Field Sales Solution

    Field Sales Performance You Can See

    Track visits. Verify meetings. Optimize territories. Give your field sales team the tools to cover more ground — and give managers the visibility to coach them.

    Your Best Territory Is Only as Good as Your Worst Day

    Field sales managers know the pain of managing a remote team without visibility.

    Sales team meeting

    "Trust but verify"

    Are reps actually visiting customers, or just saying they did? Without verification, you're flying blind.

    Territory blind spots

    Some areas get over-covered while others are ignored. Identify coverage gaps before competitors do.

    CRM disconnect

    Visits logged manually days later lack detail and accuracy. Automate data entry to keep your CRM current.

    Tools for the Modern Field Sales Team

    Navixy FSM brings visibility to field sales without micromanagement, translating features into sales outcomes.

    Visit Tracking

    GPS-verified check-ins at customer locations. No more guessing.

    Territory Visualization

    See coverage patterns on the map. Identify gaps.

    Route Planning

    Optimize multi-client days for maximum face time.

    Visit Reports

    Capture meeting notes, outcomes, and follow-ups on the spot.

    CRM Sync

    Push visit data to Salesforce, HubSpot, or your CRM of choice.

    Mileage Logging

    Accurate business miles for reimbursement and expense tracking.

    Proof of Presence

    Know When Visits Actually Happen

    The GPS-verified check-in captures location, time, and meeting details instantly. Eliminate "drive-by" visits and ensure quality face time.

    Location Verification

    Was the rep actually at the client address? GPS confirms it.

    Time & Duration

    When did they arrive? How long did they stay?

    Meeting Outcomes

    Notes and follow-up tasks captured on the spot.

    Visit verification interface

    Visit Verified

    10:42 AM • 45 mins

    "Meeting with John. Discussed Q3 renewal. Positive outlook."

    Visualize Your Territory Performance

    Map-based views show how your team is covering the territory. Identify gaps and opportunities instantly.

    Heat Maps

    Where are visits concentrated? Where are the gaps?

    Customer Pins

    See all accounts on the map with visit history.

    Undervisited Alerts

    Identify high-value customers who haven't been seen.

    Rep Comparison

    Who's covering ground? Who's stuck in one area?

    Territory Map Visualization

    The Result

    Your best reps already plan their routes mentally. Now everyone can work like your best rep.

    15-25%

    more client visits per week

    Maximize Face Time, Minimize Drive Time

    Field sales is about relationships — not sitting in traffic. Route optimization helps reps fit one more meeting into the day.

    • Sequences client visits for minimum drive time
    • Accounts for appointment windows and priority clients
    • Reduces fuel costs and vehicle wear
    • Dynamic adjustments for last-minute changes

    Sync Visits to Salesforce, HubSpot, and More

    Your CRM is the source of truth for sales. Navixy FSM connects to it, ensuring checks-ins, meeting notes, and visit history flow automatically.

    SalesforceHubSpotZohoDynamics 365

    Two-Way Sync

    Pull prospect lists to plan routes; push visit confirmations and notes back to the CRM contact record.

    For Managers

    See the complete picture: visits in context with sales pipeline, deal stage, and recent activity.

    Built for Reps Who Want to Perform

    The best sales reps want tools that help them, not spy on them. Frame the tool as empowerment.

    Clear Visit List

    Today's clients, optimized route, and all details right in their pocket.

    One-Tap Check-In

    No fumbling with forms — fast in, fast out.

    Private Time

    Personal trips and off-hours aren't tracked. Privacy first.

    "This helps me hit my numbers — not just track my miles."

    — High-Performing Rep

    Measure What Matters

    Sales leaders love data. Move beyond "I think" to "I know" with comprehensive analytics.

    Visits per day/weekActivity Volume
    Time at clientQuality of Engagement
    Territory coverageMarket Penetration
    Client tier visitsStrategic Focus

    Field Sales Teams Like Yours

    B2B Sales Team

    • Challenge: 30 reps, inconsistent documentation.
    • Solution: GPS check-ins synced to Salesforce.
    • Result: CRM accuracy up 85%.

    Pharma Sales

    • Challenge: Compliance for HCP visits.
    • Solution: Verified check-ins + meeting notes.
    • Result: Audit-ready records.

    Retail Merchandising

    • Challenge: Verifying shelf compliance.
    • Solution: Check-ins with display photos.
    • Result: Real-time execution visibility.

    Ready to See Your Field Sales Performance?

    More visits. Better coverage. Verified activity. Give your sales team the tools to close more deals — and your managers the visibility to coach them.

    CRM integration included Privacy-respecting design Reps love it too