Choosing Sales Force Automation Software in Nepal: A Buyer's Checklist
Before you sign anything, check weak-signal behaviour, Nepali screens, VAT invoices, dealer workflows and how the vendor handles your data. A practical, vendor-neutral checklist.
gamitrack team · · 6 min read
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Choosing sales and distribution software is a bit like hiring a senior manager: the wrong choice costs months, and the right one pays back for years. In Nepal there are added questions that generic reviews do not answer. Does it work when the signal drops past Mugling? Are the screens in Nepali? Does the invoice fit local practice? Can a dealer in Dhangadhi use it on a cheap phone?
This is a buyer's checklist you can use with any vendor, including us. We have tried to keep it honest and vendor-neutral. Use it to ask hard questions.
Start with your problems, not features
Write down the five problems you want solved. For example:
- We do not know whether visits really happen.
- Dealer outstanding is unclear.
- Orders are re-typed from books.
- Commission calculations take days.
- We cannot see dealer stock.
Rank them. A tool that solves your top three well is better than one that offers fifty features you will not use.
The checklist
1. Field app basics
- Works on the Android phones your staff actually own, including older models.
- Handles weak signal sensibly: location is queued offline and synced, and anything that needs a connection shows a clear error and can be retried. Test on your worst route.
- Fast to use: a visit and order in under a couple of minutes.
- Nepali and English screens.
- Reasonable battery usage with background location.
2. Visit proof and integrity
- GPS check-in against saved outlet locations.
- Photo proof, with controls against reuse.
- Day start and end, attendance and flags.
- Transparent rules that staff can understand. See stopping fake visits.
3. Orders, pricing and invoices
- Price lists with customer-specific overrides.
- Correct VAT on taxable lines, and numbering that suits your billing rules.
- Clear invoice, challan and credit note documents. Confirm with your tax adviser or IRD whether any approval is required. See IRD-compliant VAT invoices.
- Dispatch checks that match invoices to what left the warehouse.
4. Collections and credit
- Party ledger with aging.
- Support for cash, cheque, bank, eSewa, Khalti and Fonepay records.
- Credit limits and due-day rules.
- Collection plans and reminders. See collecting payments on time.
5. Dealers and secondary sales
- A dealer app or portal for ordering and tracking.
- Primary and secondary sales, and dealer stock counts. See primary vs secondary sales.
- Schemes tied to verified sales.
6. Targets, commissions and reports
- Monthly targets and pace, dealer annual targets.
- Commission rules you can model: rates, slabs, minimum achievement.
- Per-agent reports. See monthly sales reports per agent.
- Exports to Excel or PDF for your accountant.
7. Stock
- Stock by depot, batch and expiry.
- Low-stock and expiry alerts.
- An audit trail of movements.
8. Data, security and ownership
- Who can see what: roles and permissions.
- Where data is hosted and how it is backed up.
- Can you export all your data if you leave?
- Clear terms on privacy and staff location data.
9. Support and onboarding
- Support hours and channels in your time zone and language.
- Help for importing products, customers and balances.
- Training for field staff.
- A roadmap you can ask about, with honesty about what is not built yet.
10. Pricing
- What is charged per user, per company, per module?
- Are there set-up fees or minimums?
- What happens when you add staff or dealers?
- Can you start small?
Scoring your shortlist
A simple weighted table helps you compare candidates. Weight each category by how much it matters to you (1 to 5) and score each tool 0 to 5.
| Category | Weight | Tool A | Tool B | Tool C |
|---|---|---|---|---|
| Behaviour on weak signal | 5 | |||
| Nepali language | 4 | |||
| Invoices and VAT | 5 | |||
| Dealer features | 3 | |||
| Reports | 3 | |||
| Support | 4 | |||
| Price | 3 |
Multiply weight by score and sum. The result is a guide, not a verdict; trust your trial more.
Run a real trial
- Load 20 to 50 of your real products and customers.
- Pick two or three staff on different kinds of routes, including one with poor signal.
- Pick one dealer to test ordering.
- Run for two to four weeks.
- Ask the staff: is it faster or slower than paper?
- Check numbers: do orders, payments and stock agree with your records?
Red flags
- A demo that only shows sample data.
- Reluctance to let you test on a weak-signal route.
- No clear way to export your data.
- Vague answers on tax invoices and local requirements.
- Pressure to sign before a trial.
- Claims with no way to verify them.
Common buyer mistakes
- Buying for features you will not use for a year.
- Skipping staff involvement.
- Not planning data clean-up.
- Ignoring the dealer and shop side.
- Forgetting that adoption is a management job, not a software job. See replacing paper order books, Excel and WhatsApp.
Questions to ask in the demo
Use these questions in every vendor demo, including ours:
- Show me what happens on a weak signal: what is kept on the phone, and how a failed save is shown and retried.
- Show me how a dealer places an order and sees the status.
- Show me an invoice with mixed taxable and exempt lines, and a credit note.
- How do I import 2,000 customers with opening balances?
- How do I correct a mistake in a closed month?
- What can a branch manager see that a salesperson cannot?
- How do I export everything if I leave?
- What does support look like at 8 pm on the last day of the month?
- What is not built yet?
- Can I talk to a customer in a business like mine?
Notice the quality of the answers more than the polish of the slides.
Total cost of ownership
Compare the cost over twelve months, not the sticker price. Include subscription fees, set-up and data import, training time for your staff, the phones or tablets your team needs, and the internal time spent managing the change. Also estimate the benefit: fewer billing errors, faster collections, less overtime in the office, better control of dealer stock. Even rough estimates help you judge whether a tool pays for itself.
Who should be in the decision
Include the sales manager, an accountant, a warehouse lead, a respected field salesperson and, if possible, a dealer. Each sees different problems. A tool picked only by the owner often fails in daily use; a tool picked by users with the owner's backing tends to survive.
After you choose
Plan the first 90 days. In month one, load clean data and pilot with one team. In month two, extend to all field staff and invite your top dealers. In month three, review the numbers against your original list of problems and decide what to switch on next. Choosing the tool is the start of the project, not the end.
Where gamitrack fits, honestly
gamitrack is built for Nepali production and distribution companies. It covers a field sales app, a dealer app, orders to invoices and payments, party ledger and aging, stock by batch and expiry, routes and visits with GPS and photo proof, territories, targets, commissions, returns, expenses, delivery and a printable monthly agent report. It works in Nepali and English, with Bikram Sambat dates and 13% VAT invoices. Some things are still in development, such as extra reports, and background tracking on every device type is still being tested. If your needs are very different, such as a large retail chain with point-of-sale, another tool may suit you better.
Compare us using the checklist above. Start a free trial and test it on your own route. See our industry pages for masala and spices, pharma distribution and tea and coffee.
Key takeaways
- Define your top problems first, then check features against them.
- Test weak-signal behaviour, Nepali screens and invoices on a real route.
- Check data ownership, support and total cost.
- Trial with your own data before deciding.
Frequently asked questions
What is sales force automation software?
It is software that supports field sales work: routes, visits, orders, collections, targets and reports, usually through a mobile app for staff and a web console for managers.
Do I need separate software for distribution management?
Some tools cover only field sales, others also cover dealers, stock, invoices and ledgers. Decide which jobs you need in one place before comparing tools.
Is cloud software safe for business data?
It can be, depending on the vendor. Ask about access controls, backups, where data is stored, and how you can export your data.
Should I pick the cheapest option?
Price matters, but so do fit, support, and the cost of switching later. Compare the total cost over a year, including set-up and training.
How should I run a trial?
Use your own products, customers and a real route with two or three staff for a few weeks. A demo with sample data tells you little about your business.
Put this playbook to work
gamitrack gives your salespeople, delivery staff and dealers one app — and you one place to see sales and stock.