Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Geo Rep's software, featuring both an administrative web portal and a mobile app, seamlessly coordinates the essential functions and operations of your field team. This facilitates everything from the monitoring of customer engagements to the automation of daily sales activities, along with delivering critical reports and insights. Simply put, if you're questioning the role of field sales management software, understand it as the pivotal connection among your corporate office, your field sales team, and your customers.
Every module, feature, and function is under precise permission control, ensuring each user sees exactly what they need. Our platform allows the creation of custom modules or functions tailored to your needs.
Your system is dynamic and self-service, facilitating swift actions and offering custom fields, personalized field naming, and pre-set data.
Our global presence is powered by numerous servers strategically located across the globe, hosted on AWS to eliminate latency and resourcing concerns. Your experience is localized, covering aspects like currency preferences and measurement units.
Seamless integration with other systems, be it ERPs or Sales data sources, is facilitated through various methods.
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
Cin7 Inventory Management
DEAR Inventory
Dynamics 365 Commerce
IBM Cloud SAP
IBM Managed Services for SAP Applications
Microsoft Excel
Qlik Sense
SYSPRO ERP
Sage Accounting
Integrations
Cin7 Inventory Management
DEAR Inventory
Dynamics 365 Commerce
IBM Cloud SAP
IBM Managed Services for SAP Applications
Microsoft Excel
Qlik Sense
SYSPRO ERP
Sage Accounting
Pricing Details
$29 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
Geo Rep
Founded
2016
Country
South Africa
Website
georep.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