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Sales

SECTORS & INDUSTRIES

Sales management: field employees

We cover the needs of field sales forces, such as sales representatives, promoters, and in-store shelf organizers. We also support sales teams who visit businesses or residential locations of end customers to carry out sales activities. These field workers operate outside the office and therefore require online access to their organization’s IT systems, such as inventory and quotation systems.

Managers and supervisors must oversee and control all processes to ensure that sales tasks are carried out as effectively and efficiently as possible. They can consult personal or general inventory for catalog items, and sales representatives can update databases with actual sales information. Salespeople can record customer payments made in cash, check, or credit card, and capture relevant information such as images, digital signatures, and more.

Through the web environment or integrated ERP systems connected to OfficeTrack, you can assign tasks to your sales force. You can send all sales meeting information directly to the mobile devices of your sales representatives, including real-time updates. You will receive real-time notifications on meeting status, performance, and when sales agents enter predefined geographic zones or points of interest. This allows you to assign last-minute meetings to the most suitable employee.

You will notice a clear reduction of resource usage, cutting down paperwork and eliminating human error. Sales representatives can generate sales or stock requests, linking product catalogs with available inventory levels. They can also obtain exportable reports in various formats containing all relevant order information. This will increase your capacity to manage both existing and potential customers, resulting in a rapid return on investment.

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Formularios
Dinámicos Inteligentes

By email, SMS, via the command board and other channels in relation to predefined cases, such as the departure or arrival of security personnel at a particular PDI or area.

Report
designer

View security personnel in real time from the Dashboard, through your PC and/or mobile devices. Access a report with the historical location records from the last 3 months.

83%

Cost reduction

93%

Communication

75%

Efficiency

72%

Optimisation

OfficeTrack
OfficeTrack
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Digital transformation

For hundreds of industries: from logistics to mining.

Software modular

Manage one or multiple processes of your field teams from the web or the mobile app.

SaaS model

SaaS model

Security

For OfficeTrack, security is a top priority, which is why we comply with international standards that ensure information protection.

THEY TRUST US

Testimonials
from our clients

Antonieta Egoavil
Quality Safety Manager, ACS

Since the beginning, OfficeTrack has been essential to our operations. It allows us to meet the maintenance requirements of the State of Florida and ensure that every task is completed within the established timeframes. If we fail to comply, we face fines, so having this level of control is crucial.

  • Mayo 15, 2025
María Isabel Díaz
HR Manager, Crane

Now we follow a unified workflow. We can immediately access certain resources that used to be difficult to obtain. I can now access that information instantly and manage my own timing, without depending on other departments’ schedules.

  • Febrero 3, 2025
Daniel Salazar
Manager, Golden Comunicaciones

OfficeTrack transformed the operation of our field teams. Real-time visibility and efficient communication have been key to improving our service and better satisfying our customers. I would recommend OfficeTrack to any company looking to optimize its field workforce management.

  • Abril 18, 2025

Digital transformation

For hundreds of industries: from logistics to mining.

Software Modular

Manage one or multiple processes of your field teams from the web or the mobile app.

SaaS model

Access the platform from anywhere and get immediate availability of information.

Security

For OfficeTrack, security is a top priority, which is why we comply with international standards that ensure information protection.

NEWS

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