Sales Team Tracking App by Field Team Tracking

Sales team tracking app: how a rep’s day is recorded

A sales team tracking app joins three records for each rep: the route, the calls and the follow-ups. With Field Team Tracking, each rep starts the day with a punch and agrees to share location the first time. While the rep is on duty, the phone stores a position every 15 seconds. A stay of 5 minutes or more at one place becomes a stop, named by its area. Any note typed on a lead also gets stamped with the place name and map coordinates. Calls land in the team call log. After each call, a small form asks three things: the lead’s new status, a line of notes, and a callback day. When that date comes, the phone sounds an alarm. In the evening the owner opens the web route view for any rep. The day’s call counts can also go out as a WhatsApp share, or come as a phone notification at a chosen hour.

Sales team tracking app for field reps: what happens on a visit

A rep reaches a shop and stays 5 minutes or more. The app saves the stop with the area name. The rep then writes a remark on the lead. The app adds the area name and the coordinates to that remark.

Calls between visits

Reps often phone the next customer from the car. Each call goes into the team call log. Colleagues who sell only by phone work from the same leads through the telecalling CRM. After the call, a sheet opens: the rep sets the status, types or speaks a remark, and picks the next follow-up in 2 taps.

Follow-ups that do not slip

A reminder rings like an alarm, also on a locked phone or after a restart. It stays open until the rep marks it done. Miss one, and it waits in Today with an overdue mark. To see how a route is drawn point by point, read the employee location tracking app page. Visits as records with minutes and notes are covered by the sales visit tracker app, and distance for travel claims by the field sales tracking app.

Sales team tracking app setup in 4 steps

1. Install the app on each rep’s phone.
2. Add each rep to the team and assign their leads.
3. Ask each rep to punch in and accept the location consent screen.
4. Open the web route view and the team call log after the first day.

Set attendance rules, such as a late cut-off, in the same account. The staff attendance app page lists every rule, and the staff management app page shows office and field staff side by side. Recording each sale, with dues and renewals, is covered on the sales management app page, and a weekly method for judging reps in the guide on how to track sales team performance. Handing out leads and running the week are on the field sales management app page, and a short daily check on the sales team monitoring app page. Territory changes based on driven routes are on the route tracking app for sales reps page.

Sales team tracking app price

Twelve months for one rep cost ₹1,908. Three months cost ₹747, which works out to ₹249 for each month. Outside India the year is 29 US dollars and the quarter 12. Tax is charged on top. Trial access lasts 3 days and includes the route view.

Sales team tracking app limits: cases where another tool fits better

• Order booking and invoicing. The app takes no orders and raises no invoices. A dealer-ordering system suits that work.
• Expense claims. Kilometres are recorded, but claims are not processed or paid in the app.
• Night tracking of vehicles. Location ends at punch out by design. A hardware GPS tracker covers vehicles around the clock.
• iPhone call logs. iPhone calls do not enter the team call log by themselves.

Sales team tracking app example: a distributor in Nairobi

A made-up distributor, used here to show the numbers. A beverage distributor in Nairobi runs 8 reps who each visit about 10 shops a day. Before, the sales head phoned every rep at 6 pm and wrote notes in a notebook.

Now the sales head opens each rep’s route view instead. One rep shows 11 stops and 64 kilometres. Another shows 4 stops and a 2-hour idle block. The call log shows the second rep made 30 calls, so the day was planned phone selling. The 6 pm calls stop, and so does the notebook.