Improving Visit Discipline and Sales Reporting for Trade Teams

PrimeLink Trade Solutions managed a field sales team responsible for visiting retailers, onboarding new outlets, and collecting orders across assigned territories. Daily visits were planned, but execution tracking relied on verbal updates and WhatsApp messages. 🏪📞

There was no reliable way to verify whether sales executives actually visited assigned outlets or followed planned routes. Visit reports were submitted at the end of the day, often incomplete or inconsistent. Management struggled to understand market coverage, missed visits, and true on-ground activity, which impacted sales planning and performance reviews.

Karyalay was implemented to bring structure and discipline into trade sales operations. All retailers and prospects were organized within the CRM, and daily visits were assigned as tasks with clear ownership. 🧩

GPS-based attendance and location-verified check-ins ensured that sales visits were recorded only when executives were physically present at outlet locations. Sales executives updated visit outcomes directly from the field using the mobile application. 📍📱

Management dashboards and sales activity reports provided real-time visibility into completed visits, pending follow-ups, and territory-wise coverage without relying on manual reporting.

📍 Verified retailer visits through GPS-based check-ins
📌 Improved visit discipline across trade sales teams
📊 Clear territory-wise visibility into daily market coverage
⏱️ Reduced missed visits with structured task assignments
👥 Better performance tracking of individual sales executives
🚀 Improved sales planning based on accurate field data