Commerce

Vantage Sales: giving a field team and its managers the same picture

Leads, visits and orders for a sales team on the move.

01 · The challenge

A field sales team tracked visits and orders over WhatsApp and Excel, leaving managers with no visibility until the week was already over.

02 · What we built

A CRM for leads, visits and orders, plus a mobile app for reps to log visits and orders from the field.

03 · How we worked

Weekly releases, a pilot with one regional team before full rollout, and dashboards built around the metrics managers actually asked for.

Field sales CRM screenshot
60+Reps onboarded
3xFaster reporting
8 weeksConcept to launch
react · node.js · postgres · android · macos

"We finally see what's happening in the field the same day it happens."

Vikram NairVP Sales, Vantage Sales
// MORE WORK

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// LET'S BUILD

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