CRM KIA

Field Sales Management System

Every field visit is monitored, documented, and measurable. Sales executives cannot claim visits without digital validation through GPS, photo evidence, and battery percentage tracking.

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GPS Verified
Battery 82% logged
● Geo-verified check-in
A
Amit VermaField Sales Executive
Meeting in progress
Live Photo✓Captured
GPS Location✓Verified
Battery✓82%
Check-in Time✓10:02 AM
00:42:18Meeting duration
Check-Out
3Stages Tracked Per Meeting
4Verification Checks
4Customer Classifications
6+Verified Visits / Day (Top Performers)
2.1 Meeting Tracking

What Gets Tracked at Every Meeting

From check-in to check-out, every stage of a field visit is captured with proof — nothing is left to trust alone.

1

Check-In

Step 1 & 2

Live photo (mandatory) + GPS location captured

Step 3 & 4

Date & time stamped + Battery % logged

2

During Meeting

Step 1 & 2

Discussion notes entry + Document/site photo upload

Step 3 & 4

Customer classification + Follow-up scheduling

3

Check-Out

Step 1 & 2

Exit photo (mandatory) + Location re-captured

Step 3 & 4

Time captured automatically + Duration calculated

2.2 Classification

Customer Classification After Meeting

Each meeting ends with a classification, and every classification triggers a clear next action.

Mature Customer
Action

Ready to close — trigger quotation generation immediately

Need Follow-up
Action

Schedule the next follow-up date inside the CRM

Not Interested
Action

Mark and archive — remove from active pipeline

Requirement in Progress
Action

Monitor with periodic check-ins

2.3 Management Advantages

Visibility Management Can Trust

Verified field data replaces guesswork, so you can measure, reward and improve real field performance.

01

Real Field Activity Verification

No fake meeting claims possible.

02

Transparent Sales Operations

A complete digital audit trail for every visit.

03

Real-time Monitoring Dashboard

Real-time monitoring dashboard for management.

04

Productivity Measurement

Visits per day, productive vs non-productive.

05

Travel & Distance Tracking

Travel & distance tracking for expense validation.

06

Performance Evaluation

Performance evaluation based on actual verified field work.

2.4 Flowchart

Field Meeting Flowchart

The complete journey of a field meeting — from planning to order creation.

1
Meeting Planned by Sales Rep
2
Mandatory Attendance Check-In
PhotoGPSBatteryFake GPS Detection
3
Geo-Verified Meeting Start
4
Meeting Discussion & Notes Entry
5
Document / Site Photo Upload (if required)
6
Meeting Check-Out
PhotoLocationTime Capture
7
Customer Classification
Mature↓Quotation Generated
Follow-up↓Next Date Scheduled
Not Interested↓Archived
✓
Order Creation (if converted)

This module converts field sales from a trust-based model to a system-based model. Correlate meeting frequency with conversion rate per rep — high performers average 6+ geo-verified visits daily with a documented follow-up every time. — KeywordIndia

Overview

Field Service Management

Everything that happens around a field visit — from the first ticket to payment — connected in one system. Hover a block to see what it covers.

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Book a Free Demo Call +91-9811475755