Field Lite case studies

Case Studies

Real outcomes from pharma, FMCG, and agri field teams using WhatsApp Lite.

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Pharma field force dashboard
Pharma

92% Reporting Compliance in 30 Days

How a 180-rep pharma team moved from scattered WhatsApp groups to a single source of truth with geo-tagged doctor calls.

180 reps • North India See Full Story
FMCG order capture on WhatsApp
FMCG

Retailer Order Errors Down by 70%

A Tier-2/3 FMCG brand eliminated lost orders, improved beat compliance, and grew sales by 12% in 8 weeks.

120 reps • Maharashtra See Full Story
Agri dealer and farmer engagement
Agri-Inputs

2× Demo Tracking, 20% Better Forecasts

An agri brand unified dealer visits and farmer demo attendance to sharpen seasonal demand planning.

85 reps • Punjab & Haryana See Full Story

92% Reporting Compliance in 30 Days (Pharma)

180 reps • North India • Daily Call Reporting, Attendance & Geo-tagging

Pharma improvement dashboard

Client Profile

Mid-size pharma company with cardiology & general medicine portfolio; 180 medical reps and 12 area managers.

Challenges

  • Scattered WhatsApp groups; only 45% reps submitted daily reports.
  • Managers spent 3–4 hours/day compiling data.
  • No real-time doctor coverage or geo-compliance.

Solution Implemented

  • WhatsApp Lite bot for doctor call reporting, attendance & geo-tagging.
  • Manager dashboard with coverage heatmaps & missed-visit alerts.
  • Simple SOPs + 1-week onboarding.

Results

  • Reporting compliance: 45% ➜ 92% in 30 days.
  • Manager time savings: 12 hrs/week previously spent on manual compilation.
  • Doctor coverage: +18% in 90 days.
“Our reporting went from chaotic WhatsApp groups to real-time dashboards. Managers finally coach, not chase.”

Tech Stack

WhatsApp Business API, secure webhooks, role-based dashboards, optional ERP sync.

Retailer Order Errors Down by 70% (FMCG)

120 reps • Maharashtra • Order Capture, Beat Tracking & Stock-out Alerts

FMCG order capture and beat visibility

Client Profile

Tier-2/3 FMCG brand selling packaged foods & personal care via distributor network.

Challenges

  • Retailer orders taken via calls/WhatsApp; frequent misplacements.
  • No visibility into beat coverage or expiries/stock-outs.
  • Revenue leakage due to manual errors.

Solution Implemented

  • Order capture via WhatsApp templates + auto-validation.
  • Geo-tagged beat plan tracking for reps.
  • Real-time stock-out & expiry alerts to managers.

Results

  • Order processing errors reduced by 70%.
  • Beat plan compliance improved by 25%.
  • Net sales grew by 12% in 8 weeks.
“We stopped losing retailer orders and gained back control of sales visibility. Reps love the simplicity.”

Tech Stack

WhatsApp Business API, validation rules, dashboards, optional ERP integration.

2× Demo Tracking, 20% Better Forecasts (Agri-Inputs)

85 reps • Punjab & Haryana • Dealer Visit Logs, Farmer Demo Attendance & Seasonal Forecasts

Agri dealer and farmer engagement tracking

Client Profile

Agri-inputs company selling hybrid seeds & fertilizers via dealer network; farmer outreach programs.

Challenges

  • Dealer visits reported via phone; no structured records.
  • Farmer demos untracked; weak ROI measurement.
  • No seasonal demand forecasting insights.

Solution Implemented

  • WhatsApp Lite bot for dealer visit logging & farmer demo attendance.
  • AI dashboard for territory coverage & season demand trends.
  • Voice input support for regional languages.

Results

  • Dealer coverage accuracy improved by 35%.
  • Demo participation tracking increased by 2×.
  • Seasonal forecasting accuracy improved by 20%.
“For the first time, we know exactly which dealers and farmers were engaged, and when.”

Tech Stack

WhatsApp Business API, event tracking, analytics layer, optional DMS/ERP sync.