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Atman Field360 – Visit & Expense Automation
Simplifying Field Planning & Expense Control
Overview
Atman Field360 – Visit & Expense Automation is a Salesforce-native solution that helps streamline visit scheduling and expense management for field teams. It enables users to plan their monthly visits and record related expenses in an organized manner .
Plan monthly customer visits easily.
Record visit-related expenses with ease.
Track completed and pending visits.
Customize visit types and expense categories.
Perfect for small and medium businesses.
Atman Field360 – Visit & Expense Automation is an easy-to-use Salesforce-native solution tailored for small and medium enterprises to efficiently plan, schedule, and manage field visits. It enables users to create monthly visit plans, track visit completion, and log key outcomes with ease. The app also simplifies expense management by allowing users to record and categorize their visit-related expenses. With its intuitive interface and end-to-end functionality, users can manage their field activities and spending in one place. Atman Field360 helps boost productivity, transparency, and better organization of field operations.
Categories
- Business Needs
- SalesProductivity
- Industries
- Engineering, Construction, & Real EstateManufacturing
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsManaged PackageLightning App Builder