Case Studies/Sales Improvement & Monitoring Platform

IntegrationRetail & Market IntelligenceMobileGeo-boundaryField Operations

Sales Improvement & Monitoring Platform

Mobile-first platform for field attendance and performance monitoring with geo-boundaries, historical tracking, and operational reporting for sales teams.

Client

Enterprise Client

Duration

Delivered

Year

2023

Team Size

Product team

Key Outcomes

Geo-validated attendanceEnabled

Attendance and activity validation within defined geofences to reduce false reporting.

Field performance visibilityImproved

Historical trails and operational reporting for supervisors and managers.

Mobile-first adoptionHigher

Lean workflows tailored for on-the-go execution.

The Challenge

Monitoring Field Execution Accurately Without Burdening Sales Teams

Field tracking must be credible and privacy-aware, while remaining lightweight enough for daily use and strong enough for management reporting.

Location validity and compliance

Geofence logic must balance accuracy with practical field realities.

Historical trails and data volume

Location histories can grow quickly and must remain performant to query.

Actionable management visibility

Managers need clear summaries plus drill-down to coach performance.

Our Approach

Mobile-First Field Ops Platform With Geo-Validation and Reporting Discipline

Sintesa delivered geofence-based validations, field-friendly UX, and dashboards that make compliance measurable and operational follow-up straightforward.

Geo-validation rules and edge cases

Defined geofence tolerance, exception handling, and policy-aligned validations.

Efficient data capture UX

Minimal steps, reliable sync patterns, and clear feedback for users.

Operational dashboards and reporting

Daily performance views, compliance tracking, and historical analysis.

Security and privacy baseline

Role-based access and sensible retention/visibility controls for location data.

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