4.8 (23 ratings)

Field sales for Creatio


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

    Product description

    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.

    Mobile orders

    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.

    Field sales for Creatio cloud
    on demand
    Field sales for Creatio on-site subscription
    on demand

    The Creatio field sales add-on is purchased separately from Creatio.

    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
    MS SQL
    .NET Framework
    Deployment options

    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.

    Guides and manuals

    Leave your feedback about the solution to its developer and Marketplace team

    What's new?
    Version 4.5
    08 May 2023
    • New Freedom UI Shell is supported
    Developed by