Smart Field Visit Planning Tools

Advanced tools to design, assign, and monitor field visits—ensuring your reps follow optimal routes, capture visit outcomes, and stay aligned with business goals.
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Features of Smart Field Visit Planning Tools

Empower your field teams with intelligent visit orchestration—automatically generate optimized tours, enforce GPS-based check-ins, and capture end-of-day summaries so you can drive productivity and accountability.

Order Automation

Enhance your field sales reps order taking process and save time.

Delta Sales App Field Sales Automation

Customer Management

Organize customer details, including their GPS location, and improve customer relationship.

Delta Sales App Field Sales Automation

Payment Collection

Know the status of due payment of parties and automate the payment collection process.

Delta Sales App Field Sales Automation

Attendance & Leaves Management

Let your field employees mark attendance using our mobile app and drop leave applications with ease.

Delta Sales App Field Sales Automation

Beat Plans

Set a route plan for your outside reps and assign tasks to be completed on that route.

Delta Sales App Field Sales Automation

Assign Activities & Sales Target

Assigning tasks and other activities is super easy along with setting targets and priorities.

Delta Sales App Field Sales Automation

Automated Reports & Analytics

Get complete party wise, field reps wise reports on a daily/monthly basis and have a better insight to data with analytics.

Delta Sales App Field Sales Automation

Customer Visit Tracking

Track your field employee’s customer visits and analyze how much time has been spent with each customer.

Delta Sales App Field Sales Automation

App Works Offline

App works offline and data is automatically synced once internet is available.

Delta Sales App Field Sales Automation

Glimpses of Our Smart Field Visit Planning Tools

Visualize your team’s daily itineraries on interactive maps, overlay GPS-tracked paths, and drill into visit details—order entries, attendance logs, and expense summaries—all from one unified dashboard. ​

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Why Delta Sales App?

By automating the end-to-end visit workflow—planning, execution, monitoring, and reporting—our tools reduce manual overhead, ensure route compliance, and deliver actionable insights that drive higher productivity and customer satisfaction.

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User Friendly

Versatile

On and off Synchronization

Good Customer Support

Trustworthy

Integration with other softwares

Reliable and accurate

Good Security

Our Clients

What Our Customer Say

David Mason

Delicioso Food, Canada

“We were looking for an App that could help us have control on our sales team and could have the tools to support sales in the field. I was very impressed with the solution set that was offered but even more impressed with the level of support I received. I am excited with the possibilities of what we can do with Delta Sales App.”

Mr. Sony Mayuvi

SABA, Indonesia

“Delta Sales App is a platform that helps us record every data in one place - the store name, their location marked on the map, our products, daily transactions, etc. Secondly, it is an easy-to-use field salesman app that helps us in order taking, creating new parties or customers. The feature I like the most right now is the end-of-day report. It automates our field sales reps' reporting. Just by clicking one button, reports are sent to our group.”

FAQs

Use the Tour Plans module to draft multi-stop visits based on party locations and priority levels; assignments sync instantly to reps’ mobile devices. ​

Yes—geo-fenced check-ins trigger automatically upon arrival, logging GPS coordinates, timestamps, and allowing reps to capture visit notes.

The Day Remarks and EOD Reporting features overlay your planned beat plan with the GPS path and odometer distance, highlighting deviations and stop durations. ​

Automated reminders notify reps before scheduled visits, and no-show or out-of-route alerts are sent to managers via push notifications and email. ​

Absolutely—drag-and-drop stops in the Beat Plans module to re-sequence or add new visits; updates push in real time to your field team. ​

Access the Salesman GPS Path, Daily Salesman Order Report, and Beat Report by Salesman to analyze stop counts, distance traveled, and visit outcomes—exportable to PDF or Excel. ​

Boost your sales process with a free demo customized to your business needs.

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