Activity Tracking
Capture sales interactions in real-time
Complete field activity capture with location verification and one-tap logging.
Results Across Our Customer Base
46
%
Average increase in rep activity
23
%
Average increase in total sales revenue
14
%
Average decrease in team turnover
The Field Sales Problem Every Operator Faces
Every business built on a large outside sales team shares a version of the same challenge. The team is expensive — compensation, vehicles, benefits, and management overhead make field sales one of the heaviest line items on the P&L.
And yet, in most organizations, a small percentage of reps and teams are producing at the level that justifies that investment. SPOTIO’s 2026 State of Field Sales research found that only 19% of field sales teams achieve sustainable success — strong quota attainment paired with healthy rep retention. The gap between top performers and the rest is rarely just effort. It’s data, process, and the ability of leadership to align on a world class process — and replicate it across the organization at scale.
Operators and Board Members are forced to make massive decisions while essentially flying blind:
- No line-of-sight into what reps are actually doing in the field
- No way to identify which activities and behaviors actually close deals
- No system to enforce the right process across a distributed team
- No data to support board-level decisions about headcount, territory, or investment
Trusted by Growth-Focused Field Sales Organizations
A Message from Our President
Scott Shapiro has spent his career leading PE and VC-backed SaaS organizations through successful exits. Before that, he led world-class field sales teams — and before that, he was at the top of those teams’ leaderboards as a rep himself. He joined SPOTIO because he recognized something most operators already know but rarely say out loud: the field sales problem is universal, and the tools to solve it have been built for the wrong people.
“We are not a traditional CRM, which is purely a system of record. SPOTIO is a system of action — it’s not just where the work gets reported, it’s where the work happens.” — Scott Shapiro, President, SPOTIO
Not a CRM. A System of Action.
Your portfolio companies may have a traditional CRM. Here’s why that’s not enough.
A CRM is a system of record. It benefits administrative and behind-the-desk functions, it’s expensive, provides no direct ROI, and — if you ask the reps — they don’t want to use it. It’s an expensive database of lagging indicators. It doesn’t drive what happens next, and simply put, it doesn’t help teams sell more.
SPOTIO is mobile-first technology in the hands of every field rep, driving every move they make and giving every leader visibility into what is happening and what needs to change. The difference between a company running SPOTIO and one without it is the difference between an operator who is making the news and one who simply reports it.
| Traditional CRM |
|
|---|---|
| System of record | System of action |
| Built for desk-based teams | Built for field reps |
| Reps log activity after the fact | Reps log with one tap, in the field |
| Reports on what happened | Drives what happens next |
| Cost center | Revenue line item |
| Low rep adoption | Designed for rep workflows |
A Direct Lever for Your Value Creation Thesis
When you acquire a business fueled by field sales, the value creation thesis almost always includes the same four goals. SPOTIO is a direct lever for all of them.
More productive reps, more activity, more bookings. SPOTIO gives every rep the structure to perform like your best rep — and gives leadership the data to make it happen faster.
Optimized territory coverage, better headcount efficiency, and a clearer picture of where reps are spending their time — so leadership can make smarter decisions about coverage and capacity.
Pipeline visibility that supports financial forecasting and board reporting. Stop guessing what’s in the field — start knowing.
SPOTIO ensures growth rate and profitability are maximized. Its impact is direct and massive from the standpoints of revenue ROI for the company and overall IRR for the firm. SPOTIO is mission critical when it comes to driving optimal outcomes.
Give Your Portfolio Companies Complete Field Sales Visibility
SPOTIO delivers operators the two things they need most — visibility into what activities actually drive revenue, and the tools to build a scalable sales process across the entire team. From onboarding to quota, every part of the platform is built for the operators running the business and the investors measuring it.
Built for the Industries You Invest In
SPOTIO is deployed across growth-focused field sales organizations in the industries where outside teams drive organic revenue. If your portfolio companies rely on reps in the field, SPOTIO was built for them.
Roofing & Storm Restoration
High-velocity D2D teams working storm-affected territories and seasonal markets.
Works With Your Current CRM, No Switching Required
Your portfolio companies already have a tech stack. SPOTIO doesn’t replace it — it makes it work for the field and transforms it from a cost center to a profit center.
Reps work in SPOTIO. All their activity — visits, calls, notes, stage changes — syncs in real time to Salesforce and HubSpot through native bi-directional integrations. Additional CRMs connect via Zapier; sync frequency depends on your Zap configuration. No double data entry, no switching between systems, no disruption to the infrastructure you inherited at acquisition.
Results From the Field
