Outside Sales Software
The #1 Field Sales CRM
Key Business-to-Business Features:
A sales prospecting and enablement solution for businesses selling to other businesses
B2B field sales teams use SPOTIO as their preferred sales enablement solution. Company types span from: IT / networking consulting, payroll, office equipment, point-of-sale (POS) processors, outsourced marketing, etc.
Google Places Integration
Get detailed business information from Google Places that integrates directly with SPOTIO.
Lead targeting. Search your ideal customer profile and add into SPOTIO with contact information.
Total market. Get a map view of every business in your territory before filtering and adding into your pipeline.
Lead sorting. Filter information by name, phone, email, and business type to streamline your prospecting efforts.
Route Optimization
Get field sales tracking insights and see detailed location activity of sales reps for better management, deal support, and to make business decisions based on real-time data.
Performance tracking. Create custom reports to track the performance of any data point gathered by the sales team.
Team accountability. Get GPS verified location tracking of your sales team and see which accounts need attention. Instantly find your team in one click.
Colorization. Create colorized views of any data point your team is tracking for quick insights in the field.
Field Sales CRM
SPOTIO’s mobile CRM is specifically designed for outside sales teams to enable reps to easily manage their pipeline, find new opportunities, and close deals directly from their mobile device.
With desktop access, managers can see all of their team's activities and enable reps with the tools they need in the field.
Power Your Sales Team
SPOTIO provides field sales managers with a platform to develop their sales teams, increase productivity and foster success.
We want you to be successful.
Key Insights
Understanding the competitive nature of the business services industry, SPOTIO created a sales solution designed to give sales reps, managers, and executives a competitive advantage.
SPOTIO provides sales operations teams with a clear picture into what's happening in the field, helping you increase revenue by as much as 20%.
Territory Management
Create and assign specific territories for each sales rep directly within SPOTIO; saving hours of time on creating, assigning, and managing sales territories.
Cut territories. Map out territories by hand, by zip code, by city and state. Assign to reps directly within SPOTIO.
Real-time visibility. Because everything in SPOTIO happens in real-time, managers and reps can work together to ensure every territory is fully covered.
Stay organized. Easily edit, manage and delete territories as reps move around.
Document Mangement & e-Contracts
Get immediate access to the files you need when you need them and close deals with e-contracts all inside SPOTIO.
Close deals faster. Get deals closed on the spot with fully integrated e-Contracts.
Better organization. Once a contract is signed, it's automatically sent to the client profile in SPOTIO.
File storage. Take pictures of key customer information; and instantly access the files you need, such product specs, etc.
Executive Dashboards
SPOTIO provides historical and real-time conversion data so outside sales managers can establish pipeline benchmarks and properly forecast business.
Executive insights. Robust analytics and reporting capabilities (best times to prospect, best performing territories, etc.) to maximize team efficiency.
Team leaderboards. Measure performance of individual sales reps, teams, or your entire field sales organization.
CRM integrations. Integrate your CRM with more than 750 different apps, services, and softwares to further automate and streamline your sales process.
