Field Operations
Mobile sales, visits, collections and task tracking.
What gets entered in the field reaches head office the same moment
A sale in the field, a visit result or a branch transaction posts to head office the moment it happens. marqey takes the day out of the evening report; management works with live data.
A setup that brings field, branch and head office onto one record
Field & Store Tracking
The Field & Store Tracking solution posts a field sale, a collection, a visit result or a branch transaction to head office the moment it happens. Head office stops waiting for the report and watches the day live. The field team also reaches pricing, stock and customer data on the spot.
Where today's setup breaks down
The branch's end-of-day report arrives by message in the evening.
A field sale gets entered at head office the next day.
Head office calls to ask what is happening at the branch right now.
Two different numbers for the same day arrive through two different channels.
Wherever a record gets entered, it lands at head office
marqey writes every transaction done in the field or at the branch to the same record as head office. Nobody uses the phone to carry information; the work is already on the record.
Logs the field sale on the spot
The team enters the order and the collection from the customer's side, on the phone.
Passes on branch activity instantly
Sales, register and stock movements land on the head office screen instantly.
Ties the visit result to the record
The visit note, order and photo post to the customer record.
Opens head office data up to the field
Pricing, stock and account data stay current for the team; nobody calls head office to ask.
Compares branches on the same screen
Revenue, target and stock status get read branch by branch, side by side.
Sets access by role
Everyone sees the data for their own branch and their own job.
Closes the day on its own
The report does not get compiled in the evening; it accumulates through the day and stands ready at closing.
The number sits at head office the hour it happens
In the classic setup, information piles up in the field and at the branch, then travels to head office in the evening or the next day. Management sees the number after the moment to act on it has passed. In marqey, the record is single and shared. A collection in the field, a sale at the branch shows up on the head office screen the same minute; management changes course within the day when it needs to.
- Live branch data
- On-the-spot record
- One true number
What Do You Gain?
Managing the day, in the day
Stop waiting on the report
End-of-day tables build themselves; the evening message traffic ends.
Catch the problem within the day
Low revenue, a stock shortfall and a late collection show up the hour they happen.
Speak from one true number
Head office and the branch read the same record, so the reconciliation argument goes away.
The products that connect field and branch to head office
These products support your field and branch tracking; once a record gets entered on the spot and lands at head office, management speeds up and the reconciliation trouble ends.
Frequently Asked Questions
What does field and store tracking cover?
Field tasks, branch movements, inventory, collections, and team responsibilities are brought into one record structure within the selected scope. The central team reviews each location according to its permissions.
Can current store and field records be moved?
Customer, product, location, team, and open-work records are reviewed with their data quality. The proposal and migration plan state the fields to transfer.
Do field and store teams use the same screen?
No. Each role sees the screens, records, and approvals required for its work. Central managers use the cross-location view to compare open work, stock and collections without changing field records.
Can it work with the current sales and accounting setup?
Required connections are reviewed by system, data direction, and processing frequency. The first scope includes only the connections needed to keep daily work running.
Where should we start?
Choose one field team or location and map its task, inventory, and collection flow. Other locations follow the same rules after the pilot scope is validated.
How You Start
Let's map out your field and branch structure together
Let's assess your branch and team count, the record types entered in the field, and which piece of information reaches head office late today. See marqey in a demo close to your own field setup; together we decide on the mobile screens and head office reports.