Full customer history
What this outlet bought, what it stopped buying and what it owes — on the rep’s phone, in the shop.
Sales Representative Management
CRM & Sales Representative Management
A field sales team is only as good as its information. Distribook gives reps what they need in the shop, and gives managers an honest picture of the day.
Live in Sri Lankan businesses
What you get
Sales Representative Management, in six parts
The capabilities that matter most, at a glance. The detail is further down if you want it.
Daily journey plans
Assigned outlets per rep per day, sequenced so coverage rises without more driving.
Visits you can verify
Time and GPS captured at check-in, with reasons recorded for every no-sale.
Orders on the spot
Taken against live stock and live pricing, so nothing is promised that cannot be delivered.
Coverage reporting
Measures outlets actually served, not just visits logged — and lists the ones going quiet.
SMS centre
Promotions, payment reminders and visit notifications, scheduled from the same customer data.
- Daily journey plans with assigned outlets per rep
- GPS-verified visits with time and location recorded
- Orders and collections captured in the shop, not re-typed later
- Customer history, outstanding and credit limit visible on site
- Rep performance by visits, orders, collections and coverage
In depth
The full guide to sales representative management
Give the rep the full picture in the shop
The most valuable thirty seconds in field sales happen when the rep is standing in front of the shop owner. If the rep can see what this outlet bought last month, which items it has stopped ordering, what it currently owes and whether any cheque has bounced, the conversation changes entirely.
Distribook puts that history on the rep’s phone. Orders are taken against the live catalogue and live stock, so nothing is promised that cannot be delivered, and collections are receipted on the spot.
Coverage, not just activity
Counting visits rewards the wrong behaviour. Distribook reports on coverage — how many of the assigned outlets in a territory were actually visited and productive within the cycle — alongside orders, value and collections. Outlets that have not been visited or have stopped ordering are surfaced automatically as a follow-up list.
Managers can compare reps and routes on the same basis, and see where a territory has grown large enough to split.
Customer records that stay clean
Field-entered customer data degrades quickly: duplicate outlets, three spellings of the same shop, mobile numbers shared between records. Distribook includes tools for exactly this — duplicate mobile number detection, customer update requests that a manager approves before the master record changes, and a customer map that makes geographic duplicates obvious.
Clean customer data is what makes territory planning, SMS campaigns and credit control possible later.
Sales Representative Management for your industry
Setup changes with the trade. Pick yours to see what we configure.
FAQ
Sales Representative Management — questions we get asked
How are visits verified?
Each visit records the time and GPS location at the point of check-in, so the visit record can be compared against the planned journey.
Can reps take orders offline?
Yes. Orders, collections and visit records are captured offline and sync automatically when the device is back in coverage.
Can I send SMS to customers?
Yes. Distribook includes an SMS centre and scheduled visit reminders, which can be used for promotions, payment reminders and visit notifications.
Explore the rest of the platform
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Read moreGet started
Ready to fix sales representative management for good?
Send one WhatsApp message. We will look at how you work today, show you the system running on your own kind of data, and send a written quotation — no obligation.
Or call us directly on +94 76 555 0967