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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

FieldSense is an automation solution for field forces that combines a smart workflow with organizations that have a large field force. It allows businesses to track their field staff in real-time to ensure smooth operations. It provides instant updates to facilitate effective communication and coordination between field forces and managers. It offers comprehensive reporting and analysis, providing actionable insights to help make informed decisions. FieldSense has streamlined more than 2000 organizations in 85 countries, by digitizing their workflow.

Description

Detect and eliminate duplicate contacts, companies, and deals across various fields while efficiently merging them in bulk. This process includes generating CSV reports, establishing adaptable criteria for determining the master record, a preview feature, and automation capabilities. Enhance personalization efforts by standardizing job titles, addresses, industries, and other text fields. Utilize consistent data to segment and initiate targeted marketing campaigns. Import data from CSV files using predefined templates and flexible update options to prevent the creation of duplicates or the loss of critical information. Prioritize cleansing the data prior to importation by identifying and rectifying incomplete, incorrectly formatted, or inaccurate entries. Eliminate redundant data, fake email addresses, invalid phone numbers, and other erroneous information. Perform bulk updates on records and fields through various functions, such as converting names to proper case, removing excess whitespace, and formatting phone numbers. The easy ETL process allows for a comparison of CSV files against existing records in your database, aligning rows to records based on any specified field(s) to uncover both matches and gaps in your data. This approach eliminates the need to export to CSV and struggle with complex VLOOKUP operations, IDs, and SQL queries, thereby streamlining data management significantly. With these tools at your disposal, maintaining clean and accurate data becomes a more manageable task.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Marketo Engage No 
HubSpot CRM No 
HubSpot Customer Platform No 
Intercom No 
Mailchimp No 
Pipedrive No 
Salesforce No 
Zendesk No 

Integrations

Adobe Marketo Engage Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Intercom Yes 
Mailchimp Yes 
Pipedrive Yes 
Salesforce Yes 
Zendesk Yes 

Pricing Details

$6 per user per month
Free for up to 20 users. 17% discount available on annual plan.
Free Trial No 
Free Version Yes 

Pricing Details

$5 per month
Free Trial Yes 
Free Version Yes 

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 No 
iPad App No 
Android App No 
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 No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

QLC

Founded

1995

Country

India

Website

www.fieldsense.in/

Vendor Details

Company Name

Insycle

Founded

2016

Country

United States

Website

www.insycle.com

Product Features

Field Sales

Activity Tracking Yes 
CRM No 
Channel Management No 
Collaboration Tools Yes 
Controlled Access Yes 
Dashboard Management Yes 
Expense Management Yes 
Fast Estimates No 
Inventory Management No 
Invoices No 
Lead / Opportunity Management No 
Online Payments No 
Order Management No 
Quoting No 
Reporting / Analytics Yes 
Route Optimization Yes 
Territory Management No 
Time Tracker Yes 
Visit Scheduling Yes 
Workflow Management Yes 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing No 
Field Sales Management Yes 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Product Features

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

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