5
5 (16 ratings)

Field module for Creatio

Field force management: a schedule of visits, field visit rules
Add-on
Application type
On-site
On-site deployment
Cloud
Cloud deployment
Certified
Application is certified by Creatio experts
    Product description
    Product description

    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.

    Mobile presentations

    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.

    Support 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.

    Price
    Field module for Creatio cloud
    $ 240
    user / year
    Field module for Creatio on-site subscription
    $ 195
    user / year
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    Product compatibility
    Product
    Studio
    Sales
    Service
    Financial Services (sales)
    Financial Services (customer journey)
    Version
    7.16 and up
    DBMS
    Any supported DBMS
    Platform
    .Net Framework

    In order to install the 'Field module for Creatio' add-on, a minimum of one Creatio license is required.

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