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Field Sales Connect - Smarter Field Sales

Streamline Your Field Sales Operations!

Overview

A complete package with well-defined data model and features which works differently for each department like admin, sales team and managers, yet collaborating all of them to work towards a single goal which is organizational growth and revenue.

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  • Streamline your Field Sales Meetings, Routes, Orders, Payment Collection for efficiency and ease of use.

  • It overseas the entire field sales flow right from the planning to actual meeting and realization of Sales orders.

  • Powered by the most reliable platform in the world Salesforce will take away any doubts you have for data security, efficiency, scalability and performance.

A single window to manage beat plan meetings with most of the meaningful possible data pre-populated for ease of setup. A calendar view for every salesperson to filter meetings by day, week and month. An optimized route map with best possible direction exhibiting entire day plan on the go with one click navigation directions by Google maps. Check-in and Check-out feature on meetings to capture real time operational metrics with automated travel distance calculations powered by Google maps for seamless reimbursements of travel expenses. Provision to capture Sales Orders, Payment collections and other generic meeting notes needed for business process efficiency and transparency. Flexible reporting to get insights on every aspect of data captured in the system just the way you like it. Mobile ready with capability to deploy on the fly configuration changes.

Categories

Business Needs
Productivity
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package

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