Field Sales Intelligence
Total visibility into your mobile workforce.
Equip your field teams with powerful mobile technology. Combine GPS route optimization, geo-fenced smart attendance, digital smart surveys, and instant fund management into a single, offline-ready application.
Field Sales & Survey Feature Modules
GPS Tracking
Monitor your entire field workforce in real-time. See agent locations, historical movement breadcrumbs, and exact client visit coordinates.
Smart Attendance
Automate time and attendance. Agents clock in using mobile devices, validated instantly by geo-fencing against designated branch locations.
Live Attendance
A central HQ dashboard displaying exactly who is online, currently visiting a client, or off-duty, refreshed by the second.
Route Planner
Optimize daily travel. Visually map out client visits to minimize drive time and maximize the number of meetings per agent.
Route Management
Assign predefined territories and route schedules to specific agents. Track route compliance and missed stops easily.
Survey Management
Build dynamic, custom questionnaires (multiple-choice, text, photo uploads) to gather market intelligence and competitor data.
Survey Response
Analyze captured survey data in real-time. Automatically aggregate responses into visual charts to identify market trends.
Request Funds
Allow agents on the road to instantly request expense funds for fuel, lodging, or client entertainment directly from the mobile app.
Funds Management
HQ workflow to review, approve, and disburse requested funds via mobile money. Automatically records the expense to the general ledger.
Live Reporting
Access instant dashboards combining sales targets, route completion percentages, and attendance statistics.
Offline Mode
Keep working when signal drops. The mobile app stores check-ins, surveys, and orders locally, automatically syncing when connection returns.
Reports
Generate comprehensive historical reports on field productivity, total travel mileage, and survey campaign effectiveness.
The Field Operations Workflow
From morning dispatch to evening reporting.
Plan Routes & Surveys
HQ designs daily territories in the Route Planner and assigns dynamic Smart Surveys to agents' mobile devices for targeted data collection.
Execute & Track
Agents navigate routes, clocking in via geo-fenced Check-ins. They gather competitor pricing via Surveys, even in Offline Mode.
Reconcile & Analyze
Field expenses requested via the app are approved by HQ. Live Reporting automatically updates with fresh survey responses and route compliance metrics.
Uncompromising Control
Geo-Fenced Verification
Eliminate "ghost" check-ins. The system physically prevents an agent from logging a client visit or survey response unless their GPS coordinates match the registered location radius.
Offline-First Architecture
Built for remote territories. Agents can view their assigned routes, log attendance, and conduct complex surveys completely offline without data loss.
Strict Expense Audits
The Funds Management module ensures every shilling requested in the field requires managerial approval and receipt uploads before mobile disbursement, preventing leakage.
Ready to take control of your field operations?
Join distributors and field service teams maximizing productivity with Bylon ERP.