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Team and Field Sales Management Software

Streamline Operations and Monitor Field Staff Performance Effectively
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Managing a distributed sales team requires precise coordination and constant visibility into daily operations. Companies often struggle to verify if their field agents visit clients as planned or if they spend their time productively. CRM@Weblink provides a robust solution to these challenges by offering a central platform for monitoring all field activities. Our software connects managers with their on-ground staff through mobile technology, ensuring that everyone stays aligned with business goals.

The system replaces manual reporting methods that often lead to errors and delays. Managers get direct access to the live location of their agents, which helps in assigning nearby leads and reducing travel time. Field staff can mark their attendance directly from their assigned territory, eliminating the need to visit the office daily. This remote attendance capability saves time and allows the sales force to focus on closing deals.

We focus on accountability and transparency. The software records every client meeting, call, and follow-up, creating a clear audit trail of performance. Businesses can identify top performers and support those who need improvement. By digitizing these processes, organizations reduce administrative overhead and ensure that their sales strategies execute exactly as planned.

Advantages of Our Sales Management System

Gain Control Over Field Operations and Boost Team Productivity

Real-Time Agent Location Tracker
Managers can view the exact position of their field staff at any moment during working hours. This visibility prevents time theft and ensures agents remain within their assigned territories throughout the day.
Automated Staff Attendance System
Sales representatives mark their attendance through the mobile app with geo-tagging validation. The system records the time and location, ensuring that staff members are actually in the field when they start work.
Daily Activity Tracking
The software logs every action taken by the sales team, including client visits and calls. Managers receive detailed reports on the number of meetings completed, ensuring targets are met consistently.
Efficient Lead Assignment
Administrators can assign leads to agents based on their current geographic location. This process reduces travel costs and quickens response times, as the nearest available representative can attend to the client.
Seamless Mobile Integration
Field agents access all necessary data through a user-friendly mobile interface. They can update deal statuses, add meeting notes, and check client history while on the move without needing a laptop.
Call Logging and Recording
The system automatically syncs call logs from the agent's device to the central dashboard. This allows managers to review communication quality and duration, ensuring professional standards are maintained during client interactions.
Route Planning and Optimization
Our system suggests the most efficient travel routes for visiting multiple clients in a day. Agents save fuel and time, allowing them to fit more meetings into their daily schedule.
Instant Reporting and Analytics
Data from the field generates immediate performance reports for the management team. These insights help in understanding sales trends, identifying bottlenecks, and making informed decisions to improve overall revenue.
Expense Management Verification
Field staff can upload travel and expense proofs directly to the portal. Managers can verify these claims against location history data, preventing fraudulent reimbursement requests and controlling operational costs.

Operational Process of Our Software

Step-by-Step Workflow for Managing Your Field Sales Team

Mobile App Installation and Setup
Agents download the CRM@Weblink mobile app and log in using secure administrator-provided credentials. The app syncs with the central server and enables permissions for location and call tracking.
Geo-Tagged Attendance Marking
Staff mark attendance using GPS-enabled check-ins. The system verifies location accuracy, records login time, and updates the manager’s dashboard instantly.
Lead Allocation and Notification
Managers assign leads and inquiries to agents. The mobile app sends instant notifications with client details, contact numbers, and meeting schedules.
Navigation and Client Meeting
Agents navigate to the client’s location using integrated maps. Upon arrival, the system prompts a check-in and logs the meeting start time automatically.
Activity and Interaction Logging
Agents update lead status, add meeting notes, and log outcomes. Call interactions are automatically recorded and synced to the central database.
Order Booking and Data Update
Agents can book orders directly in the app by entering product details and quantities. Inventory updates instantly and the backend team gets alerts for processing.
Expense & Reimbursement Submission
Agents upload travel tickets or fuel receipts with time and location tagging. Accounts personnel receive verified records for easy reimbursement processing.
Day-End Reporting and Logout
At day end, agents submit a summary and mark logout. The system compiles activities, distance travelled, and completed tasks into a performance report for management.

Frequently Asked Questions(FAQ's)

Q. How does the location tracker work for field agents?
The system uses the GPS functionality of the agent's mobile device. It transmits location data to the central dashboard at regular intervals, allowing managers to see the real-time position and route history of their staff during working hours.
Q. Can the staff mark attendance from anywhere?
Yes, staff can mark attendance from any location, but the system captures the geo-coordinates. Managers can set restrictions or view the location map to verify if the staff member was in their assigned territory when marking attendance.
Q. Does the application work without an internet connection?
The mobile application stores data locally when the internet is unavailable. Once the device reconnects to a network, the system automatically syncs all stored activities, attendance records, and meeting notes to the central server.
Q. Is it possible to track phone calls made by the sales team?
Our software integrates with the mobile dialer to track outgoing and incoming business calls. It records the call duration and timestamps, which helps managers analyze the tele-calling performance of their team members.
Q. Can managers assign tasks to agents in real-time?
Managers can assign new leads or tasks to agents instantly through the web dashboard. The agent receives a push notification on their mobile app immediately, ensuring they can respond to new opportunities without delay.
Q. What happens if an agent turns off their GPS?
If an agent disables their GPS, the system stops receiving location updates and flags this inactivity on the manager's dashboard. The app may also restrict certain functions, like marking attendance or completing tasks, until GPS is enabled again.

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