Best Field Sales Software for Salesforce

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.

VeloxyIO Inc. is an AI-powered sales software that provides predictive forecasting and sales enablement for Salesforce CRM. Our mission is to empower Sales Reps to engage with Salesforce and get more from it than they put in. We also provide better forecasts and analytics to Sales Management to see which actions really drive the pipeline. The right data at exactly the right time! Inbox and Veloxy Mobile automatically log actions such as calls, emails opened, replies, opens, and clicks. This makes it easy to add and maintain information while on the move, making it a natural step in your sales workflow. These tools provide Sales Reps with the right data at the right moment based on their context, location, and upcoming events. This allows them to focus on their priorities without having the need to search for anything. You can see which actions really drive pipeline growth! Veloxy Analytics provides Sales Managers and Ops with more accurate forecasts based upon historical analysis of biases and the analytics tools that allow them to examine how different sales activities relate to pipeline growth.

Knockio helps field based businesses manage service crews, sales reps, jobs, leads, and customer communication from one connected platform built for real field operations. It helps companies run the full workflow from the first lead to the final invoice inside one connected platform. With Knockio, sales teams can capture leads, plan routes, manage territories, track field reps, and more. For service teams, Knockio provides tools to manage job scheduling, dispatching, work orders, estimates, invoices, change orders, customer communication, crew tracking, and job progress. Teams can upload photos, add notes, assign tasks, manage documents, and keep every customer record organized from start to finish. Knockio also includes route optimization, live map visibility, centralized calendars, follow up reminders, performance analytics, proposal management, e-contracts, inventory tools, workflow automation, and integrations with platforms like Salesforce, HubSpot, GoHighLevel, Zapier, Flow Chef, and other business apps. Knockio is designed for roofing, solar, HVAC, pest control, plumbing, painting, fiber and internet providers, political canvassing teams, and other field based businesses that need one platform for both sales and service operations. Key Features Lead generation and lead management Door to door canvassing tools Sales territory mapping Route planning and optimization Real time rep and crew tracking Pipeline and workflow management Job scheduling and dispatching Work orders, estimates, and invoices Proposals and e-contracts Customer communication tracking Centralized calendar management Task assignments and follow ups Job notes, photos, and documents Inventory and product management Performance analytics and reporting Workflow automations

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.

All your products, teams, and processes can be managed in one platform (digital or call center driven, or field agent driven). Never miss a sales opportunity. The prospect-to-customer journey in B2C businesses is not always straightforward. There are many paths to closure. There are many sales journeys that involve different channels, processes and teams. LeadSquared connects them all, processes, distributed teams and touchpoints. This gives you one platform for sales execution - for your digital team, call center agents, feet on the street teams (sales and partner onboarding, service), as well as operations. LeadSquared reduces the noise your teams have to deal with and allows them to concentrate on their next task. This will increase their efficiency and help them sell more. No-code sales process creator. You can create the best sales workflows possible for your products and teams. Sales processes can be dynamic and flexible.

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.

Connect your data with the real world. Upload your data, view it on a map, generate charts, reports, and combine it into a visual dashboard. Our powerful analytical tools allow you to visualize and understand your data in new ways. Our team of experts can help you solve any problems you may have. We are available to assist you by phone, chat, or email.

Imprint - Field Service Management Solution Imprint leverages AI and automation to revolutionize field operations, making them efficient, productive, and ROI-driven. Trusted by industry leaders, it empowers businesses to streamline workflows, enhance performance, and achieve measurable growth. Top Benefits: • Real-time tracking of field teams for improved visibility. • Automated task allocation to optimize workflows. • Comprehensive lead management and follow-up tracking. • Dynamic reporting and performance analysis for actionable insights. • Seamless integration with CRM and other tools. • Boosts ROI by maximizing field team productivity and reducing inefficiencies.

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.

The Field offers a versatile, Salesforce-native mapping solution that empowers sales, fundraising, and canvassing teams to optimize their routes and territories with ease. Featuring an intuitive, mobile-friendly interface, it allows users to plan efficient walking and driving routes, assign turf, and capture data in real time—all while managers benefit from detailed performance tracking and analytics. The app’s highly configurable UI balances simplicity for field agents with robust customization options for managers, enabling seamless campaign management and user experience control. Fully integrated with Salesforce, The Field connects to flows, apps, and APIs, allowing users to automate workflows and enhance team collaboration. Customers praise its ease of use, scalability, and cost-effectiveness, making it a top choice for diverse field operations.

SalesRabbit’s software helps outside sales teams operate faster and smarter. Their solution addresses all the major pain points of sales organizations, including lead and area management, rep performance tracking, digital contracts, market data, lead generation, and more. They also offer add-on services such as a training library and a geofenced marketing platform. Most importantly, they work personally with your company to make sure you’re getting the results you need.

Introducing the ultimate mobility sales solution tailored for iPad and iPhone users! Mapview offers a dynamic geospatial perspective of your clientele, prospects, and daily sales itinerary. Sales Navigator serves as an iOS tool for planning and mapping that allows you to geographically visualize your contacts and strategize your daily sales routes. As you navigate from one appointment to another throughout your day, you may find yourself assessing whether you have sufficient time to transition to the next meeting after a delay, or pondering how to effectively fill the gaps in your schedule while on the go. With Mapview, the pioneering app for iPad and iPhone that transforms your appointments into a navigable route displayed on Apple Maps, sales professionals and road warriors can efficiently determine the mileage and travel time required to reach their next engagement. Additionally, users can discover optimal routes and spot nearby clients or prospects that could be integrated into their journey, ensuring every moment on the road is utilized to its fullest potential. This innovative approach not only streamlines your daily operations but also enhances productivity and client engagement.

While Salesforce serves as an effective database, it tends to be slow, necessitating excessive clicks and numerous browser tabs for daily tasks. Consequently, many users resort to spreadsheets for their work, jotting down sales notes and managing to-do lists in different applications, which leads to scheduling time on their calendars solely for the purpose of transferring information back into Salesforce. Is this truly the most efficient approach? We argue that it is not! Enter Scratchpad, the first workspace uniquely crafted for sales professionals. Every feature and interaction has been thoughtfully designed with account executives in mind, prioritizing speed and convenience. Scratchpad seamlessly integrates sales notes, spreadsheets, tasks, Kanban boards, search functionalities, collaboration tools, and adherence to sales processes within a single, user-friendly workspace that links directly to Salesforce, thereby eradicating the need for multiple tabs and redundant efforts. With a plethora of tasks to manage daily, minimizing clicks is essential; Scratchpad consolidates notes, tasks, and customer information—including emails, calendar events, and activity logs—into an easily digestible view. This innovative solution eliminates the hassle of toggling between tabs, providing users with a comprehensive overview to facilitate prompt action. Ultimately, Scratchpad aims to revolutionize how sales professionals work, making their processes smoother and more efficient.

allGeo is a cloud-based platform that allows mobile workforce management in a variety of industries, including construction, trade, healthcare, and facility management. The platform integrates with ERP, CRM, Payroll and Payroll systems and offers a range of tools that can all be customized to suit different use cases. allGeo's features include the following: -Complex Time Tracking -GPS Tracking -Field Data Collection - Electronic Visit Verification -Lone worker safety -Mileage tracking -Geofenced Time tracking

Crescendo is a mobile sales tool and presentation tool that can be used by sales teams, marketing and sales managers, and anyone else who needs reliable access to up-to-date content on their mobile devices, offline or online. Crescendo can directly access content on Sharepoint and Google Drive, Salesforce.com Box.com and OneDrive. This ensures that you never need to migrate documents from other security-approved platforms. Anyone can create stunning visual customizations without any technical background. Crescendo transforms files and folders into branded, elegant presentation resources for iPad, iPhone, or any other Web device. You can start your teams of 10 to 500 people in minutes.

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.

Enhance your healthcare professional (HCP) engagements and streamline your commercial processes using a comprehensive Super App designed for edetailing and closed-loop marketing, covering everything from content distribution and sample management to compliant, multi-channel communication. By closing the feedback loop in both marketing and sales efforts, you can significantly boost operational effectiveness. This all-encompassing solution empowers you to implement your strategic initiatives. Improve your interactions with HCPs and foster deeper customer connections through customized, targeted content. With cutting-edge technology available at your fingertips—whether you’re at home, in the office, or on the move—you can seamlessly integrate your commercial operations. Pitcher provides various pathways and functionalities, specifically tailored to meet the unique needs and demands of commercial representatives, medical science liaisons (MSLs), or key account managers (KAMs), ensuring that each role is supported effectively. The flexibility offered by this Super App positions you to adapt and thrive in an ever-evolving market landscape.

SimpliField is a fully integrated mobile platform that combines retail operations, communications and advanced performance analytics. SimpliField opens the door to real-time, end–to-end analysis and optimization of business processes in a way that has never been possible before. SimpliField is trusted by over 130 international retailers and brands, with 400K stores across 65 countries. SimpliField helps them keep their promise to provide an exceptional experience for their customers and employees, every day. Visit simplifield.com to learn more.

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.

eSpatial Mapping Software enables users to uncover intricate details within their data through location analytics, facilitating the segmentation and filtering of information to directly link business activities with specific geographical locations. The platform provides an engaging overview of your data via color-coded maps, graphs, charts, and annotations, allowing for immediate comprehension. You can efficiently map and manage your territories for swift assignment and balancing, which enhances resource management capabilities. Additionally, the software assists in planning sales or service calls using radius and nearest neighbor analysis, optimizing your time spent in the field with efficient routing options. eSpatial serves as a powerful tool designed to drive revenue growth, reduce costs, and enhance customer service, among other benefits. Furthermore, all generated maps and analyses can be shared as interactive live maps or exported as images or raw data, depending on your specific needs, ensuring versatility in how you present your findings. This combination of features makes eSpatial an invaluable resource for businesses aiming to leverage geographical data for strategic decision-making.

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.

Regardless of the sector you operate in, the success of personnel in that area hinges on their ability to swiftly and seamlessly access comprehensive customer and product data. This vital information must be available on all mobile platforms, such as smartphones, tablets, and laptops. Nomalys provides a ready-to-use mobile application designed to enhance the utilization of customer and prospect information. Our goal is to empower your workforce to work more effectively by ensuring they can communicate relevant insights to both management and team members in real time. The Nomalys mobile app is not only straightforward to set up and use but also integrates your business applications, including CRM, ERP, and EDM, with mobile devices in just a few clicks. With its distinct and user-friendly interface, customer and prospect data can be accessed freely and updated instantly by field employees. The ultimate aim is to deepen customer understanding and streamline the prospecting process, thereby driving overall business growth and efficiency. By embracing this technology, organizations can significantly enhance their operational capabilities and responsiveness in a competitive market.