Field Sales Automation
Key Features
GPS-Verified Store Visits
Capture location-verified check-ins at each store, with exception handling for large retail locations and shopping plazas.
Photo Verification & Proof of Execution
Capture photos stamped with time and location to document in-store conditions, merchandising, planogram compliance and completed activities.
Offline Field Capability
Continue completing visits and capturing data without connectivity, with information saved locally and synchronized when back online.
Real-Time Manager Visibility
Track field activity, completed visits, outstanding reports, and overdue activities by representative.
Automated Mileage & Travel Tracking
Log distance traveled and drive time associated with each visit to improve travel visibility and expense reporting.
Promotional Ordering
Manage promotional orders, programs, budgets and returns across sales teams, customers and distributors.
How It Works
Step 1: Plan Your Day
View scheduled store visits in your daily calendar, prioritize your next stop and access directions with a single tap. Keep your route and daily activities organized to maximize time in the field.
Step 2: Check In at the Store
Record each store visit using GPS verification to confirm your location. If GPS accuracy is limited, such as in a large shopping plaza, you can check in manually and provide a reason.
Step 3: Complete Your Visit Report
Complete structured call reports, answering questions step by step and capturing photos to document in-store conditions and activities. Reports and responses are saved on your device, even when offline.
Step 4: Submit Your Visit
Review and submit your completed visit report in one step. Reports are automatically submitted to the appropriate team, giving managers timely visibility into field activity and results.
Built for Brands, Field Teams and Distributors
For Brands
Run promotionsPromotion Configuration
Configure promotions by geography, store type, segment or channel, with budgets and dates.
Instant Promotion Activation
Activate promotions instantly; eligible offers apply automatically at ordering.
Distributor Integration
Route orders to the right distributor for fulfillment.
Returns Management
Process returns of damaged, expired or discontinued products for credit or replacement.
For Sales Teams
Order during the visitMobile Ordering
Place orders from a phone or tablet during the visit.
Simplified Repeat Ordering
Recommended orders based on previous purchases.
Inventory & Pricing Visibility
See inventory, pricing and out-of-stock items before ordering.
Real-Time Order Tracking
Check order status and update customers.
AI Powered Analytics
Insights & forecastsNatural Language Insights
Ask questions in plain language about order and promotion data.
Predictive Analytics
Identify trends, anticipate demand and flag stockout risks.
Promotion Performance
Measure spend and sales uplift by offer, account, territory and channel.
Role-Based Dashboards
Dashboards, KPIs and exception reports for reps, managers and leadership.
Proven Impact
Field Sales Automation Results
50% less admin time with mobile capture that removes double data entry.
85% more validated visits with photo proof and GPS-stamped check-ins.
30% better territory coverage with optimized routing and live dashboards.
Results at a Glance
FAQs
Yes. Paygos supports offline functionality, allowing field representatives to complete store visits, submit call reports and capture photos without an active internet connection. All information is securely saved on the device and automatically synchronized with the platform once connectivity is restored, ensuring uninterrupted field operations and accurate data capture.
Paygos uses GPS-based verification to confirm store visits, with each check-in recorded by time and location. Photos captured during visits are also timestamped and geotagged, providing documented proof of in-store execution. Managers gain real-time visibility into field activities and the ability to verify compliance with merchandising standards, planograms, promotional displays and product availability.
In locations where GPS accuracy is limited, such as large shopping plazas or indoor retail environments, field representatives can submit a manual check-in with a reason for the exception. Each exception is recorded within the platform and made visible to managers, maintaining transparency and accountability while allowing field operations to continue without disruption.
Yes. Field representatives can create and submit orders directly from their mobile device during a store visit. The platform provides access to current pricing, inventory availability and applicable promotions, with eligible discounts applied automatically. Order recommendations based on purchase history help representatives identify replenishment opportunities, increase order value and drive incremental sales.
Yes. Paygos provides centralized reporting and real-time dashboards that give managers visibility into store visits, visit completion rates, photos, call report responses and territory coverage. Data can be exported for further analysis or integrated with existing business intelligence and reporting systems through the Paygos API, enabling more informed decisions and greater visibility into field sales performance.
Paygos follows a structured implementation process designed to accelerate deployment and minimize disruption to existing operations. Our team works with you to define requirements, configure programs, establish integrations, test workflows and launch. Implementation timelines are based on program complexity, integration requirements and business needs, with clear milestones established at the outset.