Field Sales Tracking System

The Challenge

The sales manager had no visibility into what her team was doing in the field:

• Reps filled out paper forms that got typed into Excel at night
• No way to verify if visits actually happened
• Follow-ups were tracked in personal notebooks - and often forgotten
• Daily reports took 2-3 hours to compile manually
• They'd tried traditional CRMs but the complexity killed adoption

The Solution

We built a Progressive Web App (PWA) - a web-based app that works like a native app but doesn't require any app store download. Reps just open a link and "add to home screen."

For Sales Reps:

• One-tap check-in with GPS and timestamp
• Quick visit form (60 seconds to complete)
• Camera for business cards and site photos
• Offline mode - works without internet, syncs when connected
• Follow-up reminders pushed to their phone

For Managers:

• Live map showing where each rep is
• Daily visit counts and outcomes by rep
• Overdue follow-ups highlighted
• Auto-generated daily reports by email
• Export to Excel anytime

The Results

• 100% adoption - because it's simple and fast
• 80% reduction in admin time - no more manual data entry
• Real-time visibility - managers see visits as they happen
• Follow-up completion rate up 2x - because reminders actually work
• No training needed - reps figured it out in 5 minutes
• Works on any phone - Android, iPhone, even older devices

Why PWA?

We chose a Progressive Web App over a native app because:

• No app store approval - deploy updates instantly
• No downloads - just share a link
• Works offline - critical for field work
• Cheaper to build - one codebase for all devices
• Faster to deploy - 3 days vs. 3 months