All Case Studies
Manufacturing (Sales & Field Operations)
Improving Sales Activity Tracking and Follow-Ups for Manufacturing Teams
AxisPro Manufacturing Solutions
The Challenge
AxisPro Manufacturing Solutions had a sales team responsible for handling distributor inquiries, prospect meetings, and repeat-order follow-ups. While sales activity was happening regularly, tracking it accurately was a challenge. Updates were shared over calls and messages, making it difficult to verify meetings and follow-up commitments. ๐ญ๐
Management lacked a clear, real-time view of which leads were active, which distributors were being engaged, and how consistently the sales team was covering assigned territories. This affected forecasting accuracy and delayed decision-making as the sales network expanded.
Management lacked a clear, real-time view of which leads were active, which distributors were being engaged, and how consistently the sales team was covering assigned territories. This affected forecasting accuracy and delayed decision-making as the sales network expanded.
The Solution
Karyalay was implemented to bring structure and visibility into manufacturing sales operations. All prospects, distributors, and inquiries were managed centrally within the CRM. Sales meetings and follow-ups were assigned as tasks with defined owners and timelines. ๐งฉ
GPS-based attendance and location-verified check-ins ensured that field visits were recorded only when sales executives were present at client or distributor locations. Visit outcomes, remarks, and next actions were updated directly from the field using the mobile application. ๐๐ฑ
Management dashboards and sales reports provided leadership with real-time visibility into sales activities, follow-ups, and team performance without manual consolidation.
GPS-based attendance and location-verified check-ins ensured that field visits were recorded only when sales executives were present at client or distributor locations. Visit outcomes, remarks, and next actions were updated directly from the field using the mobile application. ๐๐ฑ
Management dashboards and sales reports provided leadership with real-time visibility into sales activities, follow-ups, and team performance without manual consolidation.
Modules Used
CRM
GPS Attendance
Task & Visit Tracking
Sales Reports
Management Dashboard
The Results
๐ Verified sales visits through location-based check-ins
๐ Improved follow-up discipline across sales teams
๐ Clear visibility into active leads and distributor engagement
โฑ๏ธ Faster sales decisions with real-time activity data
๐ฅ Better performance monitoring of field sales executives
๐ More reliable sales forecasting based on actual field activity
๐ Improved follow-up discipline across sales teams
๐ Clear visibility into active leads and distributor engagement
โฑ๏ธ Faster sales decisions with real-time activity data
๐ฅ Better performance monitoring of field sales executives
๐ More reliable sales forecasting based on actual field activity
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