Check-in/Check-outTrack visits with real-time check-ins

Improve Operational Efficiency

LionO360 Field Service Management (FSM) simplifies the process for your sales reps to check in and out of customer locations and to follow specific routes while completing in-store survey processes. Whether this is the quick follow-up call or the trip to the customer's store, this system is built for your sales team to simplify every aspect of the visit so your team can focus on selling, not on field problems.

The field force receives easy access to mapped routes and customer locations, so GPS-verified visits are always a smooth, timely process. No delays, no confusion.

Track & Validate Executive Visit

LionO360 helps ensure that every visit is counted! Your executives can easily check-in only if they are within a given radius (for example, 0.2 miles) from the location, guaranteeing accountability and accuracy in the reporting. You can track how long each rep spent on-site and provide them with a real-time correction to customer addresses to minimize future disruption due to misinformation.

Instant Access to Reports

Managers can instantly view check-in/check-out data in LionO360 dashboards and reports - allowing them to track, validate and improve field activity, booking efficiency, and customer experience.

Executives can also view their own history of visits, including visits completed, open stops (customer locations), and their performance stats. This transparency keeps managers and executive reps aligned, adds accountability, and provides opportunities to maximize productivity in the field.