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RTM — Sales Force Automation (SFA) Platform

RTM — Sales Force Automation (SFA) Platform

RTM — Sales Force Automation (SFA) Platform

Enterprise SFA Platform

Description

RTM is a Sales Force Automation platform built to run the full commercial field sales operation of a multi-Business-Unit / Sub-Business-Unit organization, from outlet registration through order-taking, delivery, stock, damage settlement, and trade spend. It is used daily by Sales Officers up through Territory/Area/Regional/Sales Managers and the Head of Sales, plus distributors and HO administrative teams, and is designed to operate fully offline in the field with automatic bidirectional sync to the server and to Oracle ERP for product, pricing, shipment, employee, and finance data. Beyond core order-to-cash operations, it governs physical trade assets (coolers, outdoor signage, POSM), HR/attendance/leave policy, a gamified coin and incentive economy, and trade marketing programs, all layered with AI-assisted recommendations and configurable business rules. The specification explicitly targets a minimum 10-year operational lifespan, so scalability and configurability are treated as core requirements rather than later add-ons.

Key Highlights

  • AI-assisted selling and monitoring — order-quantity suggestions, route optimization, image-recognition-based shelf/cooler share-of-shelf scoring, anomaly/fraud detection, outlet classification, and predictive sales
  • Offline-first field app — pre-order, delivery, and attendance work with no connectivity and sync automatically when restored
  • End-to-end digital damage settlement — a nine-step workflow from outlet claim through factory QC, audit approval, and F&A payout
  • Configurable beat-cycle route scheduling — an N-day repeating cycle (7–28+ days) supporting mixed visit frequencies within the same section
  • Dual-currency gamification — a seven-type employee coin/reward wallet plus a separate outlet-facing coin programme with its own retailer redemption portal
  • Live, drillable role-based dashboards — real-time SO-to-HoS command centers with dual Common vs. Operational Geography reporting views
  • Deep ERP and asset integration — real-time Oracle sync for products, pricing, shipments, and HR data, alongside full lifecycle management of coolers, outdoor signage, and POSM