Walk into every dealer knowing what they owe, what they order and what to sell next.
F1 Agent helps distribution businesses plan dealer coverage by value, brief reps with order history and outstanding amounts before each meeting, capture orders and returns on the spot, and control the travel cost of a wide territory. Every visit lands in your Salesforce.
Built natively on Salesforce · by Cloud Ingenious, a Salesforce Summit Partner
Pre visit briefing · 2:30 PM
Shree Balaji Traders, Jaipur
Tier 1 dealer
Outstanding
₹3.84L
₹1.1L over 60 days
Last order
18 days
Usual cycle 12 days
Open returns
2
Transit damage
Lumina Sales Coach
Last visit: dealer asked for a credit note on 2 damaged cartons. Still open.
Order is 6 days late against his usual cycle. Ask about stock of fast movers.
Pitch the new 25kg pack. Three dealers in this district added it last month.
Check inNavigate · 14 min
In short
F1 Agent for distribution is a Salesforce native field sales app for companies whose reps visit dealers, distributors, stockists and sub dealers across large territories.
It prioritizes which dealers to visit with AI, builds beats and optimized routes, and gives reps a Lumina AI briefing with previous meetings, order history and outstanding amounts before each visit.
During the visit reps capture orders, return orders, competitor information and custom forms. Managers see territory coverage, visit outcomes and policy controlled expenses in Salesforce. F1 Agent is built by Cloud Ingenious, a Salesforce Summit Partner.
The field reality of distribution
A dealer relationship is held in one rep's head, and it leaves when he does.
Distribution reps cover fewer accounts than an FMCG salesman, but each one is worth far more. A dealer may buy across many product lines, carry a running credit balance, argue about a damaged consignment and quietly push a competitor's stock. The rep travels 150 km to see him, and the visit outcome is a phone call to the office.
80/20
Visits follow habit, not value
Reps visit the dealers who are friendly and close. The high potential dealer two towns away waits a month, and the sub dealer network nobody maps grows on its own.
3 apps
Context lives everywhere except the visit
Orders in the ERP, dues on an accounts report, the last meeting in a notebook. The rep walks in without knowing the dealer is 60 days overdue or waiting on a credit note.
150 km
Wide territories, uncontrolled travel
Outstation trips, hotels and daily allowances vary by city. Claims are approved on trust, and nobody can tell whether a three day trip covered three dealers or twelve.
What good dealer management looks like
Stop treating a dealer visit as an order pickup.
In distribution, the order is often placed by phone anyway. What the visit is really for is the relationship around the order: dues, disputes, stock of slow lines, competitor pressure, new sub dealers. The teams that grow wallet share prepare for each visit and record what happened, so the next one starts where this one ended.
The order pickup visit
Dealer chosen because he is on the way
Rep checks the ERP on his phone in the car park, if network allows
Order written down, sent by WhatsApp to the depot
Damaged stock complaint noted, forgotten by next month
Manager learns about the competitor scheme from a lost order
The account visit, with F1 Agent
AI recommends the dealer by order potential and priority
Lumina briefs the rep: last meetings, order history, outstanding amount, what to pitch
Order captured as a visit task against the dealer's Salesforce account
Return order recorded with reason and photo, visible to the back office
Competitor analysis captured as structured data the manager can report on
How many of your dealers have gone a month without a visit?
Send your dealer list with tiers and last visit dates. We will map coverage gaps by territory and show the AI recommended beat for your top reps.
City tier and outstation policies, hard and soft limits, AI bill scan.
Unverifiable travel and hotel claims.
Lower cost per dealer visit
Travel and expense control for wide territories
Outstation trips that pay for themselves, and claims you can defend.
Distribution reps spend nights away and claim hotels, food and daily allowances that differ between a metro and a district town. F1 Agent applies your policy as the claim is made: local versus outstation rules, city tier allowances, limits by role, and hard or soft caps that either block the claim or route the exception for approval.
For reps on their own vehicles, odometer readings are compared with Google mapped distance, and you choose which one to reimburse, or the lower of the two. AI reads the bill so the rep does not type amounts and dates.
Manager comment on hotel: "Approved, Bhilwara has no Tier 3 option on this route." Rep sees it in the app.
Use cases
Where distribution teams feel it first.
Dealer prioritization
Top dealers going unvisited while reps chase easy calls
Situation
A building materials distributor finds that 30% of its Tier 1 dealers had no visit in the last 30 days, while friendly Tier 3 dealers were visited weekly.
With F1 Agent
AI beat recommendations rank dealers by order potential and priority each week. Customer level visit history and cancellation reasons show managers where coverage is slipping.
Outcome
Tier 1 coverage recovers within one cycle, and visits shift toward dealers with real order potential.
Returns
Return disputes souring good dealer relationships
Situation
Transit damaged and slow moving stock is reported to reps verbally. Credit notes take weeks and dealers hold back payments in protest.
With F1 Agent
Reps raise return orders during the visit with a reason and photo. The return is visible on the dealer account, and Lumina reminds the next rep that a return is still open.
Outcome
Returns are processed from a clean record, and the conversation moves back to new orders.
Outstation coverage
Three day trips that cover six dealers
Situation
Reps travel to district towns and report long days, but managers cannot see how many dealers were actually met or what the trip cost per dealer.
With F1 Agent
The AI multi day route planner builds the trip, check in and check out record each visit, and outstation expense rules apply city tier limits as claims are made.
Outcome
More dealers per trip and a cost per dealer visit that finance can see.
Distribution models we see
Different channels, the same need for visible dealer coverage.
Building materials and hardware
Large tickets, credit heavy dealers and a long tail of sub dealers. Outstanding context in the Lumina briefing and nearby discovery of new hardware stores matter most.
Pharmaceutical and healthcare distribution
Stockists, chemists and institutional buyers on regular cycles. Beats with approval, return orders for near expiry stock and detailed custom forms fit the channel.
Auto parts and lubricants
Workshops and retailers spread across highways and industrial areas. Route optimization and competitor capture on schemes and pricing drive the value.
Agri inputs
Seasonal demand and rural territories with long travel. The multi day planner, travel mode configuration and outstation expense rules keep coverage affordable in peak season.
Electricals and consumer durables trade
Dealers carry many brands. Competitor analysis, product pitch recommendations from Lumina and order capture help win share of the dealer counter. For the service side of durables, see appliances and electronics.
What distribution teams measure after rollout.
35%more Tier 1 dealer visits per month
30%less travel time with multi day route planning
22%lower outstation expense per dealer visited
100%of missed visits recorded with a reason
Illustrative figures from F1 Agent deployments. Results depend on territory size, dealer mix and rollout scope.
Why F1 Agent
The trade offs, laid out plainly.
Need
Excel, calls and WhatsApp
Field app outside Salesforce
Build it in Salesforce
F1 Agent
Dealer context at the visit
Rep's memory
Partial, synced copies
Records available, rep must search
Lumina summary of meetings, orders and dues
Which dealer to visit
Habit
Fixed beat lists
Custom logic to build and maintain
AI recommendations by potential, priority and territory
Orders and returns
Re-typed at the depot
Captured, then integrated
Possible, needs mobile UX work
Visit tasks on the dealer account
Outstation expense policy
Checked by hand, if at all
Often a separate tool
Build per rule
City tier, local or outstation, hard and soft limits
Honest limitation
Fine for a few reps
Good if Salesforce is not your CRM
Right for very unusual processes
Requires a Salesforce org; ERP data must be available in Salesforce for dues context
A low risk way to start
Prove it with one region's dealers first.
Pilot one region. A regional manager and their reps, measured against last quarter's dealer coverage.
Configure to your channel. Dealer tiers, visit tasks, forms, travel modes and expense policy set to how you already operate.
Your existing Salesforce org. Dealers, products and users stay where they are. No second CRM.
Phased rollout. Add Lumina coaching and AI route planning once visits and orders are running.
"My reps used to walk into a dealer and get ambushed about a pending credit note. Now Lumina tells them before they park. The conversation starts on our terms, and the order is bigger."
F1 Agent is a Salesforce native field sales app for companies whose reps visit dealers, distributors, stockists and sub dealers. It covers territory management, AI dealer prioritization, beat planning with approval, route optimization, visit check in and check out, order and return capture, competitor analysis, custom forms, nearby discovery, expense management and manager dashboards, with Lumina AI as a sales coach.
Can reps see a dealer’s outstanding amount before the visit?
Yes, where that data is available in Salesforce. Lumina Sales Coach brings together previous meetings, order history, outstanding amount and recommended products, so the rep knows the context before walking in.
Does F1 Agent replace our ERP or DMS?
No. F1 Agent runs on Salesforce and handles field execution: planning, visits, orders, returns and expenses. Order and outstanding data can flow between your ERP and Salesforce through your existing integration approach.
How does AI decide which dealers to visit?
AI beat recommendations use factors such as order potential, opportunity potential, customer priority, territory and other customer information to identify higher value dealers, and group them geographically for a practical day plan.
Can we plan multi day outstation trips?
Yes. Beats can cover a range of days, and the AI multi day route planner decides which dealers to visit on which day. Route optimization then sequences each day by travel distance.
How are returns handled during a dealer visit?
Return orders are a visit task. The rep records the returned products, quantities and reason, and can attach photographs. The return sits on the dealer account in Salesforce for the back office and the next rep.
Can expense rules differ for local and outstation travel?
Yes. You can configure categories, local versus outstation rules, territory and city tier based limits, limits by user, role or profile, expense buckets, and hard or soft limits with an approval workflow.
Can managers require approval for a rep’s weekly plan?
Yes. Beat plans can go through an approval process so a proposed coverage plan is reviewed by a manager before it becomes final.
How do we find new dealers or sub dealers?
Nearby Search shows existing accounts and businesses from Google listings that are not yet in your Salesforce. Reps can create them as leads, navigate there and log an unplanned visit. Visiting card scanning fills the details automatically.
How do we get started?
Start with a pilot in one region, configured to your dealer tiers, visit tasks and expense policy, on your existing Salesforce org. Expand region by region once the pilot results are clear. Pricing is per user per month at [₹ per user / month].
See your dealer network the way your best rep sees it.
Share your dealer list. We will map coverage by territory, flag the high value dealers going unvisited, and show a Lumina briefing on one of your real accounts.
