One platform for the whole field operation

1. 01

   No proof from the field

   Meetings were logged in the CRM after the fact. Managers couldn't tell whether a visit happened, whether the rep arrived on time, or what was discussed.

2. 02

   A working day the CRM couldn't see

   Attendance, journeys, vehicles, and training all needed managing, and none of it belonged in the CRM.

3. 03

   Performance pieced together by hand

   Scoring people fairly meant combining meetings, presentations, pipeline, and targets from different places at the end of every quarter.

A day in the field, end to end

1. 1

   Clock in

   The rep clocks in with one tap against their schedule and says how they're feeling. Head office sees live attendance.

2. 2

   Time to leave

   Yesterday at noon, the day's diary was checked for drive times that don't add up. Now a push notification says when to set off, based on live traffic.

3. 3

   Arrival

   Background GPS detects arrival inside the meeting perimeter, tells the manager, and stamps the meeting on time or late. If the rep is late or offline, the manager hears 15 minutes before.

4. 4

   Present & debrief

   The rep presents from the tablet presentation app, then captures a structured debrief. The audio is scored by AI and a PDF goes to the manager.

5. 5

   On the road

   Journeys are snapped to roads with the distance calculated automatically, and geofences log time spent at key sites.

6. 6

   End of day

   Managers get an 18:00 compliance report, and overdue CRM tasks escalate on their own: a reminder at 3 days, the manager at 7, and an executive digest at 14. The day's figures feed each person's quarterly report card.

• Attendance & people

  One-tap clock in, lunch, and break against versioned schedules, live attendance and history, mood check-ins, scheduled peer ratings with leaderboards, and messages to the app.

• GPS-verified meetings

  CRM appointments sync to the app. Background location confirms arrival, lateness, or no-show against a perimeter around each meeting, with route maps and logged-versus-actual views for managers.

• AI-scored debriefs

  Debrief audio is scored on 12 dimensions, from sector knowledge to listening and storytelling, with a summary, sentiment, action plan, and the reason behind every score.

• Live location & journeys

  Live location on a map, geofences with compliance logs, a route planner, and journeys snapped to roads with automatic distance.

• Fleet

  Vehicles and approved drivers, driver profiles and training, fuel logs, condition inspections, maintenance, traffic fines, and washes.

• Training & development

  Modules assigned by department, with questions, assessments, recorded answers, follow-up on exceptions, and a weekly progress report for managers.

• Real-time dashboards

  Live dashboards for sales activity, deals, attendance, location compliance, mood, and presentations, used all day, plus daily activity targets and 30/60/90-day forecast boards.

• Sales report card

  A quarterly card per rep, or rolled up for a manager's team, scoring ten areas from sales and presentations to pipeline, route compliance, and evaluation. Each shows the calculated score, the manager's rating, the target, and the team median, on a radar and a gap-to-target view.

• The evidence behind every score

  Each section opens up into its figures: sales against target and baseline over six quarters with 3- to 12-month averages, meetings in person and virtual, cancel rates, debriefs completed and read, contact ratings, the open pipeline by probability, and time spent at the office.

• Targets & up-to-date sales data

  Monthly sales targets with a baseline, and weekly or monthly meeting targets, for every rep and the team below each manager. Scores reward working every contact and open deal each quarter, a deal only counts as won with its revenue recorded, and overdue CRM tasks escalate to the manager.

• AI data assistant

  Executives ask questions like "Who submitted the most debriefs last month?" and get answers or branded Excel, PDF, and interactive reports, limited to the data they're allowed to see.

• Field reps

  • One-tap clock in, lunch, and break
  • A "time to leave" alert based on live traffic
  • Meetings, debriefs, training, and journeys in one app

• Sales managers

  • Alerts when a rep arrives, is running late, or goes offline
  • Debriefs to review and rate, with AI scoring alongside
  • A quarterly report card for each rep and their whole team
  • Each rep's sales and meetings tracked against their targets
  • An 18:00 compliance report on their direct reports

• Executives

  • Real-time dashboards across sales, attendance, and the field
  • Report cards that roll up by manager, with a row per person
  • Pipeline and 30/60/90-day forecast by territory
  • Plain-English questions answered by the AI assistant

• Operations & coordination

  • Next-day diary checks for impossible drive times
  • Logged versus actual meetings, side by side
  • Live location and geofence compliance

• Fleet

  • Every vehicle with its approved drivers
  • Inspections, maintenance, fines, and washes on record
  • Fuel logs alongside journey distances

• HR & training

  • Live attendance and schedule history
  • Training modules, assessments, and weekly progress
  • Mood trends and scheduled peer ratings

1. 2017

   First release

   Location logging and KPI dashboards on live CRM data, followed by a move to .NET Core within the first year.

2. 2018–2020

   Field visibility

   A mobile API and CRM bridge, route-map dashboards, geofences, activity tracking, and staff mood check-ins.

3. 2024

   Native app & AI

   A native iOS and Android app, CI/CD pipelines, AI scoring of debriefs, and AI photo checks.

4. 2025–2026

   Modernised in place

   A new management portal and field app, the AI data assistant, and the sales report card, all rolled out without a break in service.

• Background location limited to working hours that keeps running when the app is closed.
• Read-only, permission-aware AI: it can't change data, only sees what the user may see, and is tested against real business questions.
• Scorecard figures versioned at quarter close, so every rating can be explained later.
• Calculated scores and managers' ratings kept side by side rather than merged, so a manager overrides a figure with the evidence in front of them, and both stay on record.
• Team rollups say how many people their averages are made of, and a rep is compared with the median of the people they actually work alongside, never including themselves.
• Missing data is told apart from a genuine zero, so a blank score always says whether it's awaiting a rating or a calculation.
• Generated, typed API clients and more than 500 automated back-end and front-end tests.
• Modernised in place across every major .NET and Angular version since 2017.
• Kept current with regular technology, library, and framework updates, along with ongoing performance and security improvements.

• .NET
• ASP.NET Core
• SQL Server
• Angular
• Capacitor
• Microsoft Dynamics CRM
• Active Directory
• Google Maps
• Firebase