How Utkarsh India Streamlined Field Sales Operations with BeatRoute SFA Software

“At Utkarsh India, we chose BeatRoute to bring efficiency, transparency, and data-driven insights to our field sales operations. Earlier, we struggled with manual reporting, poor route planning, and limited visibility into sales performance, which impacted productivity and decision-making. BeatRoute solved these challenges with real-time tracking, automated reports, smart route optimization, and a unified data dashboard.

It has streamlined our sales process, improved team accountability, and enhanced market coverage. Most importantly, it’s helped us make better decisions, strengthen customer relationships, and drive consistent growth across the organization.”

— Utkarsh Bansal, Executive Director, Utkarsh India Ltd.

At a Glance

The Challenge

In the building materials industry, field sales teams manage a complex blend of retail and project channels for distribution. Companies like Utkarsh India must coordinate with distributors, dealers, project owners/leads, and influencers like plumbers across geographies—requiring tight control, effective onboarding, and rapid, insight-led decision-making.

Utkarsh India faced persistent pain points in the field:

• Manual reporting that slowed down visibility and response
  
• Poor route planning, resulting in missed opportunities and inefficiencies
  
• Limited visibility into real-time sales performance, impacting productivity and decision-making
  

The Solution

Utkarsh India selected BeatRoute to bring efficiency, transparency, and data-driven insights to its field sales operations. The solution delivered everything Utkarsh stated as essential—real-time tracking, automated reports, smart route optimization, and a unified data dashboard—while also enabling best practices tailored for the building materials industry:

• Channel Engagement & Pipeline Management:
  Utkarsh’s sales teams now seamlessly engage and onboard new distributors, dealers, sub-dealers, builders, contractors, projects, architects, and retailers—supporting both retail and project channels. Every new stakeholder is profiled, and their journey is managed from lead to active partner.
  
• Dealer and Project Lead Management:
  Field reps can onboard new dealers and project accounts on the go, keeping the pipeline strong and supporting Utkarsh’s growth strategy in both established and emerging territories.
  
• Plumber Meets & Feedback:
  Utkarsh’s teams regularly conduct tour visits dedicated to plumber meets, while capturing insights to strengthen engagement with this key influencer group.
  
• Visit Planning & Beat Discipline
  The sales team executes daily visits using optimized visit plans, ensuring complete coverage, check-in/check-out compliance, and visibility on time spent at each site.
  
• Order Capture & Execution:
  Orders are captured in the field for both retail and project channels. The platform supports the application of custom discounts for specific orders, which go through built-in approval workflows, ensuring flexibility with control and compliance.
  
• Performance Insights:
  Managers and admins track progress through unified dashboards and KPIs, with actionable nudges supporting a culture of accountability and continuous improvement.

The Outcome

With BeatRoute, Utkarsh India Limited has:

• Streamlined its sales process
  
• Improved team accountability
  
• Enhanced market coverage
  

Most importantly, BeatRoute has helped Utkarsh India make better decisions, strengthen customer relationships, and drive consistent growth across the organization.

Ready to bring these proven practices to your building materials sales operations? Request a Free Demo and see how industry-specific sales transformation really looks.