Field Sales
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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:

  • 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.

Categories

Category

UI Framework

UI Framework
Classic UI

Type

Type
Application

Price

Price
Paid
Trial

Compatible with Creatio

Version
7.11.2 and up

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

Product compatibility

UI Framework

Classic UI

Deployment Options

Cloud
On-site

DBMS

Any supported DBMS

Platform

.NET Framework

Compatible with Creatio

7.11.2 and up

Versions

Versions history

Version
Compatibility
Release date
4.7
7.11.2 and up
21.12.2023
Release summary
  • New Freedom UI Shell is supported
  • The app is now visible in the Application Hub
4.5
7.11.2 and up
16.08.2023
Release summary
  • New Freedom UI Shell is supported

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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