
Field Sales
Field sales management: a schedule of visits, field sales rules and order placement
Overview
Product overview
Product description
Field sales for Creatio allows automating sales rep tasks. Sales reps use Creatio mobile app in the field to check visit “to-do” list, record the meeting time frame, conduct presentations, monitor SKUs, and place orders.
Use cases:
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Manage your field force using a single window in 'Field sales for Creatio' add-on. You can create a schedule of visits for each representative and view locations on the map, monitor the actual visits by geo-tags and analyze the efficiency of the department.
- 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, goods display monitoring, demo, product selection or placing an order. Each field sales representative can place the results on record in the system immediately after the meeting.
- Accept orders directly from a mobile device during the meeting. Easily manage all contracts, related specifications and additional agreements using Sales Creatio. The system enables you to quickly find new products for a customer and place an order based on previous orders. Moreover, the system allows you to work at your convenience; whether it is online or offline, depending on the availability of an Internet connection.
Key features:
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Planning of field staff meetings (“visits”)
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Building optimal routes between the meeting locations on the map
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Maintain the visit agenda and guidelines
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Keep a record of the employee’s activities during the visit
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Create custom visit agenda and guidelines.
Pricing
Monthly
Annual
Standard
$
15.00 user / month
billed annually
Description (Formatted)
Field sales automation for mobile reps. Plan visits, track geo-tags, manage orders, and monitor SKUs - all in one app. Work online or offline, streamline sales tasks, and boost team efficiency.
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Pricing FAQ
How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?
Support
Support is available for this application
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
Installation
Resources
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Version
Compatibility
Release date
4.7
7.11.2 and up
Release summary
- New Freedom UI Shell is supported
- The app is now visible in the Application Hub
4.5
7.11.2 and up
Release summary
- New Freedom UI Shell is supported
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.