Elevate Your Field Sales Performance

Managing distribution across diverse retail environments is complex. FieldPro Sales uses AI-powered tools to simplify field operations like order management, improve efficiency, and help you grow your business

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Trusted by 200+ organizations

A mobile first software to improve your sales execution

A CRM designed for field teams

Access and update customer information on-the-go, right from your mobile device. Make smarter sales decisions with all relevant data available anytime, anywhere.

With our Mobile CRM, updates on customer interactions are immediate, ensuring everyone in your team has the most recent and relevant information. Share SMS with your customers to keep them up to date.

Launch map navigation, directly call, or schedule visits with customers from within the app, keeping all your communications organized and easily accessible.

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Organise your field team work

GPS Tracking: Monitor your field sales team in real-time with GPS tracking, and ensure they visit the customers with the geo check in and check out.

Detailed Reports: Get detailed reports of each merchandiser and sales representative's activities, helping you identify high performers and areas that require improvement.

Team Management: Enhance team coordination with better scheduling, route planning, and task assignment features, leading to improved productivity.

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Digitise all your sales and merchandising activities to gain in efficiency

The digitization of sales and merchandising activities has been significantly enhanced by the use of field sales software, which includes features such as mobile workforce management, CRM, sales automation, route optimization, lead generation, and sales enablement. Digitizing these activities can also strengthen the sales pipeline by improving processes and helping to close more deals.

Direct Sales App for Field Reps & Van Sales Teams

For small scale distribution where stock is carried directly by your sales reps on vehicles. Record sales done on the move. Monitor stock dispatch and position. Manage payment collection. Leverage AI for recommendations on stock to load.

Automated Order & Delivery Fulfillment

With our Order Management System, automate your secondary sales process, from preorder booking, approval to deliveries. Manage debt levels. Create smart assignment of deliveries.

No Code Workflow Builder for Field Sales Teams

Thanks to our no code workflow builder, customize the steps in the customer visit to structure it properly, from preparation to analytics review and execution. Define custom data collection questionnaires to digitize all your field activities, even offline.

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Perfect Store Execution

Record the key information at the customer in terms of product and merchandising presence to measure your Numerical Distribution and Trade Marketing Execution. Measure Trade Asset Productivity and capture pictures as proof of execution.

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eB2B Retailer App for Seamless Ordering and Delivery

Empower your retail network to place orders, track deliveries, and engage with your brand. FieldPro Direct streamlines ordering, merchandising, and loyalty programs in one easy-to-use mobile app — even offline.

Real-time sales performance dashboards

FieldPro Sales incorporates customisable Business Intelligence Reports on the web and mobile apps to help you monitor critical KPIs and make informed choices in real time

Assess operational efficiency and cost-effectiveness

Gauge progress toward goals

Analyze your sales team activity and performance KPIs through dynamic dashboards and graphs that can be filtered on multiple dimensions, per user, team, territory, customer type, etc.

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Work smarter with our innovative modules

Our innovative modules are designed to streamline your workflow and enhance efficiency. These modules play a crucial role in maximizing productivity by empowering field sales teams with the tools and solutions they need to drive revenue and improve overall performance

Boost your field sales with our AI-powered sales recommendation engine

Leverage algorithms to suggest orders based on purchase history, similar customer profiles, etc.

Smart visit scheduling for field sales teams

On the web or mobile apps, see the visits to be done for a day, follow their completion status in real time. Sync the visits with your corporate calendar (Office and Google).

Field sales route planning & optimization

Benefit from our algorithms to generate optimal routes for your sales reps in terms of customers activity. Leverage our real time Google Maps integration to define the best order of visit based on traffic and distance.

Optimizing routes can also help win market share by ensuring your field sales team reaches more customers efficiently.

eB2B Retail order management platform

Enable your retailers to place orders directly, perform self merchandising scan of their shelves, view their loyalty incentives, share feedback and receive communication, etc.

eB2B Retailer App for Seamless Ordering and Delivery

FieldPro Sales benefits everyone

FieldPro Sales has been designed to benefit everyone in your ecosystem, through transparent relationships and structured interactions. The software contributes to field sales success by enhancing productivity and performance, helping representatives maximize revenue and streamline operations.

Plan Visits and record Sales Efficiently

Access all Customer Information

Saves time in admin tasks and transport

Access key team performance reports anytime via the mobile app

Monitor field teams in real time with live location tracking

Log team management activities directly from the field

Optimise customer portfolio assignment

Manage Sales Teams in their Territory

Identify opportunities

Manage Orders and Stocks

Analyse Customer Dynamics

Gets regular and quality visits

Gets informed about new products

Benefit from loyalty programs

Hear it from our client

FieldPro Sales

I am very happy to count on Optimetriks as our IT partner for our sales digitisation effort. I appreciate their reactivity in rolling out software solutions that are relevant for us, that produce the right analytical data to understand our distribution at a granular level.

Ziobeieton Yeo

General Manager, FanMilk West Africa

Frequently asked questions

What is Sales Force Automation (SFA) and how is it beneficial?

Sales Force Automation (SFA) is a powerful software solution designed to automate the administrative tasks within the sales process.

By leveraging SFA, sales teams can shift their focus from mundane tasks to high-value activities that drive revenue growth. As a crucial component of a Customer Relationship Management (CRM) system, SFA helps businesses streamline their sales processes, improve sales productivity, and enhance customer relationships.

This automation not only saves time but also ensures that sales professionals can dedicate more effort to building meaningful customer relationships and closing deals.

How can Sales Force Automation improve my team's efficiency?

With FieldPro Sales, automate repetitive tasks, streamline visit schedules, and gain real-time insights, boosting your sales force's productivity.

How can Sales Force Automation improve my team's efficiency?

FieldPro Sales stands out in the field sales automation market with its comprehensive suite of tools designed for field activity tracking and reporting. Our platform is user-friendly and leverages AI technology to provide real-time insights and automated workflows, ensuring your sales operations are not only efficient but also highly effective.

How does FieldPro Sales integrate Sales Force Automation?

FieldPro Sales incorporates advanced Sales Force Automation tools, simplifying tasks like data entry, customer engagement, and performance analysis for an efficient sales cycle.

Is FieldPro Sales' Sales Force Automation mobile-compatible?

FieldPro provides features like incentive tracking, real-time feedback, and comprehensive performance analytics, motivating agents to consistently deliver their best.