Used Case

Customer Visits for Multifinance Sales

Job Roles/Division

Field Sales

Challenge

Sales representatives play a key role in acquiring new customers through field visits, information gathering, and sales activity documentation. These tasks require flexible mobile tools, but personal or unstandardized devices can increase the risk of sensitive customer and company data being exposed. Limited visibility into field activity also makes it difficult for managers to verify customer visits and maintain operational compliance. Multifinance companies need secure, centrally managed mobile devices that support accurate data collection, provide real-time field visibility, and limit non-work-related use.

Solutions

Endpoint Management

Standardize Sales Devices

Manage field sales devices from one place to keep operations secure, consistent, and aligned with company policies.

GPS Tracking

Track Field Activity in Real Time

Monitor sales team locations to verify customer visits and improve visibility into field operations.

Security & Control

Protect Customer Data

Protect customer and company information while limiting non-work-related device use through centralized security policies, application restrictions, and remote management.

Application & Content Management

Digitize Customer Visit Records

Securely deploy sales applications, customer forms, and operational documents for faster, more accurate data collection.

Geofencing

Verify Visits by Location

Set designated customer visit areas and receive notifications when devices enter or leave them.

Speed Tracker

Support Safer Field Travel

Monitor vehicle speeds during customer visits to encourage safer driving and more responsible field operations.

HMS Chat

Keep Sales Teams Connected

Connect field representatives, managers, and back-office teams through secure enterprise messaging for faster coordination and operational updates.

How the Solutions Help

Endpoint Management

Keep every sales representative on a secure, standardized company device while simplifying IT administration.

Apps & Content Management

Give sales teams secure access to customer visit applications and digital forms for faster, more accurate data entry.

GPS Tracking

Help managers verify customer visits, monitor field activity, and respond quickly when issues arise.

Geofencing

Confirm that sales representatives arrive at designated customer locations while strengthening accountability and operational compliance.