01
Sales team management
Give every salesperson a beat, a target, and a scoreboard.
Define territories, reporting lines, and incentives. Watch daily achievement against plan, not last month’s spreadsheet. Coaching becomes specific because activity, orders, and collections sit on the same profile.
- Territory and beat assignment
- Role-based access for reps, supervisors, and owners
- Target vs. achievement dashboards
- Productive-call and coverage reports