Best Field Sales Software for Microsoft Dynamics 365

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.

Repfabric is a customer relationship management (CRM) software that seamlessly integrates with your email, offering comprehensive contact, calendar, and deal-tracking capabilities. Envision effortlessly monitoring your commissions from CRM to sale, eliminating the need for lengthy computer sessions entering the week's activities on Friday afternoons. With Repfabric, you can update all your information straight from your mobile device after each call. Quickly document sales calls using voice-to-text within 60 seconds while the details are still fresh in your mind. Review client interactions and opportunities by accessing account activities, and obtain sales figures and trends by the manufacturer directly from the mobile app. Unexpectedly free due to a canceled sales call? No worries. Utilize the Nearby feature to locate the nearest client and maintain face-to-face productivity. Our full-service customer care team ensures a smooth and hassle-free transition, allowing you to concentrate on expanding your business. Our skilled data team, with extensive experience in common CRMs and older commission platforms, takes care of the heavy lifting so you can focus on what matters most.

The number one unified B2B sales platform for medium-sized to enterprise CPG/FMCG manufacturers & distributors. This omnichannel commerce platform will manage all aspects of your B2B sales - and includes a robust trade promotions module. With it's B2C-like experience, Pepperi consists of a B2B eCommerce storefront, mobile order-taking app (iOS/Android), Sales Force Automation, Trade Promotions, Retail Execution, Route Accounting / DSD & Inside Sales - in ONE integrated cloud-based platform that runs online & offline on all devices to maximize online B2B and in-person sales. The Pepperi IPaaS (Integration Platform as a Service), will keep your data syncing seamlessly to your existing software such as ERPs, Accounting software, Payment & Shipping gateways. Pepperi is trusted by over 1000 companies in 65 countries. and has offices in the US, Europe, Middle East and Australia.

Stay informed about developments in the industry to effectively oversee your business operations. Empower your sales and field service teams to collect precisely the information you require from the field. Badger seamlessly integrates with any CRM, providing your representatives with valuable data on-site. Discover how your team can enhance sales routes and boost overall sales with Badger Maps. With personalized team pilots, you can witness firsthand how Badger contributes to improving your team's sales figures. A dedicated point of contact will ensure that everything functions according to your preferences. Our data experts will configure the optimal setup for your information within Badger. Facilitate a swift onboarding process for your team through customized training designed around your specific needs. Leveraging map-based visualization makes it straightforward to identify untapped leads and accounts that aren't being fully utilized. Managers also benefit from gaining a clearer understanding of their representatives' activities and performance, allowing for better optimization of sales territories. Furthermore, ongoing support ensures that your team remains engaged and effective in achieving sales goals.

Sales Buzz is a 360° Mobile Sales Force Automation System, that works via Mobiles and Handheld Devices, you will be able to monitor and empower your sales force, merchandizers and distribution channels to increase revenue, improve data insights and enhance customer service A technique of using software to automate the business tasks of salesmen, including journey planning, contact management, order processing & invoicing, inventory control, tracking and customer management. Sales Buzz objectives includes, increasing control on Sales Team, Merchandisers, Deliverymen and Collectors. It improves efficiency. It also automates repetitive tasks, there is scope for reducing errors significantly, creating better working schedules, and enabling faster access to information. It provides exclusive insights that can help the sales representatives and sales managers create a strategy that will increase their sales reach in the future. It optimizes use of current assets and resources. It automatically gathers and processes data to extract actionable insights to help businesses make informed decisions.

The new way to manage field data and your sales team. We are the tool specifically designed for outside sales. Map My Customers improves field productivity and uncovers team activity wherever you are. Visualize Sales Opportunities: Easily assign territories to sales reps. - Automatically distribute leads and customers using your CRM or spreadsheets Strategically visualize which accounts or geographic areas are performing best in sales and heat mapping Target More of the Right Prospects Our mobile lead generator allows you to find sales opportunities in your area while on the move. - Search for customers by product, salesperson, or territory. Personalize the prospecting of your sales team with sales funnel visualization. Automate Everyday Sales Tasks Smart Routing optimizes route planning and mapping. Sales teams save an average of 30% on fuel costs and 1-2 days in windshield time each month.

Repsly's retail execution platform enables CPG field teams improve field sales performance, promotion compliance, and merchandising execution by connecting them to the data and tools that they need to work smarter in their accounts. Repsly's configurable platform provides field teams with solutions for ordering, scheduling, data collection, time tracking, mileage tracking, sales performance reporting, as well as data collection. Our unique approach to data is what makes us stand out. The Repsly platform aggregates data on shelf-level execution and team activity to help field teams make better decisions that maximize their impact. Repsly's over a decade-long experience in helping CPG teams execute in the field has resulted in more than 5,000,000 in-store activities each month in 80 countries.

Skynamo is the only Field Sales Software that can be used by manufacturers, wholesalers, and distributors. It allows reps to accurately plan their account visits, organize their day in the most efficient way possible, recall and track all client communications, streamline order submission and information gathering, and streamline onsite information collection. Managers gain insight into the time and habits of their reps so they can coach them around. They also learn what is leading to success on the field so that they can spread it to the rest of the team. Skynamo provides a customized solution for sales teams, whether they need an ERP, inventory, or accounting solution.

No-code applications that will impress both IT professionals and developers. With the Appify no-code app platform, you can create powerful, secure, enterprise-level applications that seamlessly integrate with your current systems. Select from a growing catalog of pre-designed Appify Apps to transform any business workflow into a digital format. Our no-code solution allows you to effortlessly modify an application to suit your specific needs. The Appify platform empowers IT teams to streamline any procedure while ensuring compatibility with existing infrastructure. To enhance efficiency, it is essential to provide our teams with tools more rapidly, a goal that can be achieved through No-Code technology. Appify serves as a robust no-code platform designed to facilitate the swift deployment of advanced mobile applications for both employees and customers. At Appify, fostering a familial atmosphere among our team members is crucial, as we all share and uphold the same core values. This platform simplifies the app development process by abstracting backend code, enabling you to swiftly create and launch your applications through an intuitive drag-and-drop interface. Embrace the future of app development with Appify, where innovation meets accessibility.

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.

Dynamics Mobile offers a versatile range of mobile business applications that can either integrate seamlessly with Microsoft Dynamics or function independently, thereby enhancing ERP features for mobile devices in both offline and online environments, which allows field teams to gather and manage data from any location. This platform provides both pre-built and tailored mobile solutions catering to various needs such as field sales, service operations, warehouse logistics, fleet management, approvals, route optimization, and customer interaction portals, with specific functionalities designed for managing sales orders, deliveries, inventory control, payment processing, task organization, and asset management that are synchronized with back-end systems. Furthermore, administrators have the capability to register and oversee mobile users and IoT devices, organize them by division or channel, and track real-time transactions and fleet performance, utilizing comprehensive reporting and analytics features that include heat maps and insights into route compliance, thereby enhancing operational efficiency. The adaptability and extensive features of Dynamics Mobile make it an essential tool for businesses looking to optimize field operations and improve overall productivity.

Increase field sales by 20% and reduce admin time with the all-in-one sales automation solution. Perenso Field Sales provides technology that helps businesses sell better in the field. The platform offers an unmatched array of features to help reach the most people with the correct information to make the best deals, increase efficiency, and maximize sales. Perenso Field Sales is a sales execution platform that is suitable for corporate to enterprise-size wholesalers, manufacturers, or distributors selling to retail businesses. Bulk data import and export capabilities. Bulk content upload and auto-matching capabilities. Intuitive user interface for content search. You can email content directly from the app. You can create multiple calls in the diary at once. Interface for intuitive diary management. Repeat bulk scheduled calls. Access product content within an order To meet business needs, you can configure an order screen. Capture photos and make notes, then consolidate and combine reports on competitors. You can view progress and target goals at any time within the application. In-application, set targets for a wide variety of items.

You can increase activity, set more appointments, and drive revenue with less effort. Spotio Mobile App helps your reps stay organized and productive in the field. This App Gives You the Visibility You Need to Improve Field Sales Performance and Get Real-Time Data. Your representatives will be able to keep track of all their appointments, tasks, routes, sales activities, lead notes, and other information. Automated data entry allows field reps to be more productive and focused in the field.

SmartSales is a comprehensive CRM designed specifically for field sales, streamlining processes by reducing paperwork, enabling sales representatives to enhance their performance while saving up to 90 minutes each day. It features efficient territory management that allows for geolocation and segmentation of prospects and clients, ensuring accurate and up-to-date information on inventory, pricing, and documentation at all times. Users can easily monitor their activities, customize, and produce detailed visit reports alongside brief notes. The app is action-oriented, allowing for immediate order placements, eliminating unnecessary delays. Traditionally, sales reps are burdened with extensive paper documents and product catalogs, lacking real-time visibility into stock levels during client meetings, and they often have to deal with the inconvenience of manually entering signed orders into the CRM later. Additionally, outdated marketing materials can be presented to clients, leading to missed opportunities. SmartSales addresses these challenges effectively! By adopting this solution, sales teams can focus more on selling and less on administrative tasks.

Getting started is as simple as having a web browser. Sign up for an account, upload your addresses, and begin navigating your optimized sales route today. There's no software installation required, so you can avoid any additional technical hurdles. Are you finding yourself spending excessive time behind the wheel and organizing your schedule instead of engaging with customers? Crafting a comprehensive route plan that prioritizes customers, adheres to call frequencies, and accounts for scheduled meetings can be a daunting task when relying on traditional maps. Our route planner effortlessly generates your travel plans in mere seconds with just a click, freeing up more precious time that would otherwise be lost in transit. By optimizing your travel, you'll be able to visit more clients while minimizing the distance you drive. Enjoy the benefits of efficiency and increased customer interactions.

The ultimate revenue enablement solution your organization requires to connect with buyers, equip sellers, assess value, and consistently enhance performance is here. Achieve scalable and reliable revenue growth with a platform that is adaptable, intelligent, and efficient. Mediafly Revenue360 stands out as the premier revenue enablement platform utilized by teams in the market to strategize, forecast, mentor, and engage effectively. Leverage our extensive knowledge across diverse revenue-related challenges—all through the ease of a unified partner. You have the flexibility to select any individual offerings or integrate multiple solutions tailored to your success. Experience the power of our unique Energy Score, specifically designed for your needs, which evaluates and forecasts results. Gain clarity on where to focus your efforts and allocate resources, ensuring that your team is on the quickest, most reliable route to achieving consistent revenue growth while staying ahead of the competition.

Donna transforms field sales by acting as a smart, always-on assistant that keeps reps prepared, organized, and in motion. The platform deeply integrates with CRM systems, calendars, and email platforms to ensure every task, update, and follow-up is handled accurately and on time. Sales teams benefit from automatic syncing of meeting data, route planning, and activity tracking without needing to enter information manually. Donna’s advanced workflow intelligence helps reps stay ahead of appointments and ensures that no opportunity slips through the cracks. Organizations can rely on Donna’s strong security posture, backed by leading compliance frameworks and ISO 27001 certification. With endorsements from major partners like PwC, Deloitte, and Plaud, Donna has proven its value across enterprise ecosystems. Teams using Donna report faster sales cycles, less administrative overhead, and a smoother end-to-end customer engagement process. As the only AI assistant purpose-built for field sales, it stands out as a practical and high-impact tool for modern sales organizations.

Aleran’s Connected Commerce Platform is a cloud-based and fully composable platform that delivers seamless and flexible commerce and order management solutions for manufacturers, wholesalers/distributors, and sales organizations. It provides solutions for B2B/B2C E-Commerce, Marketplaces, Headless Commerce, Sales Order Management, and Catalog Management.

Enhance your sales strategy, boost your income, and reduce expenses with our streamlined automation solutions. Our innovative technology aims to elevate both revenue and the output of your sales team. We have developed a user-friendly sales leads management system that significantly reduces the need for door-to-door sales meetings by 40%, leading to immediate improvements in productivity. Utilize our real-time reporting tools to motivate your sales teams to achieve their targets and enhance their performance. Gain a competitive advantage and expedite your deal closures with our efficient sales process. Work with leads in a more intelligent and effective manner using our straightforward disposition and filtering options. Improve your management capabilities with up-to-the-minute personalized analytics. Our system is built to seamlessly integrate with TPV systems and is compatible with all browsers, platforms, and devices. Say goodbye to tedious paperwork; you can send executed contracts with just a click. Additionally, our platform includes easily accessible marketing materials such as videos, charts, and PDFs, making it simpler than ever to support your sales efforts. With these tools at your disposal, your sales team will be empowered to reach new heights of success.

Sales, marketing, and operations teams in the medical device sector turn to Movemedical when aiming to boost sales, enhance relationships with physicians, and achieve comprehensive inventory management and visibility. A major hurdle in managing field inventory for medical devices is the absence of genuine visibility into stock locations. Without knowing the exact whereabouts of your inventory, effective allocation, sourcing, planning, and forecasting become extremely challenging. Movemedical allows users to track every item of stock, whether part of a kit or an individual piece. It offers more than just historical insights, providing clarity on both the expected and actual locations of inventory. You can collect precise location and usage data through various technologies such as Bluetooth, RFID, shipment tracking, or barcode scanning, all integrated into a cohesive platform designed specifically for inventory management. As profit margins continue to dwindle, it becomes increasingly essential to reduce costs while maintaining high-quality patient care. Moreover, Movemedical ensures compliance with vital regulations, including HIPAA, SOX, GXP, and GDPR, allowing teams to operate with confidence. This comprehensive approach not only streamlines operations but also enhances overall efficiency in a competitive market.

Order Taker stands out as the most user-friendly and feature-rich app for wholesale mobile ordering and B2B eCommerce available today. We take pride in delivering a user experience that is straightforward, intuitive, and accessible even for those who lack technical expertise. Users can enjoy a fully customizable DSD mobile ordering solution and B2B eCommerce platform that easily integrates with any back-office accounting system. Additionally, we offer some of the most sophisticated mobile ordering features for field sales and B2B eCommerce web stores tailored to the needs of sales representatives and buyers. Sales reps benefit from the ability to utilize the mobile or tablet app offline, ensuring that they can prepare orders, review order history, and gather account information even without an internet connection. This adaptable mobile ordering application and B2B eCommerce web store cater to the diverse requirements of wholesale distribution and enterprise-level brands, regardless of their size. Furthermore, our commitment to innovation ensures that we continually enhance our platform to meet the evolving needs of our users.

Transmit data to your mobile users from the office while efficiently overseeing the rules necessary for task execution and information analysis. Companion® REP incorporates hierarchies for linking behaviors to various configurations, allowing customization of representatives' working methods according to customer type or brand. This application is designed to tailor transaction screens to fit your operational style, ensuring maximum efficiency in-store. Empower your managers to make well-informed decisions with access to precise data analysis facilitated by dynamic, robust, and comprehensive dashboards that track visits, orders, distribution, photos, and surveys. This innovative solution provides clients with the ability to collect significantly more detailed information than traditional ERP systems offer. By having all relevant information readily available, you can make swift and strategic business decisions, ensuring that your operations run smoothly and effectively. With such capabilities, your organization can stay ahead in a competitive marketplace.