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Description
FieldPro is an innovative mobile and web platform created by Optimetriks that enables manufacturers and distributors to efficiently oversee and automate their daily field operations, ultimately leading to enhanced productivity. By connecting various players within the distribution ecosystem, our solution facilitates real-time information exchange among stakeholders. We empower brands to meet four critical operational goals that are vital for boosting productivity and enhancing performance: monitoring field personnel, mapping outlets, conducting retail audits, and automating sales processes. Our approach revolutionizes distribution by shifting from a hierarchical model to a more collaborative one, fostering stronger connections between businesses, their retailers, and field agents. With our Field Force Automation mobile application, FieldPro, you can access up-to-date data on your field sales activities, making your distribution process more streamlined and transparent. Additionally, our Field Sales app allows users to digitize and analyze orders in real-time, effectively removing obstacles associated with manual processes while improving overall efficiency. Embrace the future of distribution with FieldPro, where technology meets operational excellence.
Description
Field activity management software is essential for companies employing outside sales representatives, merchandisers, or retail auditors. This innovative solution allows businesses to monitor customer visits made by their field reps through a smartphone app. Users can view the GPS locations of their representatives and keep track of the time they check in at various sites. By planning and optimizing customer routes, companies can save valuable time and resources. Additionally, the software enables users to log their mileage and manage business expenses efficiently. Representatives can also take photos and jot down notes during their visits to enhance communication and record-keeping. This functionality significantly reduces the need for off-hours reporting, as managers can easily track when field sales reps check in at each location. The system also facilitates the collection of timesheet data, ensuring accurate documentation of business expenses and mileage. With GPS validation, businesses can confirm their reps' movements and access detailed photo reports and visit notes. This user-friendly browser application requires no installation on computers, making it accessible for everyone. Navigating customer rounds can often be complex for both field representatives and their supervisors, and frequent visits to multiple locations can diminish profits due to fuel costs and time spent, as well as lost opportunities for sales. By utilizing this software, organizations can streamline their operations and maximize their field teams' effectiveness.
API Access
Has API
API Access
Has API
Integrations
Microsoft Dynamics 365 Business Central
Microsoft Excel
NetSuite
SYSPRO ERP
Sage CRM
Stormpromax
Integrations
Microsoft Dynamics 365 Business Central
Microsoft Excel
NetSuite
SYSPRO ERP
Sage CRM
Stormpromax
Pricing Details
$10 per user per month
Free Trial
Free Version
Pricing Details
$15 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Optimetriks
Founded
2015
Website
fieldproapp.com
Vendor Details
Company Name
VisitBasis
Founded
2013
Country
United States
Website
www.visiteye.com
Product Features
Field Sales
Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management
Product Features
Field Sales
Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management
