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ease
features
design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

By offering an easy-to-use mobile application tailored for sales professionals in the field, we can transform each interaction with customers into a valuable corporate asset, thereby facilitating digital transformation in the sales sector. This approach allows us to convert customer interactions into data that can be analyzed and leveraged as corporate assets. Identifying successful patterns enables the establishment of a sales organization that can replicate its success. By integrating location data with customer insights and minimizing administrative burdens, we optimize the time available for direct customer engagement. The seamless connection in a secure cloud environment will enable a flexible work style that can be adapted to various locations. Numerous businesses, particularly larger enterprises, are achieving digital transformation within their sales teams across multiple sectors, including manufacturing, wholesale, finance, information services, construction, real estate, and local government. We firmly believe that the ease of operation is paramount for a system that is genuinely effective on the sales floor, as it encourages user adoption and enhances productivity. Ultimately, a user-friendly system can significantly impact sales efficiency and overall business growth.

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

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel
Salesforce

Integrations

Microsoft Excel
Salesforce

Pricing Details

$21.68 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

UPWARD

Country

Japan

Website

www.upward.jp/

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

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