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(+1) 732-385-3546 (US)
080-47359453 (India Sales)
080-46801265 (India Support)
62-87750-350-446 (ID)
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Help your field teams achieve their best!
Your agents’ every move counts. That’s precisely why LeadSquared’s field force
automation solution is designed to help your reps work smartly and
productively every single day.
Build the app home for your teams to show only what’s important to them. Get started in minutes, no coding required.
Carve territories and assign users, teams, and sales groups. Automatically distribute leads based on user territories.
Improve on-field sales efficiency through seamless location monitoring, distance traveled calculation, location history, and more.
Capture lead details and auto-populate lead fields (in iOS) from visiting cards, PAN cards, and other KYC documents.
Generate automated day plans, prioritize tasks for your reps, track store visit statuses, scan/collect documents, and more.
From lead and task assignments to progress and outcome tracking, automate everything that takes up your time.
Every time an inquiry comes in, assign the leads automatically to your field sales agents based on the prospect’s proximity to their territory. Reduce the response time with task assignment notifications.
Ensure no task is overlooked and no follow-up missed.
Automate the complete day and route planning for your field teams for maximum productivity per visit. The app will automatically devise the best travel route.
Allow them to view leads near them to ensure more meetings per visit. A better-planned day = a more productive day!
Live track your agents and teams. Prevent fraudulent check-ins, and meeting misrepresentations using geo-fencing. Your agent can’t check in or add meeting notes without being physically present in that location.
Not only does it prevent dishonest practices, but also ensures that the reports are accurate.
As soon as an agent checks in, their attendance is marked. You can restrict the check-in until the agents are in their first meeting locations, thereby avoiding fraudulent activities.
This also helps calculate the attendance and correct payouts for the agents automatically.
When field sales teams have a strength of a few thousand, a high churn rate is unavoidable, and hard to manage. LeadSquared lets you keep accurate records of currently active & inactive agents, auto-deactivate inactive ones, automatically map their last working day, ensure correct payouts, and avoid conflicts.
Churned agents’ leads are also reassigned automatically.
Automatically get reports sent to your inbox. The mobile app and your desktop sync automatically, ensuring accurate data.
With checked in agents, you can view the number of meetings, distance traveled, and the quality of the meetings easily.
“Our agents are more efficient, and the journeys are more seamless, helping us deliver a premium experience to every customer.”
“Where an individual salesperson took around 8-10 mins to fill in the required details of a supplier, with LeadSquared it just takes a minute.”
(+1) 732-385-3546 (US)
080-47359453 (India Sales)
080-46801265 (India Support)
62-87750-350-446 (ID)