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Field sales


Field sales management: a schedule of visits, field sales rules and order placement

    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:

    • 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:

    • Planning of field staff meetings (“visits”)

    • Building optimal routes between the meeting locations on the map

    • Maintain the visit agenda and guidelines

    • Keep a record of the employee’s activities during the visit

    • Create custom visit agenda and guidelines.

    Field sales Creatio app cloud \ on-site
    $ 180
    user / year
    The listed price does not include the cost of Creatio Platform plan. For detailed information on Platform pricing, please refer to the following link.
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.

    Terms & Conditions

    Support is available for this application.
    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.

    Support contacts
    Product compatibility
    Sales (enterprise)
    7.11.2 and up
    Any supported DBMS
    .NET Framework
    Deployment options

    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.

    Account 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.

    Guides and manuals
    What's new?
    Version 4.7
    • New Freedom UI Shell is supported
    • The app is now visible in the Application Hub
    Version 4.5
    • New Freedom UI Shell is supported