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Turn insights into field execution with Botree AI

Botree SFA

Drive 2X Sales Discipline with Smart PJP Tracking

Permanent Journey Planning (PJP) defines how your sales teams cover territories and visit outlets. Smart tracking ensures consistent execution, turning structured plans into measurable sales growth. 

Why PJP Tracking Is Critical to Sales Discipline

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Consistent and Complete Territory Coverage

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Higher Field Productivity and Smarter Execution

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Greater Operational Control and Sales Performance

The Framework Behind Smarter PJP Management 

Structured PJP Planning for Complete Market Coverage

Beat planning without structure leads to missed outlets, uneven coverage, and lost revenue. When visits aren’t planned consistently, performance suffers and teams operate reactively rather than strategically. 

How It Works

Botree SFA’s Smart Permanent Journey Planning (PJP) lets managers map territories and set predictable visit schedules across all roles including Direct Sales Reps (DSRs), delivery teams, VAN sales and also supervisor-led distributor visits. Each outlet gets the right visit frequency, and every role follows a clear journey plan.  

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What You Gain 

Consistent and Reliable Outlet Coverage 

Higher Field Productivity

Better Supervisory Visibility 

Minimize Stockouts and Lost Sales From Missed Visits

Control Every Field Change Before It Impacts Coverage 

Uncontrolled beat changes, route deviations, or absences disrupt coverage and reduce field effectiveness. Without clear accountability, salesperson may bypass plans or overlook critical outlets.

How It Works

Smart PJP adds a defined approval process to every critical decision in the field. Supervisors can assign beats, approve deviations, handle distributor visit requests, and reassign routes when salespersons are unavailable, all while maintaining operational control and visibility. 

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What You Gain 

Clear Visibility Across Teams 

Structured Handling of Deviations 

Consistent Territory Coverage

Reduced Operational Risk 

AI-Driven Decision Intelligence for Field Performance

Even with a structured plan, daily execution decisions determine results. Salesperson may spend time on low-value visits, miss high-potential outlets, or follow sub-optimal routes without guidance.

How It Works

Smart PJP uses AI to analyze historical performance, outlet value, past coverage and routing patterns to recommend smarter sequences and priorities for daily beats. This turns assumption-based tasks into data-backed decisions that improve efficiency and impact. 

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What You Gain 

Smarter Beat Sequencing 

Improved Salesperson Productivity 

Better Retailer Relationships Through Timely Visits 

Higher Revenue Impact From Each Field Visit 

The Smarter Way to Manage Field Sales Execution

PJP adds structure and intelligence to territory planning, ensuring consistent coverage and alignment with business goals. Integrated with Botree SFA, it leverages AI to optimize decisions and drive revenue growth across field sales.
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What Our Customers Say

Explore how leading companies are achieving success using our products.

Kaustubh Dabral

Botree SFA provides granular-level data visibility to our sales team. It combines a refreshingly simple user interface along with some of the best functionalities, such as interactive dashboards, scheme visibility while order booking, and timely nudges, enhancing our sales efficiency. The Botree team was very responsive throughout the deployment process, which facilitated a rapid roll-out

Kaustubh Dabral

Former Global Chief Information Officer,
Dabur India Limited

Ravi Razdan

With 2000+ distributors now on board, our DMS has 100% coverage, providing us with invaluable data insights and visibility to boost nationwide sales. The team and product’s ability to handle mass rollouts without any major challenges was appreciable. Kudos to the team for their exceptional performance!!

Ravi Razdan

Director IT & HR, Jyothy Labs Ltd.

rohit gupta

Botree SFA led to a 2x increase in ISR’s monthly productivity, along with a 3x to 4x rise in assortment. Our sales expanded, coverage improved, and overall, we experienced remarkable growth in the OTC channel.

Rohit Gupta

Former National Sales Head,
CIPLA Health Ltd

botree aravind ng

We had specific criteria when choosing a partner, including experience with multinational brands and strong after-sales support. Botree met all these requirements and has been exceptional. They provide quick and effective support, even across different time zones. The app is intuitive, and their team made onboarding easy. We’re very satisfied with our experience with Botree.

Aravind NG

Former Sales Admin Manager & BDM ,
Sweet Nutrition Limited.

vineet chandha

Botree DMS serves as the lifeline for HMD Global, ensuring smooth operations across multiple functions. It has significantly reduced our payout timelines, streamlined logistics, and played a vital role in our business’s growth. The Botree team’s responsiveness and dedication have consistently exceeded our expectations, making them one of the best DMS product companies in the market.

Vineet Chadha

Head - India Sales Analytics,
HMD Global

ajay sheth

We wanted to provide one of the best applications to our distributors and salesmen, so we partnered with Botree for end-to-end services, which include DMS, Mobile DMS, SFA, Retailer app, and even our server management. The Botree team is quite helpful, sincere, hardworking, and they are always on their toes to provide support. We are happy with the Botree performance, and we believe that we’ve selected the right partner.

Ajay Sheth

Head – IT,
Amul (GCMMF)

Kaustubh Dabral

Botree SFA provides granular-level data visibility to our sales team. It combines a refreshingly simple user interface along with some of the best functionalities, such as interactive dashboards, scheme visibility while order booking, and timely nudges, enhancing our sales efficiency. The Botree team was very responsive throughout the deployment process, which facilitated a rapid roll-out

Kaustubh Dabral

Former Global Chief Information Officer,
Dabur India Limited

Ravi Razdan

With 2000+ distributors now on board, our DMS has 100% coverage, providing us with invaluable data insights and visibility to boost nationwide sales. The team and product’s ability to handle mass rollouts without any major challenges was appreciable. Kudos to the team for their exceptional performance!!

Ravi Razdan

Director IT & HR, Jyothy Labs Ltd.