customer Onboarding – streamlined workflows

🎫 Issue Ticketing – customer queries & resolution

πŸ“ Visit & Store Survey – capture retail insights

🏬 POSM Tracking – manage in-store marketing materials

βœ…POSM tracking & onboarding are rare differentiators vs competitors

Finance & Collections

Integrating finance & compliance into your sales workflow.

πŸ’³ Payment Collection – secure & streamlined

πŸ”„ Return & Cancel Orders – automated processing

πŸ“¦ Crate Management – track & control assets

βœ… Approval Workflow – expenses, POSM, onboarding, POs

βœ…This goes beyond just sales β†’ adding finance, compliance, and asset tracking, which most competitors don’t bundle.

System & Technology Strengths

Robust, scalable, and enterprise-ready technology.

πŸ“Ά Offline Capabilities – critical for FMCG

πŸ‘€ User & Role Management – enterprise-grade control

πŸ“Š Dashboard & KPI Reports – real-time insights

πŸ“‘ Operation Summary Reports – complete visibility

βœ… This ensures scalability for SMB & enterprise customers

AI Image Recognition (Enterprise Plan)

Automate retail execution with advanced shelf and product recognition.

πŸ›’ Shelf & Product Recognition – SKU, pack size, flavor, brand

πŸ“ Planogram Compliance – verify shelf placement & share of shelf

🚫 OOS Detection – real-time out-of-stock alerts

πŸ†š Competitive Tracking – monitor competitor products

πŸ“Έ Photo Audits – AI-driven insights from store photos

βœ… Enterprise-only feature that delivers next-gen retail visibility β€” a true differentiator that very few SFA platforms offer.