PharmIT

PharmIT SFA

Field force automation that ends in a real order.

Tour plans, verified call reporting, prescriber orders, e-detailing, LMS training, samples, expenses and 46 reports — on the rep’s phone and the manager’s laptop. Orders booked in the field arrive in the ERP as live sale orders.

Talk to salesAll 180 features
A medical representative verifies a doctor visit with a face scan; the SFA app confirms the face and records location, time and purpose of the call.

Why PharmIT SFA

What makes PharmIT SFA different.

0field orders retyped at billing

The rep’s order is the sale order.

A POB or hospital order booked in the field arrives in PharmIT ERP as a live sale order, matched to the catalogue and approved if it exceeds the rep’s limit. Invoiced, dispatched or short-supplied — the rep sees it on their own dashboard.

See field orders

What does the work

  • Automatic order intake
  • Product matching
  • Approval before posting
  • Safe retries
  • Live order status
  • Hospital registrations

100%verified visits

Calls verified at the doctor’s door.

A face scan and the phone’s location confirm every call before it is reported. No proxy reporting.

  • Face-recognition call reporting
  • Geo-tagged visit proof
  • Field Tracking
See how it works

46reports, each a dashboard with its data

Every report is a dashboard — and a data table.

KPI tiles, charts, AI insights and a forecast on every report, with the detail rows one click away. Export, schedule, or ask in plain English.

  • Dashboard on every report
  • Detail rows behind every dashboard
  • AI insights on reports
  • Ask in plain English

200people per V Meet

Chat and video meetings inside the field app.

Team chat, company news and V Meet video meetings with attendance and minutes — no extra app to buy or police.

  • Chat
  • V Meet for up to 200
  • Meeting attendance & minutes
  • News Broadcasts

New · Poster Studio

On-brand posters, designed inside the SFA.

Design a stock-alert, availability or scheme poster once, in your own colours and fonts. Publish it as a template and the team fills in the products and shares it — as PNG, JPG or PDF — without a designer.

  • Poster templatesDesign a reusable poster layout once and publish it so the team can fill it in and share.
  • Ready-made layoutsStart from layouts such as stock alert and availability — header band, status pills, product cards and a call to action.
  • Brand kitsSave your own colours and fonts and reuse them on every poster.
  • Colour schemes & texturesSwitch colour schemes and background textures in a click.
  • Export PNG, JPG or PDFDownload a finished poster as PNG, JPG or PDF.
  • Share postersShare a finished poster straight from the studio.
PharmIT SFA Poster Studio designing a stock-alert poster: layout, size and colour-scheme settings on the left, and a live poster with 'In stock tomorrow' and 'Limited' pills and product cards on the right, with PNG, JPG, PDF and Share buttons.

Tour programme

Plan the month. Lock the day.

Reps build next month’s plan from their standard tour programme and beats; managers review and approve it. Once the day begins, the day plan locks and beat compliance measures what was actually worked.

  • My STPA representative's standard tour programme — the beats they are expected to work.
  • Create Tour PlanBuilds next month's plan, day by day, for approval.
  • Manage ToursManager view to review, amend and approve team tour plans.
  • Beat ManagementDefines beats and the customers on each.
  • Day PlanThe plan for today, activated and locked once the day begins.
  • Beat ComplianceMeasures whether beats were worked as planned.

Call reporting

Every call verified at the doctor’s door.

A face scan and the phone’s location confirm the visit before it is reported. Managers approve daily call reports, see missed calls and track the team on a live map.

  • Call ReportingThe daily call report — who was met, what was detailed, what was sampled.
  • Face-recognition call reportingA face scan at the point of call verifies the visit before it is reported.
  • Geo-tagged visit proofEvery reported call carries its location, so proxy reporting is ruled out.
  • DCR ApprovalApproves or returns submitted call reports.
  • Field TrackingWhere the team is, on a live map.
  • Missed Call ReportPlanned calls that never happened.

Orders & hospitals

Prescriber demand, booked and approved from the field.

Reps book POB orders within their sanctioned limits; anything above goes for approval. Hospitals are registered through a CRF with an approval chain and billed at their agreed price matrix.

  • POB OrdersPrescription-orientated business booked by the field, routed to the ERP.
  • PoB Order ApprovalsApproval queue for field-booked orders.
  • Employee Order LimitsCaps the value a representative may book without sign-off.
  • Hospital CRFCustomer registration form for onboarding a hospital.
  • Hospital OrdersOrders raised against hospitals, approved line by line.
  • Hospital Price MatrixAgreed hospital-specific prices, uploaded in bulk.

E-detailing

Detail the doctor from the call screen — the right material, every time.

The rep opens e-detailing from the doctor’s call, next to samples, Rx and POB. Materials marked mandatory for a product are locked in, the approved version is always the one shown, and everything selected plays as one session. Head office sees what was shown, for how long and to whom.

  • Detail from the call screenOpen e-detailing from the doctor’s call screen, next to samples, Rx, RCPA, gifts and POB.
  • Mandatory materialsMaterials a product must be detailed with are marked mandatory and locked into the session.
  • One-session presentationSelected materials across products are presented to the doctor as one session.
  • Versioned materialsEach material carries its version, so the field always presents the approved one.
  • Visualize ConfigControls which material each team or division sees.
  • AnalyticsWhich content was shown, for how long, and to whom.
The PharmIT SFA tablet app during a doctor call: call actions on the left and the e-detailing panel on the right with three product materials, two marked mandatory, selected to present as one session.

LMS · Training

LMS: train the field in the app they already use.

Courses reach every rep inside the PharmIT SFA app. Quizzes check what was learned, and a certificate records each completion — so training is tracked the same way calls are.

  • CoursesTraining courses delivered to the field inside the SFA app.
  • QuizzesQuizzes that check what each rep has learned.
  • CertificatesA certificate recorded for every course completed.

Samples & expenses

Samples and claims the rep carries in one app.

Sample allocations land in the rep’s stock ledger batch by batch, requests go for approval, and daily expenses roll up into the monthly claim.

  • Sample AllocationsSample envelopes allocated to representatives, clonable across a team.
  • Sample Stock LedgerBatch-wise opening, received, distributed and closing per representative.
  • Sample RequestsField requests for sample stock.
  • Promotional AllocationsPromotional items allocated to representatives.
  • Daily ExpenseDay-wise expense claim raised by the field.
  • Monthly StatementConsolidated monthly claim submitted for approval.

Reports

Every report is a dashboard — with the data rows behind it.

All 46 field reports open as a dashboard: KPI tiles, gauges, funnels and trends, with AI insights and a forecast for the period. One click switches to the detail rows behind it. Change the period, filter, export to PDF or Excel, or ask a question in plain English.

  • Reports CenterAll 46 field reports in one place, by category, with favourites, recents and search.
  • Dashboard on every reportEvery report opens as a dashboard — KPI tiles with sparklines, gauges, funnels, trends and league tables.
  • Detail rows behind every dashboardOne click switches any report from its dashboard to the data rows behind it.
  • AI insights on reportsFindings for the selected period, written on the report.
  • Forecast & scenariosA projection for the next period with pessimistic, base and optimistic scenarios.
  • Ask in plain EnglishAsk a question about your metrics — ‘what is my call average this month?’ — and get the answer from the reports.

Stay connected

Chat and video meetings inside the field app.

Team messaging with files and images, company news the rep acknowledges, and V Meet video meetings for up to 200 people — with attendance and minutes — on mobile and web. No extra app.

  • ChatInternal messaging between field and office.
  • V Meet for up to 200Video meetings inside the SFA app for up to 200 participants, on mobile and web.
  • Meeting attendance & minutesDownload who attended and keep minutes of every meeting.
  • External invitees & screen sharingInvite people outside the company and share a screen.
  • News BroadcastsCompany announcements pushed to the field.
  • Action ItemsTasks agreed in a meeting, tracked to closure.

Connected platform

Works as one system with the rest of PharmIT.

Nothing is re-keyed and nothing is exported overnight. What happens in SFA reaches the other apps as it happens.

How the platform connects
  • Automatic order intakeAn order booked by a representative arrives in the ERP as a real sale order, with no re-entry.
  • Approval before postingOrders above a representative's limit wait for sign-off before they reach the ERP.
  • Live order statusInvoiced, dispatched or short-supplied — the representative sees it on their own dashboard.
  • Sample dispatchesSamples sent from the ERP land in the representative's stockbook to accept or reject.
  • Primary salesTrade sales flow back so the field compares primary against secondary.
  • Attendance from the fieldDays worked in the field app become the attendance record payroll runs on.

Everything in SFA

What’s in SFA, module by module.

Pick a module to see what it does, or search across all 19 at once.

19 modules · 180 features

Tour Programme

8 features
  • My STPA representative's standard tour programme — the beats they are expected to work.
  • Create Tour PlanBuilds next month's plan, day by day, for approval.
  • Manage ToursManager view to review, amend and approve team tour plans.
  • Day PlanThe plan for today, activated and locked once the day begins.
  • Beat ManagementDefines beats and the customers on each.
  • Beat TemplatesReusable beat patterns applied to new joiners or territories.
  • Patch ManagementAssigns geographic patches to representatives.
  • Beat ComplianceMeasures whether beats were worked as planned.

Call Reporting (DCR)

9 features
  • Call ReportingThe daily call report — who was met, what was detailed, what was sampled.
  • Team VisitsManager view of every visit the team logged.
  • Team Day PlansWhat each team member planned for the day.
  • DCR ApprovalApproves or returns submitted call reports.
  • DCR SummaryCondensed view of reporting across a period.
  • Deleted VisitsAudit of visits removed after submission.
  • Visit DeletionControlled deletion of a visit, with reason.
  • Face-recognition call reportingA face scan at the point of call verifies the visit before it is reported.
  • Geo-tagged visit proofEvery reported call carries its location, so proxy reporting is ruled out.

Orders & Prescriber Demand

14 features
  • POB OrdersPrescription-orientated business booked by the field, routed to the ERP.
  • PoB Order ApprovalsApproval queue for field-booked orders.
  • Order Approval RulesConfigurable rules deciding which orders need approval.
  • Employee Order LimitsCaps the value a representative may book without sign-off.
  • PoB Order AuditFull audit trail of an order's approval history.
  • Hospital CRFCustomer registration form for onboarding a hospital.
  • Hospital CRF ApprovalsReviews and approves hospital registrations.
  • Hospital OrdersOrders raised against hospitals, approved line by line.
  • Hospital Order ApprovalApproval queue for hospital orders.
  • Hospital Price MatrixAgreed hospital-specific prices, uploaded in bulk.
  • CRF Approval ChainDefines who signs off a registration, in what order.
  • Order DashboardsOrder analysis by product, hospital, representative, doctor or stockist.
  • Over-Limit OrdersOrders that exceeded a representative's sanctioned limit.
  • Slab DistributionHow orders spread across discount or quantity slabs.

CRM

11 features
  • CRM doctor listEvery doctor you invest in, with invested, returned, return above baseline, multiple and status — for my doctors, my team or the company.
  • Investment proposalsA rep proposes an investment in a doctor — a CME, journal, conference, health camp, clinic support or business support — for approval.
  • CRM activity typesThe company defines the activity types, each with its category, ROI window, cap, proof requirement and approval rule.
  • Approvals along the hierarchyProposals move up the rep’s reporting line — one, two or three levels, as you configure — with HO approval above an amount you set.
  • Batch approval & remindersSmall proposals can be approved together, and approvers are reminded after a set number of working days.
  • Spending limitsA yearly limit per doctor, a monthly limit per rep, and a tolerance for spend over the approved amount.
  • Monthly ROI entryEach month the rep records the business the doctor gave, as quantity per brand valued at PTS, PTR or MRP — with entry windows and locked months.
  • Return above baselineReturns are measured against last year’s baseline, so the multiple shows what the investment added.
  • CRM reportsInvestment against return by month, doctor league, year view, approvals, activity, HQ roll-up, brands, budgets, forecast and payments — each chart with its table, exported to Excel or PDF.
  • Import from ExcelBring your existing doctor investment records in from a spreadsheet.
  • CRM settingsOne set of rules for the whole company — valuation price, balances, expiry, approvers, limits and what reps enter — with suggested defaults to start from.

Samples & Promotional Items

5 features
  • Sample AllocationsSample envelopes allocated to representatives, clonable across a team.
  • Sample RequestsField requests for sample stock.
  • Sample InvoicesInvoices covering samples issued to the field.
  • Promotional AllocationsPromotional items allocated to representatives.
  • Sample Stock LedgerBatch-wise opening, received, distributed and closing per representative.

Expenses

4 features
  • Daily ExpenseDay-wise expense claim raised by the field.
  • Monthly StatementConsolidated monthly claim submitted for approval.
  • Edit ExpensesManager correction of a submitted claim.
  • DCR ApprovalsApproves the call reports that expense claims are built on.

E-Detailing

8 features
  • MaterialsDigital detailing content published to the field.
  • Visualize ConfigControls which material each team or division sees.
  • AnalyticsWhich content was shown, for how long, and to whom.
  • Detail from the call screenOpen e-detailing from the doctor’s call screen, next to samples, Rx, RCPA, gifts and POB.
  • Mandatory materialsMaterials a product must be detailed with are marked mandatory and locked into the session.
  • One-session presentationSelected materials across products are presented to the doctor as one session.
  • Versioned materialsEach material carries its version, so the field always presents the approved one.
  • Preview before presentingReps preview any material before they start the presentation.

LMS

3 features
  • CoursesTraining courses delivered to the field inside the SFA app.
  • QuizzesQuizzes that check what each rep has learned.
  • CertificatesA certificate recorded for every course completed.

Customer Registration & Masters

15 features
  • Doctor RegistrationField-initiated doctor onboarding, routed for approval.
  • Chemist RegistrationField-initiated chemist onboarding.
  • Multi Tag DoctorsLinks one doctor to several representatives or divisions.
  • Non-Listed ApprovalsApproves customers created in the field outside the master list.
  • Doctors / Chemists / Stockists / HospitalsThe customer masters the field works against.
  • CustomersUnified customer master across types.
  • EmployeesField staff records, postings and reporting lines.
  • ProductsProduct catalogue visible to the field.
  • Routes / AreasField geography used for beats and coverage.
  • Stockist CoverageWhich stockists serve which territories.
  • Sync Stockists from ERPPulls stockist masters across from the ERP.
  • Device ManagerRegisters and controls the devices representatives may use.
  • Face EnrollmentsFace records used to verify attendance in the field.
  • Tenant OnboardingSets a new company up on the platform.
  • Legacy ImportBrings masters and history across from the previous SFA.

Mapping & Territory

5 features
  • MappingsAssigns work locations, grades and reporting lines to staff.
  • Location MigrationMoves a territory from one representative to another.
  • Hospital MigrationReassigns hospitals between representatives.
  • Leave QuotaSets leave entitlement by role.
  • GeographyState, city and area masters behind field mapping.

Sales Data

9 features
  • Sales AnalysisPrimary and secondary sales analysis for the field.
  • Primary Sales UploadLoads primary sales data from company or stockist files.
  • Primary Sales InvoicesInvoice-level primary sales detail.
  • Secondary Sales DataStockist onward sales, uploaded and parsed.
  • Template MappingMaps a stockist's own spreadsheet columns to the standard format.
  • FTP IntakePicks up sales files automatically from an FTP drop.
  • Sales TargetsTargets set for the field.
  • My TargetA representative's own target and progress.
  • Truncate Sales DataClears a bad upload before reloading.

Reports — Coverage & Calls

14 features
  • Monthly Call Avg & CoverageAverage calls per day and the share of the list covered.
  • Daily Call DetailsEvery call made on a day.
  • Day Wise — Doctor WiseDoctor contact spread across the month.
  • Missed Call ReportPlanned calls that never happened.
  • Emp × Category / Speciality CallsCall mix by customer category and speciality.
  • Category Wise CoverageCoverage achieved within each customer category.
  • Speciality × Category CoverageCoverage cross-tabbed by speciality and category.
  • HQ / Ex-HQ / OS CoverageCoverage split across headquarter, ex-headquarter and outstation.
  • Coverage ReportOverall coverage against the customer list.
  • Customer Visit FrequencyHow often each customer is actually seen.
  • Category / Doctor Visit ComplianceWhether visit norms were met.
  • Call AnalysisDeeper analysis of call quality and mix.
  • MSL Detail ReportPerformance against the must-see list.
  • Executive SummaryOne-page field performance summary for leadership.

Reports — Planning & Attendance

9 features
  • Tour Plan StatusWhether plans were submitted and approved on time.
  • Tour Plan — Date WisePlanned activity laid out by date.
  • Missed Tour PlanningStaff who failed to submit a plan.
  • Missed ReportingDays where no call report was filed.
  • DCR Status — Multiple DaysReporting compliance across a date range.
  • Attendance FormatField attendance in the format payroll expects.
  • Leave RegisterLeave taken across the team.
  • Joint Work SummaryTime managers spent working alongside their team.
  • Joint Work — Category WiseJoint work split by customer category.

Reports — Sales & Expense

12 features
  • Primary vs Secondary SalesCompares what was sold in against what sold through.
  • S1 · Sales AnalysisHeadline sales analysis for the field.
  • S3 · Area-Wise ContributionWhich areas contribute what share.
  • S7 · VIP Doctor ContributionBusiness attributable to key prescribers.
  • S9 · Periodic Doctor VisitVisit frequency against prescriber value.
  • G1 · Sales StatementConsolidated field sales statement.
  • Sales ReportGeneral sales reporting for field teams.
  • Expense Detailed ClaimLine-level detail of an expense claim.
  • Cumulative Expense SummaryExpense totals across a period.
  • Employee Wise ExpenseSpend by representative.
  • Monthly Expense StatementThe monthly claim as submitted.
  • Expense Summary — Head WiseSpend grouped by expense head.

Reports — Masters & Campaigns

11 features
  • Doctor List / By StatePrescriber directory, flat or grouped by state.
  • Retailer List / By StateChemist directory.
  • Stockist List / By StateDistributor directory.
  • Product ListProduct master as the field sees it.
  • User ListField staff directory with roles and postings.
  • Doctor ↔ Retailer MappingWhich chemists serve which prescribers.
  • Campaign Doctor VisitsVisits made under a campaign.
  • Campaign ROIReturn generated by a campaign.
  • E-Detailing ActivityDetailing sessions delivered in the field.
  • Scheduled ReportsReports emailed automatically on a schedule.
  • Upload TemplatesStandard templates for bulk data upload.

Reports Center

8 features
  • Reports CenterAll 46 field reports in one place, by category, with favourites, recents and search.
  • Dashboard on every reportEvery report opens as a dashboard — KPI tiles with sparklines, gauges, funnels, trends and league tables.
  • Detail rows behind every dashboardOne click switches any report from its dashboard to the data rows behind it.
  • Day, week, month, quarterChange the period and date range of any report, with filters on top.
  • AI insights on reportsFindings for the selected period, written on the report.
  • Forecast & scenariosA projection for the next period with pessimistic, base and optimistic scenarios.
  • Ask in plain EnglishAsk a question about your metrics — ‘what is my call average this month?’ — and get the answer from the reports.
  • PDF, Excel & copy linkExport any report to PDF or Excel, or share a link to the exact view.

Collaboration

12 features
  • ChatInternal messaging between field and office.
  • Chat ModerationReviews flagged messages and blocked attempts.
  • V-Meet CalendarScheduled video meetings with the field.
  • Schedule MeetingBooks a meeting and invites attendees.
  • Action ItemsTasks agreed in a meeting, tracked to closure.
  • V-Meet AdminMeeting configuration and usage oversight.
  • News BroadcastsCompany announcements pushed to the field.
  • News FeedWhat the representative sees and acknowledges.
  • V Meet for up to 200Video meetings inside the SFA app for up to 200 participants, on mobile and web.
  • Meeting attendance & minutesDownload who attended and keep minutes of every meeting.
  • External invitees & screen sharingInvite people outside the company and share a screen.
  • Files & images in chatShare files, images and updates in team chat, with real-time notifications.

Poster Studio

8 features
  • Poster templatesDesign a reusable poster layout once and publish it so the team can fill it in and share.
  • Ready-made layoutsStart from layouts such as stock alert and availability — header band, status pills, product cards and a call to action.
  • Poster sizesPreset formats such as a 1800×1200 landscape poster.
  • Brand kitsSave your own colours and fonts and reuse them on every poster.
  • Colour schemes & texturesSwitch colour schemes and background textures in a click.
  • Draft & publishSave a template as a draft and publish it when it is ready for the team.
  • Export PNG, JPG or PDFDownload a finished poster as PNG, JPG or PDF.
  • Share postersShare a finished poster straight from the studio.

Administration & Insights

15 features
  • DashboardHeadline field metrics on landing.
  • InsightsPerformance intelligence across teams and territories.
  • My Pending ApprovalsEverything waiting on the signed-in user.
  • Field TrackingWhere the team is, on a live map.
  • Field ActivityTimeline of what field staff did and when.
  • Location UpdatesRaw location history behind the tracking map.
  • Activity Log / Audit LogSystem and data-change history.
  • Roles & AccessRole-based permissions for the field application.
  • Menu ManagementTurns menu items on or off per company.
  • ControlsPer-company switches that tune field behaviour.
  • SettingsGeneral application configuration.
  • IntegrationsConnections to messaging, mapping and external systems.
  • Data QualitySurfaces gaps and inconsistencies in field master data.
  • Global MastersPlatform-level masters shared across companies.
  • Billing HeadquarterHeadquarters used for billing attribution.

Questions buyers ask

Does the SFA work on the rep’s phone?

Yes. Representatives use the PharmIT SFA mobile app in the field; managers and head office use the same system in a browser on their laptop.

How do you stop proxy call reporting?

Call reporting can require a face scan at the point of call, and every reported visit carries its location. Managers see the live day tracker, missed calls and deleted-visit audits.

Do field orders reach billing automatically?

Yes. A POB order booked by a rep arrives in PharmIT ERP as a real sale order, matched to the ERP product catalogue. Orders above the rep’s limit wait for approval first, and repeated submissions cannot create duplicates.

Do reports only show tables?

No. Every one of the 46 reports opens as a dashboard with KPI tiles, charts, AI insights and a forecast, and a Detail rows view holds the data behind it. Reports can be filtered by day, week, month or quarter, exported to PDF or Excel, scheduled by email, or queried in plain English.

Can we bring history across from our current SFA?

Legacy Import brings masters and history across from your previous SFA, and stockists sync from the ERP rather than being keyed again.

See PharmIT SFA on your own workflow.

Tell us how you bill, sell and pay today. We will walk you through the same work in PharmIT — your products, your schemes, your field structure.

Talk to salesWhatsApp us

or call +91 70422 54214