Best Field Sales Software for Microsoft Dynamics 365

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.

Resco's solution lets you take Dynamics 365 and Salesforce with you wherever your team goes. Your team can access CRM data anywhere and anytime with powerful offline features. This saves you time, reduces errors, and speeds customer visits. Field Sales+ provides full offline access to ensure your sales team remains productive no matter where they're located. You can access, update, and collect essential CRM data from remote locations, even if you have connectivity issues. Resco's intelligent route planner and Routes AI will reduce travel time and costs. These tools optimize your sales team's routes and guide their journeys, making each customer more efficient. Keep your CRM information current across all devices with a quick and efficient data sync. This seamless integration ensures every customer interaction is strategic and informed, boosting customer satisfaction.

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.

You can monitor what's happening in the field to help you manage your business. Sales teams can access the field data they need to make informed decisions. Badger integrates with any CRM to give your sales reps direct access to field data. Badger Maps can help your team maximize sales routes and sell more. Badger Maps can help you increase your sales team's numbers with customized team pilots. Your personal point-of-contact will ensure that everything runs exactly the way you want. Badger's data specialists will help you set up your data the best way possible. You can quickly add your team with specialized training that is tailored to your needs. Map-based visualization makes it easy to identify unutilized leads or undersold accounts. Managers can gain insight into the activities of reps and their performance in the field and can optimize territories for increased sales performance.

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.

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.

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.

Founded in 2006, Mediafly is a company headquartered in the United States that creates software called Mediafly. Mediafly offers training via documentation, live online, and in person sessions. Mediafly has a free trial. Mediafly is a type of content experience software, and provides features like collaboration, content management, document management, meeting management, presentation management, and training management. The Mediafly software product is SaaS, iPhone, iPad, and Android software. Mediafly includes phone support and online support. Some competitors to Mediafly include ClearSlide, Showpad, and RELAYTO.

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.

No-code apps IT and developers will love. Appify's no-code platform allows you to create robust, secure apps that can connect to your existing systems. You can choose from a growing number of pre-built Appify Apps that will digitize any business process. Easy updates to existing apps are possible with our no-code platform. Appify's no-code platform gives IT teams the power to digitize any process and integrates with existing systems. We need to get tools to our teams quicker in order to move faster. No-Code is the technology that allows you to do this. Appify is an enterprise-grade platform that does not require any code. It makes it easy for you to create and deliver mobile apps to your customers and employees. Appify considers its employees like family. We believe in the same values and strive to ensure that everyone on our team shares the same values. Platform that abstracts the backend code to allow you to drag-and-drop apps.

VoiceLine is a field sales intelligence tool that makes it easy to collect and organize data. VoiceLine simplifies field sales intelligence. Use your voice to capture any interaction on the field in seconds. AI can help your sales team make data-driven decisions. Record any field interaction using your voice. Tap, speak and let our AI extract the key data points. VoiceLine recording is 7x faster than typing, and it is available on the go. VoiceLine will process any insight or observation you have in the field and save it to your CRM structure. Document anything using only your voice. VoiceLine allows you to record anywhere, with just one click. Work with voice in the car or anywhere else. Make every field interaction actionable. Our AI extracts and structures crucial business data using VoiceLines that you record. Smart Reports can be fully customized in just a few clicks.

To get started, all you need is a browser. Start driving your optimized sales-route now by creating an account and uploading addresses. You don't need to install any software. Are you spending more time in your car and planning than with customers? Is it difficult to create a meaningful route plan for all your customers using a roadmap? You can create your trips in seconds using our route planner. This saves you valuable time that could have been spent driving. Visit more customers, drive less.

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.

SmartSales is a field sales CRM that can eliminate paperwork and allow reps to sell more and better on the road. It also saves them up 90 minutes per day. Territory management allows prospects and customers to be geolocated and segmented. It stocks, prices, and docs can be updated with constant accuracy. You can keep track of everything, customize it and generate detailed visit reports as well concise notes. You can place orders immediately in the app. There is no need to wait. Sales representatives often have to bring lots of paper documents and product catalogs with them to appointments. They don't have access to stock availability at all during appointments. They sign their orders on paper documents that must be manually re-encoded in CRM. Sometimes, they show customers outdated marketing documents. SmartSales is the right choice!

Automate your sales process to optimize it, increase revenue, and reduce overhead. Our technology will increase your sales team's revenue and production. Our sales leads management system is intuitive and simple to use. It will reduce door-to-door sales meetings by 40% and increase productivity. Our real-time reporting tools can help sales teams achieve their goals and perform better. Our seamless process gives you a competitive edge and helps you close more deals quicker. Easy-to-use dispositions and filtering make it easier to lead smarter and more efficiently. Get up-to-the-minute customized analytics to help you manage more effectively. Designed to integrate seamlessly with TPV systems as well as all browsers, platforms, and devices. No more paperwork back and forth! With a click, you can send a contract. Easy access to marketing materials, including videos, charts, and pdfs, is provided.

Movemedical is used by medical device sales, marketing and ops teams when they need to increase sales, strengthen physician relationships, and gain inventory control and visibility. Lack of visibility is the biggest problem in medical device field inventory management. It is difficult to plan, source, forecast, allocate, and forecast inventory if you don't have a clear picture of where it is. Movemedical allows you to track every movement of each piece of stock individually or as part of a set. You can see more than historical data to find out where inventory is located. A unified platform, purpose-built to manage all inventory, captures precise location and usage information via RFID, bluetooth, shipment data, barcode scanning, and shipping data. Lowering costs is crucial to provide the best patient experience. Margins are decreasing. Movemedical is fully compliant with HIPAA, SOX and GDPR.

Order Taker is the most user-friendly and feature-rich wholesale mobile ordering app. It also serves as a B2B eCommerce website store. Our user interface is simple, intuitive, and easy to use for non-technical users. Access fully customizable DSD mobile ordering, B2B eCommerce solutions, integrate with any back office accounting system, and enjoy the most advanced field sales mobile ordering features and B2B eCommerce website store features for buyers and sales reps. Sales reps have the ability to access the mobile or tablet app offline so that orders can still been prepared, order history can be reviewed, and account information can be collected even if they aren't connected to the internet. Mobile ordering app and eCommerce web store for wholesale distribution and enterprise brands of all sizes are fully customizable.

You can manage the rules that will be applied to perform tasks and analyze data from the office. Companion®, REP has hierarchies to attach behaviors to configurations. The working methods of representatives can be configured based on the type of customer or banner. The application adapts the transaction screens according to your working style, ensuring maximum efficiency in the store. Allow your managers to make informed decisions based on precise data analyses, thanks to dynamic dashboards that are powerful and well documented (number of visitors, orders, distributions, photos, surveys). This powerful solution was created to give our clients the ability to record much more information than what is offered by traditional ERP. Ensure you have all the information you need to make strategic decisions at your fingertips.