SFA · Field operations
Mplify SFA — Field Sales Automation
A field-sales automation project for structuring rep visits, customer activity and performance reporting.
The business challenge
Manual check-ins and incomplete or late end-of-day reports made it difficult to verify visits, monitor compliance or connect field activity with sales performance. The project needed a more structured way to record and review day-to-day field work.
My contribution
I implemented and managed the Mplify SFA platform. I defined KPIs for visit compliance, clock-in tracking and activity monitoring, and built dashboards connecting field data to sales outcomes across activities, visits, rep performance and target tracking.
Main activities and deliverables
- Daily customer-activity and visit-completion tracking.
- Clock-in verification and rep-performance scoring.
- A reps locator and customer tracking.
- Dashboards for activities, visits, performance and targets.
Operational outcome
The platform provided a structured view of field activity, visit completion and sales performance for operational review.
Tools and platforms
- Mplify SFA
- Activity dashboards
- CRM integration
- Field analytics