Salesia
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Overview
Salesia helps businesses run field visits, retail orders, and sell-in reporting from one workspace that can also work offline. Some routing features may feel basic for teams with complex territories, but it can work well for keeping pharmacy and specialty retail orders flowing into the ERP without manual re-entry.
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Starting Price
Custom
Salesia Specifications
- Contact Management
- Customer Communication Tracking
- Customer Segmentation
- Customer Service/Support
What Is Salesia?
Salesia is a sales platform for brands selling through retail outlets such as pharmacies, beauty salons, delis, and specialty stores. It brings field CRM, route planning, order intake, catalogue management, and sell-in reporting into one system that runs on desktop, tablet, and mobile. Orders from field visits, EDI, distributor APIs, email, and its own marketplace are consolidated and pushed to the brand's ERP. Salesia also runs a directory of independent multi-line sales agents, so brands can extend field coverage without hiring salaried reps.
What Is Salesia Best For?
Salesia is best known for building pharmacy commercial terms directly into the ordering process, including wholesaler prices, discount tiers, free-shipping thresholds, POS display bundling, and buying group agreements. Once negotiated, these terms apply to order lines automatically, without requiring manual recalculation. This suits brands selling through pharmacy chains and buying groups, where pricing errors on complex agreements can potentially delay orders and strain retailer relationships.
How Much Does Salesia Cost?
Salesia pricing starts at €0-€2/order ($0-$2.34/order) depending on order volume. The cost is based on usage rather than subscription or per-user license fees, and excludes VAT and other applicable taxes, with variable charges invoiced monthly in arrears and generally payable within 30 days.
Beyond the subscription, additional costs may apply for services outside the included scope, such as additional development and configuration, complex data migration, connector development, on-site training, migration assistance, and consulting, at €250/hour ($293/hour), excluding VAT.
Disclaimer: The pricing is subject to change.
Salesia Integrations
Salesia integrates with multiple platforms, including:
How Does Salesia Work?
Here’s how you can access Salesia and manage your field sales workflow from customer records through reporting:
- Sign in to your Salesia account to access the platform and its protected workspace
- Manage outlet records and maintain identifiers such as SIRET, GLN, and CIP for customer accounts
- Plan weekly visits and organize daily routes based on your retail territories and scheduled stops
- Record visit reports and take orders during outlet visits, including when working offline
- Manage product prices, commercial terms, and promotions through the shared catalogue
- Ask the AI assistant to help prepare visits, structure sales information, and support follow-up
- Track sell-in, numeric distribution, orders, and other sales indicators, including comparisons with the previous year
Who Is Salesia For?
Salesia software serves the following industries and sectors:
- Pharmacy
- Beauty and cosmetics
- Delis
- Specialty stores
Salesia Use Cases
Based on our analysis of Salesia features, we have identified a few scenarios where it fits well:
Emerging Brands Working With External Sales Agents
Brands expanding their pharmacy distribution may need field coverage across different territories without maintaining a fully salaried sales force in every area. Salesia's agent directory helps brands identify independent multi-line agents based on territory and sales channel, including pharmacies and parapharmacies. Agents and brand teams can then work in the same Salesia environment to manage field activities, visits, and orders.
Field Sales In Areas With Limited Connectivity
Sales representatives working in areas with unreliable connectivity may be unable to access records or submit orders while visiting retail outlets. Salesia allows synchronized records to remain available offline, while orders and visit reports entered without a connection are held locally and synchronized when connectivity returns.
Order Desks Handling EDI, Email, And Rep Orders Together
Sales admin teams may receive wholesaler EDI files, emailed purchase orders, and field orders that ultimately need to reach the same ERP. Managing these sources separately can require additional manual work. Salesia brings these channels into a centralized order hub that can connect with the ERP, helping teams manage orders from different sources in one workflow.
Brands That Have Outgrown A General CRM
Brands expanding across pharmacy and specialty retail networks may find that a general-purpose CRM requires additional configuration for workflows specific to these channels. Salesia natively supports pharmacy commercial terms, field visits, territory management, order taking, and multi-channel order handling. This gives growing brands a sales environment built around retail distribution rather than requiring them to adapt a general CRM to these workflows.
Is Salesia Right For You?
If your organization needs a CRM that keeps reps, distributors, and the ERP working from the same verified outlet records, Salesia is worth consideration. As distributor networks expand, its CSV and API connections also let new partners feed orders into the same system.
Data is hosted in Frankfurt, encrypted with AES-256 at rest and TLS 1.2/1.3 in transit, and backed by 30 days of point-in-time recovery. Salesia's hosting providers maintain SOC 2 Type II attestations and ISO 27001 certifications, while its GDPR Data Processing Agreement (DPA) requires breach notification within 24 hours.
Still not sure about Salesia? Contact us at (661) 384-7070 and we can help you make an informed decision.
Salesia Features
CRM
The CRM module stores verified accounts for each retail outlet, using identifiers such as SIRET and GLN to match accounts to the correct establishment. Product references can also be identified using CIP codes. Each account can show recent order activity and sell-in history, giving reps context before a visit. These identifiers can also help Salesia connect orders from distributors or marketplaces with the appropriate outlet and product within the centralized order workflow.
SFA And Routes
Salesia software supports route planning and visit reports for field sales teams. The platform displays planned stops, travel distance, visit status, and customer information within the route view, allowing representatives to manage their daily field activities.
Marketplace
The Marketplace module gives retail outlets a branded portal to order directly from the brand between rep visits. Online orders follow the same terms and customer history as orders taken in the field, without separate order entry. For brands with wide outlet networks, smaller accounts can reorder on their own schedule between sales rep visits.
Store Locator
The Store Locator adds a where-to-buy tool to the brand's own website, showing consumers which outlets carry its products. Since it can draw on the outlet accounts and order data already held in Salesia, the store list can reflect actual distribution rather than a manually maintained spreadsheet. This gives brands a way to direct online interest toward physical retailers carrying their products.
AI Assistant
Salesia's AI assistant lets reps and managers ask for the next step in their sales workflow in plain language. It handles requests such as "Show my order report for the last seven days," or "Which pharmacies have not reordered for 60 days?" For inactive pharmacies, the workflow can generate follow-up drafts with pre-filled order forms for review.
Pros And Cons of Salesia
Pros
Branded portal lets smaller outlets reorder independently
Plain-language queries surface inactive pharmacies faster
A synced catalogue keeps reps quoting current promotions
Cons
AI assistant scope may vary by deployment
Advanced reporting might require some configuration
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Frequently Asked Questions
Who owns the data stored in Salesia?
The client retains the ownership of their data. Salesia's terms state that customer data remains the client's exclusive property and won't be shared with or sold to third parties.
Does Salesia support two-factor authentication?
Salesia does not currently offer native MFA. However, users who sign in with Google can use the two-factor authentication policy configured by their Google Workspace organization. Administrators can also revoke active user sessions.
Does Salesia support route and territory management for field sales?
Yes, Salesia does support routes. Salesia's SFA and Routes module plans each rep's daily route, with the number of stops, kilometers driven, and visit status.
Does Salesia require a long-term contract?
Yes, Salesia has an initial contract term of 12 months that renews automatically each year, unless either party provides at least three months' notice before the renewal date.
Does Salesia use third-party providers to deliver the service?
Yes, Salesia uses third-party providers for hosting and infrastructure including Render, Neon, and Cloudflare, and Salesia remains responsible for the services provided by these subcontractors.
Can existing customer data be imported into Salesia?
Yes, Salesia supports data exchange through EDI, CSV, and API connections, while more complex data migration is available as a paid service.