Shrumtech | Salesforce
Skip to main content

Shrumtech | Salesforce

Field Sales & Order Tracking Automation

Overview

A leading distribution company wanted to digitize its field sales process by replacing manual Excel-based order tracking with a mobile application. The goal was to enable sales representatives to record customer orders in real time, improve visibility into field activities, and support better business decision-making.

Challenge

  • Sales representatives manually recorded customer orders in Excel.
  • No real-time visibility into field sales activities.
  • Manual reporting was time-consuming and prone to errors.
  • Difficult to analyze sales performance by area and identify market trends.

Solution

  • Developed a mobile application for field sales representatives to capture purchase orders directly from customer locations.
  •  Automatically recorded customer details, sales area, order information, and visit data in a centralized system.
  • Enabled real-time tracking of field activities and order status.
  • Built interactive dashboards and reports to analyze sales performance by region, product, and sales representative.
  • Provided actionable insights to support marketing campaigns and sales strategies.

Result

80% reduction in manual data entry.

100% real-time visibility into field sales and purchase orders.

Faster report generation with accurate sales analytics.

4. Improved decision-making through region-wise sales insights and marketing analysis.