What is Field Sales Tracking App? and How to Build it?

In today's competitive business environment, effective sales tracking is crucial for success. Field sales tracking apps have revolutionized how businesses monitor and manage their sales teams. This article will delve into what field sales tracking apps are, their benefits, and a step-by-step guide on how to build one using a No Code platform like Clappia.

What Is a Field Sales Tracking App?

A field sales tracking app is a digital tool designed to monitor and manage the activities of sales representatives who operate outside the office. These apps provide real-time data on various sales metrics, helping businesses optimize their sales processes and improve productivity.

Key Features

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Field sales tracking apps typically offer features such as:

• Real-time Location Tracking: Monitor the real-time location of sales reps to ensure they follow their schedules.
• Activity Monitoring: Track sales activities such as meetings, calls, emails, and orders.
• Route Optimization: Plan efficient routes to minimize travel time and costs.
• Performance Analysis: Analyze sales data to evaluate individual and team performance.
• Customer Data Management: Access and manage customer information on-the-go.
• Real-time Updates: Receive immediate updates on sales metrics and activities.
• Task Management: Assign tasks, set reminders, and manage schedules efficiently.

Benefits of Using Field Sales Tracking Apps

Increased Productivity: By automating routine tasks, sales tracking apps free up time for sales reps to focus on selling, leading to increased productivity.

Improved Accuracy: Digital tracking reduces errors associated with manual data entry, ensuring more accurate sales data.

Enhanced Customer Insights: Access to real-time customer data helps sales reps prepare better for meetings and understand customer needs, leading to improved customer relationships.

Better Decision Making: Real-time data and analytics enable managers to make informed decisions quickly, improving overall sales strategy and performance.

App Flow: How Users Interact With the Field Sales Tracking App

Before building the app, it’s important to understand how a field sales representative and a manager interact with the app in real life.

Field Sales User Flow (Sales Executive)

1. Login to Clappia Mobile App
   The sales executive logs in using assigned credentials on Android or iOS.
2. Start Day / Check-In
   • GPS location is automatically captured
   • Timestamp is recorded
   • Optional selfie or photo proof is taken
3. Customer Visit Entry
   For each visit, the sales rep:
   • Selects or adds customer details
   • Captures visit location (GPS / Geo-address)
   • Adds notes, meeting outcome, or order details
   • Uploads photos or collects customer signature if required
4. Order or Activity Submission
   • Product details, quantity, pricing, discounts
   • Automatic calculation of totals
   • Submission saved even in offline mode
5. End Day / Check-Out
   • Final location captured
   • Total visits, distance travelled, and orders summarized
   • Data syncs automatically when internet is available

Manager / Admin User Flow

1. View Live Dashboard
   • Real-time map view of field staff
   • Active check-ins and routes
   • Pending or completed visits
2. Monitor Performance
   • Orders per salesperson
   • Visit count and conversion ratio
   • Distance travelled vs productivity
3. Download Reports
   • Daily or monthly sales reports
   • PDF summaries with signatures and photos
   • Export to Google Sheets or databases

Workflow Automation Flow: What Happens After a Submission

Once a sales rep submits a form, Clappia workflows automatically handle the backend operations without manual intervention.

Automated Workflow Sequence

1. Submission Trigger
   • Triggered immediately when a field sales entry is submitted
2. GPS Validation (Optional)
   • Check if submission location is within allowed territory or geofence
   • Flag or reject invalid locations automatically
3. Auto Calculations
   • Total order value
   • Discounts and taxes
   • Distance travelled (using live tracking data)
4. Instant Notifications
   • Sales Rep receives confirmation (Mobile Notification / WhatsApp)
   • Manager receives visit or order alert (Email / WhatsApp / Slack)
5. Approval Flow (Optional)
   • High-value orders or discounts sent for manager approval
   • Status updated automatically after approval or rejection
6. Data Sync & Storage
   • Save data to Clappia database
   • Sync with Google Sheets / ERP / CRM using REST API
   • Update master customer or order apps if needed
7. Report Generation
   • Auto-generate PDF summary with:
     • Customer details
     • GPS location
     • Photos and signature
     • Order breakdown
   • Email report to management or finance team
8. Analytics Update
   • Dashboards update in real time
   • KPIs refreshed without manual reporting

How to Build a Field Sales Tracking App Using Clappia

Clappia’s AI-powered no-code platform allows you to build a field sales tracking app quickly, either using Clappia AI or by manually customizing a template.

Step 1: Sign Up for Clappia

Start by creating an account on Clappia, a No Code platform that allows you to build business-process apps without coding.

Step 2: Choose a Template

Clappia offers various templates tailored to different business needs. Select a field sales tracking template to get started quickly.

Step 3: Customize Your App

Use Clappia's drag-and-drop interface to customize the template. Add, remove, or modify fields to match your specific requirements. Common fields to include are:

• Customer Details: Name, contact information, address, photo, and location.
• Order Details: Item name, price, unit of measure, quantity, and item amount.
• Total: Order amount, discount, savings, salesperson name, and signatures.

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Step 4: Test and Deploy

Test the app thoroughly to ensure it meets your needs. Once satisfied, deploy it to your sales team for immediate use.

Step 5: Train Your Sales Team

Provide training to your sales team on how to use the app effectively. Clappia offers resources and support to help with onboarding.

Step 6: Monitor and Optimize

Use the app's analytics and reporting features to monitor sales activities and performance. Continuously optimize the app based on feedback and evolving business needs.

Help VIdeo

Advanced Features of Clappia Field Sales Apps

Offline Functionality

Field sales reps often work in areas with poor network coverage. Clappia apps work offline, allowing reps to enter data without internet access and sync it later when online.

GPS and Geolocation

Leverage GPS and geolocation features to track sales reps in real-time and optimize their routes, ensuring efficient territory management.

Camera-enabled Photos

Field agents can take photos during their visits to ensure the authenticity of their reports and provide visual proof. The app can restrict the use of uploading photos from the gallery, ensuring that all photos are taken live during the visit.

Live Tracking

Monitor the movement of your field force in real time, helping to calculate travel claims effortlessly. This feature provides a Google Maps view, allowing you to see start and end points as well as other stops along the route.

Custom Reports and Analytics

Generate custom reports to gain deeper insights into sales performance, customer interactions, and revenue trends. Use these insights to refine your sales strategy.

Real-Time Data Sync

Ensure data is always up-to-date with real-time syncing, providing accurate and timely information for decision-making.

Conclusion

Field sales tracking apps are essential tools for modern businesses, enabling efficient management of sales activities and improving overall productivity. By using a No Code platform like Clappia, you can easily build a customized field sales tracking app tailored to your business needs. Embrace the power of automation and transform your sales operations with a robust field sales tracking app.