Best Field Sales Software for Windows of 2024

Tall Emu understands that business owners and managers struggle to stay organized, keep track of all the happenings with customers, follow-up leads, know the status of projects, and what staff have done. That's why Tall Emu CRM software was created. It is an affordable alternative to expensive ERP. The best in class inventory management features of an expensive ERP system. This software also empowers your sales team to quickly quote at lightning speed and close more sales. If you want to keep track of your leads and nurture them into customers, managing your sales pipeline is essential. It is simple to use and powerful. Our online quote generator makes it easy to create professional quotes. You can add images, videos, links, and groups to your quote. Send it to customers via email or SMS so they can view it online. A map allows you to view customers, leads and projects. Visualize your sales territory and find the best opportunities immediately. Filter opportunities based upon your location and your schedule.

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.

Wingmate is North America’s leading provider of frontline intelligence software. We’re an app-based solution that incentivizes people in the field to deliver opportunities in real-time. No paper required, we seamlessly connect the frontline to the office, making it easy for everybody to send opportunities, earn rewards and help you grow. Our mobile-first solution is built specifically for people on the go. It does not get any more accessible for people to share the leads they come across, in seconds, resulting in more revenue, a tighter team, and better customer service. More importantly, users can track the status of their contributions in real-time, while communicating regularly between groups and earning rewards when leads pay off! The app engages your people consistently, creating positive workforce habits, incentives, and retention.

GeoOp is job management software that small businesses use to streamline their day-today tasks. It's a complete toolkit that helps businesses save 14 hours a week on admin, win more jobs, and get paid faster. GeoOP can assign jobs, create invoices and quotes, fill out timesheets, and integrate with accounting software. GeoOp can replace tedious and time-consuming paper processes that hold back your business. GeoOp is the next-generation app for Trade and Home/Field Service businesses. It allows them to manage quotes, schedule jobs, track job completion, send in invoices, and get paid quicker. GeoOP job management software makes it easier to manage your manual processes online. You can enter client/job information once and manage your jobs from quote through payment, thereby reducing admin/paperwork by up to 14 hours per week

ForceManager CRM was designed by sales reps. ForceManager was designed with sales reps in mind. It is a CRM solution that simplifies the work of sales representatives so they can concentrate on what matters: building relationships with clients and selling. ForceManager is a leading CRM that offers a full-service WebApp. It can be used for any work style, including office, home, or field. Its user-friendly interface, built-in geolocation features, high adoption rates, and high adoption rate are the key to the success of this solution. ForceManager is based in Barcelona, Spain. We also have international offices in London and Berlin, Venice, Mexico City. Our team boasts more than 100 employees and serves over 1,500 customers around the world.

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.

Selling can be difficult! It can be difficult to sell. However, having a clear plan, a supportive environment, and a sales CRM software can help you make it easier. Kylas can help you identify the right sales opportunities and support your sales efforts to increase success. It is essential to keep track of your opportunities and engage with them frequently to convert leads to deals, contacts, and companies. Kylas allows you to quickly search and filter your results. It also gives you a 360o view all your Leads. Deals, Contacts, Companies, and Leads - the core pillars of your Sales Pipeline. Kylas allows you to quickly capture leads from different sources and understand which ones can be converted into deals. Effective Sales Pipeline Management will ensure that your sales deals don't go sideways. You can create multiple and fully customizable lead and deal pipelines with multiple stages that meet your needs.

Onsight is a complete suite of mobile sales apps specifically designed for manufacturers, wholesalers and distributors. Maxxor Business Solutions is flexible and easy to use. It helps increase sales performance by speeding up the ordering process. Onsight is available on the Android, Windows tablet, or iPad. It allows sales reps to quickly create orders and quotes from their mobile devices, even while they are on the road.

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

The proven Solid Route Accounting transforms popular ERP systems into a fully automated route accounting system designed specifically for the distribution industry. Solid Route Accounting provides mobile invoicing, customer order entry and inventory control. In use by field sales, direct store distribution and van sales, it streamlines the mobile portion of your business into one seamless system with your ERP system. By operating from today’s Android and iOS devices, your business gains in these areas: - Mobile sales staff move through customer sites up to twice as fast because of accurately priced and professionally printed customer orders and optional barcode scanning. - Accounting time is reduced by up to 90% because accounting staff no longer re-enter transactions while accounts receivable statements are up to date. - Mobile inventory is tracked accurately and automatically so that fill rates are higher and shrinkage is much smaller. - Managers can easily understand where mobile sales staff has stopped, who has produced sales, and what products have been sold. In short, management reporting is significantly improved. Solid Route Accounting takes care of your business so you can take care of your customers.

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.

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.

Our door-to-door sales tracking software will help achieve your goals. Door To Door CRM™, which puts powerful tools in your field rep's hands, allows you to improve the efficiency and sales of your field service representatives. Management-Ware Door to Door CRM™, a door-to door sales app, is for companies that have salespeople and technicians on the road. The right sales tracking software will allow reps to maximize their time doing what they love: selling! Our door-to-door tracking software will give your business an edge over the rest. Reps can lose leads all the while without the right sales tracking software. They are not lazy, but they lack the tools to track them. Give your reps the tools they need to succeed! Track your current location and follow your sales reps on maps in real-time. No more losing track sales reps on the ground.

Do you need a complete mobile sales, delivery, and route accounting solution? jLAN Mobile has a solution that you will swear we created just for you. Our software makes it easy to manage pre-sales, route accounting, and direct store delivery models. There won't be any adoption barriers due to the seamless integration with many ERP platforms. You can customize your software to meet your industry needs with industry-specific customizations. jLAN Mobile offers route accounting, mobile sales and direct store delivery. It also provides full-service sales software for field agents. Our primary mission is to empower businesses, their field sales teams, and make them more productive, agile, and most importantly, happy with the work they do. Pre-sales reps can be very busy. They could make many customer stops each day. jLAN Mobile allows your reps to quickly meet customer demand and make more calls. It gives them real-time inventory visibility and access to historical order information and customer data.

Cloud-based engine that optimizes vehicle routes and makes intelligent appointment bookings. Schedule deliveries, taxi services, and field force on-demand. Offer your customers route-efficient appointment slots. Capacity for home-delivery networks can be accurately managed. Available as a JSON RESTful webservice. A desktop-based application that allows for non-realtime vehicle routing, territory mapping/management, and vehicle routing. You can generate your delivery routes for the day and then review them. Finally, you can print them out in a report. You can view your customers on a map, and then design sales territories around them. All data is stored in an Excel spreadsheet. Available for Windows, Mac, and Linux desktops. ODL Studio's command line interface is designed to integrate easily into your backend systems. You can schedule your daily routes to be generated automatically (e.g. using Linux Cron). Use simple text files or Excel spreadsheets to pass data between ODL Studio (or your ordering system) and your order processing system. It runs on Windows or Linux servers.

This CRM is flexible and ready-to-use. It will ensure that your field sales team doesn't miss a beat. The right information is delivered at the right time to the right people. Don't let a fast-paced, competitive marketplace spoil your sales targets. This user-friendly, mobile sales force automation software will guide your customers through every step of the buying process. Purveyance gives customers control over their data. It allows you to quickly access product information, navigate over customer accounts, and deliver promotions when you're on-site. With relevant pop-up alerts for customer accounts, you will never miss a promotion opportunity. Pricing and margins by volume are clear. The ordering function also means stock can be replenished faster and sales targets can be met more quickly. Low-touch management of shelf availability is also possible.

Zoom SFA field force management software and automation software allows for real-time job tracking and job optimization. Route optimization is a way to determine the most cost-effective route to complete the task. The software is equipped with robust reporting tools that allow you to instantly send status reports about the task and receive the feedback. The data-driven smart analytics allow for the assessment and analysis of workforce performance. This field service management software is very useful for invoicing, billing, document management, and attendance monitoring. It supports application synchronization and has multiple add-ons.

Sphinx's native CRM software, SCRMpro is tailored to meet the needs of SMEs as well as multinational corporations. The SCRMpro system allows businesses to manage critical customer-related tasks such as acquisition and retention, gaining customer insight and improving customer loyalty. Our SCRMpro uses a variety of customer-focused approaches to meet the client's specific requirements for managing processes like sales, lead management, and channel management. Our customer-centric solutions help clients achieve operational excellence, maintain competitiveness, and drive growth. The CRM software can be scaled to meet the needs of each client and manage different aspects of business, such as lead capture and allocation, data storage, sales tracking and asset management. Our custom CRM solutions have consistently improved our clients' response times.

Real-time location tracking allows you to track and manage your employees. Track your product inventory and gain in-depth analysis based upon sales. For the project, communicate and collaborate with your team-mate. On-the-spot reimbursement and tracking. Any user can fill out forms once or multiple times. You can also capture the exact location of the submitted form. Field Force Connect application allows for you to monitor employee attendance and check-ins from any location. Leads are information about an individual or representative of an organisation. Field Force Connect allows employees to create a roster plan to assign tasks and align the work structure. Field Force Connect is a solution that suits the manufacturing industry. It allows Field Officers, Delivery personnel and Managers to benefit from sales order placements, delivery confirmation, and product movement.

Twib allows you to manage your sales team in one click. Watch the video for more information on how to increase your revenue. With GPS tracking and check-ins that include images, you can accurately track time spent at the location. Real-time visibility of sales expenses. The ability to keep track of the representatives and their kilometers traveled is now simplified. The employees will need to enable the location within the app. The application will then record their journey. Twib, a GPS sales tracking application, will allow the company to track the total kilometers that each employee has traveled. Along with the routes, the starting and ending points. In this case, the internet connectivity and device location should have both been enabled. This GPS-enabled app to track sales will not only display all the routes taken by employees.

TaskEye is the best task management software that will help you improve your company's productivity and environment. Work productivity is key to any business' success. TaskEye allows you to access tasks and a to-do listing from any location, at any time. It acts as your task manager and helps you manage your work in real time. Task management software includes field staff real-time tracking and task status. It also provides task summary, task summary, task summary, images, recordings, notes, images, and images. TaskEye, a Task Management Software, will monitor the employer's daily tasks. It can be used as an employee monitoring tool and is compatible with any GPS tracker.

No matter your industry, efficiency in the field depends on having quick and easy access all information about customers and products. These information must be available on any mobile device, whether it is a smartphone, tablet, or laptop. Nomalys is a mobile application that allows you to better use your prospect/customer data. Our mission is to make your employees more efficient by allowing them to be aware of and providing real-time information to management and their colleagues. The Nomalys mobile app is simple to set up, and most importantly, it's easy to use. It connects to your business software (CRM ERP, EDM, ERP, etc.). In just a few clicks, you can connect your mobile terminals (smartphones tablets laptops, etc.) with your business software. Its intuitive interface allows customers and prospects to easily access their information and have it enriched by field employees. Objective: To improve prospecting and customer knowledge.

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!

Prospere helps the sales team achieve desired results by bringing them together. It unifies all sales tools under one umbrella. A streamlined view on the sales process brings clarity and helps the team to be on the same page.