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.
