The client

The client is a French multinational and a global leader in energy management and automation solutions, serving customers across residential, commercial, industrial, and infrastructure segments. Its extensive portfolio spans low-voltage electrical products such as switches, circuit breakers, and panels, along with advanced industrial automation systems, smart grid technologies, and data center infrastructure solutions that support critical operations worldwide. Operating through a large, distributor-led retail network and a geographically dispersed field sales force, the organization manages thousands of on-ground retailer interactions daily. As the scale and complexity of operations grew, the client identified the need to modernize sales journey planning, visit tracking, and governance—moving away from manual, spreadsheet-driven processes toward a unified, real-time, and compliant digital field sales ecosystem across regions.

The problem

The client’s field sales operations were heavily manual, fragmented, and reliant on disconnected tools, limiting real-time visibility and slowing decision-making across the organization. Sales journey planning, visit tracking, and reporting were managed through spreadsheets and emails, creating coordination gaps, delayed insights, and weak governance. The absence of geo-verification and mobile-first capabilities further impacted data accuracy, compliance, and field productivity—making it difficult to scale operations efficiently across regions.

Disjointed Sales Journey Planning

  • Retail visit plans created in spreadsheets led to delays and poor coordination.
  • Frequent changes lacked structured workflows and visibility.

Limited Field Visibility

  • No centralized view of visit adherence, missed calls, or on-ground activity.
  • Managers relied on delayed, manual reports for performance tracking.

Lack of Geo-Validation

  • No reliable mechanism to verify visit location or authenticity.
  • Resulted in compliance gaps and data accuracy concerns.

Manual & Delayed Reporting

  • Performance data required manual consolidation across teams.
  • Insights were delayed by days, limiting proactive action.

Weak Governance & Controls

  • Deviations and skipped visits lacked approval flows or audit trails.
  • No structured accountability for route adherence.

Mobility & Connectivity Constraints

  • Field users experienced poor offline support in areas with low connectivity.
  • Inconsistent mobile usability reduced on-ground productivity.

OUR SOLUTION

Worxwide designed a Salesforce-native Permanent Journey Plan (PJP) solution that unified field planning, execution, and performance tracking into a single digital platform. Built with Google Maps API integration, it enabled accurate geofencing, automated workflows, and real-time visibility—reducing manual effort and improving field accountability.

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  • Unified field operations: A single interface for journey creation, approvals, and adherence tracking across regions.​
  • Geo-intelligent planning: Seamless integration with Google Maps APIs for accurate route mapping and visit validation.​
  • Automated workflows: Smart notifications, approval triggers, and deviation tracking to improve governance and compliance.​
  • Insight-led management: Real-time dashboards and reports offering performance visibility and actionable insights for managers.​

Salesforce-Native Journey Planning

  • Custom Salesforce objects for PJPs, visits, deviations, and route history.
  • Allow sales teams to plan, track, and manage journeys in a single system.

Modern, Intuitive User Experience

  • Lightning Web Components for planning, approvals, and visit tracking.
  • Optimized for ease of use across desktop and mobile.

Geo-Intelligent Field Execution

  • Integrated Google Maps APIs for route mapping and location validation.
  • Geo-fencing restricted check-ins to within 100 meters of retailer locations.

Offline-First Mobility

  • Enabled offline access using Salesforce Mobile SDK and record caching.
  • Seamless data sync once connectivity is restored.

Real-Time Visibility & Governance

  • Manager dashboards for adherence, missed visits, and productivity insights.
  • Automated workflows for approvals, deviations, and compliance tracking.

Rapid, Scalable Delivery

  • Delivered end-to-end in 12 weeks, including UAT, training, and hypercare.
  • Built for scale across regions, users, and future business needs.

Our work in action

The Impact

Accelerated Field Sales Execution

The organization achieved 70% faster journey planning, enabling same-day route creation and approvals and significantly improving field agility and response times.

Trusted, Compliant Visit Tracking

Geo-fencing and selfie-based validation delivered 95% visit accuracy, ensuring reliable traceability and stronger compliance across on-ground retail operations.

Higher Productivity with Rapid Adoption

Reporting automation reduced manual effort by 30%, while 80% mobile adoption in the first month enabled a smooth transition to a unified Salesforce field experience.

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