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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
Yes
API Access
Has API
Yes
Integrations
Cin7 Inventory Management
Yes
DEAR Inventory
Yes
Dynamics 365 Commerce
Yes
IBM Cloud SAP
Yes
IBM Managed Services for SAP Applications
Yes
Microsoft Excel
No
Qlik Sense
Yes
SYSPRO ERP
Yes
Sage Accounting
Yes
Integrations
Cin7 Inventory Management
No
DEAR Inventory
No
Dynamics 365 Commerce
No
IBM Cloud SAP
No
IBM Managed Services for SAP Applications
No
Microsoft Excel
Yes
Qlik Sense
No
SYSPRO ERP
No
Sage Accounting
No
Pricing Details
$29 per user per month
$29 Standard
$46 Professional
$62 Enterprise
$46 Professional
$62 Enterprise
Free Trial
Yes
Free Version
No
Pricing Details
$15 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
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
Yes
CRM
Yes
Channel Management
Yes
Collaboration Tools
Yes
Controlled Access
Yes
Dashboard Management
Yes
Expense Management
Yes
Fast Estimates
Yes
Inventory Management
Yes
Invoices
Yes
Lead / Opportunity Management
Yes
Online Payments
No
Order Management
Yes
Quoting
Yes
Reporting / Analytics
Yes
Route Optimization
Yes
Territory Management
Yes
Time Tracker
Yes
Visit Scheduling
Yes
Workflow Management
Yes
Product Features
Field Sales
Activity Tracking
No
CRM
No
Channel Management
No
Collaboration Tools
No
Controlled Access
No
Dashboard Management
No
Expense Management
No
Fast Estimates
No
Inventory Management
No
Invoices
No
Lead / Opportunity Management
No
Online Payments
No
Order Management
No
Quoting
No
Reporting / Analytics
No
Route Optimization
No
Territory Management
No
Time Tracker
No
Visit Scheduling
No
Workflow Management
No
