Switching from spreadsheets to field sales software
Migration steps that keep reps selling during rollout.
Moving off spreadsheets is less about data import and more about habit change for reps.
Rollout order
- Import customers and active pipeline
- Mandate visit logging for two weeks
- Add route planning and orders
- Turn on manager dashboards
Change management
Show reps time saved on Friday reporting. Show managers visit proof on Monday stand-ups.
Create your organisation or review pricing before wide rollout.