Ranuj Mili — Product Design Portfolio

Mobile CRM

LeadSquared Field Pulse

See who’s working, where they are, what they’re doing, and what needs attention -without chasing updates.

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Project Overview

What is Field Pulse?

Field Pulse is a single place for field managers to understand daily execution across their team—attendance/start status, live location, activities, travel, idle/halts, and risk signals—so they can coach early, not react late.

Why it mattered?

In field sales, small visibility gaps create big losses: missed follow-ups, inflated claims, fraud around visits, and poor coaching quality. Field Pulse was built to reduce ambiguity and help managers make faster, fairer decisions.

Problem Statement

Managers’ top daily questions

“Have they started their work?”

“Where are they right now?”

“Why are there no activities yet?”

“Are they targeting the right deals?”

“Can I trust the distance / visits being reported?”

“Who needs coaching today—and why?”

“Have they started their work?”

“Where are they right now?”

“Why are there no activities yet?”

“Are they targeting the right deals?”

“Can I trust the distance / visits being reported?”

“Who needs coaching today—and why?”

What was broken

Visibility was fragmented across multiple pages/reports or required manual calls/WhatsApp updates.

Data was available, but not interpretable—numbers without context created mistrust.

Managers were spending time investigating rather than coaching.

Even when something looked “off” (distance gaps, long halts), there wasn’t a clear next step.

Visibility was fragmented across multiple pages/reports or required manual calls/WhatsApp updates.

Data was available, but not interpretable—numbers without context created mistrust.

Managers were spending time investigating rather than coaching.

Even when something looked “off” (distance gaps, long halts), there wasn’t a clear next step.

Help managers drive predictable outcome by making field work visible, coachable and accountable.

Solution Overview

Quick health check & nudging

Scenario

It’s Thursday around 10:30 AM, and I check Field Pulse between meetings. On the Overview, I notice two users haven't checked in. The weekly effort and outcome widgets look good, though Halt time is slightly up, which isn’t a major issue. Raj checks the Users list and sees the two names, calling them from their cards. Before I finish, I quickly switch the team filter to identify any lag.

Quickly check team health

Quickly identify non checked in users

Nudge users to check in

Real-time coordination

Scenario

At noon, Raj receives an urgent meeting request from a key prospect in HSR. He needs someone there immediately and will join as well. He opens Field Pulse and taps the live location icon to see all active reps and his own position.

Noticing Kamal near the prospect, he checks Google Maps for directions to Kamal and the distance to the customer.

He calls Kamal directly from the app, gives a quick update, and they agree on a meeting spot near the customer.

Noticing Kamal near the prospect, he checks Google Maps for directions to Kamal and the distance to the customer.

He calls Kamal directly from the app, gives a quick update, and they agree on a meeting spot near the customer.

Live location of users

Spotting non-compliance & resolving distance disputes

Scenario

I noticed a distance discrepancy for one rep, so I opened the app and navigated to the Users list. I filtered for non-compliant users and saw red GPS/battery icons on his card, which raised a red flag. I checked his details view and reviewed today’s compliance note, spotting a potential distance gap. I swiped back to the previous days to see if this was a pattern. For the disputed day, I examined his distance, activities, and work summary to verify if his claimed effort matched the system's data. Finally, I tapped “View timeline” to review his day hour-by-hour, noting check-ins, long halts, and GPS outages.

Users with compliance indicator