Get Your Field Sales Team Live in Under a Day

"I Don't Have Time to Set This Up"

This is the most common reason field sales managers delay trialling software they know they need. The assumption is that getting a team live on new software requires weeks of planning, an IT department, training days, and significant disruption to an already busy operation.

The reality: most teams capture their first real order within 2 hours of creating an account. Here's the exact process.

Start the clock. Create your account now — no credit card required. See how far you get in the next 2 hours.

What You DON'T Need

Before the step-by-step, here's what you can safely ignore:

• No IT department required
• No integrations required on day 1 (connect to Sage or Xero later if you want to — it's not needed to start)
• No formal training sessions
• No project plan or change management process
• No credit card on file

Hour 1: Core Setup (30 Minutes of Active Work)

Minutes 1-2: Create Your Account

Sign up at portal.salesrepsoftware.co.za. Enter your name, email, and company name. Confirm your email. You're in.

Minutes 3-8: Company Settings

Enter your company name, logo, VAT number, and standard payment terms. This takes 5 minutes. Your logo will appear on auto-generated invoices from day 1.

Minutes 9-23: Import Your Customer List

This is where teams expect the biggest friction — and where most are pleasantly surprised. Take your existing customer Excel file — even if it has extra columns, inconsistent formatting, or headers that don't quite match — and upload it. The smart import tool reads your columns and matches them to the correct fields automatically using AI column matching.

Most customer lists import in 10-15 minutes regardless of how messy the source file is. If a column doesn't map cleanly, you'll be shown exactly what needs fixing.

Minutes 24-34: Import Your Product Catalogue

Same process: upload your product and price list from Excel or CSV. Products import in under 10 minutes for most catalogues under 500 SKUs.

Minutes 35-38: Invite Your First Rep

Enter the rep's email address and click invite. They receive an email with a link to download the mobile app from the App Store or Google Play. The download and sign-in takes them 3-5 minutes.

Total elapsed time: under 40 minutes. You're ready for the first test order.

Hour 2: First Real Order

Have your first invited rep do the following — it takes less than 10 minutes:

1. Open the mobile app on their phone
2. Find a customer from your imported list
3. Tap "Check In" — the app logs GPS coordinates and timestamp
4. Browse the product catalogue and add items to the order
5. Review and submit the order

On your screen, in the management dashboard, you'll see the order appear in real time — with the rep's location, the customer, the items, and the timestamp. The system generates a draft invoice automatically.

This is the moment that convinces most managers. Seeing a rep's order live while they're still standing at the customer is fundamentally different from receiving a WhatsApp message 3 hours later.

Invite a rep and run this test right now. Start your 14-day free trial — the whole process takes under 2 hours from account creation to first live order.

Rest of Day 1: Full Team Onboarding

Once you've confirmed the core flow works:

Invite remaining reps (5 minutes — it's one email per rep)

Configure your commission structure (15-30 minutes using the commission wizard). Enter your commission rates, tiers, and any product-specific rules. The wizard walks you through it. See commission tracking for what's configurable.

Set up route assignments (10-15 minutes). Assign territories or customer lists to each rep so they see their accounts in the app.

Brief the team (15 minutes is enough). If your reps use WhatsApp, they can use this app. The core flow — find customer, check in, capture order, submit — takes most reps less than 5 minutes to learn. Show them their commission statement on day 1; that's when the app becomes valuable to them personally.

What to Test During the 14-Day Trial

Don't just use the app passively. Test these specific scenarios in the first two weeks:

Week 1:

• All reps downloading and signing into the app
• GPS check-ins at customer sites (verify coordinates in dashboard)
• Real orders captured — not test orders, actual customer orders
• Stock visibility: can reps see what's in stock before promising delivery?
• Dashboard: can you see all rep activity in real time?

Week 2:

• Commission statement: configure your real commission structure and verify the calculation
• Reporting: generate a weekly activity report and a revenue report
• Offline test: turn off mobile data mid-order and verify it completes and syncs
• Customer portal: if relevant, invite a B2B customer to self-serve at /customer-portal-software

What Happens at the End of 14 Days

Your data stays in the system. Your reps are already using the app. You choose a plan and continue — no disruption, no migration, no re-setup.

If you decide not to continue: your data is yours. Export your customers, products, orders, and commission records at any time. No fees, no ransom.

No credit card is ever charged during the trial. No auto-charge when it ends.

See pricing for plan options — most teams of 5-20 reps choose Professional.

For Teams Covering FMCG, Pharma, or Distribution

The setup process is the same regardless of industry. The FMCG, pharmaceutical, and wholesale industry pages have specific use cases and configurations relevant to your sector.

Your first order in under 2 hours. Start your 14-day free trial now — no credit card, no IT department, no training days. Just your customer list, your product catalogue, and 2 hours.