Free 21-Day Trial Setup Kit

Step 1: Find the constraint

Field Sales Visibility Scorecard

Tick every statement that is true today. This is a practical diagnostic, not a benchmark against other companies.

I have to ask reps whether planned customer visits happened. Daily plans are spread across messages, calls, or spreadsheets. Visit notes, photos, orders, and customer history live in different places. Follow-ups can be forgotten because no person and due date are clearly assigned. Missed visits become visible only after someone manually checks the plan. Routes are not consistently prepared before the field team starts travelling. Managers rebuild reports manually before they can see customer coverage. Remote calls and physical customer visits are not clearly separated.

Select all statements that apply.

Step 2: Pick one result

Do not test everything at once

Choose one operating outcome that matters enough to measure for 21 days.

Customer coverage

Know which planned customers were visited and which were missed.

Follow-up control

Give every commitment an owner, due date, and visible status.

Route readiness

Give each field user a prepared sequence before travel begins.

Same-day visibility

See visit outcomes, orders, photos, and notes without collecting spreadsheets.

Step 3: Start your free 21-day trial

The 21-day launch plan

Days 1-2

Prepare a small real test

Create the manager and two field users, import 10-30 customers, assign them, and confirm each person can sign in.

Days 3-7

Complete the first live field week

Plan daily work, record real customer visits, and capture the next action before the day closes.

Days 8-14

Remove friction

Correct customer pins, refine routes or call cycles, and turn repeated questions into one agreed workflow.

Days 15-21

Compare and decide

Review the chosen outcome against the previous process. Continue only if the team has clearer information or an easier workflow.

Step 4: Define success

Measure operating evidence, not enthusiasm

Planned visits completed
Missed visits identified
Follow-ups completed on time
Customer records updated the same day
Manager reporting time reduced
Field users active each working day

SalesTracker Pro does not guarantee a particular revenue or productivity result. The free 21-day trial is designed to help your company measure its own workflow using real operating data.

Free templates

Download the working files

Use the customer CSV to prepare a small import and the trial-plan CSV to assign owners and record completion.

Customer import CSV 21-day trial plan CSV

Ready to use a real team?

Start with one manager, two field users, and a small customer list.

The complete platform is available for 21 days. No card is required, setup support is available by email, and your company chooses whether to subscribe.

Start free trial Ask about setup