Improving Demo Visit Tracking and Sales Follow-Ups for B2B Teams

MechAxis Industrial Solutions operated a B2B sales team responsible for equipment demos, distributor meetings, and large-ticket deal follow-ups. Sales activities were coordinated through calls and emails, but there was no structured way to verify demo visits or track follow-up commitments. 🏭📞

Sales executives submitted visit updates at the end of the day, often missing key details such as client requirements or next steps. Management had limited visibility into which prospects were actively engaged, which demos were completed, and where deals were getting delayed. This affected forecasting accuracy and pipeline confidence.

Karyalay was implemented to bring structure and accountability into B2B sales operations. All prospects and distributors were managed centrally within the CRM, and demo visits were assigned as tasks with clear ownership and timelines. 🧩

GPS-based attendance and location-verified check-ins ensured that demo visits were logged only when sales executives were physically present at client locations. Sales teams updated visit outcomes, remarks, and next actions directly from the field using the mobile application. 📍📱

Sales dashboards and activity reports provided management with real-time visibility into demos completed, follow-ups pending, and pipeline movement.

📍 Verified demo visits through GPS-based check-ins
📌 Improved follow-up discipline across B2B sales teams
📊 Clear visibility into active deals and pipeline status
⏱️ Reduced sales delays with structured next-action tracking
👥 Better performance monitoring of sales executives
🚀 More reliable sales forecasting based on real activity data