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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MapAnything, a Salesforce company, offers the industry’s Location Intelligence solutions that leverage mapping and optimization technologies. We enable our customers to maximize the productivity of their sales and service resources. The only global Enterprise Platform that allows the user to go from Territory Design and Planning, through to Field Execution and Visualization of results, we enable customers to design optimal territories, create optimal schedules, and map optimal routes enabling field reps to service more accounts in less time. This helps companies to maximize resources, drive productivity and revenue, and increase territory control and visibility, all while reducing expenses. MapAnything, a Salesforce company, answers five questions critical for every company: 1. How many people do we need (in the field)? 2. Where should we put them? 3. How do I make them as productive as possible? 4. What did they actually do? 5. And, what did we learn?
Geopointe is a Salesforce AppExchange Partner and a leading geolocation application available on the AppExchange. Geopointe provides numerous ways for end-users, managers, administrators, and developers to tap into the geographical aspects of their data to improve efficiencies and streamline processes. Geopointe was launched in 2010 and is based in the city of Irvine, California with a presence across the United States. Our customers are all over the world. For more information about Geopointe, visit www.geopointe.com. A free 15-day trial is available to install on the AppExchange - http://www.geopointe.com/getmaps
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
SPOTIO is the #1 field sales 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.
Repsly’s retail execution solution helps field teams achieve peak performance and maximize their impact on sales. Repsly’s mobile app empowers teams to work smarter in the field and collect data about their execution at the point of sale. The manager’s dashboard equips territory managers with the data and tools they need to better identify opportunities at retail and deploy their teams to take the right action in the store. Centralizing brands’ sales, field activity, and in-store data, Repsly connects store-level conditions and activities with their impact on sales.
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.
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
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.
Delta Sales App is a salesman tracking software that helps to track field sales employee in real time. DeltaSalesApp is a solution for tracking field sales employees and managing sales for industries like FMCG, Field service, Automobiles, Pharmaceuticals, Footwear, Garments & many more.
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.
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.
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.
MapAnything Territory Planning is the leader in Sales Resource and Territory Optimization. The Territory Planning Cloud helps sales organizations design, balance and optimize sales territories that will maximize revenue potential and minimize travel-related costs. No other Sales Performance Management solution provides the flexibility and speed of MapAnything.
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.
eSpatial is cloud-based mapping software that is engineered for the enterprise and designed for the user. We believe mapping should be fast, easy and powerful. With our mapping software, you can easily upload, visualize, and analyze multiple layers of data. It’s rapid visual insight that takes the guesswork out of decision making. We are mapping experts and have been delivering geographic solutions for over twenty years. Trusted by our customers and partners from Fortune 500 companies to non-profit organizations that span nearly every industry, we are committed to helping our users reach their mapping goals. eSpatial has a comprehensive set of features that enables you to visualize, analyze and share your business data currently stored in spreadsheets, CRM or ERP systems.
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.
Manage your mobile workforce, schedule jobs and keep an eye on progress. Geo's Field Workforce Management platform helps your operations run faster and smoother. Fast, secure and accurate...Geo just works. Great functionality includes: * Offline-Mode- Create/edit jobs without phone coverage. * Real-time Job Scheduling- Create and assign jobs in real time. * Geo Scheduling- Create and assign jobs based on worker’s location. * GPS Tracking- View all today's activities and share your location with your colleagues. * Maps - easily find job locations with a simple click * Photo Capture- Take photos and attach them to the job. * Site log - automatically share site job notes * Team Management - easily set up Admins, Team Leaders, Staff and Sub-contractors * Privacy - restrict visibility of private information with Geo's easy team management features
LeadPlotter contains all the tools you need to run a smarter business in a streamlined, easy-to-use package. Keep reading to learn why it's the better option for your organization. LeadPlotter is your Personal CRM and ABM that easily manages all your leads and clients, quickly plans and maps your day based on your destinations, improves customer satisfaction: all from any of your devices, anytime anywhere.
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.