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Solutions

Sales Force & Field Operations Automation

Make Field Sales Activity Visible and Actionable

EWWD builds mobile and web systems that structure sales visits, prospects, follow-ups, orders, evidence, and reporting. Offline-capable mobile workflows help field teams keep working, while dashboards give managers a consistent record of execution across branches, regions, and roles.

Problems This Solution Addresses

  • Field activity is recorded inconsistently or after the fact.
  • Prospects, follow-ups, orders, and visit evidence are split across tools.
  • Managers cannot see execution consistently across branches and roles.

Implemented Capability Pattern

  • Visit planning, GPS/radius validation, QR check-in, and photo evidence
  • Prospect, customer, follow-up, and transfer workflows
  • Sales orders and large product catalogs
  • Offline storage, retry, and synchronization
  • Role-based dashboards, exports, and management reporting

When This Solution Is a Fit

  • Distributors and manufacturers with field teams
  • Automotive sales networks and multi-branch operations
  • Organizations replacing spreadsheets, chat threads, and manual visit reports

How EWWD Approaches Implementation

  • Map the current workflow, users, decisions, exceptions, and source systems.
  • Define a practical first release with explicit evidence, security, and integration requirements.
  • Validate the workflow with real users, then release and improve it in measured stages.

Related Project Proof

Live Platform

CAAS
CAAS is a live web and mobile sales-operations platform with 21 documented modules and more than 110 documented features. It structures prospect, customer, follow-up, visit, task, content, reporting, commission, and offline-sync workflows across multiple sales and management roles.

Live Platform

PJP Online
PJP Online is a live field-sales web and mobile platform for visit schedules, GPS/radius validation, QR check-in, photo evidence, customer stores, sales orders, offline synchronization, and management reporting. The documented mobile catalog supports more than 40,000 product items.

Frequently Asked Questions

Can the mobile app work when the signal is unstable?

Yes. Offline requirements can be designed around local storage, queued actions, retry rules, and synchronization. The exact conflict policy depends on which records may be edited by multiple users.

Can it connect to an existing ERP or product database?

Usually, yes. Discovery identifies the source of truth, available APIs, identifiers, synchronization direction, and failure handling before integration is scoped.

How do managers verify that a visit happened?

A solution can combine schedules, GPS/radius validation, timestamps, QR codes, device information, and photo evidence. The controls should match privacy policy and field reality.

Related Articles

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