Check-In System: Keep Track of Sales Reps In Real-Time
Easily track and monitor your salesman's activity with our real-time solution designed for b2b field sales operations. Gain insights into location, attendance, and performance to keep your team on track and productive.
What Is a Check-In System?
A check-in system allows sales reps to log their locations, attendance, and activities as they move through their routes. Equipped with GPS tracking, this system provides real-time data on each rep’s whereabouts and activities, making it easier to oversee a dispersed workforce.
Who Needs It?
Sales managers benefit the most from a check-in system. It provides a centralized way for them to monitor each rep's activity, location, and performance, without the need for constant check-ins via calls or messages. This tool also benefits the sales reps, as it simplifies logging and accountability, allowing them to focus on their tasks.
Why is it Needed?
Limited Visibility on Field Sales
Without real-time tracking, managers struggle to ensure that sales reps are sticking to their routes and schedules, making it tough to prioritize urgent tasks or high-value clients.
Verifying Client Visits
It's hard to tell if sales reps are actually visiting their assigned clients or just logging visits remotely, which can lead to accountability issues without a reliable check-in system.
Communication Gaps
Constantly chasing reps with calls or messages wastes time and can lead to missed updates, slowing down response times and causing misunderstandings.
Tracking Daily Performance
Without a streamlined check-in system, it's challenging to track the daily productivity of sales reps, making it harder to identify areas for improvement or reward top performers.
Delayed Reporting
Manually collecting data on reps’ activities can delay reporting, leaving managers with outdated or incomplete insights to make decisions.
Last-Minute Changes
Sales reps often face last-minute changes like canceled meetings or delays. Without real-time updates, it’s tough for managers to quickly adjust schedules and reassign tasks, leaving opportunities on the table.
What are the Benefits?
Enhanced Visibility
Managers can see where each rep is at any given moment, allowing better oversight of team activities.
Improved Accountability
Automatic tracking and location verification ensure reps are following their routes and schedules.
Optimized Performance
With data on each rep’s visits and time spent, managers can identify top performers and areas for improvement.
Better Productivity
The streamlined process of logging minimizes administrative tasks, giving reps more time to focus on sales.
Accurate Reporting
Centralized data collection simplifies reporting and analytics, making it easier to set goals and track progress.
How To Use Our Check-In System?
Step 1
To get started, log in to SalesHero app and locate the "Check-In System" feature in the menu. Click on it to access and proceed to step 2.
Step 2
After logging in, you can filter check-in statuses by date to make updates. To add a new status, simply click the "+" icon at the top right.
Step 3
After clicking the "+" icon, fill in the required details (customer, photo, remarks), then click "Send" to update the information in our backend system.
Step 4
Log in to your SalesHero backend system and locate the "Customer" section on the menu, then click on the "Check-In" report.
Step 5
After that, fill in the required details (company, customer, agent, date, area, and check in by), then click on "search" button to filter the result.
Step 6
You should now be able to view the check-ins updated. You can download the report as a PDF or export it to Excel.
Looking for More Advanced Customization?
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