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FIELD DATA BECOMES REVENUE INTELLIGENCE

Sales Intelligence: Insights that Fuel Sales Growth

SPOTIO transforms your daily field activity into actionable insights. See which territories and tactics drive results—so reps can focus on what works and managers can turn data into more revenue.

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Too Much Data, Not Enough Clarity? Get Field Intelligence With SPOTIO

REAL-TIME TERRITORY INSIGHTS

See Which Territories Actually Drive Revenue

Learn in real time which territories, visit types, and lead sources produce the best results—so you can prioritize high-yield opportunities and boost revenue without guesswork.

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AUTOMATIC INTELLIGENCE FLOW

Work With Up-to-the-Minute Sales Data

From every door knock to every demo, SPOTIO syncs activity data with your CRM, reducing manual entry, and keeping records current. Your pipeline always matches what’s really happening in the field.

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PERFORMANCE ANALYTICS

Find and Double Down on What Works

Look back at visit history and outcomes to see what kind of neighborhoods or accounts are winning. Spot new hot spots, catch trouble areas early, and copy proven territory strategies across your team.

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STRATEGIC RESOURCE OPTIMIZATION

Build a Pipeline You Can Rely On

When you know which territories, outreach tactics, and lead types are producing, you can put your best reps in the best spots—boosting revenue and making your pipeline a safer bet.

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Trusted by Top-Performing Field Sales Teams

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Turn Field Data Into Revenue-Driving Intelligence

 SPOTIO gives field sales teams a true edge—transforming every visit, update, and territory record into clear, actionable insights. Uncover what’s working, track territory performance in real time, and make smarter decisions that boost sales, not just reports.

Lead Import & Capture

Easily import leads and prospects from your CRM, spreadsheets, or lead lists. Add new contacts on the fly or capture them as you canvass—so you never miss a sales opportunity.

Your prospect data becomes organized, actionable intelligence that integrates seamlessly with routing, follow-up sequences, and CRM systems.

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SPOTIO: Your Field Sales Intelligence Edge

While most sales intelligence tools focus on reports or static lists, SPOTIO goes further—turning daily field activity into territory insights you can act on, fueling better decisions and real revenue growth.

Get actionable insights on a map—so you always see which areas, clusters, or routes are producing, and spot new opportunities visually, not just in rows and columns.

SPOTIO’s Flexible Objects give you the power to customize fields, labels, and sales stages to match your unique process—whether you’re tracking complex B2B accounts or managing door-to-door prospecting. Skip the one-size-fits-all roadblocks and make your workflow truly your own.

Connect daily fieldwork and results to territory maps and dashboards. See at a glance which areas or strategies are paying off, then assign reps, shift resources, or optimize coverage based on what’s actually happening.

Stay on top of every prospect, visit, and follow-up. Capture activity in real time—tracking progress, updating statuses, and giving managers a clear view of field performance.

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Keep Your Sales Intelligence
in Perfect Sync

Effortlessly connect SPOTIO with your CRM or other core systems. Two-way integrations keep territory insights, activities, and lead data up to date—so your team always works from the latest, clearest picture, whether you use Salesforce, HubSpot, Microsoft Dynamics, Zoho, or NetSuite.

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Sales Intelligence That
Powers Every Field Decision

Intelligence without action is just reporting. SPOTIO connects territory insights, activity analytics, and performance data to route optimization, prospecting tools, and rep management—turning field intelligence into systematic revenue growth across your entire sales operation.

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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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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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SPOTIO AI

Guidance from your field sales co-pilot

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

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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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Unlock True Sales Clarity

Stop sifting through endless reports and stale data. Transform field activity into real-time, actionable insights, so you can grow revenue with less guesswork.

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Success Stories From the Field

Want to skyrocket sales productivity, improve customer experience, and make smarter choices? SPOTIO’s the answer. Trust me, it’s a game-changer!

View Full Testimonial
Zane S.
Sales Development Rep

Forget clunky sales tools, SPOTIO’s my secret weapon! It keeps me organized, tracks leads like a pro (even offline!), and helps me personalize each interaction with customer data in one click. But the real magic happens for managers. They get real-time insights into my activity, optimized territories for maximum efficiency, and automated reports that fuel data-driven decisions. Communication’s a breeze, keeping everyone on the same page. Want to skyrocket sales productivity, improve customer experience, and make smarter choices? SPOTIO’s the answer. Trust me, it’s a game-changer!

Read the Verified 5-Star Review on G2

Zane S.
Sales Development Rep

Excellent CRM! SPOTIO has advanced features not found on other platforms to narrow down sales efforts and clarify your pipeline.

Read the 5-Star G2 Review
Lawrence C.
Sales and Marketing Specialist

SPOTIO is intuitive, efficient, packed with features that boost productivity and close deals faster. Great CRM integration, smart automation, and excellent support. A must-have for sales teams!

Read the 5-Star Google Review
Alexis R.

The platform is clean, simple, and makes canvassing way more efficient for our team.

Read the 5-Star Google Review
Adelaide Opitz
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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

What I like about SPOTIO: the numbers. The reporting functions are fantastic for lead tracking and monitoring canvasser performance.

Verified 5-Star G2 Review
Steve K.
Roofing Contractor Owner
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Field Sales Intelligence Hub

Case studies, guides, and tactical insights specifically for field sales teams. Learn from leaders who’ve transformed their territories, optimized their processes, and delivered measurable results.

FAQs

Find answers to common questions about SPOTIO’s field sales intelligence and how it can benefit your team.

Easily import your lead lists via CSV, or connect SPOTIO to your CRM for a seamless, two-way sync that keeps your prospect records current and accurate in real time.

Lists quickly go out of date and don’t connect to your daily workflow. SPOTIO delivers live, territory-based intelligence that updates in real time and fits right into your sales process.

Absolutely. Our B2C Lead Machine helps you find and qualify homeowner prospects using demographic filters like home market value, household income, and property type. For B2B prospecting, we integrate with Google Places to provide verified business information and company data. Plus, our mapping, lead management, and filtering features work powerfully for both B2C door-to-door teams and B2B field sales professionals.

Absolutely. Filter by roof age, overlay storm damage, or analyze property data in seconds. SPOTIO’s tools are built for the specific needs of restoration, home improvement, roofing, solar, and any team working the field.

Definitely. SPOTIO’s mobile app lets you update statuses, log activities, and add notes in real time—so you always have the latest information, right from the field.

SPOTIO maintains high security standards, uses data encryption, and supports compliance needs for both SMB and enterprise field sales teams.

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