Improving Distributor Follow-Ups and Sales Visibility for Channel Teams

MetroLink Distribution Co. managed a network of distributors and channel partners across multiple territories. Sales executives regularly visited partners to collect orders, resolve issues, and push schemes, but activity tracking relied on calls and end-of-day updates. 🏪📞

There was no consistent way to verify distributor visits or track follow-up commitments. Lead and order discussions were scattered, making it difficult for management to assess territory coverage, missed visits, and actual on-ground sales effort. As the network grew, forecasting and performance reviews became increasingly unreliable.

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

GPS-based attendance and location-verified check-ins ensured that visits were recorded only when sales executives were present at distributor locations. Executives 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 territory coverage, pending follow-ups, and sales activity—without relying on manual summaries.

📍 Verified distributor visits through location-based check-ins
📌 Improved follow-up discipline across channel sales teams
📊 Clear territory-wise visibility into sales activities
⏱️ Reduced missed follow-ups with structured task assignments
👥 Better performance tracking of sales executives
🚀 More reliable sales planning based on accurate field data