NitiApp for Sales Force Operations

Daily Impact by the Numbers Powering Day-to-Day Productivity for Sales Managers & Field Teams

2+

Hrs Saved Daily per Manager

3x

Faster Field Report Approvals

99%

Geo-Verified Field Visits

95%

Increase in Call Reporting Compliance

90%

Reduction in Manual Excel Work

Sources: IQVIA, McKinsey, Deloitte Healthcare, BCC Research

Key Features for Sales Force Operations

Built to Streamline Execution, Boost Productivity & Ensure Field Compliance

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Smart & AI-Powered (MTP) Month Tour Planning

Leverage AI to build intelligent Month Tour Plans (MTP) that drive efficiency and growth. NitiApp’s smart engine factors in missed outlets, outlet visit frequency, inclusion/exclusion planning, and priority mapping. Easily replicate plans from last month or generate based on a 3-month average to ensure consistent coverage.

Optimize sales coverage by focusing field efforts on the right doctors, pharmacies, hospitals, chemists, KAMs, and high-priority HCPs—maximizing ROI and reducing effort.

  • Auto-generate MTPs using sales data, geography, potential, and visit history
  • Factor in missed outlets, frequency gaps, and high-value HCPs
  • Enable one-click duplication from previous month or generate based on 3-month averages
  • Ensure balanced allocation across field teams and territories
  • Adapt plans dynamically to changes in team structure or market shifts
  • Minimize manual errors with AI-powered predictive insights

Doctor & Outlet Profiling & Segmentation

Maintain a single source of truth for every outlet with NitiApp’s dynamic profiling system. Accurately map and unify doctor or outlet profiles across multiple locations and divisions to create a “golden record.” Enrich data with tags, specialties, focus products, and behavioral patterns to enable precise segmentation and targeted engagement.

  • Tag doctors with class (A/B/C), specialty, prescription behavior
  • Maintain visit frequency, preferences, and product focus
  • Enable segmentation for campaigns and brand targeting
  • View historical interaction logs and call outcomes
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Leave Management & Control

Simplify and centralize leave tracking across divisions, states, regions, and HQs. NitiApp enables rule-based leave policies for casual, paid, maternity, and paternity leaves—ensuring compliance, visibility, and control for SFO teams. Field reps apply directly via the mobile app, while SFO users monitor trends, approvals, and usage in real time.

  • Paperless leave applications auto routed to reporting managers
  • Real-time visibility into individual and team leave balances and statuses
  • Division-wise and zone-wise leave calendar for better territory planning
  • Configurable approval hierarchy with policy-based validations
  • Leave utilization and consumption reports available to SFOs for audits and monthly reviews
  • Alerts on overlapping leaves to avoid field coverage gaps
  • Seamless integration with attendance, payroll, and compliance reports

Policy-Compliant Attendance Tracking

Ensure accurate, policy-driven attendance with fully configurable rules, geo-fencing, and compliance conditions. NitiApp enables SFO users to monitor field activity adherence, enforce attendance norms, and seamlessly link data with payroll or HRMS systems for salary processing and audits.

  • Mobile, iPad and Tablet-based check-in/out with real-time geo-verification
  • Geo-fencing to ensure attendance is marked from assigned field locations
  • Rule-based restrictions (e.g., account-lockout if attendance not marked for 'X' days)
  • Attendance summary and compliance tracking at rep, HQ, or division level
  • Seamless integration with HRMS or payroll for automated salary input
  • Audit-ready attendance reports for salary disbursement and field productivity analysis
  • Exception alerts for late marking, location mismatches, or non-compliance
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Geo-Tagging and Geo-Fencing

Boost field discipline and compliance using intelligent geo-location tools for every key activity—attendance, DCR, RCPA, and POB order capture. With customizable geo-fencing at the division, region, or patch level, SFOs can ensure their team is at the right place, every time.

  • Real-time geo-tagging of field activities, including visits and order logging
  • Set radius-based geo-fences for doctor clinics, chemists, hospitals, or KAM locations
  • Auto-trigger alerts or restrictions on out-of-zone submissions
  • Get a team members’ locations to optimize joint field planning
  • Access geo-compliance reports to support audits, productivity reviews, and incentives

Joint Working Logs with Feedback

Enable managers to record collaborative visits and give immediate coaching input.

  • Log joint visits with timestamp and location
  • Provide structured feedback on product pitch, objection handling
  • Reps can acknowledge or respond to inputs
  • Use logs in appraisals or training
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Manager Visit Audits

Empower field managers to evaluate ground-level execution with standard checklists.

  • Conduct structured audits during market visits
  • Record compliance, product visibility, and rep performance
  • Attach photos and notes
  • Sync audit data with dashboards

E-Detailing with Multi-Language Support

Deliver impactful brand messaging with multilingual visual aids.

  • Upload rich media assets for detailing
  • Support for regional languages and dialects
  • Track doctor engagement time and content seen
  • Offline detailing for low-connectivity zones
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Interactive Quizzes and Assessments

Boost field force knowledge through gamified assessments.

  • Quiz reps on product knowledge and objection handling
  • Auto-grade and share performance results
  • Use scores in promotions or incentives
  • Run division or territory-wise contests

Access to Learning Materials

Give reps always-on access to updated product, compliance, and soft skill resources.

  • Upload PDFs, videos, and decks in organized folders
  • Searchable content library
  • Track viewed materials per user
  • Push learning modules based on territory needs
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AI-Driven Nudges

Guide reps with timely, contextual prompts to improve execution.

  • Nudges for low visit coverage or incomplete reporting
  • Recommend top customers to visit based on past data
  • Suggest best time slots for high engagement
  • Coach reps using behavioral data

Route & Beat Plan Management

Simplify daily visit planning and ensure optimized route coverage.

  • Monthly beat plan submission and approval
  • Daily visit plan with smart route suggestions
  • View missed vs. completed visits
  • Beat deviation reports
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Automated Expense Claims

Digitize travel and field-related reimbursements with full transparency.

  • Upload bills directly from mobile
  • Auto-validate against entitlements and rules
  • Manager approval and finance dashboard
  • Reduce claim cycle time

Sample & Gift Distribution Tracking

Ensure ethical distribution of promotional items in the field.

  • Log each sample or gift shared per doctor
  • Set monthly distribution limits per rep
  • Capture digital consent/acknowledgment
  • Get real-time inventory consumption reports
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Comprehensive Pharma Solutions Across Industry Verticals

NitiApp supports diverse pharma verticals—from prescription drugs to OTC, animal health, hospitals, diagnostics, devices, and
key accounts—delivering tailored technology that drives efficiency and growth.

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Pharma

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OTC

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Animal Health

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Hospitals

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Diagnostics

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Devices

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Equipmment

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Key Accounts

Trusted by Global Pharma Leaders

Join the ranks of top pharma companies that rely on our world-class solutions for sustainable growth and efficiency.

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Customer Success Stories

Real Results, Real Impact. Discover how leading companies achieve excellence with NitiApp's transformative solutions.

Khagen Shah

IT Head

We partnered with Archisys to develop an Expense Management solution for our field force, and they exceeded our expectations. Their deep understanding of UI/UX, business processes, and enterprise workflows ensured a seamless experience. What truly set them apart was their hands-on support during adoption and go-live—proactive, responsive, and committed to our success. Highly recommended!

Omega Elevators

Ashish Srivastava

Associate V.P

Working with Niti's dynamic team was a transformative experience. They not only delivered a robust patient tracking app but also inspired confidence in the product’s potential. Their relentless focus on quality enabled us to thrive across multiple verticals, seamlessly implementing multi-language functionality across international markets.

Biotech Healthcare

Mayur Shah

Manager – Purchase

Niti's team played a crucial role in building our bidding portal, an essential bridge between manufacturing and supply. From discovery to product enhancement, their structured approach and attention to detail were remarkable. They provided consistent guidance at every milestone, ensuring smooth execution and delivering a quality product that exceeded expectations.

Biotech Vision Care Pvt. Ltd.

Aarohi Trivedi

AGM – Marketing Communications

The Niti team’s expertise and enthusiasm helped us reimagine the doctor-patient relationship by eliminating digital barriers. Their innovative approach across multiple projects in the healthcare domain delivered exceptional results. With Niti, we experienced a brand that prioritizes impactful solutions, quality processes, and genuine partnership, making them a go-to choice for digital transformation.

Biotech Vision Care Pvt. Ltd.

Let’s Talk Strategy, Scale & Execution

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About Niti

AI-driven pharma solutions that boost efficiency, streamline operations, and deliver global standards of excellence.

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