Mobile CRM
LeadSquared Field Pulse
LeadSquared Field Pulse
LeadSquared Field Pulse
See who’s working, where they are, what they’re doing, and what needs attention -without chasing updates.
See who’s working, where they are, what they’re doing, and what needs attention -without chasing updates.
Project Overview
Project Overview
Project Overview
What is Field Pulse?
What is Field Pulse?
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.
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.
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?
Why it mattered?
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.
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.
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.
What did it bring along?
What did it bring along?
What did it bring along?
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.
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.
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.
Who were involved?
Who were involved?
Who were involved?
2 Product Managers
2 PMs
2 Product Managers
Mobile and Web platform
Mobile and Web platform
Mobile and Web platform
5+ Engineers
5+ Engineers
5+ Engineers
Frontend and Backend
Frontend and Backend
Frontend and Backend
3 Designers
3 Designers
3 Designers
Me and 2 Designers (collaborated)
Me and 2 Designers (collaborated)
Me and 2 Designers (collaborated)
The results
The results
The results
What it was and what it became?
What it was and what it became?
What it was and what it became?
This project is about how that simple distance report evolved into a full intelligence + compliance layer for managers. And how it created accountability in the team, because suddenly field work became more transparent.
This project is about how that simple distance report evolved into a full intelligence + compliance layer for managers. And how it created accountability in the team, because suddenly field work became more transparent.
This project is about how that simple distance report evolved into a full intelligence + compliance layer for managers. And how it created accountability in the team, because suddenly field work became more transparent.
BEFORE
2022
Distance Travelled Report
AFTER
2024
Field Pulse
Business impacts
Business impacts
Business impacts
Adoption
Adoption
Customers grew from 44 to 263 active customers
Customers grew from 44 to 263 active customers
Customers grew from 44 to 263 active customers
Distance tracked grew to around 7M km daily
Distance tracked grew to around 7M km daily
Distance tracked grew to around 7M km daily
Daily tracked users became 50K+
Daily tracked users became 50K+
Daily tracked users became 50K+
Cost reduction
Cost reduction
Mileage reimbursement cost reduced by around 32% in some companies.
Mileage reimbursement cost reduced by around 32% in some companies.
Mileage reimbursement cost reduced by around 32% in some companies.
Distance dispute escalations reduced by 40%
Distance dispute escalations reduced by 40%
Distance dispute escalations reduced by 40%
THE PROCESS
Discovery
Discovery
Discovery
Why did we redesign it?
Why did we redesign it?
Why did we redesign it?
What we were hearing
What we were hearing
“Managers need more than a spreadsheet to guide their teams.”
“Managers need more than a spreadsheet to guide their teams.”
“Managers need more than a spreadsheet to guide their teams.”
“We’re losing deals because managers can’t see what’s actually happening on the ground.”
“We’re losing deals because managers can’t see what’s actually happening on the ground.”
“We’re losing deals because managers can’t see what’s actually happening on the ground.”
“Can I see where my people are and what they did, not just how far they drove?”
“Can I see where my people are and what they did, not just how far they drove?”
“Can I see where my people are and what they did, not just how far they drove?”
What we realised internally
What we realised internally
The report would not keep up with the market – competitors were shipping live maps & dashboards.
The report would not keep up with the market – competitors were shipping live maps & dashboards.
The report would not keep up with the market – competitors were shipping live maps & dashboards.
We were treating distance as a finance artifact, not as a sales management tool.
We were treating distance as a finance artifact, not as a sales management tool.
We were treating distance as a finance artifact, not as a sales management tool.
We needed to turn a static table into a lens on field performance and behaviour.
We needed to turn a static table into a lens on field performance and behaviour.
We needed to turn a static table into a lens on field performance and behaviour.
How did we learn the real pain?
How did we learn the real pain?
Interviews
11 Regional Heads
29 Sales Managers
12 Sales Reps
10 LeadSquared SMEs
Customer Review Calls with Sales & KAM teams
Customer Review Calls with Sales & KAM teams
3
3
Shadowed support calls on distance mismatch, fake visits
Shadowed support calls on distance mismatch, fake visits
4
4
Additional
Methods
Journey mapping
Journey mapping
Managers & Sales Rep’s day
Managers & Sales Rep’s day
Support tickets
Support tickets
Distance mismatches & fake visits
Distance mismatches & fake visits
Key insights
Key insights
Key insights
What was really broken?
What was really broken?
What was really broken?
Visibility gap
Visibility gap
Visibility gap
Managers see numbers, not behaviours
Managers see numbers, not behaviours
Managers see numbers, not behaviours
Effort vs Outcome gap
Effort vs Outcome gap
Effort vs Outcome gap
More visits ≠ better sales; quality and coverage matter
More visits ≠ better sales; quality and coverage matter
More visits ≠ better sales; quality and coverage matter
Trust gap
Trust gap
Trust gap
Distance and location data are questioned often.
Distance and location data are questioned often.
Distance and location data are questioned often.
Guidance gap
Guidance gap
Guidance gap
Managers lack a simple way to coach using real examples
Managers lack a simple way to coach using real examples
Managers lack a simple way to coach using real examples
Managers’ top daily concerns
Managers’ top daily concerns
I see distance, but I have no idea if it was spent on the right accounts.
Team Lead
India Cements
By the time I know someone didn’t work properly, the day is already gone
Team Lead
Captain Steel
Disputing distance takes days. I just approve to avoid friction
Team Lead
India Cements
The problem we set out to solve
The problem we set out to solve
Help managers drive predictable outcome by making field work visible, coachable and accountable.
Help managers drive predictable outcome by making field work visible, coachable and accountable.
Solution Overview
Solution Overview
Solution Overview
Quick health check & nudging
Quick health check & nudging
Quick health check & nudging
Attendance and Performance
Work time breakdown
User compliance
Real-time coordination
Real-time coordination
Real-time coordination
List of all users
Live location of users
Map themes
Spotting non-compliance & resolving distance disputes
Spotting non-compliance & resolving distance disputes
Spotting non-compliance & resolving distance disputes
User details
User details
Timeline view
Web screens
Web screens
Web screens
Users view
Timeline view
Key Results
Key Results
Key Results
263
263
263
Active customers
Active customers
Active customers
50K+
50K+
50K+
Users tracked daily
Users tracked daily
Users tracked daily
7M+
7M+
7M+
Kms calculated daily
Kms calculated daily
Kms calculated daily
~32% lower mileage reimbursement cost
~32% lower mileage reimbursement cost
~32% lower mileage reimbursement cost
~₹30L saved per month (~₹3.6Cr/year) simply by catching inflated distance claims and making data visible.
~₹30L saved per month (~₹3.6Cr/year) simply by catching inflated distance claims and making data visible.
~₹30L saved per month (~₹3.6Cr/year) simply by catching inflated distance claims and making data visible.
40% reduction on distance disputes & escalations
40% reduction on distance disputes & escalations
40% reduction on distance disputes & escalations
Distance mismatch tickets dropped significantly in key accounts using the new workflow
Distance mismatch tickets dropped significantly in key accounts using the new workflow
Distance mismatch tickets dropped significantly in key accounts using the new workflow
Ready to build something amazing?
I'd love to connect with you!
Ready to build something amazing?
I'd love to connect with you!
Ready to build something amazing?
I'd love to connect with you!