Tag Archives: GPS tracking of field force

Field CRM and Lead Management


The ‘lead info’ clearly travels a lot of steps before it reaches the sales rep, who actually becomes the face of your company.

For any other industry, it might be an area which can be slightly neglected, but when Banking Finance, or Insurance companies are taken into consideration, the most important lever of winning a client is a face to face meeting.

Sales reps are the ones who do these meetings and are responsible for converting a lead to a customer.

So, are you ready to risk your potential customer?

Just imagine the scenarios that could go wrong when a generated lead travels this chain. Information is twisted, mixed and miscommunicated more than often and also stands a chance to be completely missed out, because a human brain cannot possibly remember each and every detail.

And even if the lead manages to travel safely through this chain and reach the sales manager, what are the chances of it reaching the most appropriate sales rep and at the most-apt time?

There are a number of problems that might occur when a lead is assigned to a sales representative.

The sales rep might-

  • be on leave or be unavailable on the day that the client has asked to meet
  • have never dealt with such a client
  • not have a background of the lead
  • not know at what stage the lead is at
  • not know the amount or the level at which the client is willing to spend
  • leave the job or discontinue without notice

These are just a few problems, the list of things that could go wrong is quite larger.

How does a typical company create a lead?

A company uses various software and methods to generate leads, like advertising on ATM machines, sales reps in malls and most importantly telecallers. As soon as a lead is generated, it gets saved under a particular customer ID, which is entirely unique to that particular customer.

After collecting a set of information about a person like earning and age. Next step is of making calls and setting up meetings.

How BeatRoute solves these problems?

BeatRoute is one of the pioneer apps, that provides Field CRM. When talking about field CRM it means CRM with an additional information about longitude and latitude of a sales rep.

It really is the best in class when it comes to field force automation, with a wide range of features, listed below.

Integration with existing CRM

BeatRoute has made the impossible possible, it can integrate any CRM (that a company might be using) directly with BeatRoute. So, no matter where a lead is coming from and in which format, with the use of API it can easily be integrated and made available on phones of your sales rep, to be effortlessly accessed while on the go. It can integrate two systems efficiently even if the languages are completely different, so both profit from each other.

This cuts down the trouble of manually passing information from one department to another or of filling the details in an excel sheet (generally used by the companies). BeatRoute additionally cuts down the chances of de-duplication of leads.

Assisted Lead Assignment

When a lead is generated it gets assigned to the regional manager. Now he/she has to assign the lead to a sales rep. With BeatRoute the manager can see-

  • The area which the sales rep covers
  • Even his/her exact location
  • The kind of clients a particular sales rep deals with
  • The leave status (all the days that he/she won’t be available on)
  • And also make a call through BeatRoute (as it integrates itself with phone’s calling system, so a call can easily be made without jumping out of the app)

With the following information, the manager can easily find the appropriate sales rep and assign him the lead comfortably.

A lead assignment is thus done based on availability and location and not on assumptions, so the sales rep benefits from it too. He/she gets the entire information about the lead, from the history, interests to details like location and preferred time for the meeting. The visit can thus be planned accordingly, and without a fuss, with integrated google maps for location. The scheduled meeting also gets automatically merged with google calendar of the sales rep.

Lead Information on Mobile, that too Offline

What if we tell you that BeatRoute makes the CRM remotely available to your field force?

Yes, that’s true. With BeatRoute all the gathered CRM, is available on mobile phones of almost everyone in your team. So your sales reps, which were otherwise completely dependent on the backend people in the office, have all the details in their hands now; and can answer all the query of your lead right then and there, instead of calling the backend office and waiting for a reply.

So the chances of lead information getting lost are ticked off entirely. Plus, the information is always accurate and can be referred to as an when required.
Furthermore, with BeatRoute the sales force automation become 10x better with GPS based field coverage, geo-tagged visit transactions, route optimization and more, backed by location intelligence.

Detailed Lead Profiling

BeatRoute is designed keeping the people on the ground in mind and to make their work easier and much more effective. The leads can have types, subtypes, labels, visit notes and stages attached to their customer IDs.

  • Customer Type & Subtype– These can be used to notify what kind of purchase is the lead interested in,e.g., insurance policy, mediclaim or loan etc.
  • Stage– Each company uses different terminology to refer to the stage of their lead. BeatRoute allows you to use your company’s lingo and label your lead accordingly, e.g, hot lead, warm lead; prospect lead, potential lead etc.
  • Custom Labels- This enables us to further differentiate the customer type.
  • Visit Notes– After a meeting, or even if the meeting couldn’t be arranged, the agent can leave specific notes against the lead, e.g, phone not picked up, next meeting scheduled etc.  

All of these is visible to everyone who is in the chain of the particular lead. This again enables the managers to have an overall control and it also acts as a backend data so that another rep can easily pick it up from there in the case of unavailability of the assigned sales rep.

Mobile-based Multimedia Demonstration Content

What if your agent is meeting the perfect lead and he/she is one step away from buying your service but the lead needs to see a few more details or a demo? Can your agent risk it by asking the client to wait for a few days to get back to him/her?

With BeatRoute you can store and publish content on the app in the form of PDFs, Videos, Audio, word documents, pictures etc. These may contain detailed explanations and various factors that might come handy for your team on the ground.

The sales rep can even share a soft copy with the customers if needed. And don’t worry about your data being misused as all the data rolled out, can be monitored down to the very end. An option of targeted rollout is also available that helps in having a control over your team. As and when a demo is given it gets saved in BeatRoute with location and the duration for which it was open or played. So you can be sure if your agent has actually done an effective marketing and with the right customers or not.

KYC from mobile

If dealing with financial services, the most important aspect is the verification of a person and having others details about him/her. BeatRoute gives an option of punching in the Aadhar Card, PAN Card and such details of your potential client. In a typical scenario, the rep takes these papers gives it to the backend office who then verifies and uploads them. But with BeatRoute the sales rep can directly feed in the details. The backend office has to just wait for a physical copy to get there and the work is all done. BeatRoute facilitates the process and makes it much faster.

Configurable Team Performance Scorecards

There is one dedicated sheet where the aggregated data can be seen. It is a separate automatically created window that helps a manager to keep a record of the work done and a sales rep to know his/her actual performance. This is measured by-

  • In-field presence and for how many hours- The sales rep can integrate his/her information from the phone about the location. Thus influencing the presence report.
  • Status of monthly based targets- If these are not met the agent will get the notifications from time to time so that he can do the needful.

The above-listed features are just a facet of BeatRoute.

Additional technologies that it empowers you with:

  • Announcements and Push notifications– which can be targeted or rolled out to the whole team, e.g., announcements by senior management for a global meet or a new company policy. And, one doesn’t have to even open the phone to see it.
  • Smart Filters- to help managers segregate and look into leads easily.  

Are you still looking for a reason to try out BeatRoute?

It’s an app that handles your overall sales rep management and makes it available on your phone. So you never lose out on a prospective client and even the slightest of details about the status of your sales rep, while your team is on the field. Additionally, BeatRoute helps cover a lot of other areas, so give it a try today and understand how to best optimize your Banking, Financial and Insurance Services and much more. Give us a call at +91 9999463675, or visit our website.

GPS Tracking – The Game Changer for Field Force Management


Technology is essentially changing the way we do our business and why shouldn’t it? With the growth of any business that has a field force, it becomes a pressing need to have a closer eye on each activity; robust GPS tracking could be a possibility here. Handling a field force without technology is not only beyond the bounds of possibilities but unintelligent as well.

No matter how big or small your team is, managing and monitoring it, effectively, is difficult. And helping them do their job better is undoubtedly a big challenge. One of the key things about managing a field force is enabling them to do their jobs better.


Why is GPS tracking important and its challenges?

Regardless of the context of your business and operations – a core pillar of a field force is and will always be their coverage of a set of locations. These locations take many forms – in FMCG and Consumer Durable space – they’re retailers, in Pharma – they’re chemists and doctors, in BFSI – they’re customers themselves; in all of these contexts – GPS based location tracking of your field force can be a gamechanger.

GPS tracking allows you to know, firstly, that the person was essentially there where they were supposed/needed to be. Secondly, through an additional layer of timestamps – you can solve for tracking key aspects like…

  • Attendance surety
  • Presence Hygiene
  • Facetime with the customer
  • Actual & timely coverage of the beat plan


With BeatRoute, GPS based coverage by your team and tracking and monitoring it, not only gets tremendously effective, but is also further enhanced with supporting features that makes it very powerful.

BeatRoute has made offline sync a part of the everyday reality now with the much-anticipated advent of tools. Poor or even no connectivity, won’t be able to hamper the work of your ground team. This not only enables you to eradicate the chances of hearing to excuses, but also your team members will have the satisfaction that their work will be worth the effort, and won’t go unnoticed.The moment a person creates a customer or a retailer the picture is geotagged. The GPS gets stored locally on the mobile and the moment they get connectivity, it gets synced to the server and the owner can see it.

It is sure to bother, even the most subordinate member of your team, that a tracker like this might hinder their privacy. But with BeatRoute you can be sure that a lot of thought is put into the slightest of the details. Keeping that in mind our tracker is so designed that the privacy of a worker, stays completely intact but whenever an action is done on the app, his/her timestamp & GPS is captured. Thus, BeatRoute empowers your team with a digital footprint and captures it when required without risking their privacy, at all times.

Once assured of the fact that the team is actually moving, what concerns the sales managers is the quality of the work done on the ground. It is practically not possible to go everywhere that your product is, and that is the reason you have a field force, isn’t it? But what if your ground team is not doing effective interactions and you keep missing out on important sales/ non-sales transactions.

With BeatRoute, we assure you- you’re covered for challenges, even those that you haven’t even thought exists.

With us, you will be assured that discipline in the field coverage is happening and you hold a bird’s eye view of each aspect of it. BeatRoute works with zero or poor connectivity, and is a great support for large team maneuvers and integrates sales managers with their field team. In a nutshell, BeatRoute is the go-to solution when it comes to effectively handling one’s team.
Any other questions before you change the way and get to the top? Write to us at  sales@vwBeatRoute.com and we will clear all your doubts before you begin your new journey. Apart from this BeatRoute can help you with visual merchandising, maximize your orders and is a One Stop Solution to all BFSI Woes.

Winning customers at the Point Of Sale – Product Promoter Enablement


Winning customers at the Point Of Sale – Product Promoter Enablement

Are you concerned about your product getting lost amongst similar products and not getting the set of eyes that it actually deserves? It is quintessential in today’s world to get the attention of potential customers. Winning it at the point of sale is one thing that can never go wrong.  

Deploying Product Promoter at the POS can not only help increase your sales but it also helps you avoid stock-outs and ensure compliance with visual merchandising campaigns and get competitor insights.

For you as a Sales Manager, the key challenges when working with product promoters are:

  • Attendance and actual presence of Promoters when customers walk-in or are in the store
  • Effective and accurate presentation of the brand, at the POS
  • The company designed sales process being followed

And a lot of others, as the practice involve human involvement so the chances of swindling are increased.

BeatRoute is an easy-to-use mobile app that helps maximize ROI through your promoters. The app helps you to solve these problems down to the slightest of details. It is backed up with presence & grooming assurance, standardized communication with consumers and promises robust sales process execution at every store.

Adhering to the fact that a single app is capable of doing all of this and much more is a little difficult to believe. But, backed up with a user-friendly award winning design interface, BeatRoute makes all of this possible and lets you have an upper hand in the competition. The nonpareil tools are bound to make you question all the methods that you have tried and never been satisfied with, owing to amazing features like-

  • GPS based Presence Hygiene-

It’s critical that Product Promoter are actually present in front of customers, to be able to actually sell to them. The severe lack of compliance is not helped by the lack of any ways to vet and monitor it. No more!  

With BeatRoute comes a set of features to ensure you can easily track this Promoter face-time. Specifically, we help with a core pillar of GPS tagged attendance to ensure presence. This is further supported by additional features like

  • Backend reports to detect late entrance and early exits
  • Leave reporting by promoters
  • Selfie-based face recognition to ensure grooming
  • In-app notifications to sales managers on absence
  • Technology Enabled Sales & Marketing Operations

With BeatRoute – the nightmare that is operations around sales & marketing gets phenomenally simplified. What are ordinarily major challenges – Stockouts, Sellout, and Offtake reporting, and more – all get addressed, and solved, effectively by leveraging technology.

Your team will be able to report stock-outs with notifications to the sales managers – with integrations built-in to do this for multiple products, tracking both stock levels and stock norms for each of them.

Your visual merchandising campaign execution also gets leveled up with BeatRoute, through ensuring that campaigns are activated, 100% customizable merchandising reporting mechanism, getting picture based feedbacks from retail stores and grading effectiveness of each campaign at the backend to bring measurability around Return on Marketing Investments

  • Team Enablement & Analytics

Regardless of how much one drives technology – its adoption by a team that marks the difference between failure and success.

With BeatRoute, we’ve built a platform that allows you to empower and enable your team. With a proven-to-be effective mobile-based learning platform, coupled with performance analytics for the entire team – you can be sure of your team doing well, on the ground!

Get Started with BeatRoute now – we’re forever free for unlimited users*, and you don’t need a credit card to sign up!  www.vwbeatroute.co  m  

If these weren’t enough and you are still contemplating on the thought that will BeatRoute work for you and your product, think no more. BeatRoute’s fluid and intuitive interface that field force loves to use, solves all your problems. It works with zero or poor connectivity, is a great support for large team maneuvers and integrates product promoter teams with the sales team. In a nutshell, BeatRoute is designed for Field Users and their managers!

Any other questions before you change the way and get to the top? Write to us at  sales@vwBeatRoute.com and we will clear all your doubts before you begin your new journey. Apart from this BeatRoute can help you with visual merchandising, maximize your orders and is a One Stop Solution to all BFSI Woes.

Track the Retail Stores; Not your Sales Team

Field Force Tracking– 85% of all retail sales in consumer packaged industry still happens through neighborhood stores in most developing economies including some of the biggest markets like India and China. No wonder brand owners require a sizable team to cover territories and stores to ensure –

1)      Product placements at increasing number of stores
2)      Consistent stock at stores
3)      Favorable shelf display at Retail stores


Not using technology is like being at competitive disadvantage, but there a thin line between getting into the mindset of tracking your sales force in the field v/s ensuing that above happens effectively.


What not to do –

Don’t treat humans as robots. If you used technology such as GPS to only track people, it is natural for people to not have a great feeling about it. An uninspired sales team can only produce average sales.


What to do –

Focus on keeping a vigil in the market. Which means tracking how frequently we are visiting stores and deciding frequency of visit based on their sales potential. Focus on using the feet on street to get competitor and market intelligence to fine tune strategies. If your team believes you are using GPS equipped mobile applications to track the market and improve our ground level action, they will happily participate.

Write to us to know how our technology BeatRoute the best retailer app.
Continue reading Track the Retail Stores; Not your Sales Team