Field Management - Sales Performance Management SPM

Field Management

The Field Management Module increases the operational efficiency of field teams by enabling sales representatives to plan field operations, record customer visits and report sales activities.

Thanks to mobile integration, the data collected by field teams is instantly transferred to the system and managers can optimize processes by monitoring this data in real time.

It enables critical processes such as route optimization, customer visit planning and task assignments to be managed on a central platform, especially for sales teams working in large geographical areas. It increases the effectiveness of field teams by analyzing visit performances and makes sales processes more efficient.

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Field Management Module

It enables field teams to plan customer visits, manage sales processes and transfer data instantly. It facilitates location tracking, task assignment and visit reporting by integrating with mobile devices.

Route Planning

Visit Records

Mobile Application

Location Tracking

Task Management

Route Planning & Visit Management

It allows sales representatives to plan customer visits and track them through the system. By determining the most efficient routes, field teams are supported to make more customer visits. Visit plans optimized according to customer locations improve the field team's time management and increase operational efficiency.

Features

Optimum Route Determination
Planning Based on Customer Locations
Visit Prioritization & Categorization
Consider Traffic & Regional Conditions
Creating Daily & Weekly Visit Plans
Providing Reporting & Performance Analysis

Optimum routing
The system saves time for field teams by sorting customer visits in the most efficient way.

Planning based on customer locations
Customer visits are analyzed based on location and the ideal visit plan is created for the field team.

Visit prioritization & categorization
The system ranks visits according to customer priorities and allows field teams to allocate time to important customers.

Taking traffic & regional conditions into account
Route planning takes into account variables such as traffic density, regional sales trends and customer visit times.

Creating daily & weekly visit plans
Allows the field team to systematically create daily and weekly customer visit plans.

Provide reporting & performance analysis
Analyzes the performance of the field team in detail by comparing planned and actual visits.

Customer Visit Records

Each customer visit is recorded and reported in detail. Offers made by sales representatives, promotions made and sales results are processed into the system to manage customer relations more effectively. Thanks to visit records, customer expectations are analyzed and service quality is increased.

Features

Keeping Detailed Visit Records
Reporting of Offer & Sales Results
Recording Customer Feedback
Easy Access to Past Visit Data
Measuring Sales Representative Performance
Conducting Customer Satisfaction Analysis

Keeping detailed visit records
Every customer visit is systematically recorded, helping field teams better manage customer relationships.

Reporting of offers & sales results
Offers submitted by sales representatives and realized sales results are added to the system, thus making the sales process more transparent.

Recording customer feedback
Customer requests and feedback are recorded in the system, thus increasing customer satisfaction.

Easy access to past visit data
Customer relations are managed more effectively by providing quick access to all visit records through the system.

Measuring sales representative performance
Visit reports allow for detailed analysis of sales representatives' performance.

Customer satisfaction analysis
Customer visit records allow you to measure the level of satisfaction and identify areas for improvement.

Mobile Application Support

Field teams can view customer information, review visit plans, and instantly save the data they obtain to the system via mobile devices. Thanks to mobile integration, data updates are performed quickly and without errors, and communication interruptions are minimized.

Features

Integrated Working with Mobile Devices
Instant Data Update & Synchronization
Offline Mode Support
Advanced User Interface
Notification & Reminder Systems
Mobile Reporting & Analysis Features

Integrated operation with mobile devices
Field representatives can view customer information and track visit plans via their mobile devices. They can quickly record customer feedback and sales results by making instant data entry.

Instant data update & synchronization
The system instantly synchronizes data from mobile devices to the central database. Thus, managers and field teams can always access the most up-to-date data.

Offline mode support
Even when there is no internet connection, field teams can enter data in offline mode and this data will be automatically uploaded to the system when the connection is established.

Advanced user interface
Thanks to its user-friendly design, field teams can perform all operations quickly and practically. The interface is compatible with mobile screens and offers an intuitive user experience.

Notification & reminder systems
Field representatives receive automatic notifications about scheduled visits, tasks to be completed and customer requests, so no important visit or transaction is forgotten.

Mobile reporting & analysis features
Field teams can view actual visits and sales performances from their mobile devices. The mobile application provides detailed analysis with graphs and data tables, allowing instant evaluation of field operations.

Instant Location & Movement Tracking

It monitors the movements of field representatives throughout the day and tracks whether they are progressing on the planned route. The efficiency of field operations is increased by analyzing visiting hours, time spent with the customer and the performance of the field team.

Features

Live Location Tracking
Route Tracking System
Recording Visit Times
Instant Motion Detection
Regional Performance Measurement
Security & Emergency Notifications

Live location tracking
allows field representatives to be tracked instantly on the map, ensuring that visits are progressing within the planned route.

Route tracking system:
Daily routes of field teams are recorded and analyzed to determine the most efficient routes.

Recording visit times
Measures the working efficiency of representatives by automatically tracking the time spent on customer visits.

Instant motion detection
The movements of the field team are analyzed to detect deviations from the planned route, unexpected stops and route changes.

Regional performance measurement:
The performance of field teams in designated regions is reported in detail and contributes to the decision-making processes of managers.

Security & emergency notifications
Field teams can send automatic notifications to managers in case of emergency, allowing quick action to be taken.

Task Assignment & Progress Tracking

It ensures that field teams are assigned tasks for customer groups. The effectiveness of field activities is measured by monitoring the completion status of assigned tasks, the results of customer interviews and the sales data obtained.

Features

Task Assignment & Authorization
Task Status Monitoring
Reporting of Completed & Incomplete Work
Recording the Results of Customer Interviews
Integrated Work in the Sales Process
Team Performance Measurement & Evaluation

Task assignment & authorization
Managers can manage workflow by assigning customer-based or general tasks to field teams.

Task status monitoring
The completion process of assigned tasks is monitored instantly and the progress is reported.

Reporting of completed & incomplete tasks
The system analyzes the completed and incomplete tasks of field teams and provides operational improvement suggestions.

Recording the results of customer interviews
Customer feedback received during the visit and the results of the interviews are recorded, thus managing customer relationships more effectively.

Integrated work in the sales process
The tasks completed by the field teams are integrated into the sales process and automatically updated within the system.

Team performance measurement & evaluation:
Detailed reports are created by measuring the task completion performance of each field representative and individual success analyses are made.