Visit management: spoofing your location in CRM

Using location data in visit management for convenience and productivity

Visit management on our mobile app depends on the GPS coordinates reported by the phone hardware. The location is used to query Google maps and it makes your life simple. We wrote a fairly detailed post on the technology some time back.

Using location data in visit management in CRM

Let’s say, you are meeting a client for the first time- let’s say a retailer who you are visiting. Since he is not in your database, you would have to go through a lot of hassle to first add the retailer in the database, and then log the activity.

This wastes time.

So, on our Android app, we allow you to add an account (a customer/ dealer etc) from the mobile app – straight from logging a visit. If the account exists already, well and good- the app will simply log a visit. If the account does not exist, then Saleswah automatically fetches the street address (where you are standing) from Google and goes through with logging a visit.

In the process, it creates a new account record,complete with street address.

Saves time. And, that was all we wanted to do.

Control, convenience and spoofing

We recently got a call from a client and then we had to relook at the visit log method. Because, some folks, who did not want their whereabouts known, or worse, wanted to pretend to be on tour or in the field – had found a way to fool the app.

So, what we thought was for convenience, was being used by management for control. And the users were finding ways around it.

Apparently there are tens of such apps in the Playstore- all can spoof your location and help you pretend you are in Georgia where you might be in Georgetown.

We stopped it of course!

Many of our functionality depends on careful logging of GPS data and accurately querying Google maps. Finding distances, directions. We could not afford uncertainty over actual location data.

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