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
Terms & Conditions
Support
Reviews
Installation
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.
What's new
- New Freedom UI Shell is supported
- The app is now visible in the Application Hub
- New Freedom UI Shell is supported
In order to install the 'Field sales for Creatio' add-on, a minimum of one Sales Creatio license is required.
Packages for version 8.1.1 and up are available by default. We can provide packages for versions below 8.1.1 upon request.