Alternatives to Leadbeam

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

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.

snapADDY provides a suite of AI-driven tools designed to revolutionize how businesses capture and maintain CRM contact data with minimal manual effort. Their flagship products include VisitReport, which digitizes lead capture at trade shows and customer visits, DataQuality, which automates contact updates and eliminates duplicates, and CardScanner, which rapidly scans and converts business cards into CRM-ready data. By leveraging artificial intelligence and supporting a broad range of languages and international formats, snapADDY delivers the highest contact recognition quality on the market. Its flexible, easy-to-integrate software caters to large companies with features like single sign-on and multilingual support, ensuring smooth onboarding and robust data management. Trusted by thousands of clients worldwide, snapADDY's solutions enhance CRM usability and sales productivity by seamlessly syncing with popular CRM platforms such as Salesforce, HubSpot, and Pipedrive.

SimplyDepo is a mobile-first field sales and retail execution platform built for CPG brands, wholesale distributors, DSD operators, and merchandising teams. It replaces the 3–5 tool stacks most distribution teams currently run — spreadsheets, separate order apps, manual QuickBooks reconciliation, and WhatsApp order threads — with one connected system. Field reps use an offline-capable mobile app to place B2B orders, complete store audits, capture shelf photos, verify planogram compliance, and navigate optimized routes. Everything syncs automatically when connectivity returns — no re-entry, no lost orders. Managers get real-time dashboards showing every visit, order, task and field activity across all reps and territories. Core features: - B2B order management — custom pricing lists, product catalogs, discount rules, draft and invoice workflows - Retail execution — store visit scheduling, shelf audits, photo capture, task management, planogram compliance - Route planning and territory optimization with GPS-verified check-ins - Direct Store Delivery (DSD) — route accounting, van sales, proof of delivery - Offline-first mobile app — full functionality without internet access - Native QuickBooks Online sync — field orders become invoices automatically - Integrations: Shopify, Stripe, ShipStation, HubSpot, Zapier, open API Teams go live in days. No IT required. No annual contracts. No setup fees. Month-to-month billing starting at $89/rep/month with a 30-day free trial and free team training included. Used by CPG brands, wholesale distributors, and merchandising agencies across the US and Canada as a direct replacement for Repsly, GoSpotCheck, Skynamo, Pepperi and multi-tool stacks.

Enable your customers or sales representatives to place orders directly from their personal devices with OrderShark, a user-friendly white-labeled app available in major app stores tailored for your business needs. This efficient interface, compatible with both iOS and Android, allows for swift order placements in the field. Featuring a powerful scanning engine and solid core logic, it handles any type of barcode, product line, or pricing strategy seamlessly. By integrating OrderShark, you can streamline the ordering process, enhance overall operations, and boost customer satisfaction, paving the way for future buyers and employees alike. This innovation expands your organization's sales reach both regionally and nationally, empowering customers to order at their convenience while saving thousands of hours and significant investments by utilizing a proven technology. Furthermore, it minimizes errors and promotes operational excellence, ensuring a smoother experience for everyone involved. Your business can thrive by adopting this cutting-edge solution that meets the evolving demands of modern commerce.

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.

Field activity management software is essential for companies employing outside sales representatives, merchandisers, or retail auditors. This innovative solution allows businesses to monitor customer visits made by their field reps through a smartphone app. Users can view the GPS locations of their representatives and keep track of the time they check in at various sites. By planning and optimizing customer routes, companies can save valuable time and resources. Additionally, the software enables users to log their mileage and manage business expenses efficiently. Representatives can also take photos and jot down notes during their visits to enhance communication and record-keeping. This functionality significantly reduces the need for off-hours reporting, as managers can easily track when field sales reps check in at each location. The system also facilitates the collection of timesheet data, ensuring accurate documentation of business expenses and mileage. With GPS validation, businesses can confirm their reps' movements and access detailed photo reports and visit notes. This user-friendly browser application requires no installation on computers, making it accessible for everyone. Navigating customer rounds can often be complex for both field representatives and their supervisors, and frequent visits to multiple locations can diminish profits due to fuel costs and time spent, as well as lost opportunities for sales. By utilizing this software, organizations can streamline their operations and maximize their field teams' effectiveness.

Ekmob is an innovative mobile application designed specifically for sales teams to enhance their efficiency. Equip your field team with a Mobile CRM to access and analyze real-time data while in the field. Streamline your potential sales pipeline, effectively manage leads, and boost your closing rate significantly. Gain immediate insights into your team’s activities and monitor visits using a map feature. Confirm visits were conducted right on-site and create customized forms tailored for data collection needs. Capture and upload photos directly from the field for comprehensive documentation. Develop unique workflows that align with your processes and plan, manage, and oversee your route and schedule effortlessly online. Simplify the management of routine visits and stay organized with ease. Founded in 2015, Ekmob is a cloud-based service that seeks to optimize the performance of sales teams. Instantly analyze and refine your sales channels to enhance overall productivity. With Ekmob, field teams can significantly improve customer engagement and operational productivity. Centralize all your field activities and campaigns on a single, dynamic, and trustworthy platform, ensuring seamless management and execution. This comprehensive tool is essential for any sales team looking to gain a competitive edge.

Boost your sales with FORM MarketX, an innovative market execution application that facilitates guidance, tracking, and performance enhancement in real-time. With its intuitive drag-and-drop builder, you can create and assign dynamic tasks effortlessly. The app also allows teams to receive contextual support on mobile devices, ensuring task completion is streamlined. Obtain valuable insights through instant reporting, enabling you to send the appropriate task to the right individual at the ideal moment—consistently—thanks to our user-friendly no-code task builder. Select from a variety of 12 task types, including advanced image recognition, and apply conditional logic to expedite responses for your teams. Set up push notifications and alerts to monitor outcomes and tackle issues promptly as they arise. Furthermore, you can assign photo tasks to your field sales teams, allowing them to capture real-time images of execution from any site. Experience the live execution of merchandising and standard operating procedures (SOPs) with data and images stamped with geo-location, time, and user details. Additionally, you can conveniently view and export photos in formats such as PDF, PowerPoint, or through shareable links for effortless distribution, enhancing collaboration among your team members. By utilizing this comprehensive tool, your organization can maximize efficiency and drive better results across all facets of market execution.

Gather comprehensive details regarding the Site and Campaign, all of which are uploaded instantly. Each site visit and corresponding photo have their GPS locations recorded, allowing you to pinpoint the exact locations of all your assets. Schedule visits with specified start and end times while assigning these visits to specific Field Marketeers. Capture images and information in restricted environments, such as gas stations and venues with limited network access. Manage permissions to control who can upload photos, create campaigns, add sites, schedule visits, and manage users. Offer clients ‘read-only’ access so they can monitor their campaigns. Additionally, the app enables the on-site team to gather extra Survey details related to both the Campaign and the Site, with all data being uploaded in real-time. The Head Office teams benefit from an advanced web-based management system that allows them to organize Visits and oversee the activities of the on-site team efficiently, ensuring a streamlined workflow and effective communication. This comprehensive toolkit not only enhances accountability but also ensures that all aspects of the campaign are meticulously monitored and managed.

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

If you're in search of an all-encompassing solution that boasts a user-friendly interface at an affordable price, I highly recommend exploring C3FIELD - The Field Force Management App. This product is equipped with essential features such as selfie and geo-based attendance, team coordination, task oversight, route and beat planning, product cataloging, inventory control, order processing, shipment management, warehouse inventory oversight, expense tracking, and real-time monitoring, along with detailed reporting capabilities. Additionally, it allows sales personnel to create sales orders directly from the field and submit them for fulfillment. Ready stock orders can be processed and finalized on-site by sales staff, and notifications regarding dispatched orders are sent to the sales team to keep everyone informed. Furthermore, the data on dispatched orders can be easily retrieved from your existing software, ensuring seamless integration and efficient operations. By utilizing this app, your team can enhance productivity and streamline various aspects of field management.

Mobile workers can be managed using project KPIs. They can also collect data from field activities and create powerful data and photo reports that can be shared with clients or internally. TeamHaven has over 28 years of field sales experience and can provide a customized, affordable solution for any campaign or field force need, no matter how simple or complex. Get a 30-day free trial to get started with TeamHaven. There are no setup fees or monthly subscriptions. TeamHaven's flexible and cost-effective solution makes it easy to assign jobs to field teams in minutes. TeamHaven allows you to manage your staff and projects from one place, whether you have your own field team or use an agency. The intuitive TeamHaven Mobile app is available for Android and iOS. It allows you to collect data and brief your teams. Field staff can quickly get up and running in their native language in minutes. They can also complete activities without the need for internet access.

WEX FSM is an innovative cloud-based platform designed to enhance every facet of a contractor's operations, encompassing everything from scheduling and dispatch to invoicing, payments, reporting, and customer management. By integrating various workflow tasks, it allows technicians, office personnel, and clients to function within a unified system that features real-time location tracking, intuitive drag-and-drop scheduling, optimized routing for dispatch, and comprehensive customer history, which includes job details, equipment data, notes, and photos. The platform also facilitates the creation of quotes and proposals, management of pricing books, and provides immediate mobile invoicing and payment solutions. With capabilities for supporting recurring service plans, offering flexible financing options, and incorporating integrated payment processing, WEX FSM accelerates cash flow by minimizing delays associated with invoicing and collections. Furthermore, it offers seamless connectivity to accounting software like QuickBooks, extensive reporting and analytics tools for valuable business insights, and a dedicated mobile application that empowers field technicians to efficiently manage their tasks and receive payments on-site. This combination of features ensures that contractors can operate more efficiently and effectively in a competitive market.

Briggs+Walker is your go-to solution for enhancing sales, whether it's through fundraising, product sales, or any direct engagement, be it on the street, at your doorstep, or inside a retail environment. Our innovative app streamlines the closing process with intelligent signup forms and electronic contracts, while also allowing you to reserve locations and monitor real-time results via a personalized dashboard. Users can track their performance and enhance their selling techniques through engaging educational modules. With a versatile form builder that includes customizable templates, you can easily create forms tailored to your specific business needs or select from our pre-designed options. We also provide strategic planning tools for door-to-door sales, enabling you to optimize routes, identify promising leads, and schedule breaks effectively. The app supports instant digital contracts and payment solutions, allowing for seamless transactions right at the point of sale. Additionally, the voice-logging capability ensures accurate data collection and minimizes form errors. To further support your team, Briggs+Walker features learning and engagement modules, empowering you to coach, monitor, and inspire your field agents effectively, regardless of their location. This comprehensive approach not only elevates sales efficiency but also fosters a more connected and informed sales force.

FieldStrike sales offers an all-in-one solution equipped with every tool a field representative could require. Representatives can place both direct and transfer orders while also conducting store audits by capturing photos and responding to inquiries. Our extensive reporting suite enables effortless data analysis and presentation. With in-store ordering capabilities, reps can directly order products on behalf of the buyer, streamlining the process as these orders are managed and sent directly to the supplier. Additionally, enhanced routing and journey planning help maximize the time reps spend on calls. Orders and invoices can be emailed directly to buyers, minimizing paper usage and promoting efficiency within your organization. This comprehensive approach not only improves productivity but also enhances the overall buying experience for clients.

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.

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.

Monitor and oversee your workforce through real-time location tracking capabilities. Manage product stock levels and gain detailed insights based on sales performance. Facilitate communication and collaboration among team members for effective project completion. Track and add expense reimbursements instantly, ensuring efficient financial management. Users have the flexibility to fill out forms once or multiple times, with the ability to capture the location of each submission. The Field Force Connect application empowers you to oversee employee check-ins, checkouts, and attendance from any location at any time. Leads refer to the information collected about individuals or representatives of organizations. Additionally, Field Force Connect enables the creation of a structured roster plan for employees, allowing for task assignments and alignment of workflows. This application is particularly suited for the manufacturing sector, as it supports Field Officers, delivery personnel, and managers, optimizing processes such as sales order placements, delivery confirmations, and product movement while benefiting the entire organization. With these features, businesses can enhance productivity and streamline operations.

You can access and modify your customer data from any location at any time. This includes the ability to view and adjust client details, orders, product selections, and communication records such as calls, meetings, and notes. Inputting field sales data and overseeing the entire lifecycle of product service orders is a straightforward process. Each salesperson's daily tasks are automatically organized according to your specified preferences, with scheduled activities conveniently displayed on both the calendar and map. Additionally, you can retrieve product descriptions, images, technical specifications, promotions, news, and other relevant product information right in the field. The system also encompasses product showcase planning and catalog management. Ensure your team remains informed with instant messaging and alerts. Our merchandising forms and questionnaires are tailored to align perfectly with your unique business requirements. You can also effortlessly document any errors, inconsistencies, or feedback instantly using customized forms, enhancing the efficiency of your operations. This comprehensive approach not only streamlines your processes but also fosters better communication and coordination within your team.

Streamline your sales process by eliminating manual orders and paperwork through automation, allowing your field team to maximize their productivity. By planning sales routes and monitoring the visits of sales representatives to various points of sale in real time, you can effectively assess the performance of your sales force. Additionally, capturing secondary sales data through automated reports enables a comprehensive evaluation of both performance and competition. With the ability to uncover deeper insights, identify new sales opportunities, and generate customized reports, you can make more informed business choices. While enhancing productivity with leading sales force automation software is essential, the true value lies in transcending basic automation, enabling smarter sales strategies grounded in reliable data measured against relevant KPIs. Experience rapid implementation and immediate outcomes by going live within days, coupled with thorough training for both field staff and sales operations managers to ensure successful adoption and utilization. Ultimately, investing in this approach will empower your team to achieve greater success and drive overall business growth.

Empower every sales representative with an AI sales coach right at their fingertips. By harnessing the power of AI to record in-person sales discussions, Siro helps uncover untapped revenue streams. Its sophisticated AI has been trained on millions of real-world sales interactions, continually updating to provide insights into effective strategies and areas where reps may fall short. With just a single tap in the app or from their device's lock or home screen, representatives can easily begin recording and transcribing their conversations. The auto-split feature allows users to record throughout the day with just one tap, while Siro efficiently isolates and categorizes each sales dialogue without consuming battery life. Following a missed conversation, representatives can quickly access exemplary interactions from colleagues that demonstrate improved techniques for crucial moments in the sales process. Whether in online or offline mode, recordings are swiftly transcribed and evaluated, and with an internet connection, analysis occurs within seconds. Siro's AI not only evaluates the content of what is said but also the nuances of how it is delivered, pinpointing specific opportunities for revenue enhancement. This innovative approach ensures that sales teams are consistently improving and maximizing their potential.

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.

FieldPie is a cloud-based software platform designed to boost field sales and improve cost efficiency in field service operations. Trusted by businesses of all sizes, it helps increase revenue, streamline operations, improve productivity, reduce costs, and deliver a better customer experience. As an all-in-one field management solution, FieldPie brings scheduling, task management, real-time communication, inventory tracking, digital forms, invoicing, and reporting together in one platform. Mobile-friendly by design, it gives field teams instant access to job details, forms, signatures, photos, documents, and payments—securely and on the go. Our solutions cover merchandising, in-store execution, image recognition, route optimization, field audits, field sales, and field service — all in one integrated platform. FieldPie helps your teams stay organized, keeps customers satisfied, and runs your business more efficiently.

emFace stands out as a premier mobile and cloud-based solution for Retail Execution. It empowers retail brands that operate their own outlets to enhance execution and gain insights into store operations. With our custom mobile applications, Sales, Compliance, and District Managers can more efficiently organize their schedules, assess store performance metrics, complete audit forms, and delegate tasks to store managers. Additionally, consumer goods firms that distribute through venues such as department stores and supermarkets can better oversee their sales teams, merchandisers, and promoters. By equipping them with a branded mobile app, tracking trade promotion success in real-time becomes seamless, along with monitoring stock levels, inventory, and pricing at various locations. They can also document and annotate photos of their observations in the field while simultaneously recording order data. As a result, management gains access to real-time analytics and dashboards through Salesforce.com, allowing for comprehensive follow-up and strategy adjustments. The integration of these features ultimately enhances operational efficiency and drives better decision-making across the board.

Lystloc is an application that uses location intelligence to locate and assign employees. It can be used to manage sales teams, field support teams, and office staff. Track, assign and locate employees. Reduce travel time for your field team and reduce paperwork. Lystloc allows you to save time and manage your sales team efficiently, giving you an edge to generate more business. Spend your time efficiently to client acquisition. Lystloc offers advanced GPS tracking solutions for your workforce, vehicles, or API integrations.

If you are part of the senior leadership in the fiercely competitive consumer packaged goods (CPG) sector, you likely have a strong desire to grasp the nuances of the market dynamics. In today’s fast-paced environment, a top-tier mobile sales force automation system that offers immediate market visibility and real-time data is essential. Such a tool enables you to swiftly develop localized micro-strategies and supports your sales team in maximizing their productivity and performance. Given the rapid changes in the business landscape, it is imperative that your sales personnel have instant access to market data readily available at their fingertips. This capability is vital, as many strategic decisions of local significance rely on the timely acquisition of precise information. FieldMax® mobile equips your sales team with crucial insights that were previously confined to Excel spreadsheets and centralized ERP systems, enhancing both productivity and the quality of customer service while fostering a more agile response to market demands. In essence, investing in this technology not only streamlines operations but also positions your organization for sustained competitiveness.

NomoHub serves as a comprehensive field sales platform that consolidates the functionality of as many as ten separate tools, enabling solar and roofing enterprises to simplify their operations, enhance deal closures, and unlock their maximum revenue capabilities. By utilizing NomoHub, your business is positioned to elevate its goals, secure additional contracts, and optimize its income streams. This platform provides an array of sales functionalities, including Storm data, Canvassing, Team Tracking, Rapid Estimates, Measurements, Appointments, Photos with Annotations, Proposals, and Signatures, thereby centralizing all essential tools in a single location for greater efficiency and productivity. Additionally, the unified approach of NomoHub ensures that teams can collaborate seamlessly, driving overall success in a competitive market.

Field Sales Connect, developed on the Salesforce Platform, is an innovative software solution designed for field sales management that enhances the productivity of sales teams in the field. By centralizing field activities and providing valuable insights, it enables organizations to fully realize their sales potential. This software integrates features such as intelligent automation, real-time tracking, and a smooth flow of information, empowering sales leaders to significantly boost their revenue. Additionally, Field Sales Connect enhances the effectiveness of sales representatives and assists managers with several key functions: - Directing leads to the right personnel - Tracking operational performance and KPIs instantly - Integrating data from multiple sources - Addressing inquiries from leads promptly - Overseeing knowledge repositories or resources - Monitoring and optimizing travel expenses - Collaborating remotely across different sales territories Ultimately, Field Sales Connect helps organizations foster a competitive and high-performing sales culture while minimizing the loss of leads due to inadequate management. Its robust features make it an essential tool for any organization seeking to streamline their field sales operations.

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.

Happisales is a field tracking app that can be used by sales teams. Automate administrative tasks and allow your sales team to concentrate on selling to the right clients. To sell better, equip them with product knowledge. You can set clear goals, track their progress, coach and equip them with knowledge. It is important to appreciate them and make them feel like part of the team. You can benchmark your top customers and identify customer purchase patterns. This will allow you to intervene proactively when it is most convenient to sell more. Happisales is a complete field sales tool! To increase the success of your sales executives, create transparency in your targets and send regular notifications. You can manage your products digitally, and allow field reps to view pricing and products. All your field sales expenses can be managed in one place. All claims can be reviewed and approved in one click. Even if you're not connected to the internet, it works offline.

B2Field assists businesses across various sectors globally in streamlining their mobile workforce management with ease and efficiency. Experience features like automatic job scheduling, route optimization, real-time field operations management, seamless communication with both employees and clients, as well as insightful analysis of critical business metrics. At B2Field, our commitment is to develop user-friendly, cloud-based solutions for mobile workforce management that empower your business to succeed every single day. With a focus on innovation and customer satisfaction, we strive to continuously enhance our offerings to meet the evolving needs of our clients.

Enhance your sales conversions and boost growth through Dista Sales. Utilize Dista's AI-powered location intelligence platform to effectively manage your field sales operations, allowing you to visualize, plan, and implement strategies for your external sales team. Gain valuable geospatial insights about field activities, along with AI-generated recommendations that can help maximize revenue and expand your customer base. By leveraging these tools, you can transform your sales approach and achieve greater success in the competitive market.

Brandscopic offers a cloud-based platform that effectively oversees and evaluates experiential marketing initiatives. By harnessing the data generated from your brands, agencies, and social media, we provide insights into competitor activities, consumer perceptions, and the effectiveness of your campaigns. You can work together effortlessly using shared calendars, instant notifications, and task management features. Our comprehensive event planning tools streamline scheduling and staffing, allowing you to view your entire team and their activities in one place. Create tailored recaps with conditional logic and guided workflows to meet your specific requirements. Design campaigns that align with your business objectives and easily monitor live campaign performance, spot trends, and establish goals. Leverage your insights to produce engaging visual reports for clients, colleagues, and partners. Capture real-time data in the field using your mobile device or tablet and develop dynamic recaps and workflows that cater to the uniqueness of each campaign. This ensures that your marketing efforts are not only organized but also optimized for success.

A powerful, targeted analytics platform that empowers Pharma Sales Reps to make better decisions in the field based on data pushed directly to their mobile devices. TikaPharma provides relevant and actionable information to Pharma Sales Reps about their customers, products and territories. This allows reps to build and maintain stronger relationships with their customers.

Kothay provides an all-in-one solution for managing and optimizing sales teams, particularly for delivery companies, distributors, and field service organizations. The software allows businesses to monitor staff performance through GPS tracking and detailed analytics, boosting productivity and delivery efficiency. Kothay also simplifies sales processes with tools for managing orders, tracking sales returns, and collecting offline orders, all within a customizable zone and territory management system. With its easy-to-use mobile app and comprehensive reporting features, Kothay helps businesses drive growth and improve overall sales performance.

Manage your field force in real-time. A smart tool that helps companies manage their on-ground force by tracking their travels, activities, and meetings, which helps improve their overall efficiency. Create an organization structure for service in no time. Assign tasks to field employees and monitor their time usage. Managers get real-time tracking status updates. Mobile app for field workers that works offline. Instantly generate BI-driven reports to assess team productivity. The field force software uses Google Maps to create a flexible, customizable experience. It provides real-time updates and visibility into the daily task.

Quickr Biz software was created to streamline business operations and enhance workflow accuracy. This innovative platform was conceived by a team of talented IIT and IIM graduates who collectively bring three decades of expertise in ERP software development. The Quickr Team provides an overview of employees' locations in real-time through a unified dashboard, allowing companies to see critical statistics such as attendance, punctuality, and instances of absence. Given that many sales personnel operate in the field, they often do not need to report to the office daily or during morning hours. Companies frequently lack insights into the start and end times of their sales staff's workdays. However, sales representatives are able to log their attendance for both morning and evening shifts using a mobile app. This feature enables companies to monitor the exact locations from which sales personnel check in while they are out in the field. Consequently, the attendance data not only provides visibility into the total hours worked by sales representatives but also measures their overall productivity effectively. This comprehensive approach fosters a more efficient management of workforce dynamics.

Enhance the efficiency of your mobile workforce by streamlining and automating tasks from inception to completion. Custella Field Service Optimization is a sophisticated mobile and web application designed to make essential functions of a field service team more manageable. As a prominent supplier of innovative technologies and services, Custella provides flexible solutions suitable for businesses of every size. Our journey began when a group of friends brainstormed their ideas on paper, and now we proudly deliver advanced, innovative services to numerous clients globally. By actively engaging with our prospective clients and gaining insights into their needs, we have tailored our solutions to meet the evolving demands of the market. Custella serves as a comprehensive platform for field sales, field service, transportation, and asset management. Ready to elevate your operations? Reach out to us today for a complimentary demonstration! Additionally, our commitment to continuous improvement ensures that we remain responsive to the ever-changing landscape of industry requirements.

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.

mymediset integrates seamlessly with your existing SAP® system (SAP® S/4 HANA ready). With the mobile app, you can easily book your medical equipment and manage your field and consignment inventory on the go. mymediset provides complete inventory visibility, including expiration dates, lot and serial numbers. With mymediset, you get rid of excess inventory and administrative overhead and can focus entirely on sales. Proven at Fortune 500 healthcare organizations, mymediset is the leading cloud platform for medical devices supply chain that runs inside SAP®. Manage your medical loan sets, field and consignment inventory within SAP®.

A cloud-based solution for optimizing vehicle routes in real-time and facilitating smart appointment scheduling is available. This service can be utilized for on-demand delivery operations, taxi services, field workforce management, and more, allowing you to provide your clients with appointment slots that maximize route efficiency. It helps in effectively managing the capacity of home-delivery networks and is accessible via a RESTful JSON web service. Additionally, there is a desktop application designed for non-real-time vehicle routing along with territory mapping and management features. Users can create daily delivery routes, review them, and print reports for easy reference. The application also enables visualization of customer locations on a map, assisting in the design and management of sales territories. All information is conveniently stored in a user-friendly Excel spreadsheet format and is compatible with Windows, Mac, and Linux operating systems. For those who prefer a more technical approach, there is a command line interface for ODL Studio, making it straightforward to integrate with existing backend systems. You can automate the generation of your daily routes (such as through Linux Cron) and transfer data between ODL Studio and your order processing system using simple text or Excel files. The entire system operates seamlessly on both Linux and Windows servers, ensuring flexible deployment options. This comprehensive platform not only enhances operational efficiency but also improves customer satisfaction through timely and well-organized deliveries.

✔ A CRM that sales reps will actually use. ✔ Sales reports that meet your needs. ✔ Increased sales growth for all. Sales reps are better suited for talking than typing, which is why they're in sales and not behind a desk. Entering CRM data manually takes an average of 1.5 hours per day. To maximize sales and simplify reps' lives, we've developed Telenotes as a system that leverages their natural inclination to talk and not type. Reps can update their CRM in 47 seconds, so they can increase sales and boost productivity with less effort.

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.

This versatile CRM solution is designed to ensure that your field sales team operates efficiently and effectively. It guarantees that essential information reaches the appropriate team members precisely when they need it. In a fast-paced and competitive market, safeguarding your sales objectives is crucial. With this intuitive and fully mobile sales force automation tool, you can expertly guide customers through the buying process. Purveyance empowers you to take charge of your customer information. While meeting clients on-site, you can quickly access product details, navigate through customer accounts, and effortlessly present promotions with a simple finger swipe. You’ll never overlook a promotional opportunity, thanks to timely pop-up notifications on customer profiles. The pricing structure is transparent, and the ordering feature ensures that inventory is restocked swiftly, helping you achieve your sales goals more efficiently. Additionally, managing on-shelf product availability becomes a streamlined process that requires minimal effort. This CRM ultimately transforms your sales operations into a well-oiled machine.