The Field Sales Platform Built for
How CPG Actually Works
Lighthouse SFA gives your field teams real-time outlet intelligence,
AI-guided journey planning, and omnichannel order capture so every
rep visit translates into measurable revenue, not just recorded
activity.
Static beat plans, duplicate outlet records, and missed visits
don't show up in morning reports. They show up in your
quarterly numbers.
02
Orders taken without context.
Reps booking orders without knowing outlet history,
promotional eligibility, or stock position leads to fulfilment
gaps and lost upsell.
03
Siloed channels, fragmented demand.
Field sales, tele-sales, and B2B self-ordering run
independently. Your brand ends up with three partial pictures
instead of one unified view of demand.
What Lighthouse SFA delivers
Precision execution, from HQ to the
last-mile outlet
Six capabilities that change how your field team operates. Replacing
guesswork, manual coordination, and channel silos with intelligence,
automation, and a single connected view of every outlet.
AI-Guided Journey Planning
Dynamic daily routes shaped by outlet potential, coverage gaps,
and real-time events. Plans adapt when a retailer self-orders or a
team lead triggers a priority visit.
360 Degree Outlet Intelligence
Every rep arrives with the full picture: transaction history,
scheme eligibility, outstanding AR, and ML-suggested cart across
all channels, in real time.
Omnichannel Demand Convergence
Field sales, tele-sales, B2B retail app, and WhatsApp commerce
share a unified outlet view. Abandoned carts, handoffs, and
channel interactions all flow to one place.
Trade Scheme Execution Without Leakage
Schemes activate on invoice automatically by outlet tier, zone,
and SKU basket. The trade spend ledger tracks accrual and
compensation in real time, eliminating claim disputes.
Team Performance Visibility
ASM and RSM dashboards surface coverage depth, time-in-market,
leaderboards, and KPI achievement. Enabling coaching, not just
monitoring.
Works Offline, Everywhere
Built for emerging market realities. The mobile app functions
fully offline and syncs when connectivity returns. No lost visits,
no incomplete orders.
Platform Capabilities
One platform. Every role in field sales.
AI-Driven Field Execution
From static beat plans to intelligent, event-driven journeys
built around the outlet, not the territory map.
Journey Planner — Today's Routes
Live
AI Route Priority
Stop 1 — Sharma Traders
High potential · Overdue reorder
AI Pick
Stop 2 — Metro General
Scheme eligible · Cart pending
Beat
Stop 3 — Raj Kirana
Missed last week · Follow-up
Alert
Stop 4 — City Mart
Standard beat visit
Planned
Stop 5 — New Outlet
Onboarding visit triggered
New
ML Suggested Cart — Sharma Traders
SKU A — 200ml
Suggest: 24 cs
SKU B — 500ml
Suggest: 12 cs
SKU C — Promo Pack
Suggest: 6 cs
Coverage Today
94%
+4% vs target
Static and dynamic journey plans blending pre-set beats with
AI-triggered visits based on real-time market signals
ML-powered suggested orders based on outlet profile,
seasonality, and historical purchase gaps
Collaboration tools for team leads: joint visit triggers,
POSM alerts, and supply chain signal broadcasts
Real-time CRM: one screen for outlet profile, wallet
balance, loyalty progress, and all open service events
From Capture to Delivery
Automated order fulfilment with advanced rules from the rep's
device to the retailer's door.
Order Pipeline — Today
Live
142
Captured
89
Processing
54
In Transit
203
Delivered
Order IDOutletValueChannelStatus
#ORD-4821Sharma Traders₹12,400
Field
Delivered
#ORD-4820Metro General₹8,750
B2B App
In Transit
#ORD-4819City Mart Plus₹21,000
Van Sales
Processing
#ORD-4818Raj Kirana₹4,200
Tele-Sales
Delivered
Automated order routing with FIFO, priority rules, and
single or multi-delivery configuration
Inventory allocation with SKU substitution logic and
automatic van load-out generation
Delivery route optimization: time-window, capacity, and cost
constraints handled automatically
Seamless hand-off across pre-sell, van sales, delivery, and
counter billing flows
Scheme Design to Market Execution
Trade budgets governed from planning through activation with
zero manual reconciliation.
Active Schemes — FY Budget Tracker
Q4 Live
FY Budget
₹48.2L
62% utilised
Active Schemes
14
3 pending approval
Claims Settled
₹29.8L
0 disputes open
SchemeTypeBudgetUtilisedStatus
Summer Push Q4Qty/Value₹8.0L
Active
GT Free Goods BundleFree Goods₹5.2L
Active
MT Basket SchemeBasket₹3.8L
Pending
Budget-governed scheme setup: FY trade budgets apportioned
by territory and product group
Multi-type schemes: quantity/value, basket, free goods, and
customer-specific tie-ups
Two-level approval workflow with digitized trade agreement
consent via B2B retail app
Automatic scheme closure on budget exhaustion; replication
to DMS for execution
From Field Data to Commercial Decisions
Pre-built CPG analytics with AI/ML accelerators covering
sell-in, sell-out, coverage, and beyond.
XnappBI — Commercial Dashboard
Live
Sell-Out vs Sell-In — Last 6 Months
Sell-In
Sell-Out
Key Performance Indicators
Coverage Depth
88%
Productive Calls
76%
Lines Per Order
6.4
Avg Order Value
₹9.2k
AI Insight
Zone 3 outlets show 34% higher reorder frequency.
Consider increasing beat frequency.
AI/ML solution accelerators for demand forecasting, outlet
segmentation, and churn detection
Syndicated data integration: POS, Nielsen, and external
market sources alongside internal transactions
Wingman: field data collection, outlet profile enrichment,
and team lead coaching tools
Enterprise Integration
Integrates into your existing enterprise stack
Lighthouse SFA connects natively with the systems your commercial and
IT teams already rely on. Pre-built connectors, real-time
bidirectional sync, and no middleware overhead.
Pre-Built Connectors
Native integrations for SAP, Oracle, D365, Navision, BPICS, and
Blueplanner. Plug-and-play setup with a sandbox testing
environment. No lengthy integration projects.
Two-Way Real-Time Sync
Orders, inventory, pricing, and promotions sync bidirectionally
between Lighthouse and your ERP. Eliminates manual reconciliation
and data duplication across systems.
Open API Architecture
RESTful APIs for custom ERP and third-party connections. Scalable
from single-country deployments to 30+ country operations without
architectural changes.
What our customers say
Trusted by the world's leading CPG brands
"
Lighthouse 3.0 is technologically robust, enriched with feature
enhancements to meet the evolving needs of our sales teams and
distribution partners. Its future-ready architecture positions us to
respond with agility to emerging market challenges.
Yoginder Grewal, CIO at HCCB
Seamless rollout across 2,200 distributors · Nationwide
· Zero disruption
Ready to see it in action?
See Lighthouse SFA in the context of your market
Every CPG business is different in structure, geography, and
channel mix. Our team will walk you through a use-case-specific
demo shaped around how you go to market.