Sales Operations CRM Setup

I run a trading business that relies heavily on reps visiting clients in the field, so I need a BI / CRM environment built—or configured—to make our day-to-day field operation management truly efficient. The core focus is streamlining how we track and nurture leads while giving my team a clear visual of where they have been and where they need to go next.

Here’s what must be in place:

• Lead categorization that lets us tag prospects by type, value, or stage at a glance.
• Automated follow-up reminders so no opportunity slips through the cracks even when reps are on the road.
• A full lead interaction history, capturing calls, meetings, and notes in one timeline.
• Visit mapping: reps need to plot, view, and optimize their routes on a map, ideally with geo-tagged check-ins.

I’m open to whether this is built on an existing SaaS platform (Power BI with Dynamics) or a lightweight custom solution—whichever delivers the fastest, most user-friendly workflow. The final setup should be mobile-friendly for Android and iOS, sync in real time, and generate simple dashboards that help me monitor lead flow, rep activity, and conversion rates.

Deliverables:
1. System configuration or custom build with the four key functions above fully working.
2. Data import template and a short SOP so my team can start using it immediately.
3. A brief remote training session and hand-off.

If you have proven experience rolling out field-centric CRMs and can get us live quickly, let’s talk.