Field Sales Visits
Field Sales

Field teams executing with optimized routes

Daily visit itineraries are optimized, sales reps check in at customer locations, and orders post straight to ERP.

+30%
effective daily visits
instant
order posting to ERP
verified
on-site location check-ins
What you get

Field Sales Visits core features

Visit Planning & Route Optimization

Builds daily call plans with route optimization and customer priority scoring. Cuts transit time so field reps squeeze in more visits per day.

Geolocation Check-in

Verifies rep check-ins at client premises using GPS technology. Managers track route compliance and visit histories in real time.

Mobile Order Entry

Equips field reps with mobile catalog browsing and live stock balances. Orders captured on-site pass immediately to warehouse and finance workflows.

Market & Competitor Surveys

Captures shelf share photos, competitor pricing, and store stock checks on mobile. Supplies empirical field insights to empower trade marketing strategies.

On-Site Payment Collection

Allows reps to view AR balances and collect customer payments safely on site. Issues instant payment receipts and posts records to accounting automatically.

Offline Mode Capabilities

Functions fully for visit logs and order taking even in zero-coverage dead zones. Syncs data automatically once mobile connectivity is restored.

Workflow

How the process works

Step 01

Plan daily routes

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Step 02

Visit customer site

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Step 03

Capture mobile orders

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Step 04

Report call outcomes

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