FieldKo

Field Sales and Marketing | Made Mobile | Made Simple

Retail Execution more efficient and accountable

Manage your field sales and marketing teams like a pro. Leverage check in, drag and drop calendar management and processing orders all from your mobile device using salesforce1.

Utilising the geolocation with full Google maps integration, route optimization, your reps can become more efficient and productive though out their day.

  • Plan: Manage Account planning and team activities. Map your day and optimize your time. Set team Objectives and KPIs

  • Execute: Check In to Accounts, Conduct in-store surveys, training and process orders.

  • Report: Instant access to real time information. Custom dashboards on key data and Analytics on field performance

Field Reps get one-glance view of their day's schedule and the activities that need to be performed on the field. Field Reps leverage geolocation, route optimization, check in, drag and drop calendar management to perform their activities efficiently

All data captured in the field is available real-time to the managers back in the office. Managers get a full view of the activities performed in the field and have full control and visibility.

 

Start your day with FieldKorqebmagtue7etrw8dsh2.png

 

View 'day at a glance' including activities pushed from head office
Access complete Account information
View and track Objectivities and KPIs
Collaborate with every member of the team all in real time with Chatter
 

Tasks & Surveys

Custom Tasks, Surveys and Questions

Point and click creation of custom tasks and surveys
Choice of survey question types including: free text, checkbox, multiple choice, date and even photos
Report on across any question response

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Dynamic Surveys with Dependent Questions

Create custom surveys that support different answer trees
Set next level questions to be dependent upon prior answers
Track more complex responses

 

 Place Order

 

Generate Orders directly from a Visitplace_orders.png
Add and edit individual product line items
Support for custom Products and Price Books
Signature capture directly on the mobile device
Generate and send Order confirmation as a PDF
Integrate with your backend ERP

 

 Capture Signature 

Track and capture signatures from within a survey directly on your mobile device
Drive improved survey compliance
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 Product Ranging 

Capture product ranges available in the store
Capture Quantities of each product available 
Filter by product categories
Capture only the differences from last ranging to make it faster
Report on Product Distribution across stores

 

 

What's included?

For full access to the FieldKo app, Mobile app on a no-obligation free trial visit fieldko.com

Available on iPad and Android tablet 

Download your free FieldKo Trial

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Enabling reps to get their jobs done and managers access key data

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