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features
design
support

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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

ALIGN THE FRONTLINE. WorkJam is the leading Retail Task Management and Digital Workplace platform that built for the frontline. Trusted by iconic brands including Shell, Ulta Beauty, Couch Tard, Woolworths, TJX and more, WorkJam delivers all you need to ensure your customers get the same experience location to location. Drive productivity, compliance, and retention with the one mobile app that delivers task management, location audits, communications, mobile learning, crowd staffing and more. Improve Manager Productivity Enable fast, two-way communication, task audits, and workflows between admins, team leads, and employees. Improve Employee productivity. Ensure critical information is read. Instantly reach your whole team in a crisis event. Comply with new health and safety regulations with easy access to updated SOPs. Accelerate Training Share SCORM or xAPI videos help standardize processes, while follow-up quizzes confirm employees understanding. Overcome Language Barriers WorkJam can automatically translate in-line communications into your employees’ preferred language, helping you maximize understanding. Actionable Analytics Get up-to-the-minute data on who is engaged, trained, or completi

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Teams Yes 
ADP Enterprise HR No 
Aware No 
Dayforce No 
FORM OpX Yes 
Microsoft 365 Yes 
Microsoft Azure Yes 
Salesforce No 
Snappy No 
Tanda No 
Workday Extend No 
Workplace from Meta No 
intelliHR No 

Integrations

Microsoft Teams Yes 
ADP Enterprise HR Yes 
Aware Yes 
Dayforce Yes 
FORM OpX No 
Microsoft 365 No 
Microsoft Azure No 
Salesforce Yes 
Snappy Yes 
Tanda Yes 
Workday Extend Yes 
Workplace from Meta Yes 
intelliHR Yes 

Pricing Details

$25 per user per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 Yes 

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) No 
In Person No 

Vendor Details

Company Name

FORM.com

Founded

2002

Country

United States

Website

www.form.com/products/field-sales-management-app/

Vendor Details

Company Name

WorkJam

Country

Canada

Website

www.workjam.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

Employee Communication Tools

Activity / News Feed Yes 
Audio / Video Conferencing No 
Blogs No 
Chat / Messaging Yes 
Employee Directory No 
Event Calendar No 
File Sharing Yes 
Knowledge Management Yes 
Newsletter Management No 
Surveys & Feedback Yes 

Internal Communications

App Integration Yes 
Blogs No 
Chat/Messaging Yes 
Email Management No 
Employee Directory No 
Event Calendar No 
Newsletter Management No 
Photo Gallery No 
Social Sharing Yes 
Survey Management Yes 
Telephony No 
Video Chat No 
Voice Chat No 

Microlearning

Adaptive Learning No 
Asynchronous Learning Yes 
Built-In Course Authoring No 
Content Library Yes 
Evaluation Management No 
Gamification Yes 
Leaderboards Yes 
Progress Tracking Yes 
Quizzes Yes 
Rewards Management Yes 

Mobile Learning

Academic / Education No 
Asynchronous Learning Yes 
Blended Learning No 
Built-In Course Authoring No 
Certification Management No 
Content Management No 
Corporate / Business No 
Employee Training Yes 
Engagement Monitoring Yes 
Gamification Yes 
Media Management Yes 
Skills Tracking Yes 
Social Learning Yes 
Student Portal No 
Synchronous Learning No 
Testing / Assessments Yes 
Training Companies No 
Video Conferencing No 
Virtual Classroom No 
eCommerce No 

Retail Execution

AI / Image Recognition Yes 
Collaboration Tools Yes 
Data Collection Yes 
Inspection Yes 
Pricing / Placement Optimization Yes 
Product Education Yes 
Product Promotion Strategy Yes 
Retail Site Audit Yes 
Workforce Management Yes 

Task Management

Collaboration Yes 
Create Subtasks Yes 
Gamification Yes 
Gantt Charts No 
Mobile Access Yes 
Percent-Complete Tracking Yes 
Progress Tracking Yes 
Recurring Tasks Yes 
Reporting/Analytics Yes 
Spreadsheet View No 
Task Board View Yes 
Task Planning Yes 
Task Scheduling Yes 
Task Tracking Yes 
Time Tracking Yes 
To-Do List View Yes 

Team Communication

Activity / News Feed Yes 
Audio Calls No 
Calendar Management No 
Chat / Messaging Yes 
Discussion Threads Yes 
File Sharing Yes 
Mobile Access Yes 
Push Notifications Yes 
Search Yes 
Surveys & Feedback Yes 
Task Management Yes 
Video Conferencing No 

Alternatives

Alternatives

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