case study · field sales

Your field rep works smarter and sells more.

Field sales reps waste up to 40% of their day on manual quotes and paperwork. We built a sales management system with a mobile app (iOS and Android) and a desktop admin panel: a professional quote in minutes, a live customer map by location, and a morning screen with every sales metric - all from the field, without driving back to the office.

Industry · B2B field sales Technology · iOS and Android Project · 2026

overview

The story behind the project.

Your best rep can burn hours a day building manual quotes, hunting for addresses and pushing paperwork - instead of selling. That is not a weak rep; it is tools that were never built for the field.

The company wanted to give every rep everything they need on a single mobile screen: build a quote on the spot, see which customer is nearby right now, and give the manager a live picture straight from the field.

the solution

What we built.

A sales management system for field reps - a mobile app for the rep and a desktop admin panel for the manager, connected in real time.

A quote in minutes

Build a quote with SKU, customer pricing, VAT and automatic calculation - right from the field, before the rep even leaves the meeting.

A "near you" customer map

A live map with GPS and color-coded pins by customer status - who is nearby right now, one tap to navigate.

A morning screen with 4 KPIs

The rep starts the day with leads, customers, open quotes and meetings - all on a single screen.

Recent activity feed

Quotes sent, new leads and closed deals - a live activity log for every rep.

App plus desktop admin

The rep works from the phone, and the manager sees the whole field from a desktop admin panel.

Real-time sync

Every quote, lead and deal updates instantly between the field and the office.

results

The result: less paperwork, more deals.

The rep spends time selling, not on admin - a quote in minutes, straight from the field.

Up to 40% less time on paperwork

Automatic quotes free the rep up to sell.

A quote before you leave the meeting

A professional price on the spot shortens the sales cycle.

A manager with a live picture

The admin panel shows the manager all field activity in real time.

our approach

How we built the system

We go out into the field with the reps, understand what eats their time, and build a fast app made for work on the move.

  1. 1

    Deep specification

    We sit with the team and map the real flow of information - who does what, when, and where things get stuck.

  2. 2

    Spotting the bottlenecks

    We pinpoint exactly where errors, duplication and delays occur - that is where the biggest value is.

  3. 3

    Custom development

    We build the system around your process, module after module, with testing every step of the way.

  4. 4

    Rollout and support

    We go live, train the team, and stay available after launch for ongoing improvement and expansion.