B2B FieldForce: Mobile Sales App Redesign

Devlight redesigned the client’s outdated field-sales system into a modern, mobile-first platform that streamlines daily planning, store visits, promo execution, and supervisor oversight.
about the project
Devlight transformed the client’s legacy field-sales system into a modern mobile platform that simplifies daily planning, route management, promo execution, and real-time performance tracking. Sales reps now see clear targets, store history, and actionable recommendations, while supervisors gain instant visibility into plan-vs-fact metrics across their teams. Through workflow discovery, UX redesign, and mobile optimization, we replaced outdated tools with an intuitive, fast, and scalable experience designed for today’s mobile-native workforce.
services
  • UX/UI Discovery
  • Mobile App Redesign
  • Design System & UI Kit
  • Product Strategy

KEY RESULTS

Unified field workflows
Route planning, sales targets, promo activities, and visit tracking were consolidated into a single, intuitive mobile interface for field teams and supervisors.
Higher sales execution accuracy
Real-time plan-fact visibility, automatic target generation, and historical sales insights improved decision-making and increased the accuracy of monthly and weekly sales plans.
Operational transparency & control
Supervisors gained a clear overview of agent performance, visit history, promo execution, and deviations – enabling faster coaching, issue resolution, and better territory management.

About the client

A leading FMCG distributor partnered with our team to modernize the digital tools used by their field sales representatives and supervisors.

For many years, the company relied on outdated tablet interfaces for route planning, daily visit execution, sales target tracking, and promo activities. These legacy systems slowed down operations, lacked visual clarity, and offered almost no support for younger employees used to modern mobile UX patterns.

Client’s challenge

A leading FMCG distributor with a nationwide field force relied on outdated tablet tools and fragmented workflows, which slowed down sales execution and limited real-time visibility across regions. Monthly plans auto-generated for representatives required constant manual adjustments, while promo activities, store categories, and sales history were scattered across different systems.

The key challenges included:

  • Inefficient route and sales planning that required manual corrections.
  • Outdated field interfaces that did not meet modern usability expectations.
  • Limited real-time visibility for supervisors into execution and performance.
  • Difficulty tracking promo activities and target fulfillment across categories.
  • Fragmented operational data, making it hard to analyze performance and optimize visits.

Business goals

The key challenges included:

1. Unified field operations:
To consolidate planning, promo execution, sales tracking, and visit management into a single, intuitive tablet interface.

2. Accurate sales forecasting::
To automate monthly, weekly, and daily target distribution across product groups and store categories.

3. Real-time performance visibility:
To give supervisors instant access to plan vs. fact, visit quality, promo execution, and sales deviations.

4. Modern, user-friendly interface:
To replace outdated tools with a UI that younger field teams can learn quickly and use efficiently.

5. Higher sales execution quality:
To help representatives achieve category targets, follow promo mechanics, and make better in-store decisions.

6. Operational efficiency:
To reduce manual data entry, eliminate Excel-based reporting, and streamline daily field routines.

Solution

Devlight modernized the client’s outdated field-sales toolkit by redesigning the route sheet and sales-planning interfaces into a unified, intuitive, and visually clear digital workspace. The new system brings together monthly and daily targets, actual performance, deviations, historical sales data, and promo activities — all within a single streamlined interface optimized for rapid decision-making in the field.

To support both sales representatives and supervisors, we rethought the full workflow: planning targets by product groups, adjusting forecasts, executing promo campaigns, validating performance, and tracking visit quality. The redesigned mobile interface simplifies daily routines, reduces manual reporting, and gives the field team instant clarity on what was planned, what was achieved, and what actions are needed next.

Additionally, Devlight introduced a modern UI kit and scalable design system, replacing legacy layouts with an experience tailored for today’s mobile-native workforce. This foundation ensures faster onboarding, higher execution accuracy, and a consistent experience across all internal tools.

Devlight team perspective

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Product Development Process

1. Discovery & Workflow Analysis

We began with an in-depth analysis of real field workflows: reviewing route sheets, sales planning logic, promo mechanics, store categories (A/B/C), and supervisor control processes. Together with the client, we mapped existing pain points, clarified business rules, and aligned on functional priorities.
This stage allowed us to define a unified structure for plans, actuals, deviations, sales history, and promo tracking – forming a foundation for the new system.

2. UX Prototyping & Interface Modernization

Next, we redesigned the outdated mobile interfaces into a modern, intuitive tool tailored for daily field use.
 Our UX team created clear navigation, dashboards for supervisors and agents, visual indicators for plan vs. fact, deviation alerts, and dynamic views for promo performance and historical data.
 Interactive prototypes were validated with real users to ensure clarity, speed, and ease of use in real working conditions.

3. Mobile Development & Sales Automation

We developed a fast, robust mobile solution optimized for large FMCG teams and nationwide operations.
 The system consolidates plans, performance data, promo tasks, sales history, and store analytics into one seamless interface. Automated calculations and data updates reduce manual work, while improved usability accelerates decision-making in the field.
 This significantly enhances execution quality, supervisor visibility, and overall operational efficiency.

4. Launch, Training & Continuous Optimization

After deployment, we supported a structured rollout: onboarding field teams, training supervisors, and fine-tuning the system based on live feedback.
We implemented analytics to track adoption, performance improvements, and interface usability. Continuous enhancements ensure the tool evolves with business needs, stays fast and intuitive, and consistently improves sales discipline and operational accuracy.

Results

1. Modernized Route & Sales Planning: We transformed outdated paper-like route sheets into a smart digital workflow with instant access to plans, deviations, visit history, and dynamic analytics.

2. Faster Field Execution: A redesigned mobile interface helps field agents complete daily tasks, update visit results, and follow optimized routes with significantly less effort.

3. Real-Time Insights for Supervisors: By moving parcel creation, payments, courier calls, and cost calculations into mobile, company reduced manual work for branch staff and sped up parcel processing nationwide.

4. Transparent Performance Tracking: Leaderboard logic and KPI dashboards create visibility across cities, regions, and teams, improving motivation and consistency of field execution.

5. Improved Sales Efficiency Across the Network: Dynamic product-group sales analytics help teams adjust plans, manage priorities, and understand customer behavior at each sales point.

6. One Unified Mobile Ecosystem: All operational components – planning, routing, tasks, analytics, and search – were consolidated into a single application with a modern UX.

IMPLEMENTED FEATURES

Supervisor Workspace
A centralized control hub where supervisors manage sales points, monitor team progress, and access real-time operational insights. The interface consolidates KPIs, daily plans, performance deviations, and territory analytics into a modern, intuitive dashboard that supports quick decision-making.
Dashboard
Supervisors and field agents receive a clear, data-driven view of their daily and monthly KPIs: efficiency, completion rate, deviation alerts, and goal progress. Visual widgets help track team performance, rewards, and top performers, enabling transparent evaluation and actionable insights.
Advanced Search
A fast, unified search system across sales points and field agents. Users can instantly locate any store or representative by number, name, or region, streamlining navigation and reducing time spent on operational lookup tasks.
Field Route & Daily Planning
A modernized route tool that displays daily routes, visit history, task completion, and performance results. Agents can easily switch between map and list views, prioritize visits, and monitor progress against their daily plan.
Visit History & Sales Dynamics
Each sales point includes a detailed history of visits, sales volumes, deviations, and operational status. Dynamic charts visualize product group performance, helping field agents and supervisors understand customer behavior and adjust plans accordingly.
Leaderboard
A transparent ranking system that compares representatives across regions, cities, and the entire network. The leaderboard motivates agents, helps supervisors prioritize effort, and highlights top performers who shape overall growth.

Final design

Every element is designed for clarity and functionality.

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