Field Force Automation Software
Boost sales productivity and efficiency.
Field Force Automation Software automates and streamlines activities like assigning leads based on predefined rules, journey planning, automating check-in, sending reports, etc.
Automate day-to-day tasks of field reps and help them to complete tasks on time and improves customer experience
The right solution to manage your field sales
Easy to adopt
Ensure easy and fast adoption – easy to set up, easy to use. Built for scale.
Multi-lingual support
Our mobile app comes in multiple languages relevant to your local agents.
Geo-tracking
Track every move of your field agents to ensure no misrepresentations.
Cross-team Support
Customizable for different industries and teams – sales, service, operations & more.
Complete day planner
Prioritize the meetings for your field agents including task and route planning.
Offline Functionality
Network issues will not slow your agents down – works offline or with low connectivity.
Assign leads and tasks automatically
When a lead is captured, the software automatically assigns the lead to the relevant salesperson based on predefined criteria like zip code, product or proximity. This reduces response time drastically. The sales rep is notified on phone with all the lead details available with just a tap.
Create an automatic day plan to increase the efficiency of your field agents
Automate the complete day and route planning for your field teams for maximum productivity per visit. The app will automatically devise the best travel route that they should be taking.
Allow them to view leads near them to ensure more meetings per visit. A better-planned day = a more productive day!
Automatically track the geographical location of your feet-on-street teams with geo-tracking and geo-fencing
Live track your agents and teams. Prevent fraudulent check-ins, and meeting misrepresentations using geo-fencing. Your agent cannot check-in or add meeting notes without being physically present in that location.
Not only does it prevent dishonest practices, but also ensures that the reports are accurate.
Automatically mark attendance of field sales reps and manage pay-outs
Automate attendance management for your field agents using the check-in and check-out features. As soon as an agent checks in, their attendance is marked. You can restrict the check-in until the agents are in their first meeting locations, thereby avoiding fraudulent activities.
This helps calculate the attendance and correct pay-outs for the agents automatically.
Automate churn management
When field sales teams have a strength of a few thousand, a high churn rate is unavoidable, and really hard to manage. Our CRM lets you keep accurate records of currently active & inactive agents, auto-deactivate inactive ones, automap their last working day, ensure correct pay-outs, and avoid conflicts.
Churned agents’ leads are also reassigned automatically.
Automate report on agent's day to keep a track of each field sales reps activity
Automatically get reports sent to your inbox. The mobile app and your desktop will keep syncing, ensuring that your data is accurate and up to date.
You can view the number of meetings that have been made, the distance travelled, when they have checked in and the quality of the meetings easily.