FieldTrack helps your field sales business to streamline all sales operations effectively. Its a best field sales software out there. Plan your sales calls, manage different teams, get data from the field and reports and make service & sales simpler.
Planning and Scheduling
FieldTrack‘s automated scheduling software gives a great comfort in planning, scheduling and tracking your field sales reps activities .A greater visibility on over all sales reps schedules and a 30 minutes interval auto syncing to your team’s calendars will make your job as easily as possible.
- View clients’ locations
- Get instant client demand notifications
- View reps’ updated locations every 30 minutes
- Access sales reps visit data
FieldTrack provides you with features that’ll help you maintain your customer relationships by not only retaining the existing ones but by also adding on to your customer base. It organizes Customer information efficiently and allows you to view anything about any customer on one page.
- View client records / client history
- Customize client fields
- Identify new prospects
- Import/export customer lists
Territory management helps to manage your large team efficiently in a cost effective way. When the team is working remotely manager can keep track of their activities in real time through FieldTrack. Territory Management helps to assign the particular task to the required employee.
- Zone and sub–zone allocations
- Multiple location management
- Efficient utilization of resources
- Eliminate duplication
Expense Tracking helps you to utilize your resources on the field and off the field. With FieldTrack you will be able to keep a record of work orders, schedules, manage field employees and maintain accurate accounting records. It helps you to focus more on core activities rather than worrying about expenses and revenue.
- Track time taken by their reps
- Record their mileage.
- Estimate costs accordingly.
- Increase quality.
- Create a paperless process.
FieldTrack gives you the advantage of making built-in Customized forms to provide to your customers quickly. Create your own sales forms and add your own fields to optimize the effectiveness of the form to cater to your changing needs.
- Pre-built forms available
- Easy form customization
- Sharing and instant uploading of forms
- On-the-field form filling
Get access to a number of intelligent reports by our field sales software. The collected data can be used to automatically generate insightful reports without much effort so as to get fruitful results from the findings.
- Work Order
- Client’s location chart
- Products/services reports
- Data presentation through charts
- Attendance sheet
FieldTrack has been integrated with a variety of different apps to make the software more convenient to use and to provide more efficiency to you while you carry out your business.
- Google Calendar
- Google Maps
Other Included Features
FieldTrack lets you easily import or export your existing customer data file to the App and have a one stop location for all your customer contact information
Get all your customers’ information at one place. Know their work order history to provide them with better services
Manage your sales and products’ inventory better with FieldTrack’s product management feature
With invoice tracking, remain updated with your cash and receivables to keep your balance sheet right!
Monitor your reps’ work hours and attendance daily and improve your reps’ productivity with FieldTrack’s Attendance Management system
Add photo capture option to your forms and enable your reps take photos of the site of their work order!