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MORE TERRITORY COVERAGE, MORE REVENUE

Field Sales Platform for Business Services Sales Teams

Business services sales teams need specialized tools that understand consultative selling and long-term client relationships. SPOTIO accelerates field sales with smart territory management, verified client visits, and real-time pipeline visibility to maximize deal flow and close accounts faster.

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Trusted by Top-Performing B2B Field Sales Teams

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Proven Results for Field Sales Organizations

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  • 46%
    Average Increase in Sales Productivity
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  • 23%
    Average Increase in Sales Revenue
  • 16%
    Average Reduction in Team Turnover

From Visibility Gaps to Performance that Scales

Traditional desktop solutions miss the field activity that drives growth. Streamline activity capture across your business services sales team, turning visibility into productivity and productivity into revenue.

  • See What’s Actually Happening
    Location-verified activities show you real field results instead of delayed CRM updates. When reps log visits with one tap, GPS coordinates and timestamps provide location verification. Coach based on documented activity, not assumptions.
  • Save Time on Route Planning and Admin Work
    Eliminate the hours field sales reps spend on manual territory planning, inefficient multi-stop routes, and data entry. Route optimization and one-tap activity logging give them more time with high-value accounts.
  • Turn Territory Coverage into Account Wins
    When you see complete territory activity and reps work efficiently, sales growth follows. Spot account expansion opportunities, coordinate multi-touch strategies, and turn consistent field coverage into predictable revenue from your accounts.
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One Platform For Your Entire Revenue Team

Sales leaders need field visibility, reps need more selling time, and RevOps needs clean data. SPOTIO gives each team what they need to hit their goals.

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Sales Leaders

See Every Activity

Know exactly what your reps are doing in the field. Coach what works and fix what doesn’t.

Sales Manager Platform
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Field Reps

Close More Deals

All prospect info at your fingertips: capture notes, log visits, and focus on selling instead of data entry.

Sales Rep Platform
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RevOps

Get the Data You Need

Accurate sales activity data that flows directly to your CRM – no lead left behind.

Sales Operations Platform

Track Performance. Drive Revenue.
Scale Success.

From AI-powered assistance to best-in-class mobile access, every part of the SPOTIO platform is designed to improve business services sales execution.

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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.

Sales Activity Tracking
HighValue Prospects
Lead Management

Identify and convert high-value prospects

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

Sales Lead Management
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Territory Management

Allocate coverage for maximum revenue

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

Sales Territory Management
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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.

Sales Task Automation
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SPOTIO AI

Guidance from your field sales co-pilot

Access intelligent guidance for how-to questions and your sales process.

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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.

Sales Coaching
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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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Works Seamlessly with the Tools You Already Use

SPOTIO connects to your existing CRM and tools, so your field data automatically flows where it needs to go. No rip-and-replace, no training headaches—just better data in the systems you’re already using.

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See How Top Teams Are Winning in 2025

Winning deals is getting harder—40% of experienced reps say so. Get our latest State of Field Sales Report for insights from 500+ field sales professionals on what’s working now, from deal strategies to technology choices that drive results.
Get Your Copy Today

5th Edition State of Field Sales

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How Wholesale Payments Unified 500 Sales Reps and Drove Growth

Wholesale Payments is a nationwide merchant services business with 500 independent field sales reps. Despite their growth across all 50 states, fragmented processes and limited visibility into rep activity were limiting their revenue potential. By adopting SPOTIO, they experienced:

  • Accelerated Team Performance
    Universal adoption by top producers drove measurable sales growth, while centralized pipeline management unified appointments, follow-ups, and lead stages in one platform. SPOTIO became a “game changer” for new rep onboarding, enabling faster time-to-productivity.
  • Reduced Operational Waste
    Data-driven dashboards eliminated lead duplication and provided targeted coaching opportunities for struggling reps. Optimized route planning with map-based territory views reduced travel time while maximizing field efficiency.
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FAQs

Find answers to common questions about SPOTIO and how it can benefit your business services sales organization.

While your CRM/ERP is your system of record, SPOTIO is your system of action for business services sales. SPOTIO is purpose-built for the mobile, geographic, and activity-driven nature of field sales in a way that back-office systems are not.

Yes. SPOTIO integrates with major CRM and ERP systems including Salesforce, HubSpot, Oracle NetSuite, and Microsoft Dynamics. Our integration eliminates duplicate data entry while maintaining data accuracy across all distribution sales touchpoints.

Yes. SPOTIO features a flexible object structure that allows you to configure custom data objects, fields, and terminology. This ensures the platform adapts to your specific service model—whether it’s project-based, consultative selling, or account management—not the other way around.

Yes, because it makes their job easier and helps them earn more. By automating the admin work they dislike and providing tools that help them plan their day more efficiently, SPOTIO becomes their most valuable tool in the field.

Absolutely. SPOTIO’s mobile app has a “Download My Day” feature for use in areas with poor cell service. Your team can access data and log all their activities, and the information will sync automatically when they regain a connection.

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