Top Tool for Sales Activity Tracking-Ditch Excel Spreadsheets

User AvatarRenee Goodenough

As a business owner, there is only so much you can actually control. 

You can’t control the amount of budget your customer has available. You can’t directly control the amount of time it takes to close a sale. You can’t control whether or not your competitor is chasing the same prospect. 

But here’s what you and your sales team can control: sales activities.  This includes numbers of doors knocked, how many prospects contacted, and how many appointments set. In order to reach your business goals, you and your team need to focus on the activities that lead to success. 

But how can you be sure that your sales team is actually spending time with the leads they are trying to contact? Now, with Proximity Indicator, you’ll be able to see the exact location of your reps in proximity to their leads.

What is Sales Rep Tracking Software?

Sales rep tracking software is a platform or resource for business owners or rep managers to make sure their reps are where they say they are, and working the areas assigned to them as planned.

3 Reasons you Need a Sales Activity Tracker

Having a rep tracking tool is essential no matter the size of your sales team. Here are three reasons why:

  1. Improved Sales Performance: A sales activity tracker helps to improve the performance of the sales team by providing real-time insights into their activities. Sales managers can monitor the progress of each sales representative and identify areas where they need support or training. By analyzing the data collected, sales managers can also identify the most effective sales techniques and replicate them across the team.
  2. Data-Driven Decision Making: Sales activity tracking software collects data on sales activities, which can be used to make informed decisions. Sales managers can use this data to identify patterns and trends in sales activities, such as which sales reps are performing well or which activities are generating the most revenue. By analyzing this data, managers can make data-driven decisions about how to allocate resources and optimize their sales strategy.
  3. Increased Accountability: A sales activity tracker promotes accountability among the sales team by providing transparency and visibility into their activities. Sales reps are more likely to take ownership of their work and strive for better results when they know that their performance is being monitored. The tracker also helps to prevent disputes or misunderstandings by providing an accurate record of sales activities and customer interactions.

Overall, a sales activity tracker is an essential tool for any business with a field sales team. It can help to improve sales performance, coordination and communication, and accountability, leading to better results for the business as a whole.

How to Enable Proximity Indicator Feature

To turn on Proximity Indicator, simply navigate to Settings on the mobile app. Once Proximity Indicator is automatically toggled on, each time a lead is logged, an icon will appear that indicates each rep’s proximity. 

There are four proximity indicators: 

At the location

Near the location

Not near the location 


Try it Now!

To update your app, visit the Google Play Store (Android) or App Store (iOs).  For more assistance, view our Device Recommendations or contact our support team at 801-418-9009. 

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