Sales Activity Management and Beat Planning App for Field Sales
Sales activity management is how a sales leader plans, assigns and tracks the daily work of the field team. The mSELL field sales app brings beat planning, visit scheduling, task assignment, daily sales reports and target tracking into one place, so every rep knows where to go and what to achieve.
Managers build beat plans that cover the market efficiently, assign tasks from a central dashboard and see planned vs actual visits every day. Reps get a simple day plan on their phone and report outcomes as they go, with no extra paperwork at the end of the day.
Key Features of Sales Activity Management
Our Sales Activity Management Solution helps your team plan the day, track visits, and report outcomes—without extra paperwork. Leaders get clear visibility and faster decisions.
Field Force Tracking & Monitoring
Monitor your field sales representatives in real-time with GPS-based tracking. Know where your team is, how long they've spent at client sites, and ensure maximum efficiency.
Task Assignment & Scheduling
Assign daily tasks and calls to your sales team from a centralized dashboard. Ensure complete alignment and clarity in daily objectives.
Attendance & Check-in System
Enable geo-tagged check-ins/check-outs to ensure field representatives start and end their workday from the assigned locations — eliminating attendance fraud.
Daily Sales Reporting & Dashboard
Generate detailed reports of daily visits, leads generated, orders placed, and client feedback. Access powerful dashboards for real-time sales visibility.
Target vs. Achievement Tracking
Track performance against predefined sales targets. Identify top performers and areas that need attention with clear metrics and visual insights.
Distributor Visit & Beat Planning
Plan effective beat routes and make field visits more efficient. Ensure better market coverage with strategic retailer/distributor scheduling.
What is a Beat Plan and How to Create One
In FMCG, a beat is a fixed route of retail outlets that a sales rep visits on a set day of the week. A beat plan maps every outlet in a territory to a beat and a visit frequency, so that high-value outlets are covered more often and no outlet is missed.
To create a beat plan, list the outlets in a territory, group them by location, set a visit frequency for each outlet class and assign the beats to reps across the week. mSELL lets you build and change beat plans in the dashboard and pushes them to the rep’s app automatically.
How Sales Activity Management Works
- Step 1Managers create beat plans and assign them to reps.
- Step 2Reps see the day’s outlets and tasks in the app.
- Step 3Visits are geo-tagged with orders, notes and feedback.
- Step 4Daily sales reports are generated automatically.
- Step 5Target vs achievement is tracked for every rep and team.
Benefits for Field Sales Teams
- Better market coverage with structured beats.
- Clear daily goals for every rep.
- Less time spent on manual reports.
- Faster coaching with visit-level data.
- Real-time visibility for sales leaders.
Related Solutions
Frequently Asked Questions
What is a beat plan in FMCG?
A beat plan is a schedule of retail outlets that a sales rep visits on fixed days, designed to cover the territory efficiently and visit key outlets at the right frequency.
Can managers track daily sales reports?
Yes. Daily sales reports with visits, orders and feedback are generated automatically and available on the manager dashboard.
Can beat plans be changed during the month?
Yes. Managers can edit beats and reassign outlets in the dashboard, and changes reach the rep’s app automatically.
How is this different from field force tracking?
Sales activity management plans and measures the work (beats, tasks, targets). Field force tracking focuses on live location and verifying where reps are during the day. If you need a sales team tracking app, see field force tracking.
