Objective

The main project objective was to create an effective tool that helps to:

• centralize customer and order data;
• track the work of sales managers in real time;
• optimize field visit routes and visit planning;
• analyze sales results and employee performance;
• automate deal tracking and customer interaction processes.

Project stages

Analysis

The needs of the sales department were analyzed: what data is critical for reporting, which parameters affect conversion, and what tasks managers perform on site. Best practices in CRM and field team tracking were studied.

Design

An interface focused on simplicity and speed was created: in the mobile version — fast entry of orders and meetings; in the web panel — clear dashboards, charts and report forms.

Development and testing

The app was developed for Android, iOS and a web client with cloud synchronization. Testing covered UX, data flows, stability, integration with backend services and secure data storage.

Features

• Customer base: centralized storage of contacts, deals and interaction history.
• Manager tracking: GPS tracking and route history of field employees.
• Visit planning: calendar, tasks and routes for sales representatives.
• Offline mode: work without network access with subsequent synchronization.
• Reporting and analytics: sales charts, KPIs, performance dynamics.
• Notifications and reminders: about tasks, visit deadlines and order changes.
• CRM integration: data exchange and synchronization with corporate systems.

Results

• The time spent processing deals and entering data has been reduced thanks to automation.
• The transparency of field managers’ work has increased thanks to tracking and analytics.
• Sales performance has increased thanks to route optimization and visit planning.
• Management gained access to real data for making managerial decisions.
• The workload on employees has been reduced thanks to automatic reports and processes.

Testimonials

“Gateway Sales Management App has become a key tool for our sales department. We used to spend a lot of time reconciling data and monitoring field visits. Now, with the app, we can see managers’ work in real time, analyze performance and optimize processes. This has seriously increased our productivity and the quality of customer service.”