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features
design
support

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Write a Review

Description

Increase field sales by 20% and reduce admin time with the all-in-one sales automation solution. Perenso Field Sales provides technology that helps businesses sell better in the field. The platform offers an unmatched array of features to help reach the most people with the correct information to make the best deals, increase efficiency, and maximize sales. Perenso Field Sales is a sales execution platform that is suitable for corporate to enterprise-size wholesalers, manufacturers, or distributors selling to retail businesses. Bulk data import and export capabilities. Bulk content upload and auto-matching capabilities. Intuitive user interface for content search. You can email content directly from the app. You can create multiple calls in the diary at once. Interface for intuitive diary management. Repeat bulk scheduled calls. Access product content within an order To meet business needs, you can configure an order screen. Capture photos and make notes, then consolidate and combine reports on competitors. You can view progress and target goals at any time within the application. In-application, set targets for a wide variety of items.

Description

Enhance your team's efficiency on every journey and at any location with features designed for intricate routing, territory optimization, and real-time field updates. By utilizing route optimization and automatic logging of activity data, you can save valuable hours in planning, administration, and driving time. This allows you to concentrate on high-priority nearby leads and service appointments within each field opportunity. You can effectively prioritize and scale daily customer visits by leveraging essential business data, including lead value and account type. For those requiring advanced capabilities, upgrading to Salesforce Maps Advanced provides additional features for complex geo-visualization, enhanced route optimization, and robust analytics. Effortlessly integrate vital account and user information with the territory planning and assignment process for streamlined coordination. By eliminating tedious manual planning tasks, you can efficiently explore multiple scenarios with ease and agility. Additionally, territories can be balanced automatically based on the most relevant attributes, allowing you to strategically plan daily routes according to accessibility for your teams, thereby maximizing productivity and efficiency in the field. Furthermore, this holistic approach ensures that your workforce is always equipped to tackle challenges as they arise, fostering a more responsive and adaptable operational environment.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Collate No 
DEAR Inventory Yes 
MYOB Yes 
Microsoft Dynamics 365 Yes 
NetSuite Yes 
SAGE Yes 
SAP ERP Yes 
Tableau Yes 
Xero Yes 

Integrations

Salesforce Yes 
Collate Yes 
DEAR Inventory No 
MYOB No 
Microsoft Dynamics 365 No 
NetSuite No 
SAGE No 
SAP ERP No 
Tableau No 
Xero No 

Pricing Details

Monthly Subscription - Pricing varies
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
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 No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Perenso

Founded

1994

Country

Australia

Website

www.perenso.com

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/sales/mapping-software/

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Field Sales

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

Order Entry

Back Order Management No 
Customer Database Yes 
Inventory Management Yes 
Order Fulfillment No 
Order Management Yes 
Real Time Order Entry Yes 
Remote Order Entry Yes 
Shipping Management No 
Warehouse Management No 

Order Management

Back Order Management No 
Catalog Management Yes 
Inventory Management Yes 
Order Entry Yes 
Order Fulfillment No 
Order Tracking Yes 
Recurring Orders Yes 
Returns Management No 
Shipping Management No 
Special Order Management No 

Route Planning

Capacity Planning No 
Drag & Drop Scheduling Yes 
Driver Management No 
Emergency Dispatch No 
GPS Tracking Yes 
Performance Metrics Yes 
Route Costing No 
Territory Management Yes 

Sales Content Management

Audio / Video Recording No 
Audio File Management No 
Branded Sales Content Yes 
Centralized Sales Content Repository Yes 
Collaboration Tools No 
Content Recommendations No 
Email Management Yes 
Engagement Analytics No 
Interaction Tracking No 
Personalization Yes 
Sales Partner Management No 
Sales Training / Onboarding Yes 
Video File Management Yes 

Sales Enablement

Collaboration No 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management No 
Meeting Management No 
Performance Management Yes 
Presentation Management Yes 
Proposal Management No 
Territory Management Yes 
Training Management No 

Sales Force Automation

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

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Product Features

Fleet Management

Dispatch Management Yes 
Employee Management Yes 
Fuel Management Yes 
GPS Tracking Yes 
Incident Reporting Yes 
Inspection Management Yes 
Inventory Management Yes 
Maintenance Management Yes 
Mileage Tracking Yes 
Motor Pool No 
Routing No 
Tire Management No 
VIN Lookup Yes 
Work Order Management No 

Location Intelligence

Behavioral Analytics Yes 
Data Visualization Yes 
Demographic Data Yes 
Geocoding Yes 
Geofencing Yes 
Location Tracking No 
Predictive Analytics Yes 
Trade Area Analysis Yes 

Route Planning

Capacity Planning Yes 
Drag & Drop Scheduling No 
Driver Management Yes 
Emergency Dispatch No 
GPS Tracking Yes 
Performance Metrics Yes 
Route Costing Yes 
Territory Management No 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management No 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management No 
Meeting Management No 
Performance Management Yes 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

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