case study

Optimizing Sales Tracking with Innovative Software

In the competitive world of sales tracking and optimization, our IT company embarked on a transformative journey. We partnered with a forward-thinking client to pioneer a cutting-edge solution for tracking agents, optimizing routes, and streamlining sales operations. This case study unveils our collaborative story, showcasing how we leveraged technology to empower businesses to reach their full sales potential.


Aha! moment

Our groundbreaking moments unfolded with the introduction of transformative features aimed at enhancing operational efficiency. The optimized route feature emerged as a game-changer, empowering users to identify the most efficient routes with accurate distance and estimated time calculations. The implementation of real-time agent tracking brought unprecedented transparency, simplifying the monitoring of agent activities and facilitating comprehensive reporting. Perhaps most notably, our innovations resulted in a remarkable 90% reduction in manual efforts required for creating optimized routes, leading to significantly faster sales operations. These advancements collectively marked a pivotal step forward in streamlining processes, optimizing resource utilization, and ultimately redefining the landscape of operational effectiveness.

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“The team has been very communicative, available, and organized throughout the project which contributed to the successful completion of our project in a timely manner. They followed through on all our objectives and were easy to work with. We really appreciated the support throughout the app launch process as well. We look forward to working with him more on future projects!”


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Objectives

Our objectives were clear:

  • Develop an intuitive software solution for tracking agents in real-time
  • Create a route optimization feature for efficient travel between selected location points
  • Provide estimated time to complete a route for better planning
  • Enable the recording of store and associated visit notes
  • Implement a multi-level office hierarchy management system

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Challenges

While developing the sales tracking software, we encountered several challenges:

  • Route Optimization: Implementing an efficient route optimization algorithm was technically complex
  • Real-Time Tracking: Ensuring accurate real-time agent tracking and reporting required careful planning and efficient load balancing
  • User Adoption: Encouraging users to embrace the new system for route optimization and agent tracking required strategic planning
  • Integration Complexity: Integrating multiple tools, including Google Maps and GraphHopper, presented technical intricacies
  • Data Management: Efficiently managing data related to route optimization and agent tracking was challenging
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Use Cases

The sales tracking software found applications in:

  • Agent tracking, providing real-time visibility
  • Route optimization for efficient travel between locations
  • Store visit note recording for sales teams
  • Multi-level office hierarchy management for organizational structure

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Conclusion

This sales tracking software project stands as a testament to the transformative power of technology in sales optimization. With a robust feature set, real-time tracking, and efficient route optimization, we've empowered businesses to enhance their sales processes and reach their full potential.


  • Sales
  • Route tracking
  • GPS
  • Route optimization
  • React Native

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