Field Sales professionals are the backbone of industries like Apparel, Consumer Durables, and Consumer Processed Goods (CPG). It takes a complex, well-orchestrated order-to-supply-returns chain to get those chip packets into stores and refresh them. Disconnected tools, manual entries, and updation of order data over calls lead to incorrect order bookings, revenue loss, supply chain issues, and dissatisfaction at all levels in the supply chain.
My team took on the challenge of solving this problem in Vtiger a few months back. And we did it entirely using our low-code platform VTAP. I am excited to announce that we now have full-fledged field sales capabilities in Vtiger CRM and a dedicated mobile application. If you have a field sales team, you absolutely need this.
Get in touch with us for a demo.
In the section below, you will find a brief overview of our product capabilities.
Vtiger’s new purpose-built Field Sales Add-on aims to solve the challenges faced by field sales reps by providing necessary tools to manage sales activities efficiently while working remotely.
It offers field sales reps an easy way to execute their routes, take orders, and provide feedback for businesses. Supervisors can create optimal beat plans, which automatically create routes for the sales rep. Beat plans can also be set as recurring at scheduled intervals (for example, every Monday).
The add-on includes a new mobile app built specifically for field sales reps of CPG companies. When a user opens the app, it displays the route for the day. Sales reps can start the route and navigate to the first store. The app automatically checks in when the rep is within the geo-fence radius of the store. Reps can take orders easily, view outstanding invoices, do surveys, do audits (take live pictures or videos showing product placements, etc.), and get signatures on orders. If reps find new stores on the route, they can add them to the system. Reps can spend more time with the staff instead of doing administrative work or losing time on the road on suboptimal routes.
For management and supervisors, the Field Sales Add-on provides insights via Order Analytics and Visit Analytics. They can see poorly performing stores and view the product placement in those stores (through audit data), and analyze reasons.
Field Sales App is built on VTAP and can be accessed via the Vtiger CRM Mobile app (available on iOS and Android stores).
Field Sales Add-on is available in One Professional and One Enterprise for a fee of $250 per instance. To learn more, please click here.