Ensure that sales representatives can safely manage customer, opportunity, offer, and order processes in the field.
Mobile field sales enables employees to access customer and sales information, record visit results, present products, and create quotes or orders outside of the office.
The mobile application must be able to maintain essential operations even under weak connection conditions and securely synchronize with the central ERP system.
Mobile functions
Daily visits and duties
Customer and personal information
Opportunity and activity history
Product catalog and digital content
Price and stock inquiry
Creating a quote and order
Notes, photos and documents
Location and visit confirmation
Working offline
Assigned customer and opportunity data.
Product and catalog
Current price version
Pending tasks and forms
Local transaction record
Controlled synchronization after connection
Conflict and recheck
Device security
Single user and strong authentication.
Encryption of local data
Managed device and application
Remote locking or wiping
Role-based access
Missing device incident
Location data
Location information can be used for visit and route verification; purpose, access, employee notification, and retention period should be clearly managed.
Present the mobile app not as a scaled-down copy of desktop screens, but as a secure sales tool designed to match the actual workflow and connectivity of a field worker.