Structured field sales reports in 3 minutes.
How suprima captures field sales visit reports in a structured way via app – connected to route planning and CRM, ready to analyze for sales and marketing.
Case studysuprima GmbH · Field sales
01 · Starting point & solution
Together with suprima, we analyzed which information from customer visits is actually needed and why it never made it into the company before. The result is a mobile app that guides field reps through the relevant questions step by step after each visit. Spoken instead of typed, in just a few minutes. From the answers, AI then helps create a structured report.
02 · Integration
Connected to route planning, the CRM shows sales history and product recommendations right away. Data flows automatically. The result: reliable customer information for marketing and sales, with no extra effort for the field team.


Result
Structured visit reports & customer knowledge
Reliable field reports with structured notes, clear next steps and qualitative assessments. Marketing and sales automatically receive data that would otherwise stay “in the head” of the field team.

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“Working together with XCLRTD, we saw a significant time saving on repetitive processes.”