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RxRep solution

Sales Force Automation (SFA) for Pharma

Sales force automation for pharma replaces paper reports and spreadsheets with one app: reps log verified visits, managers plan and approve, and head office sees sales against targets.

Updated October 2026 3 min read 7 days free, no card needed

What is sales force automation for pharma?

Sales force automation (SFA) is software that takes the manual work out of running a field sales team. In pharma that means the daily call report, visit planning, sample control, expense claims and sales tracking that reps and managers otherwise do on paper, WhatsApp and Excel.

RxRep automates that work end to end. Reps log doctor and pharmacy visits on their phone with GPS and photo proof, even offline. Plans, new doctors and expenses go to the right manager for approval automatically. Sales and targets update as figures come in, and reports export to Excel and PDF without anyone typing them up.

Why pharma teams automate their field work

  • Daily call reports typed up at night and sent late
  • No reliable proof that visits happened
  • Approvals lost in emails and messages
  • Days spent each month compiling reports
  • Managers can't see what happened in the field today

Key Features

Verified call reporting

Each doctor and pharmacy visit is logged with time, GPS location and optional photo.

Visit planning

Plans for the day or week, sent for approval and compared with what actually happened.

Automatic approvals

Plans, new doctors, tours and expenses go to the person each rep reports to.

Sample control

Samples issued to reps and recorded on each visit, with limits per doctor.

Sales and targets

Sales entered weekly, closed monthly and compared with each rep's targets.

Pathway

Each rep's day on a map with visits in order, the road route and distance.

Offline

Works without signal and sends everything when the phone reconnects.

Reports

Dashboards and reports with Excel and PDF export.

Manual vs automated

Manual field reporting

  • Paper or WhatsApp call reports
  • Visits taken on trust
  • Approvals by phone and email
  • Month-end reports built by hand
  • Samples and expenses in spreadsheets

With RxRep SFA

  • Visits logged on the phone, as they happen
  • GPS and photo proof on every visit
  • One Pending Approval list per manager
  • Reports ready to export any day
  • Samples and claims tied to real visits

Benefits

Hours saved every week
Field data you can trust
Better doctor coverage
Faster approvals
Control over samples and expenses
Clear view of sales against targets

Frequently Asked Questions

A CRM is mainly a record of doctors, pharmacies and interactions. Sales force automation also runs the team's daily work: plans, call reports, approvals, samples, expenses and targets. RxRep does both in one app.

Very little. Reps log a visit in a few taps from the Android app or a phone browser, and the app works offline.

Yes. Plans, new doctors, tours and expense claims appear in the manager's Pending Approval list on phone or computer.

Yes. Reports export to Excel and PDF.

Yes, a 7-day free trial with every module and up to 3 users. No card is needed.

Ready to put sales force automation (sfa) for pharma to work?

From $7 per user per month. Start with a 7-day free trial, or let us show you around first.