About trakki: from field sales, for field sales
By Manuel Ober · · 3 min read
Where I come from
I have been at home in field sales since 2017. First at the wheel myself: as a medical device rep for pharmacies, hospitals and care homes across three regions in Austria. Later as a regional sales manager for sleep laboratories across four regions, with overnight stays and weeks that were planned on Sunday evening. In between, a year on the other side of the table: responsible for the CRM systems and the call analyses of a field sales force.
Today I lead a field sales team in pharma. So I see both sides: what a rep needs every day, and what a team CRM actually gives him. The gap between the two is the reason for trakki.
Why trakki exists
The big systems are built for the company. They collect reports, show dashboards and belong to the sales manager. They help the individual plan a week very little, and the customer list ends up with the vendor.
The small tools are route planners: Google Maps with several destinations, the big motoring-club route planners, route optimisers for delivery drivers. They take you from A to B in a good order if you give them the addresses. Who is due, when the pharmacy closes for lunch and what happened on the last visit, they do not know.
In between there was nothing. So I built it, to three rules:
- The map shows who is due. Not the list. Red overdue, amber soon, green done.
- Real drive times for the whole day. Not the next drive, the sat nav knows that one. The whole day, with opening hours and a break, and when somebody cancels, the rest recalculates.
- The customer list stays with the rep. No account, no server, no access for third parties. What you give your manager is your decision.
Everything else in trakki follows from those three sentences.
Alongside the job, on my own
trakki is built in the evenings and at weekends, by one person: me. That has consequences I do not want to hide.
There is no hotline, but every email lands with somebody who knows the app because he built it. There is no product department, but if you write to me that the week view is too small on a tablet, it is on the list the next day. And there are no investors and no advertising wanting your data to travel somewhere.
Feedback is therefore not only welcome, it is the way trakki gets better. What is missing, what annoys you, what you would do differently: support@trakki.at. I answer myself.
Where trakki stands
The apps for iPhone and Android are in preparation, the version for Mac and Windows comes after. If you want to hear as soon as it is ready, sign up on the home page. One message at launch, nothing else.
What trakki does in detail is on the page Field sales app. How I plan weeks and divide up territories is in the guides.
Frequently asked questions
What happens to trakki if you run out of time?
Your data is on your device, not with me. You can back it up as a file at any time and export it as Excel. Even if trakki disappeared tomorrow, your customer list stays with you in full. That is the reason there is no server.
Is trakki a tool for my team?
No, and that is deliberate. trakki is for the individual who plans their own week and looks after their own data. It does not replace a team CRM, it passes the visits on to one as Excel.
Can I have a say in what comes next?
Yes. Write to me and tell me what you are missing. I collect everything, and what several people need comes first.