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Description
Boost your sales with FORM MarketX, an innovative market execution application that facilitates guidance, tracking, and performance enhancement in real-time. With its intuitive drag-and-drop builder, you can create and assign dynamic tasks effortlessly. The app also allows teams to receive contextual support on mobile devices, ensuring task completion is streamlined. Obtain valuable insights through instant reporting, enabling you to send the appropriate task to the right individual at the ideal moment—consistently—thanks to our user-friendly no-code task builder. Select from a variety of 12 task types, including advanced image recognition, and apply conditional logic to expedite responses for your teams. Set up push notifications and alerts to monitor outcomes and tackle issues promptly as they arise. Furthermore, you can assign photo tasks to your field sales teams, allowing them to capture real-time images of execution from any site. Experience the live execution of merchandising and standard operating procedures (SOPs) with data and images stamped with geo-location, time, and user details. Additionally, you can conveniently view and export photos in formats such as PDF, PowerPoint, or through shareable links for effortless distribution, enhancing collaboration among your team members. By utilizing this comprehensive tool, your organization can maximize efficiency and drive better results across all facets of market execution.
Description
Execution is impeded when your team has to use WhatsApp, Email, and other apps to manage checklists, tickets and approvals, documents, and so on. Pazo makes it easy for frontline staff to not have to use multiple apps or be reminded of what they need to do. Field managers complete the process checklist at the time and place specified. No more paperwork! Allow field teams to communicate with HQ teams via their app. Area managers can keep track of field managers and stores while on the go! Command center dashboards that can be customized for the HQ leadership team and periodic review meetings. Get rid of WhatsApp! Built-in chat facility. You can talk to one person or a group of people. Coaching is never-ending. Coach your field teams in ops knowledge and evaluation. Field operations should be automated. When something is not in compliance, everyone will be notified and given timely triggers.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Microsoft Azure
Yes
FORM OpX
Yes
Google Sheets
No
Microsoft 365
Yes
Microsoft Teams
Yes
MySQL
No
SQL
No
Slack
No
Integrations
Microsoft Azure
Yes
FORM OpX
No
Google Sheets
Yes
Microsoft 365
No
Microsoft Teams
No
MySQL
Yes
SQL
Yes
Slack
Yes
Pricing Details
$25 per user per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
FORM.com
Founded
2002
Country
United States
Website
www.form.com/products/field-sales-management-app/
Vendor Details
Company Name
Pazo
Founded
2015
Country
India
Website
gopazo.com
Product Features
Data Entry
Abbreviation Detection
No
Data Capture and Transfer
Yes
Data Cleansing
No
Data Entry Verification
No
Data Search Flexibility
No
Duplicate Detection
No
Flexible Search
No
Image Entry
Yes
Library Conversion
No
Mis-Keyed Variation Detection
No
Phonetic Variation Detection
No
Field Sales
Activity Tracking
No
CRM
No
Channel Management
No
Collaboration Tools
No
Controlled Access
No
Dashboard Management
No
Expense Management
No
Fast Estimates
No
Inventory Management
No
Invoices
No
Lead / Opportunity Management
No
Online Payments
No
Order Management
No
Quoting
No
Reporting / Analytics
No
Route Optimization
No
Territory Management
No
Time Tracker
No
Visit Scheduling
No
Workflow Management
No
Field Service Management
Billing & Invoicing
No
Contact Database
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
No
Routing
No
Scheduling
Yes
Service History Tracking
No
Time Clock
Yes
Work Order Management
No
Retail Execution
AI / Image Recognition
No
Collaboration Tools
No
Data Collection
No
Inspection
No
Pricing / Placement Optimization
No
Product Education
No
Product Promotion Strategy
No
Retail Site Audit
No
Workforce Management
No
Retail Management
CRM
Yes
Commission Management
Yes
Email Marketing
Yes
Employee Management
Yes
Loyalty Program
Yes
Mail Order
Yes
Merchandise Management
Yes
Multi-Location
Yes
Order Management
Yes
Purchase Order Management
Yes
Reporting/Analytics
Yes
Returns Management
No
eCommerce
No
Survey
Custom Survey URLs
No
Data Analysis Tools
Yes
Email Marketing
Yes
Mobile Survey
Yes
Offline Response Collection
Yes
Paper Survey
No
Question Branching
Yes
Question Library
No
Site Intercept Survey
No
Skip Logic
Yes
Supports Audio / Images / Video
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Product Features
Retail Execution
AI / Image Recognition
Yes
Collaboration Tools
Yes
Data Collection
Yes
Inspection
Yes
Pricing / Placement Optimization
No
Product Education
Yes
Product Promotion Strategy
Yes
Retail Site Audit
Yes
Workforce Management
Yes
Retail Management
CRM
No
Commission Management
No
Email Marketing
No
Employee Management
No
Loyalty Program
No
Mail Order
No
Merchandise Management
No
Multi-Location
No
Order Management
No
Purchase Order Management
No
Reporting/Analytics
No
Returns Management
No
eCommerce
No
Task Management
Collaboration
No
Create Subtasks
No
Gamification
No
Gantt Charts
No
Mobile Access
No
Percent-Complete Tracking
No
Progress Tracking
No
Recurring Tasks
No
Reporting/Analytics
No
Spreadsheet View
No
Task Board View
No
Task Planning
No
Task Scheduling
No
Task Tracking
No
Time Tracking
No
To-Do List View
No
