Bring Microsoft Dynamics 365 and Salesforce data to your sales team with Resco Field Sales+, a mobile solution designed to streamline field operations. This tool helps you manage customer data, track opportunities, and process orders directly from the field, improving productivity and customer interactions.
Field Sales+ is built with an offline-first design, ensuring that your team can access and update client details, orders, and sales reports even in areas without reliable internet connectivity. It’s ideal for sales professionals working in remote regions, urban areas with unstable networks, or on-the-go situations where staying connected is critical.
The solution offers features like route planning, automated reporting, customizable dashboards, and digital asset management to simplify sales workflows. These tools make it easier to handle leads, prepare quotes, manage inventory, and monitor performance in real time.
Resco Field Sales+ empowers your team to focus on closing deals and building customer relationships while maintaining seamless access to essential sales data.
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WEX FSM is an innovative cloud-based platform designed to enhance every facet of a contractor's operations, encompassing everything from scheduling and dispatch to invoicing, payments, reporting, and customer management. By integrating various workflow tasks, it allows technicians, office personnel, and clients to function within a unified system that features real-time location tracking, intuitive drag-and-drop scheduling, optimized routing for dispatch, and comprehensive customer history, which includes job details, equipment data, notes, and photos. The platform also facilitates the creation of quotes and proposals, management of pricing books, and provides immediate mobile invoicing and payment solutions. With capabilities for supporting recurring service plans, offering flexible financing options, and incorporating integrated payment processing, WEX FSM accelerates cash flow by minimizing delays associated with invoicing and collections. Furthermore, it offers seamless connectivity to accounting software like QuickBooks, extensive reporting and analytics tools for valuable business insights, and a dedicated mobile application that empowers field technicians to efficiently manage their tasks and receive payments on-site. This combination of features ensures that contractors can operate more efficiently and effectively in a competitive market.
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POP Check
Gather comprehensive details regarding the Site and Campaign, all of which are uploaded instantly. Each site visit and corresponding photo have their GPS locations recorded, allowing you to pinpoint the exact locations of all your assets. Schedule visits with specified start and end times while assigning these visits to specific Field Marketeers. Capture images and information in restricted environments, such as gas stations and venues with limited network access. Manage permissions to control who can upload photos, create campaigns, add sites, schedule visits, and manage users. Offer clients ‘read-only’ access so they can monitor their campaigns. Additionally, the app enables the on-site team to gather extra Survey details related to both the Campaign and the Site, with all data being uploaded in real-time. The Head Office teams benefit from an advanced web-based management system that allows them to organize Visits and oversee the activities of the on-site team efficiently, ensuring a streamlined workflow and effective communication. This comprehensive toolkit not only enhances accountability but also ensures that all aspects of the campaign are meticulously monitored and managed.
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SPOTIO
You can increase activity, set more appointments, and drive revenue with less effort. Spotio Mobile App helps your reps stay organized and productive in the field. This App Gives You the Visibility You Need to Improve Field Sales Performance and Get Real-Time Data. Your representatives will be able to keep track of all their appointments, tasks, routes, sales activities, lead notes, and other information. Automated data entry allows field reps to be more productive and focused in the field.
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