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Field force automation for pharmaceutical sales

Reporting your field team actually files, and you can trust

Built for pharma — doctors, chemists, stockists, secondary sales and the people who visit them. An offline-first app for the rep, a web console for managers and head office, and one database underneath both.

Access is managed by your organisation's single sign-on. FieldForce stores no passwords.

The FieldForce app's day-start screen: a required front-camera selfie, a stamped date, time and GPS position, a Solo or With Manager choice, and a confirmation that location sharing is on for working hours.

Day start — a selfie and a stamped location, before the first call.

Three roles
Executive, Manager and Admin in one application
Geo-verified
Reports submit only inside the customer's tagged radius
Offline first
Work queues locally and syncs when the signal returns
Single sign-on
Your organisation's identity provider, no separate password
The problem

What field-force teams tell us

Reports arrive. Trust does not.

Call reports are filed on time and look complete. Whether the visit happened as described is a different question, and most systems cannot answer it.

Secondary sales arrive weeks late.

Distributor files land in a dozen formats and get reconciled by hand. By the time the picture is complete, the month it describes is over.

Managers collect instead of coaching.

An ASM's week goes into chasing reports and checking expense claims — the work that adds least — while the reps who need help wait for month-end.

One application, three roles

The role is detected at sign-in

Everyone signs in through the same provider. FieldForce reads the role from your organisation's directory and opens the matching home screen, navigation and permissions.

Sales Executive

Start the day with a location-stamped check-in, follow the tour plan, detail products and file reports from the customer's premises.

  • Day start and daily call report
  • Tour programme and day plan
  • Samples, orders and targets

Manager — ASM, ZSM, NSM

Approve tour programmes and reports, follow the team on a live map, and track target against achievement down the hierarchy.

  • Tour programme and report approvals
  • Live team map and route trails
  • Hierarchy targets and attainment

Administrator

Own the master data, tag customer locations and set their geo-fences, and see every user across zones.

  • Users, customers and products
  • Geo-tagging and fence management
  • Organisation-wide live tracking
For the rep

The day is filed as it happens

Not typed up at night from memory. Day start, the call plan, the detailing and the report all happen at the doctor's door — and all of it works with no signal.

The Tour Programme screen: a September calendar with every working day colour-coded as field work, meeting or transit, marked Approved, above a reminder to submit by 25 August.
Tour programme
The month submitted for approval, colour-coded by activity type.
The Master data screen listing doctors by territory, each marked Tagged, with tabs for Customer, Retailer, Stockist, Area and Product.
Master data
Doctors, retailers, stockists, areas and products — searchable, and held offline.
A daily call report marked Approved, showing the doctor visited, their territory, the brands detailed and a photograph attached.
Call report
Who was seen and which brands were detailed, with photographs attached.
The Account menu grouped into My Work, Money and My Day — performance, reports, call plan, learning, incentive, expenses, schemes, leaves, messages and offline visuals.
Everything else
Reports, call plan, learning, incentives, expenses, leave and offline visuals.

Screens from the shipped Android application, captured in a demonstration environment.

Field integrity

Was the report filed where it says it was?

Apps that fake GPS for field-force software are free, popular, and well known to reps. Most systems record a latitude and longitude and trust whatever the phone reports.

Mock location

Whether the fix came from a real provider or a spoofing app.

Fix accuracy

A two-kilometre-wide fix is not a visit to a clinic. Geofences account for it.

Device clock

Timestamps are bounded by the server, so a changed phone clock does not move a visit.

Nightly scoring

Each rep-day is scored, and only the days worth a conversation are surfaced.

It does not accuse anyone. It surfaces the days that do not add up, so a manager can ask — and most of the time there is a good answer.

The FieldForce web console showing the AI Advisor page: a question box, and a governance log listing recent questions, who asked them and when.
The web console

Ask the numbers directly

  • Plain language Ask about performance, targets, customers or cost, without building a report first.
  • Your data only It answers from your own command-centre data, and it cannot take any action.
  • Every question logged A governance log records who asked what, and when — because an assistant nobody can audit is one nobody should trust.
Capabilities

Built for how field days actually run

Geo-fenced reporting

The submit button stays locked until the executive is physically within the customer's tagged radius, so a report is evidence of a visit rather than a claim about one.

Live team map

Managers see their own executives in real time and administrators see everyone, with current status, route trails and idle flags.

Tour-programme approvals

Monthly plans move up the NSM, ZSM and ASM chain, where they can be approved, edited or sent back with a change request.

Offline-first sync

Reports, attendance and orders are captured on the device and sync automatically, with a clear indication of what is still pending.

Distributor data

Secondary sales in hours, not weeks

Distributors send whatever their billing software produces. FieldForce learns each layout once, then reads next month's file without anyone mapping a column again.

Step 1

Upload

Distributor files in whatever format they already send — no template to impose on them.

Step 2

Match

Their product names mapped to yours, with every alias learned and remembered.

Step 3

Reconcile

Totals checked against the report's own, and anything unmatched shown before it counts.

Step 4

Commit

Reversible. Nothing is written until the reconciliation is accepted.

The reconciliation step is the point. An import that silently guesses at unmatched products produces numbers nobody trusts twice.

Integration and deployment

Fits what you already run

Your ERP, as it happens

  • Orders and call reports pushed on the event, not in a nightly file.
  • Signed payloads, with automatic retry and backoff.
  • Anything undeliverable is dead-lettered and visible, never dropped quietly.

Cloud, or your own server

  • Run it hosted, or entirely inside your own network.
  • Enterprise customers can have a dedicated database and a dedicated server.
  • Moving from shared to dedicated does not mean starting again.

Ready to run your field day?

Sign in with your organisation account. There is no separate password to manage — access is granted and revoked by your company's single sign-on.

Do not have access yet? Register your company, or ask your administrator to add you.