Operations

Turning location data into a fair field-force model

Field teams are hard to see. A rule-based model that pairs CRM with location data makes effort visible — fairly.

30 Aug 2026 · 5 min read

You can't manage what you can't see. For a field sales force, we combined CRM meeting logs with network-provided location data to build an objective, rule-based efficiency model.

Key takeaways
  • Compare declared meetings against tracked visits to separate genuine effort from data gaps.
  • Simple thresholds (movers vs couchers, dummy visits vs entries) turn noise into fair signals.
  • Flags need context — review against performance and revenue-to-cost before any action.
  • The payoff is transparency: outperformers get rewarded, and effort is judged fairly.

This insight comes from a real engagement.

Read the case study: Maximising Efficiency →