Field force management
Manage your field force using a single-window in 'Field module for Creatio' add-on. You can create a schedule of visits for each employee and view locations on the map, monitor the actual visits by geo-tags, and analyze the efficiency of the department. Every employee can plan own visits using a mobile device.
Field visit rules
Set the rules for working "in the fields" with different categories of customers. The system can promptly hint on the appropriate actions at each step of your visit with the customer: check-in, presentation, check-out. Each field employee can place the results on record in the system immediately after the meeting.
Perform effective presentations using a mobile device during the meeting. Moreover, the system allows you to work at your convenience; whether it is online or offline, depending on the availability of an Internet connection.
Terms & Conditions
Support is provided by the developer within the “Basic”, “Business” and “Premium” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
In order to install the 'Field module for Creatio' add-on, a minimum of one Creatio license is required.