Lead Management
Geo-Tracking for Managing Fields Reps
Performance!
Imagine having a real-time map of your field reps activity, allowing you to optimize their routes, track progress, and gain valuable insights. That's the power of Geo-Tracking with SalesTown CRM!
What is Geo Tracking in CRM?
Geo tracking, also known as geolocation tracking or GPS tracking, is a technology that uses GPS, cellular networks, or Wi-Fi to determine and record the geographical location of a device or person. In the context of CRM, geo tracking helps businesses monitor and optimize their field sales activities, improve team productivity, and enhance customer service.
Key features of Geo Tracking
SalesTown CRM’s Geo Tracking feature transforms the way you manage your field sales operations. Our user-friendly system makes it easy to plan and optimize sales activities, ensuring your team makes the most of their time in the field.
Track Check-ins and Check-outs
- Record when sales reps arrive at and leave client locations
- Verify visit durations and timelines
- Ensure accountability for field activities
- Analyze time spent with different clients or prospects
Plan Sales Activity
- Visualize customer locations on an interactive map
- Efficiently plan routes for client visits
- Optimize schedules to reduce travel time and costs
Nearby Contact Location
- See customers and leads close to your current location
- Default view shows contacts within 5 km (about 3 miles)
- Expand your search up to 15 km (about 9 miles) to see more
- Easily spot opportunities for quick, unplanned visits
- Make the most of your time in any area
Get Push Notifications
- Receive alerts when entering or leaving designated areas
- Stay informed about team members’ locations and activities
- Receive instant updates on changes to schedules or priorities
Track Agent Activities
- Monitor sales reps’ movements throughout the day
- Record all client visits, meetings, and other field activities
- Verify that scheduled appointments are being kept
- Identify patterns in sales activities for optimization
Complete Daily Reports
- Generate comprehensive summaries of daily field activities
- View distance traveled, number of visits, and time spent at each location
- Analyze performance metrics for individual reps or teams
- Identify areas for improvement in route planning and time management
Stop Wasting Time
Try SalesTown CRM’s geo-tracking features and empower your field reps to achieve more with real-time location insights and optimized routes. Start your free trial today!