Live Tracking Tool

Locating where your field employees are in real time is no longer a possibility but a reality. With the Live Tracking add-on, you can track your employee’s live location through your CRM software. It is like Uber live location tracking, but for employees engaged in field work. Enhanced task allocation, quick responsiveness and improved transparency are the core drivers of organisational success. And they can be achieved when you know for sure where each employee is during working hours and whether they are fully capitalising on the time assigned to them.

For any manager, nothing is more important than keeping operations on the right track. You may be transporting a valuable company asset from one place to another or sending a special team somewhere for research purposes; in any of these instances, you need to ensure the safety and whereabouts of both. Another thing is that when your employees are out and about on their quest, the time spent on the commute also requires firm observation for full transparency and accountability. If you want to keep track of where your employees are and what they are doing, whether they are passing time idly or not, you need the Live Tracking add-on. Salesforce conducted a study in 2022, which revealed that integrated tracking tools lead to a 20% surge in productivity. It solves all the potential issues by providing GPS-based location monitoring directly within the CRM. Managers can view each active employee’s position on a live map, check historical routes, and set geo-fence alerts for designated areas. This boosts accountability, allows for better route planning, and helps quickly respond to customer requests by locating the nearest available team member.

Features :

It delivers accurate, real-time employee location data to the CRM, enabling better operational decisions for field-based teams.

Real-time GPS location tracking.
Historical route and movement logs.
Geo-fence alerts for defined areas.
Multiple employees displayed on one map view.
Optional mobile battery level display.
Centralized tracking dashboard for managers.

How it Works:

Employees’ mobile devices share GPS coordinates with the CRM during working hours, allowing managers to track and review location data as needed. Let's wade through the process by which it works: