Field Sales

Field sales 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:

• Territory & route management
  Sales managers build visit schedules and territories; reps see the day laid out the moment they open the app. The map surfaces nearby accounts, suggests the optimal route, and lets reps capture a brand-new outlet with a single tap on its location — so less time is spent driving and searching, and more on selling. Geo-tagged check-ins give managers a reliable, real-time picture of field coverage and rep productivity.

• Standardized in-store execution
  Every visit runs against a structured agenda tailored to the customer's category, so field standards are applied consistently across the whole team — not left to memory. Reps check in on location, work through mandatory steps, run shelf audits and surveys, and record outcomes on the spot. The result is comparable, trustworthy data from each visit and a measurable lift in execution quality.

• Order capture at the point of sale
  Reps turn a conversation into revenue without leaving the meeting: browse the assortment, apply the right prices, discounts, and contract terms, and confirm a complete order in seconds. Because everything works fully offline, a weak signal never blocks a sale — orders sync automatically the moment the connection returns.

• A single source of customer truth
  Redesigned account cards consolidate contacts, visit history, orders, and activities into one view, while surveys stay in sync between mobile and web. Field and back-office teams act on the same up-to-date information, cutting duplicate data entry and follow-up delays.