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Description

Bring Microsoft Dynamics 365 and Salesforce data to your sales team with Resco Field Sales+, a mobile solution designed to streamline field operations. This tool helps you manage customer data, track opportunities, and process orders directly from the field, improving productivity and customer interactions. Field Sales+ is built with an offline-first design, ensuring that your team can access and update client details, orders, and sales reports even in areas without reliable internet connectivity. It’s ideal for sales professionals working in remote regions, urban areas with unstable networks, or on-the-go situations where staying connected is critical. The solution offers features like route planning, automated reporting, customizable dashboards, and digital asset management to simplify sales workflows. These tools make it easier to handle leads, prepare quotes, manage inventory, and monitor performance in real time. Resco Field Sales+ empowers your team to focus on closing deals and building customer relationships while maintaining seamless access to essential sales data.

Description

Enhance your delivery and sales efficiency with RouteStar Solutions, the top-tier software for route management. Effortlessly generate tasks, oversee contacts, organize routes, and handle various inventory sites. Invoicing can be done seamlessly from either the field or the office. Say goodbye to redundant data entry by processing invoices right after completing a stop. Accept various payment methods, including credit cards, on-site. Instantly email signed invoices to your customers for their records. Enjoy a flawless two-way synchronization with QuickBooks, where payments and invoices processed in the field are mirrored directly into your QuickBooks system. Any customer information entered in either RouteStar or QuickBooks is automatically exchanged between the two platforms, streamlining your workflow and significantly reducing the risk of duplicate entries. This integration ultimately leads to improved accuracy and efficiency in your operations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Azure Service Fabric
CamCard
Docusign
Gmail
Google Drive
Microsoft Dataverse
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Power BI
Microsoft SharePoint
QuickBooks Online
QuickBooks Online Advanced
SAP ERP
Salesforce

Integrations

Azure Service Fabric
CamCard
Docusign
Gmail
Google Drive
Microsoft Dataverse
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Power BI
Microsoft SharePoint
QuickBooks Online
QuickBooks Online Advanced
SAP ERP
Salesforce

Pricing Details

$55/month per user
Free Trial
Free Version

Pricing Details

$200.00/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

Resco

Founded

1999

Country

Boston (MA), USA | Bratislava, Slovakia (Europe)

Website

www.resco.net/field-sales/

Vendor Details

Company Name

Westrom Software

Founded

2006

Country

United States

Website

routestarsolutions.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

Route Planning

Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management

Product Features

Route Planning

Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management

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