Retail & dealer visits that run on WhatsApp,
not missed beats
FieldLite for FMCG & manufacturing connects beat plans, outlet visits, and stock/order capture directly from WhatsApp—so reps simply send updates from the market while sales teams get live coverage, gaps, and opportunities by route and retailer.
routes & beats onboarded in first rollout
field reps reporting via WhatsApp
daily reporting on active outlets
manager / ASM hours saved every week
How a 60-rep FMCG field team reached 100% planned outlet coverage in 10 days
A leading food brand’s distributor network was running on scattered WhatsApp chats, Excel sheets, and evening phone calls. Orders were captured late, dealer and retailer visits weren’t fully tracked, and sales leaders had no real-time view of which outlets were actually covered.
FieldLite introduced a WhatsApp-based visit and order flow for reps, a simple beat view for supervisors, and a daily coverage dashboard for management. In ten days, the team moved from “chasing visit reports” to seeing every beat, outlet, and order in one console.
How a normal market day looks with FieldLite
Where FieldLite creates leverage for Modern trade, FMCG & manufacturing
We plug in when dealer and retailer visits, secondary orders, and trade visibility are running on scattered WhatsApp chats, Excel sheets, and late-evening calls.
Missed outlets and patchy visit logs
Reps say they “covered the beat”, but there is no structured trail of which dealers and retailers were actually visited, what was discussed, and which orders or schemes were pushed.
ASMs stuck reconciling chats & sheets
Area managers spend evenings scrolling through messages, merging Excel files, and calling reps to understand which beats slipped and where volume is at risk, instead of coaching and unlocking new business.
Brand teams blind to outlet execution
Trade and brand teams don’t see how schemes, visibility, and launches are landing at the shelf. Reviews are based on primary numbers, not real outlet-level execution or competitive activity.
What FieldLite delivers for Sales teams
Beat plans, shelf visibility, in-store orders, and channel analytics pulled together from WhatsApp into one console – for trade, category, and sales leadership.
Daily beat plans & outlet lists
Upload beats and outlet lists by territory, distributor, and rep. FieldLite pushes the plan to reps over WhatsApp and tracks which outlets were actually visited and which were missed.
Visit logs, stock & orders
Reps send simple WhatsApp messages and buttons for “visited”, stock snapshot, order taken, schemes discussed, and competitor activity – all structured automatically into visit data.
Shelf photos & location tags
Photos and GPS coordinates are tied to each outlet visit, giving distributors and brands visual proof of presence, visibility, and planogram execution without a new app on the rep’s phone.
Live beat & outlet status
ASMs see which beats are on track, where visits are lagging, and which outlets are at risk – instead of piecing together chats and spreadsheets at night.
Coverage, strike rate & outlet health
Territory dashboards show coverage %, order strike rate, outlet frequency, and in-active outlets by distributor, city, and beat – in minutes, not weeks.
Daily roll-ups & exception alerts
Auto-send daily summaries to sales leadership, and trigger alerts for beats with low coverage, no orders, or high in-active outlet counts.
What this translates to in the market
Clear coverage. Stronger outlet health. More time for managers to drive growth.
Outlets visited on priority beats
Saved from manual consolidation
Inactive outlets & surprise issues
How we roll out FieldLite for your field-sales network
A lean, four-stage rollout – from first pilot territory to full network deployment.
Understand your routes, beats & outlets
Map distributors, territories, beats, outlet lists, and reporting expectations.
- Distributor & territory structure
- Beat plans & outlet classifications
- Existing visit & order reporting flows
Configure FieldLite & pilot a cluster
Configure WhatsApp flows, beats, and dashboards; run a pilot with a few distributors and 10–15 reps.
- Rep & manager onboarding
- Pilot on select routes and outlets
- Refine flows based on real-world usage
Roll out across distributors & territories
Extend to the full field team once reporting discipline is established in the pilot.
- Network-wide onboarding
- Exception alerts & in-active outlet flags
- Standard daily & weekly coverage reports
Optimise, support & extend use-cases
Fine-tune rules, add new reports, and extend FieldLite into trade marketing and visibility programs.
- Monthly usage & outcome reviews
- New KPIs & portfolio-specific reports
- Ongoing support for sales and trade teams
Beyond Modern Trade, other FieldLite use-cases
The same WhatsApp-first reporting and dashboard model can support logistics, pharma field force, and facility management teams alongside your FMCG network.
Proof-of-delivery and route visibility
Drivers log stops, photos, and delays over WhatsApp, while dispatch sees live route progress and exceptions.
Doctor visit logging & coverage
MRs record visits, samples, and commitments via WhatsApp, while managers see coverage and frequency by territory.
Cleaning rounds & SLA tracking
Cleaning staff log completed rounds and issues, while supervisors track SLA adherence and missed areas.
Want to see this for your reps, distributors and outlets?
Share your field rep count, number of distributors and outlets, and how you track beat coverage today – we’ll walk you through a live FieldLite demo and outline a pilot tailored to your network.
