1.Integrate Field Sales Activities with Sales Territories
Rollout territory updates directly to the field sales team. This way you can quickly make changes knowing that your users are working from the latest information.Align and balance your territories to make sure you are getting the most from the field sales team.
2.Easily Report on Field Sales Effectiveness
Show the location of your customers, distribution, competition as well as your field performance all in one place. Not only is it easy to understand, it is all in line with the same data being acted against in the field. Sharing is also simple. Print, publish to the web or send to powerpoint for easy internal decision making.
3.Integrate with Salesforce or Another CRM
Line us your field toolkit with your CRM via API, a managed sync process to your CRM, or use the field tool as the system of record. This will let you know that your sales team are seeing and updating the right pieces of data in the right places. All at minimum effort for everyone involved.
Our world-class onboarding team are experts in achieving your data objectives. We will help you to work through challenges of data loading and data management, all to get your organization up and running in no time.