If you manage or work with a field sales team, you know: keeping track of who’s doing what (and where) can get messy, fast. Spreadsheets break. “Update your activities!” emails go ignored. If your company’s rolled out Vymo, you might be hoping things will finally run smoother—but the tool is only as good as the habits behind it.
This guide is for sales managers, reps, and ops folks who want to actually get value from Vymo, not just tick boxes for the boss. Here’s how to track sales activities in a way that’s useful, not just busywork.
1. Get the Basics Right First
You can’t optimize what you don’t understand. Before you try to automate your day away, make sure you (and your team) have the basics down.
- Install and log in properly. Sounds dumb, but you’d be shocked how many people skip setup steps. Make sure everyone’s app is up to date, notifications are enabled, and location permissions are on—otherwise, most tracking features won’t work.
- Sync your calendar and contacts. Vymo pulls data from your phone and company systems. If you don’t sync, you’ll miss out on auto-logging and reminders.
- Know what counts as an “activity.” Does your org want every client visit logged, or just deals in motion? Get clear. Push back on logging everything if it’s just for show.
Pro tip: Block 15 minutes with your team to do this together. Fixing setup issues now saves headaches later.
2. Customize Vymo to Match Your Real Workflow
Out-of-the-box tools rarely fit everyone. Vymo has a bunch of settings and fields, but you don’t have to use them all.
- Trim the fat. Hide or ignore fields your team never uses. The more clutter, the less likely people are to log anything.
- Set up activity types that make sense. If your team does product demos, site inspections, or just “drop-ins,” tailor the activity types accordingly.
- Automate what you can, but don’t force it. Vymo can auto-log calls, visits, and meetings based on GPS or calendar data. Use this if it’s accurate for your workflow. If it logs junk or false positives, turn it off.
Honest take: Automation sounds great, but if it annoys your team or floods your CRM with noise, it’s worse than nothing.
3. Make Logging Activities Dead Simple
The only tracking system that works is the one people actually use. Here’s how to make it as painless as possible:
- Keep forms short. If every visit needs a dozen fields filled, reps will fudge or skip it entirely.
- Enable voice notes or quick text. Sometimes it’s easier to talk than type—especially in the field.
- Encourage logging in real time. The longer you wait, the fuzzier the details get. Use notifications or reminders (sparingly) to nudge folks.
- Batch logging? Beware. Logging everything at 5pm usually means missing or made-up info. If you see this pattern, ask why.
Pro tip: Try logging a day’s worth of activities yourself. If it feels like a chore, it’s too clunky.
4. Use Location Tracking Wisely (and Respect Privacy)
One of Vymo’s big selling points is GPS-based visit tracking. It’s handy, but don’t get creepy or over-rely on it.
- Explain what’s tracked—and why. People hate feeling spied on. Be transparent about what’s logged, and how it helps (hint: it should save time, not just “monitor”).
- Set reasonable geofences. If check-ins require standing outside a building in the rain, reps will game the system.
- Double-check accuracy. GPS isn’t perfect. If you see weird data (like someone “visiting” a client from across town), flag it and fix the process.
Bottom line: Use location to make logging easier, not to micromanage.
5. Make Data Work For You, Not the Other Way Around
Nobody wants to fill out forms that disappear into the void. Use Vymo data to actually improve sales activity—not just track it.
- Review activity data regularly in team meetings. Not to call people out, but to spot bottlenecks and trends.
- Set up useful reports and dashboards. Show what matters: meetings booked, deals moved, territory coverage—not just “number of activities.”
- Share wins and lessons learned. If someone’s approach is working, spread it. If a metric is useless, drop it.
Honest take: If your only use for data is to “see if people are working,” you’re missing the point—and your team knows it.
6. Don’t Ignore the Human Side
Tech can help, but it won’t fix a broken culture or messy process. Get buy-in by making Vymo useful to the people using it.
- Ask for feedback, then act on it. If reps say a feature is slowing them down, believe them. Tweak the setup and cut out busywork.
- Explain the “why.” If people know how tracking helps them (hitting targets, reducing admin, fair territory splits), they’ll care more.
- Don’t punish honest errors. If someone forgets to log an activity, focus on fixing the process, not blaming the person.
Real talk: Mandates from HQ rarely work. Make it easy, make it useful, and people will use it.
7. Ignore the Noise—Focus on What Moves the Needle
There are a zillion features, but not all are worth your time.
- You don’t need every bell and whistle. Stick to features that solve actual problems.
- Skip “gamification” unless your team actually likes it. Leaderboards and badges sound fun, but can backfire (or just get ignored).
- Beware of over-customization. Too many tweaks can break upgrades or make training a nightmare.
If a feature creates more work than it saves, it’s not worth it.
8. Keep Improving—But Don’t Chase Perfection
Tracking sales activity is never “done.” Needs change, teams evolve. Don’t get paralyzed by the idea of perfect data.
- Review the process every quarter. What’s working? What’s a pain? Adjust.
- Celebrate progress. If you’re logging twice as much useful info as last quarter, that’s a win.
- Stay skeptical of dashboards. Pretty charts mean nothing if the underlying data is junk.
Wrapping Up
Field sales is hard enough without a clunky app slowing you down. Use Vymo to make tracking easier, not just to tick boxes. Stay focused on what’s useful—ditch the rest. Start simple, make improvements based on real feedback, and remember: the best tracking system is the one your team actually uses.