How a Growing Field Sales Team Improved Client Visit Verification, Follow-Up Discipline, Performance Visibility, and Sales Reporting Across Multiple Locations Using Karyalay ERP

NextWave Sales Solutions managed a field sales team responsible for meeting prospects, generating leads, and closing deals across multiple locations. While daily sales activities were happening on the ground, tracking them accurately was a constant challenge. 📍📞

Sales executives shared updates through WhatsApp messages and calls, but there was no structured way to verify client visits or track follow-up commitments. Lead information was scattered, and managers had limited visibility into which leads were actively being pursued and which were being neglected.

As the team grew, management found it increasingly difficult to measure individual performance, ensure visit discipline, and generate reliable sales reports. This lack of control started affecting forecasting, accountability, and overall sales efficiency.

Karyalay was implemented to bring discipline and transparency into the field sales process. The CRM module was used to capture all leads centrally and assign them to specific sales executives with defined follow-up schedules. 🧩

GPS-based attendance and location-verified check-ins were enabled to confirm client visits and on-ground presence of the sales team. Each client meeting was mapped as a task or visit, allowing executives to update outcomes directly from the field using the mobile application. 📱

Sales activity reports and management dashboards gave leadership real-time visibility into daily visits, pending follow-ups, active leads, and team performance—without relying on manual updates or verbal confirmations.

📍 Verified client visits through GPS-based attendance and check-ins
📌 Centralized lead management, reducing follow-up leakage
⏱️ Improved sales discipline with structured visit and task tracking
📊 Real-time sales reporting for better forecasting and decisions
👥 Clear performance visibility across individual sales executives
🚀 Higher sales efficiency as teams focused on active, tracked opportunities