FieldPro Sales: Elevate Your Field Sales Efficiency with Our Mobile-First App

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.
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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

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

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

Direct Sales

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

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Orders Management

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

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Customer Visit Workflow

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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Retail Merchandising Audits

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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FieldPro Sales help you grow your activity and save time

Real Time Performance Reports

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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Integrate with your ERP

Leverage our APIs to connect FieldPro with your ERP easily. Synchronise the list of customers, products, stock levels and orders seamlessly. Fully digitise your end to end operational processes for optimal productivity.

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Work smarter with optimised routes and visits schedules

Schedule Customer Visits

Through the web or the mobile app, plan customer visits at specific time to ensure the days are filled in efficiently.

A visual Agenda

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).

Dynamic Route 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.

Interactive Territory Management

Visualise on our map the presence of your customers and the sales territories. Organise your coverage and customer portfolio assignment among your sales representatives so that the transport time is minimized.

"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?

Agent Network Management involves overseeing, training, and supporting a network of agents, typically in sectors like banking, insurance, or telecom, to ensure effective service delivery and operational efficiency.

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 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.

A simple Sales Force Automation software

Trusted By

A mobile first software to improve your sales execution

A CRM designed for field teams

Organise your Field Team Work

Digitise all your sales and merchandising activities to gain in efficiency

FieldPro Sales help you grow your activity and save time

Real Time Performance Reports

Integrate with your ERP

Work smarter with optimised routes and visits schedules

FieldPro Sales benefits everyone

Sales Admin

Sales Manager

Field Sales Representative

Customer

"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."

Frequently Asked Questions

Manage your Field Sales Digitally