Geofence field sales operations and ensure customer visits
Syed Rasik
FMCG Distributor, Tamil Nadu
Sanjeev Khurana
FMCG Distributor, Punjab
Kishore Nair
F&B Distributor, Bengaluru
Unverified & irregular field visits can hold back
your growth!
Unverified customer visits and an unmonitored sales team could lead to a drop
in sales performance.
Irregular customer visits by sales team!
It's hard to track whether salesman visits the customer or not.
- Sales team may slack & not perform field operations as per the beat plan
- Sales team may not visit the customers on time
- Postponing or missing the customer visits
- Salesforce may misreport field visits
Sales team punching in orders from home!
Difficult to verify whether the salesman makes transactions in field or not.
- Performing field sales activities while sitting at home
- Salesforce punching in orders, collection, and returns over a call from home
- Updating visit as done without visiting the customer
Unverified customer visits!
You cannot verify whether the sales team visits customers in field.
- Staff may not visit the customer and update as visited
- Hard to verify customer visits when no transaction happened
- Customers may not be available during a field visit
- Customers may postpone the orders or payments
Sales team productivity declines!
Salesmen's productivity may decline if their field visits are not monitored.
- Salesman making transactions without visiting customer
- Assigned beat routes are not followed
- Salesmen may not complete the daily sales target
Irregular field operations will lose efficiency & hinder business growth!
Unverified field operations reduce sales efficiency and hamper the growth of the distribution business.
Missed Opportunities
Untracked sales operations will lead to a drop in sales.
Unachieved sales goals
Not meeting the sales goals due to unmonitored sales operations.
Untracked performance
You cannot measure sales performance without verifying field sales operations.
Losing customers to competition
Due to irregular visits, you may lose your customer to your competition.
Cannot verify customer visits over calls
Monitoring customer visits via phone calls is difficult.
- Cannot verify salesman's whereabouts via call
- Sales team may slack in field and may not pick the call
- Sales team may work through calls without visiting customers
Planning and assigning beat routes is not enough
You cannot streamline field sales routine by just scheduling beat routes to the sales team.
- Salesforce may not follow the assigned visits
- Daily sales tasks are being postponed
- Cannot track field salesman location
Enable geofencing to verify customer visits and transactions
Verify every transaction and visit done in the set customer location by enabling
geofencing settings in Distributo Software.
Geofence field sales operations
Geofence field sales to verify field staff visits customers on a scheduled basis.
- Set up geofencing and fence radius for field operations
- Order collection
- Payment collection
- Return requests
- Customer visits
- Skip Geofencing check whenever the customer’s location is not available
- Set fence radius minimum of 20 meters to 200 meters
Mark the customer visit in field with Salesman App
Give access to field staff to mark customer visits with picture and comment to verify field visits.
- Mark customer visit in Salesman App
- Verify customer visit by enabling below setting in Distributo
- Make customer image mandatory while marking a visit
- Make comment messages mandatory while marking a visit
- Give permission to salesman to mark visits in field
Allow sales team to process transactions in a set location
Geofence field ops by allowing salesmen to perform transactions within a set limit.
- Restrict sales team to perform field operations when they are outside the set location
- Geofence while taking orders, payment collection, returns and visits
Eg. If the staff attempts to update payment outside set limit, App will show a prompt saying, “Cannot place the payment request, To place the request, Please reach the customer location and try again”
Monitor sales reps’ field operations to improve performance
- Verify transactions happened in the customer location
- Track location to ensure sales team follows assigned beat route
- Increase sales team punctuality in the field sales
- Avoid losing customers to the competition and improve the customer retention
- Manage field sales routine to boost the revenue
See what our customers have to say about us
We are able to handle 6000 active customers with the help of Distributo DMS. We have grown 10X within last 5 years.
Sanjeev Khurana
FMCG Distributor, Punjab
When we started with Distributo, we are 1 brand, and now we are sitting with 6. I would have grown on monthly revenue, around 200X.
Kishore Nair
F&B Distributor, Karnataka
With Distributo, everything is easy and comfortable. In a day, easily we saved 4-5 hours and we can spend more time on business productivity.
N Shudeendra
FMCG Distributor, Karnataka
Frequently Asked Questions
Have a question? Call us on +91-8277208080
Contact our solution experts for any help. They will help you
answer any questions you may have.
Or you can always write to us at hello@bluesapling.com
Order App
Empower your salesmen and field staff with an easy-to-use mobile app and automate your sales force operations. The back office receive the orders in real-time and can do picking, packing and dispatch operations through out the day.
Salesman Tracking
See location map of your salesman. Track their journey across beat from morning to evening. Ensure customer visits and improve sales performance.
Collection Management
Manage your payment collection, track receivables and outstanding, ensure cash collection, and reduce outstanding in your distribution business using automated software.
