Field force management
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.
Field sales 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, 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.
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 sales for Creatio' add-on, a minimum of one Creatio license is required.
Packages for version 7.16.0 and up are available by default. We can provide packages for versions below 7.16.0 upon request.
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.
Leave your feedback about the solution to its developer and Marketplace team
- New Freedom UI Shell is supported