Sales Management App by Field Team Tracking

Sales management app from first call to renewal

A sales management app should follow a customer the whole way, not stop at the lead. In Field Team Tracking, a lead arrives from a call, a sheet or a form and moves through your own stages, gathering calls, WhatsApp chats, remarks and callbacks. Field reps add visit notes with the place attached. When the customer buys, a single tap moves them to the clients list. The sale notes products or a package from your catalogue, the money received and the balance left, and any later purchase is saved as a fresh entry. Four revenue cards total it by day, week, month and year. As a package nears its end, the client appears under an expiring filter, a reminder sounds, and renewing adds the new term onto the existing expiry.

Sales management app for owners of small teams

Owners usually need two views: money and effort. The revenue cards give the first; the team’s calls, attendance and field routes give the second. Watching reps on the road is covered on the sales team tracking app page, and the lead list itself on the lead management app page. For a method to judge each person fairly, read how to track sales team performance. The end-of-day summary of calls and sales is on the daily sales report app page, and proof of field visits on the sales visit tracker app page. What the salesperson gets on their own phone is on the app for sales executive page, and the manager’s dialing and transfer controls on the sales team management app page. A spreadsheet layout for each day’s numbers is the sales team daily report format. Chasing the balances is covered on the payment reminder app for business page, and looking after existing buyers on the customer management app page. A manager’s weekly routine for outside reps is laid out on the field sales management app page.

Sales management app setup

1. Add your products and packages to the catalogue.
2. Import leads, or let calls create them.
3. Record the next sale as a paid client with amounts.
4. Check the revenue cards at the end of the week.

Sales management app limits

• Billing. No invoices, tax bills or payment collection.
• Stock. No inventory or order management.
• Targets. No quota or commission tracking.
• iPhone calls. Call logging needs Android.

Sales management app example: a paint distributor in Jakarta

An imagined distributor; amounts are for illustration only. A paint distributor in Jakarta has four reps who visit hardware shops and phone them for reorders. Sales were noted in a ledger, and dues were chased from memory.

Each order now sits on the shop’s client record, showing cash received and the balance owed. The balance owed shows on each shop’s record, so reps know whom to call for payment, and the revenue cards show the owner the month’s sales at a glance, without opening the ledger.