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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.
Description
Effortless field documentation is now a reality, organized into practical insights. VoiceLine simplifies field sales intelligence, enabling you to utilize your voice to capture any field interaction in just moments. Harness the power of AI to facilitate data-driven decisions for your sales team. With VoiceLine, you can effortlessly record any field engagement by simply tapping and speaking, allowing our AI to identify and extract essential data points. The process of creating a VoiceLine is seven times quicker than traditional typing and is designed for use while you're on the go. You can document any thought or observation that arises during your fieldwork, and VoiceLine will seamlessly integrate it into your CRM system. Using your voice, you can record details hands-free; VoiceLine allows for quick recordings with just a single click. Turn your commuting time into a productive opportunity by using your voice in the car or any other location. Ensure that every interaction in the field leads to actionable outcomes, as our AI effectively organizes and extracts vital business information from the VoiceLines you record. Additionally, Smart Reports can be tailored to your needs in just a few clicks, enhancing your workflow even further. This innovative approach to field documentation transforms the way sales teams operate.
API Access
Has API
API Access
Has API
Integrations
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Microsoft Excel
Pipedrive
SAP CRM
Salesforce
Zoho CRM
Integrations
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Microsoft Excel
Pipedrive
SAP CRM
Salesforce
Zoho CRM
Pricing Details
$15 per user per month
Free Trial
Free Version
Pricing Details
Free
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
VisitBasis
Founded
2013
Country
United States
Website
www.visiteye.com
Vendor Details
Company Name
VoiceLine
Country
United States
Website
getvoiceline.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