Skip to content

Product Spec: Field Sales & Visits

Goal: To optimize the efficiency of the "Feet on Street" sales force by automating route planning, verifying site visits, and surfacing "Nearby" opportunities.

1. Overview & Workflows

Field marketing is expensive. This module ensures that every physical visit is planned, executed, and verified to maximize ROI. It moves the sales team from "Roaming" to "Targeted Visiting".

Core Workflows

  1. Appointment Booking: Pre-scheduling client meetings in the calendar.
  2. Route Intelligence: System calculates travel time and suggests optimal routes.
  3. Visit Verification: "Check-in" required at client location (Geo-fenced).
  4. Nearby Discovery: "Who else is nearby?" feature to fill schedule gaps.

2. Functional Requirements

2.1 Pre-Appointment Booking

  • Calendar View: Rep selects a date and customer to book a "Field Visit" slot.
  • Travel Projection:
    • User enters Start Location (e.g., Office) and End Location (Client).
    • System estimates Travel Time (via Google Maps API) and blocks that buffer in the calendar.
    • Logic: Prevent impossible schedules (e.g., two meetings 1 hour apart but 3 hours travel distance).

2.2 Visit Execution & Verification

  • Geofenced Check-in:
    • The "Check-in" button on the mobile app is only active when the device GPS is within 500m of the Customer's tagged location.
    • Override: Require "Reason for Exception" if checking in remotely.
  • Meeting Minutes:
    • Rep captures discussion notes, photos of the site, and next steps directly in the app.
    • Validation: Cannot "Check-out" without entering minimal notes.

2.3 "Nearby Customers" Discovery

Maximize field productivity.

  • Trigger: When a rep checks in at Location A.
  • Map View: System renders a map showing all leads/customers within a 5km radius.
  • Filters:
    • Hot Leads (Prioritize these).
    • Inactive Customers (Good for reactivation visits).
    • Cold Prospects.

2.4 Expense Integration (Phase 2)

  • Auto-Mileage: System calculates total distance traveled based on Check-in/Check-out GPS coordinates for effortless reimbursement claims.

3. Reporting & Metrics

  • Visits per Day: Target vs Actual (e.g., 4 visits/day).
  • Field Coverage: Map heatmap showing areas with high vs low physical presence.
  • Visit Outcome: % of visits resulting in a Quote or Order within 7 days.

4. Technical Dependencies

  • Google Maps API: For distance matrix and geolocation.
  • Mobile App PWA: Critical for GPS access (Browser or Native Wrapper).