Field CRM and Lead Management

  • Field CRM is different from CRM

    Some teams are distributed with territorial hierarchy and Some businesses require meeting a prospect not just calling or emailing them.
  • Managing Conversions with distributed teams has its own challenges

    • Lost time in assigning a centrally gathered lead to a field executive
    • Facetime with customers is necessary for conversions
    • Sales process standardization remains broken in distributed teams

BeatRoute’s Solution is CRM on Mobile App with GPS Tracking

  • Mobile app for field sales team that works offline as well
  • Supports distributed team hierarchies
  • GPS based visit assurance
  • Performance scorecard and analytics
  • API integration with existing systems

How we make it possible.

  • Lead aggregation and Assignment

    • API to aggregate leads from different sources, and remove duplicates using proprietary De-duplication engine.
    • Easy, mobile based lead assignment for managers
    • Auto-assignment based on proximity and workzone
    • Alerts to managers & field representative on unassigned & newly assigned leads
  • Smart Filters, Visit scheduling, and GPS tagged Notes

    • Instant filters on the mobile app to prioritize visits
    • Calendar based Quick visit scheduling
    • Visit notes with GPS and time stamp
  • Demonstration Media and Learning Content

    • Secure Multimedia content setup for Demonstration and Learning Content targeting by team role
    • Assessment tests published in minutes
    • One-click sharing of brochures, objection handling documents, etc with customers
  • Team Operations Hygiene

    • Push notifications with links for seamless communication
    • Daily and Monthly attendance summary
    • Absence alerts
    • GPS tagged activity list for expense validation
  • Score Cards

    • Configurable score cards with own KPI definition
    • Score card for self and for team on the mobile app
    • Notifications on status with respect to actual performance


  • "We evaluated a dozen platforms to choose BeatRoute. It's truly world class."
    Kashif Ahmed, Trade Marketing, Danone Nutricia, India
  • "We have thousands of product promoters running BeatRoute app every day. It has scaled up nicely and undoubtedly the most easy-to-use app"
    Arvind Vohra, Managing Director, Gionee Mobile Phones, India
  • "My brief to the team was to find an app that required zero training. BeatRoute is just that. We could roll it out to our entire sales hierarchy including distributor sales reps in just 3 months."
    Rodrigo Canillas, Director Sales, Danone Nutricia, India
  • "Used across India where ever there is a network or no network, so the off-line and the online functionality works pretty fine, and we have never faced any issues as an IT team"
    Arpita Das
  • "We have been using BeatRoute in Indonesia. It is easy to use and has enabled us to better plan and monitor sales and promotion activities in the field."
    Desideria Utomo, Director, Kobe Boga Utama
  • "BeatRoute App's interface is refreshingly simple and easy to use. Underlying technology has helped us profile our retailers with high degree of accuracy. We have been able to optimize our service routes with clear business benefits"
    Suhail Ghai, CIO, India Region, Pepsico


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