Smart Field Force Service for Smarter Sales
Managing a distributed sales team comes with challenges-tracking visits, planning tours, and ensuring accurate reporting can be time-consuming and inefficient. Our Field Force Service provides a comprehensive, automated solution to streamline operations, enhance workforce productivity, and improve visibility into sales activities.
With powerful features like real-time visit tracking, automated reporting, and seamless expense management, your sales team can focus on what truly
matters-driving revenue and building strong customer relationships.
Key Features
Centralized Headquarters Management
Effortlessly manage sales operations from a single platform, ensuring smooth coordination between teams and managers.
Employee Tracking
Real-time GPS tracking of field staff
Route history and visit logs for complete transparency
Start/End day attendance with location validation
Tour plan approvals with configurable rules
Locking of past DCRs (Daily Call Reports) for data integrity
Custom tour plan creation (within current month)
Joint working support with managers
Customer Management (CRM)
Access and update customer details anytime, anywhere
Instantly view customer history, previous interactions, and orders
Track outstanding payments and account status during field visits
Order Management
Capture customer orders during visits (ideal for FMCG and retail industries)
Seamless real-time integration with backend ERPs
Daily Call Reports (DCR)
Log customer visits with meeting outcomes, notes, and next actions
Managers get instant visibility into field activities
Smart Tour Planning
Field staff can create and manage their own visit plans
Managers can assign and approve tours to ensure optimal territory coverage
Real-Time Customer Visit Verification
Sales reps upload selfies when visiting customer premises, ensuring transparency and accountability
Location-based check-ins for accurate reporting
Mobile App Accessibility
Our mobile app brings field operations to your fingertips-available for both Android and iOS
Sales teams can log Daily Call Reports, plan and manage tours, verify customer visits with selfies
Check-in/Check-out with Geotagging
GPS-based check-in and check-out at customer locations
Photo capture for visit verification
Add notes and meeting summaries for each visit
Attendance & Leave
Mark attendance remotely with selfie and location tagging
Submit leave requests and track approvals seamlessly
Customer Database Expansion
Allow sales employees to create new customer records on the go.
Seamless integration with CRM for better customer relationship management.
Expense & Reimbursement
Log travel and daily allowance expenses
Upload receipts and request approvals with ease
Reports
Daily Call Report (DCR) Summary
Travel Expense Report
Tour Plan Deviation Report
Target vs Achievement
Monthly Sales Report
