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INTELLIGENT GUIDANCE, ACCELERATED RESULTS

AI for Field Sales: Turn New Reps into Top Performers

Transform field sales training with intelligent guidance that reduces onboarding time. SPOTIO’s AI assistant provides instant access to your sales playbook, real-time pricing updates, and step-by-step process guidance—helping every rep sell like your best performer.

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Achieve Peak Performance with AI-Powered Guidance

REDUCE RAMP TIME

Onboard New Sales Reps Faster

Eliminate guesswork and reduce training time with on-demand, step-by-step guidance. SPOTIO AI empowers new team members to learn processes and master the platform faster, so they can start selling sooner.

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BOOST REP PRODUCTIVITY

Spend Less Time Searching and More Time Selling

Give your reps instant access to product specs, pricing, and messaging templates directly within their workflow. Less time hunting for information means more time in front of qualified prospects and customers.

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PROMOTE TEAM-WIDE CONSISTENCY

Standardize Processes and Messaging Across Your Team

Ensure every rep uses the right messaging, follows the correct process, and quotes accurate pricing. SPOTIO AI acts as your single source of truth, pulling answers from your company’s own sales collateral.

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Trusted by Top-Performing Field Sales Teams

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Your AI Sales Coach Never Sleeps

SPOTIO AI puts a comprehensive sales knowledge base at your team’s fingertips. Get instant support and data-driven guidance to master every step of the sales process.

Instant Knowledge Base

Get immediate, clear answers to any “how-to” questions about using the SPOTIO platform. Our AI searches the entire knowledge base in seconds to provide step-by-step instructions so your reps never get stuck.

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The Difference Between Generic AI and SPOTIO AI

Unlike generic AI tools, SPOTIO AI is purpose-built for the unique speed and challenges of outside sales. It’s an integrated assistant that understands your team, your processes, and your goals.

Generic AI provides generic answers. SPOTIO AI securely ingests your specific sales collateral to become a true expert on your business. Reps get instant, accurate answers that are always aligned with your brand and strategy.

App switching kills momentum. Our AI assistant is built directly into the SPOTIO platform, so reps can get answers without ever leaving their workflow. Whether they’re planning a route or logging a visit, instant help is just a query away, keeping them focused and productive.

The best opportunities don’t always happen between 9 and 5. SPOTIO AI provides reps with immediate, step-by-step guidance when they need it. Eliminate bottlenecks and empower your team to solve problems and find answers instantly, without waiting for a manager.

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Integrated Sales Engagement Platform. Not Just a Plug-In.

Leverage SPOTIO as your comprehensive system for action and record-keeping. Seamlessly integrate with your CRM for complete visibility without the hassle of switching between tools.

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Accelerate Every Sale with SPOTIO
Enhanced by AI

SPOTIO is the comprehensive platform designed to optimize every aspect of your field sales process. Our AI assistant is now built directly into these core tools, making them even more powerful and intuitive.

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Mobile App

Boost sales productivity in the field

Use a central hub for leads, routes, and activity capture – built for field reps.

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Activity Tracking

Capture sales interactions in real-time

Complete field activity capture with location verification and one-tap logging.

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HighValue Prospects
Lead Management

Identify and convert high-value prospects

Qualify, prioritize, and track leads throughout your sales process.

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Territory Management

Allocate coverage for maximum revenue

Create boundaries, assign reps, and control lead access by territory.

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Route Optimization

Optimize routes to maximize selling time

Maximize daily visits while minimizing travel time and fuel costs.

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Sales Prospecting

Find & prioritize prospects by sales territory

Location-based prospecting with qualification data to build pipeline.

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Pipeline Management

Track deal progression through close

Visualize opportunities from first contact through final sale.

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Task Automation

Streamline repetitive admin work

Complete data entry, follow-ups, and updates from the field.

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Sales Intelligence

Transform data into revenue insights

Analyze performance patterns and identify growth opportunities.

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Data-driven Insights

Track the KPIs that drive revenue growth

Connect daily activities to sales outcomes using the metrics that matter most to you.

Performance Analytics
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Sales Coaching

Empower every rep to be a top performer

Use performance data to guide training and skill development.

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Sales Leaderboards

Foster success with healthy competition

Motivate reps with real-time performance rankings and visible goals.

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Integrations

Connect with your existing tech stack

Sync seamlessly with CRMs, calendars, and other sales tools.

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Put An AI Field Sales Assistant In Your Pocket

Discover how instant answers and on-demand support can transform your team’s productivity and drive more revenue.

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Our Success Stories

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If you want to know how your salespeople are doing, there’s not a better tool on the market. I truly believe that.

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Mike Shirley
Chief Sales Officer @ HomePro

HomePro is a premier provider of home technology that partners with residential builders to create custom solutions for home buyers during the sales process. HomePro has been very successful with steady year-over-year growth. On average, the company installs top-of-the-line smart home technology and security systems in over 30,000 homes per year.

The Problem:

Due to increased partner and consumer demand, HomePro was growing rapidly. This growth was good for revenue, but made it difficult for the sales team to keep up with the huge influx of demand using their existing process and CRM. This situation led to a variety of challenges that needed to be solved:

  • Lack of visibility for leadership to see field activity
  • Upset customers from missed appointments or follow-ups
  • Difficult to keep reps accountable for assigned leads
  • CRM data became inaccurate because of a lack of timely updates
  • Existing process was manual, time consuming, and created confusion for sales
  • Difficult to identify issues and opportunities in the process or team members

The Solution:

ACTIVITY TRACKING & AUTOMATION

The SPOTIO mobile app made it easy and fast for reps to organize their appointments, provide status updates and meeting notes, and automate tasks and communications to their prospective customers.

MULTI-CHANNEL COMMUNICATIONS

By adopting SPOTIO’s multi-channel communications (MCC), HomePro reps could call, email, and even text directly from the app, while providing a detailed conversation history on every lead for future review.

DIRECT CRM INTEGRATION

Connecting SPOTIO directly with their existing CRM made it drastically easier and faster to update records for reps, which ensured system data was entered more timely and accurately than ever before.

PIPELINE VISIBILITY

More accurate and timely reporting meant that sales leaders could finally see how the process and team members were performing, easily identify issues or opportunities for improvement, and provide better individual coaching.

Mike Shirley
Chief Sales Officer @ HomePro

“If you want to know how your salespeople are doing.

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Jennie Nichols
Chief Sales Officer

If you want to know how your salespeople are doing, there’s not a better tool on the market. I truly believe that.

Jennie Nichols
Chief Sales Officer

“If you want to know how your salespeople are doing, there’s not a better tool on the market. I truly believe that.”

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Shirley Mike
Chief Sales Officer
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Field Sales Intelligence Hub

Explore these resources to learn more about building a data-driven, high-performing outside sales team.

FAQs

Find answers to common questions about SPOTIO AI and how it can benefit your team.

SPOTIO AI can access two main sources: the complete SPOTIO knowledge base for platform-related questions, and your own company’s uploaded sales collateral. This can include pricing sheets, product specs, messaging templates, and process documents.

Yes. Your proprietary sales collateral is securely stored and is only accessible to your authorized users. It is not used to train models for any other SPOTIO customer.

SPOTIO AI acts as an on-demand coach, providing instant, step-by-step answers to their questions. This significantly reduces the time it takes for them to learn your sales process and the SPOTIO platform, helping them become productive faster.

Yes. You have full control over the sales and product documents you upload, ensuring the AI assistant provides answers that are perfectly aligned with your current strategies, messaging, and pricing.

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