Field sales software is geared toward employees engaging in the tradition of door-to-door sales. It assigns sales personnel logical routes that maximize efficiency. These tools can guide team members through sales routes and inform managers of where their employees are at any given time. Field sales software can be used to log successful sales or transactions, and monitor the activity of teams on the road.
Field sales software plays into the world of greater sales software. While other sales software assigns employees digital territories to be contacted via telephone, email, or video call, field sales software is different in that provides physical location territories. Field sales software seamlessly connects salespeople to their leads’ front doors. Certain tools can also integrate with or act as a CRM, harvesting contact information and serving as a hub for updates and field notes.
To qualify for inclusion in the Field Sales category, a product must:
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Combine today’s global economy with a mobile workforce and you get a lot of moving parts. CRM alone can’t help you answer the critical business questions: Where am I and where do I need to go? Founded in 2009, MapAnything is a Geo Productivity company leveraging Location of Things (LoT) software to visualize assets, territories, routes, and customers all within a map inside Salesforce. We enable users to: BOOST FIELD SALES AND SERVICE PRODUCTIVITY: Leverage Geo-analytic maps in Salesforce to plan and optimize routes, see more customers, adjust based on traffic and weather, add nearby leads to fill schedule gaps, reassign and balance territories, and more. INCREASE FLEET EFFICIENCY AND COMPLIANCE: View daily and historical performance summaries of fleet assets. Create defined territories based on location. Manage your entire fleet from Salesforce without losing insight into compliance, safety, and TCO. IMPROVE PLANNING AND DATA ANALYSIS: Increase business productivity by leveraging maps, Geo and GIS capabilities in Salesforce. Create custom dashboards & reports, segmented data, robust filters & tool-tips, additional demographic layers, and more.
SalesRabbit optimizes every aspect of your sales and management process. Track leads, manage areas, collect data, and crush sales records with our field-proven approach. “Sales production has increased by 35%+ per year since we started using the system.” - Marc Cram, DishOne We achieve these results by improving every aspect of your organization: CANVASSERS View demographic data and homeowner details Schedule appointments, share leads and notes Show videos and digital presentations CLOSERS Set and track personal and team performance records Receive, upload, and create leads on the go Streamline with digital credit approvals and sales agreements LEADERS View real-time reports on performance metrics Assign territories, track rep locations, and identify behavior trends Simplify team communication and collaboration COMPANIES Identify improvement opportunities from company data Reduce customer creation costs with automated workflows Cultivate a competitive, unified sales culture Retire outdated sales practices Our software integrates with the leading software and data providers, including Salesforce, Microsoft Dynamics, Docusign, Zapier, JobNimbus, MarketSharp, PestPac, Pocomos, Agemni, SecurityTrax, FillQuick, and improveit 360. This makes us a must-have for any company with outside field reps or technicians. “It is now the MOST important tool used by our sales teams. It has increased our efficiency, led to higher sales, and allowed us to communicate nationwide with all of our reps.” - Earl Koskie, Fuse “SalesRabbit has cut the time managers put into area management by at least 50% and in a program where more time is money, the use of SalesRabbit literally pays for itself.” - Erick Gonzales, Satellite Guru “SalesRabbit has made something that was nearly impossible not only possible, but easy.” - Shane Lynch, Storm Guard
Badger Maps is a route planner that automates territory management for outside salespeople. Badger visualizes their sales data on a map, optimizes daily routes and schedules, and generates meeting reports. The app focuses specifically on the type of salesperson who is visiting customers face-to-face - the field or outside salesperson. It helps them solve their daily problems in minutes rather than hours, and shows them the best opportunities and leads along the way. Users spend less time on driving and busy work, and get more meetings and sales. Reps report that they drive 20% less and sell between 10% and 50% more with Badger.
SPOTIO is the #1 field sales enablement platform designed specifically for sales managers and reps to squeeze every drop out of their field sales efforts. Whether selling door-to-door or business-to-business, SPOTIO provides an end-to-end solution to enable insane productivity, increased sales, and shortened sales cycles.
Handshake: B2B customer ordering and sales rep order entry solutions. Handshake is for companies like brands, manufacturers and distributors who are selling to retail stores or other business customers. For customer ordering - Handshake helps you provide a modern B2B eCommerce experience for easy online ordering and a mobile app for shelf-side orders when your customers are out on the floor. For sales rep ordering - Handshake provides a dedicated sales rep app that gives them the customer, product, pricing and inventory information they need to have better customer conversations. Orders can be entered fast and submitted instantly.
Map My Customers provides the productivity and mapping tools needed to supercharge field sales efforts. It enables reps to be more effective, stay engaged and helps them avoid the frustrations that come with being in the field. Reps with Map My Customers visit more customers and visit more of the right customers. - Available anywhere on any device (iPhone, iPad, Androids, Computer) - Integrates with leading CRMs including Salesforce, Microsoft Dynamics, Zoho, Hubspot, InfusionSoft & more - Visit more customers & spend less time in the car with Smart Routing - Automatically check-in to appointments, take notes, scan business cards and track field activities from your mobile device or tablet - Create and send automated email campaigns - Supercharge prospecting with Chrome extension for LinkedIn & Google Maps - Robust visual reporting includes charts, graphs and sales funnels - Sales leadership module gives managers deep visibility into team activities (live feed, territories, team member funnels, weekly performance report cards, etc.). Want to see a demo? www.mapmycustomers.me/auto-demo
Repsly is a simple, adaptable tool for organizations that need visibility into the field in order to optimize their business. Repsly is a Mobile Cloud based solution that simplifies the processes for field teams and their managers. Repsly is ideal for field reps that visit established clients on a recurring basis to perform customer service and field management functions, such as taking replenishment orders, merchandising products on retail shelves, marketing for referrals, or performing regular maintenance. Deployed by leading global brands as well as innovative start-ups, Repsly enables these companies to improve the efficiency of their field teams, and greatly simplifies the collection and analysis of field data, which in turn helps create a tight connection between the field and back-office operations. Our customers use Repsly because: - They want to know exactly what’s happening in the field as it’s happening - They want to be able to coach their team to be more efficient - It allows their team to easily collect information about customers, activities, and products that they can analyze immediately” - They can take orders and conduct inspections and audits - It enables them to react to changes in the field
Mapadore is a solution that changes the game in CRM and Sales Force Automation by boosting operational efficiency and optimization of Salesforces, whilst introducing a brand new paradigm: the complete digitization of the sales process, enabling it to be managed and measured like never before.
Mapview provides field sales and service reps with a mobile mapping and planning tool to efficiently plan and manage their territories. It helps strategically improve your daily schedule by mapping appointments and drop-in visits as a route, along with contacts and any other location-specific data. - Plan trips and optimize your daily routes with drop-in visits and calendar appointments. Easily re-route to respond to schedule changes! - Visualize your territory and travel routes to help locate opportunities along the way. Use color-coding and marker styles to prioritize and organize accounts. - Target specific customers and prospects by filtering groups on the map. Create custom filter options from any column in a spreadsheet! - Manage your customer interactions all within the app by sending emails, taking notes, viewing websites and setting up meetings. - Utilize even when offline by accessing saved information, routes, directions and target map area.
Resco Cloud is a cross-platform mobile solution for sales & service field workers, that is fully customizable, integrative, and truly works offline. Integrations with Salesforce, Microsoft Dynamics CRM, Oracle CX, Dropbox, Exchange, and Google Apps for Work allow for further expansion within your organization's IT structure to help facilitate full offline usages, an abundance of features, and in essence, mobility on iOS, Android, and Blackberry powered by Android whether it be a smartphone or tablet.
Asort CRM brings together all your customers’ information in a single integrated platform, enabling you to centralize your business around the end user, enhancing your strategic marketing, sales, customer service and business analysis decisions through built-in GIS integration.
Cerrebro is a cloud-based, end-to-end CRM & field team management application, that connects your workers, customers, back-office and management seamlessly across devices. You can manage it all from anywhere through a simple dashboard interface, and redefine productivity regardless of industry.
Ecanvasser revolutionizes your field operations providing a canvassing app for canvassers and a campaign dashboard for campaign managers. The app acts like a satnav for canvassers and ensures no information is lost while in the field. For campaign managers all data is fed back to the dashboard in real-time and allows them to manage walk lists and canvassing teams easily. All data can be analyzed on the dashboard to better understand voters and manage voter issues.
FieldPie is a cloud-based software solution that helps companies manage their mobile workforce in Field Services, Field Sales, Field Audits and Merchandising Operations. Trusted by industry leader brands as well as innovative start-ups, FieldPie helps companies improve the efficiency of their field resources, and greatly simplifies the collection and analysis of field data. Easily schedule tasks, dispatch your field team to the right tasks, design beautiful mobile forms to collect mobile data and monitor every field activity in real-time with FieldPie.
FiDzeal is a complete CRM solution for small and medium businesses. That's an amazing energy of connectivity, complex event process and analysis gives an intense instrument to procedures to reduce losses, increment productivity and streamline vitality request and distribution.
Geopointe is a Salesforce Gold Partner and the #1 rated geolocation application available on the AppExchange. Geopointe provides numerous ways for end-users, administrators, and developers to tap into the geographical aspects of their data to improve efficiencies and streamline processes through features such as proximity searching, routing and optimization, territory management and much more. A free 15-day trial is available to install on the AppExchange - http://www.geopointe.com/getmaps
Our Sales Execution CRM software is designed to help you sell faster and increase your sales velocity. With LeadSquared CRM you can: • Monitor all calls, emails and chat interactions your leads have with your business. • Track all your sales emails sent to and received from your leads. • Focus your sales efforts on leads that meet your quality criteria. • Distribute your leads based on geography, interest or any other criteria. • Automate tasks like lead & task assignment, list creation, sales notifications and more. • Monitor every aspect of your sales - funnel, people and revenue. • Integrated systems to give your people insights they can act upon • Watch your field sales team closely even from miles away using our mobile CRM. Our Key Solutions include: 1) Lead Tracking: It makes you wonder why you ever used old school CRMs and Excel Sheet. It helps you: a) Capture lead information from all sources like forms, chat, emails, phone calls, PPC ads, social media and more. You can even capture info that they haven't shared with you, like their social profiles. b) Record every conversation your leads have with you - phone calls, emails, chats etc. Everything you track, including lead identity and activities is displayed in a clean time-based flow on the lead activities page. c) Send automatic mobile and email notifications to sales team when your leads take a relevant action. d) All your lead insights are tracked in the mobile app as well. Your team can check the lead interactions as they head for their next meeting or grab their coffee. e) Quantify the lead's engagement by scoring each positive and negative interaction they have with your team. Identify interested and disinterested leads in one glance. f) Get insights on the leads being generated, the lead sources working best for you, the lead interactions with your sales team, and lead conversion analytics. 2) Email Integration: You can sync your sales inbox with LeadSquared. It works seamlessly with Gmail, Outlook (& all IMAP based email clients). You can: a) Start tracking your emails in LeadSquared in just a few steps. Takes minutes to set up, and all your incoming and outgoing emails with your leads will start getting tracked. b) Run a tight quality-control on all the emails that your sales reps send to their leads. Maintain consistency in what is communicated to leads and how it is communicated. c) Managers can run a simple query to identify unattended leads, because all the phone and email communications get tracked. d) All the email exchange that happens between your prospects and sales reps is tracked real-time. So, you can view the email trail in one view, identify if the response is delayed, and take an action accordingly. 3) Lead Qualification: Stop wasting time on junk leads by helping your team chase the high-quality leads first. a) Customize the lead qualification criteria completely to your business needs. Assign high scores to certain lead attributes, like a designation, a geography etc. You can even create custom lead fields or activities and include them as qualification criteria. b) Use email and phone number validators to keep junk and non-serious leads from entering your sales cycle. This makes sure that your sales funnel remains clean (because bots, spammers and visitors not willing to share their correct info would be filtered out at the onset). c) Assign high scores to leads that fit your ideal customer persona. This helps filter out the leads that are completely different from your target audience, so that your team doesn't waste time chasing them. d) Some leads might be in the final stages of making their buying decision. Set up the system to identify these telling-signs, like when a lead clicks on "Send me a quote" link in the email. Get notified when such an activity occurs to increase the chances of closure. e) Get notified when a high-quality lead arrives. Also get notified on a sales-relevant action, like when the lead clicks an important link on your email. Chase these opportunities first. f) Use these lead qualification rules to help your sales team prioritize their work daily. Bring the response time for these high-quality leads down to zero and increase their chance of conversion. 4) Lead Distribution: Use it for automated lead assignment and contact your leads before your competition does. With this solution you can: a) Distribute leads by location, the product they are interested in, the sources they are coming from and more. You can run multiple distribution rules simultaneously. b) You can set several AND/OR rules to distribute leads. Ex: Leads from New York AND interested in Copywriting can be sent to Team A, and Leads from Los Angeles AND interested in Design course can be sent to Team B c) Distribute leads fairly between the sales team members in a round robin fashion. Reduce conflicts within the team and increase efficiency. d) Assign leads to salespeople as soon as they come in. This reduces response time, and helps your sales team connect with the prospects before your competition. 5) Sales Automation: Leave repetitive sales tasks to sales automation and mould to your unique sales process. a) Set rules to automatically assign leads to salespeople. You can assign leads by geography, product type, the traffic source from where the lead comes in, and any other criteria. Combinations of one or more rules can be used as well. b) Set rules to automatically alert salespeople and create tasks for them as soon as something important happens. For Ex: Create a task for a callback when a lead gets assigned to a salesperson and notify the salesperson as well. c) Notify sales managers in case of an important sales-relevant activity, or an inaction on the salesperson's part. Ex: Notify managers when a positive sales interaction occurs and even if a sales-ready lead is not followed-up on time. d) Your sales people are busy, and they might miss a few calls at one point or the other. You can capture all these missed calls as leads, and even assign them to sales people in Round-robin fashion or based on pre-defined rules. e) Set up rules to assign higher quality score to leads with specific attributes. The combination of quality score and lead activity scoring can be used to dynamically create lists of leads that should be chased first, making your team more efficient. f) Have the sales reports delivered to your inbox daily, every month, or in any frequency you like. Reports for task completion, revenue targets, sales performance, and the funnel status are a few of the many sales reports you can subscribe to. 6) Sales Tracking: Get a Tight Grip on Your Sales Process and stop revenue leakage. a) Know exactly where the leads are in your sales funnel. Check the sales closed this quarter, the pipeline for this month, and the forecast for next – everything is at your disposal. b) Monitor sales performance with ease. Identify the sales stars, and the under-performers lagging on targets, based on no. of closures, revenue generated, meetings attended and more. c) Your sales team would never cut corners again. The Sales Manager would get notified if a follow-up is missed, or if a lead has been sitting untouched in the system for a long time. d) Find the best and worst "everything" in terms of revenue - salespeople, lead sources, locations, products, and centers in one clean report. e) Track the meeting locations of your field sales reps. Get real-time updates on how the conversation went, as your sales reps log the meeting details on the app.
OrderShark is an easy to use white labeled application deployed in the worlds biggest app stores just for your business. The streamlined interface for iOS and Android is used in the field to place quick and easy orders. Its powerful scanning engine and robust core logic is suitable for any type of barcode, any type of product line and any type of pricing scheme.
For Managers Outfield is workflow happiness for outside sales and marketing teams. With our suite of software apps on iPhone, Android, and web, Outfield makes it easy to discover valuable insights about your market, track + verify team activity, and communicate effortlessly across all your devices. Too many companies make marketing decisions with too little information about their market. You don't have to be one of them. With reporting and analytics to support your field sales and marketing programs, Outfield provides valuable data around trends that are taking place in your market domains, ensuring that you’re making smarter business decisions all with the peace of mind of knowing where and how your field reps are executing. For Field Reps The Outfield mobile app gives field reps an intuitive interface to manage their territory & accounts on-the-go as well as instantly communicate with the rest of their team. Account management should not be tedious and time consuming. Now managing your customers is made simple. You can quickly create visit activity, assign notes, as well as maintain and access critical information about your buyers in a fashion that meets your workflow patterns. Being out in the field does not mean you have to be a lone wolf. Outfield conveniently allows reps the ability to stay in contact with fellow field reps, management, or other personnel. Collaborate, share best practices, events, results, and feedback with teammates to boost overall performance. Why waste time with poorly designed apps when you can do more faster with Outfield!
Pitcher is a leading provider of sales enablement and content management for field sales and marketing teams. With an intuitive and feature-rich platform, Pitcher’s cloud-based software makes it easier for field sales and marketing professionals in industries such as life sciences, consumer packaged goods, financial services and manufacturing to plan for, execute and analyze their business meetings. The immersive, feature-rich software can be executed on various desktop and mobile devices to better engage customers and field reps throughout the entire sales and marketing lifecycle. Headquartered in Zurich, Pitcher serves hundreds of customers across the globe with international offices in New York City, Istanbul, Singapore, and Tokyo. For more information, visit www.pitcher.com and follow on Twitter @Pitcherdotcom.
Pocketbiz is a mobile Field Sales Automation Solution for sales representatives, van sales representatives and merchandising auditors. It works offline on mobile android devices (phones or tablets), helping sales representatives and merchandisers perform their daily tasks more efficiently and improving their performance by providing information at the right time.
Routzy is an acclaimed iPad CRM app that squeezes the functionality of several specialized business programs into one centralized, do-it-all sales center. This mobile, agile app helps you turn leads into customers on the go. Make your sales in the field with nothing more than your iPad! From forms to sales calls and from quotes to routing, Routzy does it all.
Skynamo is a cloud-based Field Sales Management software and Mobile Sales app that improves sales revenue and cash flow by bridging the gap between field sales reps and finance. Who is Skynamo for? Skynamo is used by manufacturers, wholesalers and distributors of products with reps in the field who visit, sell to and service customers on a regular basis. Skynamo Mobile Sales App for Field Sales Reps: Our mobile app for field sales uses data and information gathered via GPS tracking of sales rep activity to automate administrative tasks, improve productivity and customer service in the field and increase orders. Skynamo Web App for Management and Office Based Sales Support Teams: Give management and office based sales support teams desktop access to Skynamo functionality via a web interface. Management can view real-time activity updates, reports, a dashboard on key performance indicators, and answers questions about sales rep performance, sales projections, and problem areas in your sales organisation.
TurfWalker's simple interface provides for a seamless sales process by allowing intuitive leads management, direct communication with field reps, digital collateral for easy presentations, order process integration and instant reporting to evaluate and improve performance.