Field Sales Execution
Everything your sales agents need to sell effectively in the field.
4 capabilities · 29 features
Order Capture
- Browse product catalog with images and pricing
- Apply customer-specific price lists automatically
- Volume discounts and promotion pricing at checkout
- Order templates for repeat customers
- Split orders and backorder handling
- Order notes and special instructions
- Order history and reorder from previous orders
- Real-time order status tracking
Visit Tracking
- GPS-verified check-in and check-out
- Automatic visit duration tracking
- Visit notes, photos, and attachments
- Follow-up task creation during visits
- Planned vs actual visit tracking
- Visit frequency compliance reporting
- Missed visit alerts for managers
Customer Management
- Detailed customer profiles with contact info
- Order history and spending patterns
- Visit history and last visit date
- Credit limits and payment terms
- Customer segmentation and tagging
- Customer location on map
- Customer notes and preferences
Product Catalog
- Product images and descriptions
- Category-based browsing and search
- Stock availability indicators
- Product information sheets
- Barcode scanning support
- Product variants and sizes
- New product highlights


