Free Salesperson Tracking Software/App Built Without Coding | Clappia

Use Case
July 17, 2023

In this blog post, I’m going to show you how to build a Salesperson Tracking Software/App using Clappia, a No-code platform that lets you create custom business applications without coding. Clappia is a cloud-based platform that provides an intuitive drag-and-drop interface that allows you to design forms, workflows, and dashboards. You can also use the formula syntax in Spreadsheets to convert your business logic into processes. Clappia is trusted by 2000+ organisations and 300,000+ users worldwide for their digital transformation needs. You can learn more about Clappia here.

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Create a customized and efficient tool to manage your sales team's performance, activities, and location

Salesperson Tracking Software/App is a useful tool for managing your sales team’s performance, activities, and location. It can help you monitor their sales targets, leads, visits, expenses, feedback, and more. It can also help you optimize your sales strategy, improve customer satisfaction, and increase revenue.

With Clappia, you can build your own Salesperson Tracking Software/App in four easy steps:

Step 1: Select Modules

Clappia offers various modules that you can use to create your app. For example, you can use the Location module to capture the GPS coordinates of your salesperson’s visit, the Image module to upload photos of the products or receipts, the Signature module to collect customer signatures, the Barcode module to scan product codes, and so on. You can also create custom fields and validations as per your requirements.

Step 2: Setup Systems

Clappia lets you configure processes, automation rules, notification messages, approval permissions, and time-bound behaviors using a visual editor. For example, you can set up a workflow that automatically assigns leads to salespersons based on their location or availability, sends email or SMS alerts to them and their managers when a visit is completed or a sale is made, triggers an invoice generation when a payment is received, and so on.

Step 3: Configure Dashboards

Clappia allows you to create interactive dashboards that display real-time data and insights from your app. You can use various charts, graphs, tables, maps, and filters to visualize and analyze your sales data. For example, you can see the total sales amount, average sales per person, number of visits per day or week, customer feedback ratings, expense reports, and more. You can also export or share your dashboards with others.

Step 4: Get App Instantly

Once you are done with designing your app, you can publish it instantly and access it from any device (mobile or web). You can also invite your sales team members and managers to join your app and assign them different roles and permissions. You can also update or modify your app anytime without affecting its functionality.

That’s it! You have just created your own Salesperson Tracking Software/App using Clappia in a matter of hours. You can now enjoy the benefits of having a customized and efficient tool for managing your sales operations.

If you want to see the detailed steps of building this app using Clappia, you can watch this video below:

Clappia Use Case ● Building Field Force Tracker App ● No-Code Low-Code Platform

If you are interested in building your own Salesperson Tracking Software/App or any other business application using Clappia, you can sign up for a free plan and start building right away. 

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