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.