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Market Activity Management

Measured Activities.
Efficient Sales.

"Streamlined and Measured Market Activities. Efficient Sales."

A rich set of tools to plan and monitor Market Activities of your Field Warriors — effectively managing Sales, Promotions, Compliance and KPIs. The first and most immediate benefit: streamlining of the entire Sales Force effort and standardisation of activity workflows for better market controls and predictable results.

Market Activity Management
Use directio

Streamline day-to-day activities.
Enhance market controls.

Align your entire Sales Team's Market Activities and Coverage Plans with Sales Targets, Brand Strategy and overall Company Targets — through a combination of web-based planning tools and real-time mobile execution for your field force.

Market Activity Management

The combination of a Web Planning & Manager Approval tool and a Mobile Application for Field-level execution ensures real-time monitoring and measurement of all Field Activity effectiveness — closing the loop between what was planned and what actually happened in the market.

  • Standardise activity workflows across your entire Sales Force — eliminating inconsistency and ad-hoc market behaviour
  • Objective-driven journey plans for more effective outlet visits and optimised daily cost
  • Manager visibility of field activity in real time — no more end-of-day surprises
  • Compliance measurement at outlet, beat and territory level — identifying gaps before they become problems
  • Activity linked to Sales Achievement — connecting effort to outcomes with data
  • WFH and remote activity management — fully relevant for hybrid field operations

There Cannot Be a More Relevant Time

Keeping your Sales Force safety in mind and the new normal post-COVID — directio Activity Management supports hybrid field operations, remote market monitoring and WFH activity tracking. Built for how Sales Teams actually operate today.

How It Works

Web planning meets
mobile execution

Two layers working in real time — Managers plan and approve on Web, Field Warriors execute and report on Mobile. Every activity measured, every visit accountable.

Web — Planning & Manager Layer

Plan. Approve. Monitor.

Managers design journey plans, set activity targets, approve expense claims and monitor real-time field activity from a single web dashboard — giving full visibility without being in the market.

  • Journey Plan (PJP) design — beat-wise, day-wise, territory-wise
  • Activity target setting aligned to Sales and Brand Strategy
  • Multi-level travel and expense approval workflows
  • Real-time field activity monitoring dashboard
  • Compliance and KPI reporting at individual and team level
  • Market feedback and survey design tools
Mobile — Field Execution Layer

Execute. Report. Improve.

Field Warriors execute their planned activities on mobile — checking in at outlets, capturing activity data, submitting expense claims and viewing their own KPI performance in real time.

  • Beat-wise outlet check-in with Geo-tagging
  • Activity capture — surveys, audits, product placements
  • Easy travel bill entry at the point of travel
  • Real-time KPI self-scoring and incentive visibility
  • Digital Dockets and brand communication at outlet
  • Offline capability — works in low-bandwidth areas
Strategic Alignment

Every activity aligned to
every company target

Use the directio Market Activity Management Solution to align your entire Sales Team's Market Activities and Coverage Plans with Sales Targets, Brand Strategy and overall Company Targets — from the CEO's dashboard to the last field officer's mobile screen.

🎯

Sales Targets

Individual, team, territory and product-level targets cascaded from corporate goals

📢

Brand Strategy

Promotional priorities, new launches and brand focus areas pushed to field in real time

🏆

KPIs & Goals

Configurable KPIs per role, self-scoring dashboards and gamification for performance improvement

Compliance

Process compliance measurement with predictive analytics to identify improvement areas early

📊 Predictable Results

Standardised activities create predictable outcomes — when every Field Officer follows the same proven workflow, market results become forecastable and improvable.

🔄 Continuous Improvement Loop

Real-time compliance data + analytics = continuous identification of improvement areas, process redesign and faster course correction — without waiting for monthly reviews.

📱 Works for WFH & Hybrid Teams

Remote activity tracking, virtual market visits and digital reporting ensure Sales Team productivity is measured and managed regardless of whether the field officer is in the market or working remotely.

Direct Benefits

Immediate, measurable
impact on your business

These are not theoretical benefits — they are the immediate, direct outcomes observed when enterprises implement the directio Market Activity Management Solution.

📈

Improved Sales with Lesser Effort & Budget

Effective management of day-to-day operations leads to better Sales outcomes — with the same or fewer resources, because every field visit is purposeful, planned and measured.

🗺️

Objective-driven Journey Plans

More effective outlet visits and optimised daily cost — Objective-driven PJPs ensure Field Officers spend time where it generates the most return, not where habit takes them.

💸

Effective Control of Sales Spends

Expense statements linked to actual tour and activity plans — and to Sales Achievements. Know exactly what was spent, where, by whom and what it produced.

🏘️

Better Market Coverage & Performance

Structured beat plans and compliance tracking ensure no outlet is missed, no market is neglected and coverage gaps are identified and filled before they cost you market share.

📦

Better Stock Liquidation with Expiry Alerts

Real-time stock visibility at Distributor and Outlet level with automatic expiry alerts — enabling proactive stock push before expiry becomes a write-off and a retailer relationship problem.

💳

Better Collections & Outstanding Management

Integrated collections tracking with real-time alerts and credit cycle management — reducing outstanding amounts, reducing bad debt risk and improving distributor and retailer cash flow.

📋

Regular Market Feedback & Insights

Structured daily, weekly and monthly market feedback collection — new launches, competitor activity, consumer sentiment and retailer issues captured systematically and analysed centrally.

🔍

Better Competition Tracking

Systematic competitor data collection at the outlet level — pricing, promotions, shelf share and new product launches — giving you timely, accurate competitive intelligence from the ground up.

🤝

Stronger Retailer Relationships

Regular, purposeful outlet visits with digital communication tools build retailer trust and loyalty — turning passive stockists into active brand advocates who push your products over competitors.

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