Best Field Sales Software for Salesforce

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.

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.

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.

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.

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.

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 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.

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.

Handshake, the mobile eCommerce platform for distributors and manufacturers, will deliver the sales experience that your customers expect. Handshake gives businesses, their employees, as well as their customers, access to a variety of feature-rich apps. Handshake Rep is a mobile or writing solution for sales representations. Handshake Direct Online, and Handshake Direct Mobile, are B2B ecommerce ordering platforms for buyers.

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.

The Field, maps, routing, territory management and sales route. Door to door sales app and territory management for salesforce. The Field makes it easy to optimize sales routes, recruit donors, or contact voters. It integrates with Salesforce's fundraising, survey, sales tools, and routing. The Field integrates seamlessly with Salesforce's fundraising, survey, sales tools and routing apps. The door-to-door sales app is ideal for recruiting new members, qualifying leads, and contacting voters. Routing your service or sales appointments can help you save time and money. Door to door sales app for lead generation, fundraising, surveys, and elections. Territory management salesforce app to optimize sales routes and service appointments.

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.

The most comprehensive mobility sales tool available for the iPad and iPhone. Mapview gives you a geospatial overview of your prospects, customers, and daily sales schedule. Sales Navigator, an iOS planning and mapping tool, allows you to visualize your contacts geographically as well as plan daily sales routes. Your day is spent on the road, going from one appointment after another. You may be wondering if you have enough time or not to get to the next one. Or how to make the most of the time you have between appointments. Mapview is the first iPad and iPhone app to allow users to see their day's appointments and route using Apple Maps. This allows road warriors and sales professionals to see where they are and to identify potential clients or prospects.

Salesforce is a great database but it's slow to load and requires too many clicks. It also has too many tabs. You can do your work in a spreadsheet. Keep sales notes and to-do lists separate in other apps. Then, you can block time on your calendar for copying and pasting the information back into Salesforce. Is this the best way to work? We disagree! Scratchpad was the first workspace designed for sales. Every interaction with account executives was designed to be fast. Scratchpad integrates sales notes, spreadsheets and tasks with Kanban boards, search, collaboration and sales process adherence into one intuitive workspace. It is connected to Salesforce to eliminate double work and unnecessary tabs. Every click is important when there are hundreds or even thousands of tasks to be completed each day. Scratchpad brings together notes, tasks, customer context, emails, and activity history in one view. You can now see the whole picture without switching between tabs and take action.

One Super App for edetailing, closed loop marketing and content delivery - from sample management and content delivery to multi-channel compliance communication - will elevate your HCP interactions. Increase your sales and marketing effectiveness by closing the loop. It is your all-in one edetailing and closed loop marketing solution to help execute your strategy. Targeted, personalized content can improve HCP interactions and engage customers more effectively. Innovative technology makes it easy to close the loop in commercial operations. It's available at the touch of a button, anywhere you are, whether you're at work, home, or on the move. Pitcher has different capabilities and paths that can be tailored to meet the needs of commercial reps, MSL and KAM.

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 allows you to find hidden details in your data using location analytics. This allows you to segment and filter data to link business activity directly to a specific location. An interactive snapshot of your data is available for you to quickly understand with color-coded charts, graphs, charts, annotations, and maps. You can quickly map and manage your territories to facilitate assignment and balancing, which helps you manage your resources more effectively. Optimized routing allows you to maximize your field time and plan sales and service calls using radius and nearest neighbor analysis. eSpatial allows you to increase revenue, reduce costs and improve customer service. All your analysis and maps can be shared as interactive maps, images, or raw data depending upon your needs.

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.

Profile Analysis designed i-snapshot, a multi-platform field sales management software that remotely collects and manages sales performance. i-snapshot offers unparalleled insight into sales activity through a central cloud-based login that can be accessed via browser. Using i-snapshot you can increase compliance, provide accurate and timely reports to help organizations improve productivity and profitability.

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.