Worksheet

Distributor field-sales requirements matrix

A requirements table that splits CRM needs (visit, follow-up, dealer notes) from operational needs (order, stock, invoice), with columns for mobile capture, offline behaviour and role permissions. Fill it in against your own reps’ routine before you compare any tool.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “CRM and Field-Sales Software for Distribution Businesses”, www.gullysystem.com/blog/crm-and-field-sales-software-for-distribution-businesses