Best CRM Software for Field Sales

Why I Like It

As I delved into SalesRabbit, I found it one of the best CRM for field sales reps. The cloud-based platform and mobile app offer a seamless experience. It doesn’t matter if I’m managing leads, conducting presentations, or optimizing my territory on the go.

Most Important Features for Field Sales

Canvassing Feature

The ability to manage territories intelligently and quickly is a game-changer. With SalesRabbit’s canvassing feature, I can create custom areas, assign territories, and optimize route planning. All within one solution. This makes it one of the best CRM apps for field sales. 

Unmatched Visibility for Lead Generation and Management

SalesRabbit provides reliable data for lead generation. It allows me to organize and optimize leads efficiently while on the move. The DataGrid AI feature works with machine learning. It identifies the ideal customer profile, giving me unparalleled insight into potential leads.

Scheduler

Effortless appointment management is essential for field representatives. SalesRabbit delivers. The user-friendly interface, integrated with Google or Outlook calendars, allows for quick appointment adjustments. It ensures I never miss a meeting.

Real-Time Collaboration

On the fly, booking appointments for team members is easy with SalesRabbit’s real-time collaboration feature. This promotes teamwork and ensures everyone is on the same page, even remotely.

Why I Like It 

After exploring Salesforce Maps, I appreciate its powerful capabilities in mapping CRM data. Its seamless integration with Salesforce and intuitive interface make it a valuable tool for field professionals like myself.

Most Important Features for Field Sales

Mapping / Geocoding

Salesforce Maps allows me to visualize customer, prospect, and competitor locations on a map, providing valuable insights into geographic trends and opportunities.

​​Data Visualization

I can map customer locations, regions, and market trends using Salesforce Maps’ robust data visualization features. I can make better decisions by gaining insightful knowledge about client dispersion, performance, and regional patterns through the use of data visualization on a map.

Route Planning

With route planning functionality, I can optimize my schedules and routes to book more appointments and maximize my time in the field, ultimately increasing productivity.

Territory Management

The software’s territory management feature enables me to effectively define and manage territories, ensuring that leads are distributed strategically among team members.

Lead Generation

Salesforce Maps empowers me to generate leads by identifying nearby customers and opportunities in the field, allowing me to capitalize on every potential opportunity.

Why I Like It 

After immersing myself in Geo Rep for hours, I admire its comprehensive features. These make it one of the best CRM for field service. As a field professional, I appreciate how Geo Rep bridges the gap between the office and the field, providing precise planning, optimized direction, and critical insights to enhance the sales process.

Most Important Features for Field Sales

Scheduling

Geo Rep provides advanced scheduling tools that enable me to efficiently manage field rep schedules, appointments, and routes. This feature helps me optimize routes, minimize travel time, and maximize customer face time, ultimately improving productivity and sales effectiveness.

Route Planning

Geo Rep’s route planning feature is a game-changer for field sales teams. It allows me to optimize my routes, prioritize leads based on proximity, and navigate efficiently to maximize my time on the road.

Territory Mapping

The ability to map territories seamlessly is essential for effective field reps management. With Geo Rep, I can create custom territory maps, strategically allocate resources, and ensure optimal coverage of target areas.

Sales Performance Management

Geo Rep offers robust performance management tools, including performance dashboards and sales rep tracking. These features enable me to monitor my progress, identify areas for improvement, and stay on track to meet my sales targets.

Presentation and Forms

The digital contracts and e-signature functionality in Geo Rep streamline the sales process. I can create and customize digital contracts, collect signatures on the spot, and eliminate paperwork, leading to faster deal closures and improved customer satisfaction.

Why I Like It

Exploring Skynamo for days has revealed its versatility and efficiency as an all-in-one field reps platform. From seamless order capturing to robust customer relationship management, Skynamo empowers teams like mine to focus on what truly matters: building relationships and driving sales.

Most Important Features for Field Sales

Mobile App for Field Reps

Skynamo’s mobile app revolutionizes field sales by leveraging GPS technology to automate administrative tasks, enhance productivity, and improve customer service. As a field sales rep, I appreciate how Skynamo streamlines order capturing and allows me to dedicate more time to nurturing customer relationships.

Web App for Managers and Office-based Sales Support Teams

Managers and office-based support teams find great value in Skynamo’s web app, which offers web-based desktop access. With real-time activity updates and thorough performance reports, Skynamo gives managers the knowledge they need to maximize team effectiveness and spur sales development.

Route Planning

In the field, optimizing prospects requires effective route planning. I can get map instructions, maximize my time on the road, and optimize sales routes with Skynamo, which will improve my productivity and sales results.

Custom Reports and Dashboards

Skynamo offers customizable reporting and dashboard features that provide valuable insights into performance, territory metrics, and customer interactions. These reports can be tailored to specific business needs, enabling me to analyze data and make informed decisions to drive growth.

Goal Setting and Tracking

Skynamo allows me to set goals and track progress toward achieving them. Setting clear objectives and monitoring performance metrics will enable me to stay motivated and focused on reaching my targets. This feature promotes accountability and helps me stay on track to meet my objectives.

Sales Performance Management

Skynamo’s robust performance management tools, including performance dashboards and rep tracking, provide invaluable individual and team performance insights. These features empower me to monitor my progress, identify areas for improvement, and effectively achieve my targets.

Why I Like It 

Badger Maps is the ultimate route planner for field reps and teams. Its intuitive interface and robust features empower salespeople like me to effortlessly map prospects and customers, discover new leads, and take notes on the go. 

The efficiency gains are undeniable; with Badger Maps, I’ve experienced a significant reduction in driving time while achieving higher volumes. Moreover, its seamless integration with various CRMs enhances my productivity by making my CRM mobile.

Most Important Features for Field Sales

Territory Mapping

Badger Maps’ territory mapping feature is a game-changer for field sales reps CRM. It enables us to create and customize territories strategically, ensuring optimal coverage and efficient operations. This functionality allows me to allocate resources effectively and maximize my sales potential within my assigned territory.

Route Planning

Efficient route planning is crucial for field success, and Badger Maps excels in this aspect. It prioritizes leads, optimizes routes, and provides precise map directions, allowing me to navigate my territory efficiently. 

By leveraging Badger Maps’ route planning capabilities, I’ve streamlined my process and minimized travel time, ultimately increasing my productivity and closing more deals.

Lead Priority Management

Badger Maps prioritizes leads based on customizable criteria, ensuring I focus on high-potential opportunities within my territory. This feature helps me allocate my time and resources efficiently, resulting in a more targeted approach to sales prospecting.

Mobile Note-Taking

With Badger Maps, I can take notes using the mobile app, ensuring I capture important details and insights during customer interactions. This feature enhances my ability to stay organized and informed, facilitating better follow-up and customer relationship management.

Activity Tracking

Badger Maps allows me to track my sales activities and engagements in real time, providing valuable data on my performance and progress. By monitoring my activities, I can identify patterns, trends, and opportunities for improvement, ultimately driving greater effectiveness.

Sales Performance Management

I can successfully track my performance and advancement because of Badger Maps’ extensive performance-tracking capabilities. I have access to insightful data through sales rep tracking and performance dashboards, which enable me to pinpoint problem areas and enhance my sales tactics. 

I can maintain my targets and promote ongoing performance improvement with the help of Badger Maps.