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Employee bluffing about sales visits - CEO is not ready to take the tracking system - CiteHR

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Sayali Bharambe
Hi All, We are a startup. The CEO is not ready to take the tracking system as there are only 3 employees currently. We are anIT firm we have sales executives who have to do visits, give introduction of our product do that we get order we have doubt that he is bluffing us by name of visit because sometimes he says he used sharing cab but with no actual bills how can we trust him goes at least twice in a week for visit but don't generate invoices. Any other source to find if he is bluffing
From India, Mumbai
Dinesh Divekar
7736

Dear Sayali,

The solutions could be as below:

1. Free Apps are available for location tracking. You can tell the salespersons to download the App. You too can download the same App. Start tracking their movements.

2. Salesperson can be told to maintain the hard copy of the register. Whenever the salesperson visits the client's premises, he needs to obtain the security seal and signature to create an evidence of the visit.

Thanks,

Dinesh Divekar

From India, Bangalore
Sayali Bharambe
@Dinesh thank you sir for quick response can you please suggest free apps name as I am not finding one in playstore.

Also employees says he cannot ask visiting cards as all company don't provide it.

From India, Mumbai
Sayali Bharambe
Any format for this form dinesh Whenever the salesperson visits the client’s premises, he needs to obtain the security seal and signature to create an evidence of the visit
From India, Mumbai
Dinesh Divekar
7736

Dear Sayali,

I wish you had done a Google search. When I typed "App to track employee location", I found a good search result. You may click here to refer to it.

Format to Maintain the Register: - The columns could be as below:

Date of visit
Company name
Name of the person met with
Time in
Time out
Security name and signature
Security seal
Remarks

To maintain the proper records, you may leave at least 3 lines per record.

Development feedback: - You expect spoonfeeding from the seniors. In the long run, it is counterproductive. If you wish to grow in your career, then try to be a self-made person.

Thanks,

Dinesh Divekar

From India, Bangalore
Harsh Shukla
369

Hello Sayali,

We had a similar problem sometime ago and tackled it by calling the Client(s) and conducting a short "Quality Control" survey.
Ask a few questions such as:
Did the Salesperson arrive on time? (use the salespersons name)
Was the Salesperson appropriately dressed?
Was the salesperson adequately knowledgeable?
Do you feel the salesperson understood your business model?
Were you satisfied by the Salesperson's answers to your queries/concerns etc.

This will give the Client some comfort about your organisation and allow you to build a senior level rapport, particularly useful if the Salesperson leaves and mitigates the possibility of the Client following the Salesperson.
Be sure to give your name, number and rank and encourage the Client to call you in case of any issue.
Finally, do not forget to thank the Client for their time and response.
To get best results this survey should be done with all Clients at least twice a year.

I hope the above helps.

Regards
Harsh

From United Kingdom, Barrow
Sayali Bharambe
Hi,
The problem is this person goes for giving knowledge that what a ll products we are selling example Briscad, Trimble, sketch up and explan features of same some people talk via call doont entertain due to covid. And he says us that visiting card is not provided by each company. So if he is not giving visiting cards how to verify and will the company will give confirmation that he was there for visit.

From India, Mumbai
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