Blog
Notes from the field.
Ideas and practical thinking on field sales, field service and the software around them.
Guides
How to Use Mileage Tracking to Manage Compliance with CAN-SPAM and TCPA for US Sales Teams
Managing compliance with CAN-SPAM and TCPA is essential for United States sales teams conducting outreach via email and phone. AI mileage tracking.
· 7 min read
How-to
How to Use Mileage Tracking to Optimize Fleet Maintenance Costs for US Businesses
Mileage tracking is essential for US businesses with fleets to control maintenance expenses effectively. By accurately monitoring vehicle use.
· 9 min read
Guides
How to Customize Mileage Reimbursement Policies for Different States in the United States
Customizing mileage reimbursement policies for each state in the United States involves balancing federal IRS guidelines with state-specific tax laws.
· 5 min read
Guides
How to Use Mileage Tracking Data to Improve Your Sales Route Planning in United States
Using mileage tracking data to improve your sales route planning in the United States means leveraging precise, real-time records of your vehicles'.
· 6 min read
How-to
How to Simplify State Sales Tax Reporting for Mileage Reimbursements in United States Businesses
State sales tax on mileage reimbursements can differ by state and business context. Generally, these reimbursements to employees are not taxable, but.
· 5 min read
How-to
How to Automate Mileage Tracking for Remote Sales Teams in United States
Automating mileage tracking for remote sales teams in the United States means using digital tools that record travel data automatically, without.
· 10 min read
Guides
Practical guides
Planning · 6 min read
Planning a field day that actually works
How to assign visits, set time windows and leave room for the unexpected.
Read guide →Rollout · 5 min read
Rolling out GPS check-in with your team's trust
Explain what's collected, why, and who sees it — before day one.
Read guide →Field practice · 4 min read
Writing visit notes someone else can use
A simple format for notes that help the next visit, not just today's report.
Read guide →Distribution · 6 min read
Primary vs secondary sales, explained
What primary and secondary sales mean, how they differ, and why secondary sales are harder to see.
Read guide →Planning · 5 min read
What a beat plan is and how to build one
A beat plan is a repeatable route of outlet visits. How to design one that covers the right accounts.
Read guide →Reporting · 5 min read
Daily sales reporting (DSR) for field teams
What a daily sales report is, what to capture, and how to stop reps retyping the day every evening.
Read guide →Basics · 5 min read
Field sales vs inside sales
How field sales and inside sales differ, what each does best, and why many teams run both.
Read guide →Planning · 5 min read
Planning a permanent journey plan (PJP)
A PJP is a fixed, repeating schedule of customer visits — how to build one that balances coverage and travel.
Read guide →
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