Sales Management Mobile App
A field-first mobile application for TMT steel distribution that enables real-time sales activity capture, opportunity tracking, and dispatch coordination across multiple branches.
Partnership Goal
→ Build a mobile-first sales execution and operations app for a multi-branch TMT steel distribution business to replace paper-based visit logs, phone-based follow-ups, and delayed reporting with real-time field data capture.
Service
Mobile Application
Overview
Sales Management Mobile App is a field-first application built for a multi-branch TMT steel distribution business with large on-ground sales teams, warehouse staff, and regional managers. The app replaces paper-based visit logs, phone-based follow-ups, and delayed reporting with a real-time mobile system that captures every sales activity at the source.
The mobile app enables field executives to log visits, create enquiries, size opportunities based on steel tonnage, place orders, submit expenses, mark attendance, and coordinate dispatch, while managers track performance, approvals, and productivity from their phones.
Challenge
From the client perspective, the key challenges were:
Field sales data was captured late and inconsistently
Visits, enquiries, and orders were not linked in a single mobile workflow
Opportunity value in metric tons was estimated informally and not tracked systematically
Managers had no live visibility into daily field movement and productivity
Order approvals and dispatch coordination depended on calls and messages
Expense and attendance reporting lacked accuracy and timeliness
Branch and territory performance could not be monitored in real time
Solution
We designed a mobile-first sales execution and operations app tailored for steel distribution workflows. The app mirrors the real daily routine of a territory in-charge and connects it with cluster heads, branch managers, and head office through structured, real-time data capture.
Key mobile capabilities delivered: • Role-based login for sales reps, cluster heads, warehouse teams, and management • Daily attendance and route-based visit planning • One-tap visit logging with visit type and geo-location • On-site enquiry creation with construction stage and steel quantity estimation • Automatic opportunity classification into Low, Medium, and High tonnage bands • Hot, Warm, Cold intent tagging for each enquiry • Instant conversion from enquiry to order with mobile approval workflow • Live dispatch status and delivery confirmation from warehouses • Expense capture with photo upload and digital approval • Performance dashboards optimized for mobile viewing
Process
Team
- 1 Product Manager
- 2 Mobile Developers
- 1 Backend Developer
- 1 QA Engineer
Technology Stack
Mobile Application
Backend Services
Database
Offline & Sync
Location & Device
Authentication
APIs & Integration
Infrastructure
Field Shadowing
Field shadowing with sales reps to study real visit and order booking flow.
Mobile UX Design
Design of mobile-friendly data capture screens for low typing and fast entry.
Offline Implementation
Implementation of offline mode with background sync for low network areas.
GPS Integration
Integration of GPS and time-stamping for visit authenticity.
Workflow Design
Role-based workflow design for approvals and dispatch updates.
Load Testing
Load testing with large numbers of concurrent field users.
Phased Rollout
Pilot rollout with one cluster followed by phased regional rollout.
Outcome
The mobile app delivered transformative results for field operations.
Real-time visibility of field activity across all territories
Accurate tracking of opportunity volume in metric tons
Faster enquiry-to-order conversion through on-the-spot approvals
Improved attendance discipline and visit productivity
Reduced order and dispatch coordination delays
Actionable performance insights for managers on their phones
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