Field
Field Sales Automation
Field teams are difficult to monitor and plan.
Business Impact
30% more productive visits per rep per week.
Capabilities
What Field Sales Automation does
Beat & journey planning
AI route optimisation
Geo-fenced check-in
Field order capture
Business card scan
Problem
Field teams are difficult to monitor and plan.
Solution
Native Salesforce module — field sales automation with zero middleware.
Outcome
30% more productive visits per rep per week.
FAQ
Frequently asked questions
Is Field Sales Automation built on Salesforce?+
Yes. Field Sales Automation is a 100% Salesforce-native module that uses standard Salesforce objects, flows, and security.
Does it integrate with our ERP?+
Yes — SAP, Tally, QuickBooks, Oracle, Microsoft Dynamics and custom ERPs are supported.
How long does Field Sales Automation take to implement?+
Most customers go live in 4–8 weeks depending on data migration and integration scope.
Can Field Sales Automation be customised?+
Yes. It is built configuration-first on Salesforce — fields, flows and approvals are easily tailored.
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