Attendance, institutional visits, client history, follow-ups and expenses in one field sales CRM, instead of calls, WhatsApp and spreadsheets.
Clearer records of field activity at each institution.
Visit information stays connected to each organisation.
Fewer scattered manual updates to chase.
Attendance, visits, expenses and follow-ups together.
This case study reflects common workflows across hospitals, medical centres, surgical suppliers and healthcare equipment businesses. Their field teams build professional relationships, visit institutions, follow up on enquiries and move opportunities forward.
A productive day may cover several institutions, yet managers often receive only a short WhatsApp update or an end-of-day spreadsheet. That makes it hard to know where the representative worked, who they met, how long each visit lasted, what was discussed, and whether a quotation or demonstration is pending.
Healthcare field sales is rarely a single-visit process. A representative may meet an administrator, return for a product discussion, coordinate a demonstration, share a quotation and follow up with purchase. Spread across messages, calls and notebooks, the office only sees fragments of that story.
Activity arrives by WhatsApp, calls and sheets, and is organised by hand.
Hard to confirm planned hospital or clinic visits happened at the reported location.
Next steps stay in a notebook or chat instead of the customer record.
Past meetings, contacts and pending needs are hard to review before a visit.
New requirements surface only when the end-of-day report arrives.
Distance, conveyance and bills take time to collect and approve.
Some institutions get repeat attention while others are rarely visited.
Managers ring each representative to learn attendance and follow-up status.
Healthcare sales depends on trust, consistency and timely follow-up. A missed follow-up can delay a quotation, and a scattered customer record can leave a new representative unaware of earlier discussions. Visibility is not just about where an employee travelled; it is about whether the right relationships and opportunities are moving forward.
See daily field activity without calling every representative.
Transparent records of attendance, visits and work completed.
Customer information stays with the business, not in personal chats.
Next actions recorded while visit details are still fresh.
Know which institutions are being visited regularly.
Timely information for quotations, demonstrations and coordination.
They do not need another large, complicated system. They need a practical way to manage employees whose work happens outside the office, built around what field teams do every day.
Mark attendance, check in at a customer, add notes and update client details from the app.
Review field activity, visits, attendance and reports in one web-based system.
The representative's day is linked to each customer visit, not kept as separate reports.
Designed for small and mid-sized field teams, without a full ERP implementation.
Remote help by phone, WhatsApp, video call, chat or email, in Hindi, Bengali and English.
Employees can see when they are tracked, and they switch live tracking on themselves.
From the first attendance mark of the day to the manager's final review.
The working day starts with attendance in the Twib mobile app.
Assigned activities, customer priorities and pending follow-ups.
A hospital, medical centre, clinic, distributor or healthcare buyer.
A location-based check-in records the customer, time and activity.
Who they met, the purpose, requirements discussed and observations.
Contacts and visit history added or updated for next time.
Quotation, demonstration, technical discussion, document or revisit.
Travel or local expenses with supporting photos where needed.
Attendance, completed visits and pending work, without a round of calls.
Time- and location-based records of visits to hospitals, clinics, medical centres, distributors and other healthcare accounts.
Daily attendance for employees who start work in the field rather than at a central office.
Structured records for healthcare institutions, contacts and other business accounts.
The purpose, discussion and outcome of each visit, recorded while it is fresh.
Field movement and reported travel, subject to phone settings.
New institutional enquiries kept visible.
Demos, revisits and information requests.
Claims with supporting photos.
Attendance, check-ins, visits and expenses.
The right view for each role.
Branches and territories in one system.
Reports exported to Excel when needed.
The real change is not swapping one reporting tool for another. It is a consistent way to understand field work, customer relationships and pending opportunities.
“This is one of the best sales reporting apps on the market. It has everything - all the traditional features, as well GPS tracking for a real time view of your team. This is just great, especially when you have lots of outside business meetings. Very practical.”
Managers review structured activity instead of collecting updates from every representative.
Location-based check-ins create a more transparent record of field visits.
Notes and contacts stay with the organisation, even if the account changes hands.
Visits needing a quotation, demonstration or further discussion are easier to spot.
Claims and supporting information sit inside the same field-work system.
Attendance, visits and reports give a clearer view of team activity.
Outreach and institutional teams visit doctors, corporate partners, referral sources and clinics.
Twib helps record
Field representatives build relationships with clinics, doctors and local healthcare partners.
Twib helps record
Teams work across hospitals, nursing homes, clinics, dealers and purchase departments.
Twib helps record
Sales move through requirement discovery, demonstrations, quotations and repeated follow-ups.
Twib helps record
Medical device distributors can bring institution, dealer and end-customer visits, attendance, order-related activity and field reporting into the same system.
WhatsApp is useful for quick messages, but it is not a reliable, searchable field sales record. Spreadsheets depend on timely manual entry and rarely show the context of each visit.
Book a free demo to explore a workflow based on your customer types, team structure and reporting needs.
Employees can see when they are being tracked, and live tracking is switched on by the employee.
The goal is fair accountability around field work, not hidden surveillance. Organisations should explain their tracking and consent policy to employees when they introduce Twib.
GPS accuracy can vary with phone permissions, battery settings, network availability and terrain.
Whether your team visits hospitals, medical centres, clinics, surgical dealers or equipment buyers, bring attendance, visits, customer information, expenses and reporting into one field sales CRM.
The 14-day trial includes full Enterprise features for up to 10 users. No complex ERP implementation is required.
Replace scattered attendance messages, disconnected spreadsheets and incomplete customer updates with one practical field sales CRM.
Simple to adopt. Practical for field teams. Clearer for managers.