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Field sales CRM

The #1 outside Sales CRM

For those that already have a CRM — integrate SPOTIO as their field sales engagement platform to boost rep productivity and increase visibility

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REP PRODUCTIVITY

Boost Sales Rep Productivity by 46%

Keep reps organized with simple CRM software designed for outside sales teams

  • Custom fields tailored to your sales process
  • Automate time-consuming tasks and admin work such as mileage tracking, routing, and CRM data entry
  • Automated workflows to reduce redundant admin work
  • Integrate with your existing CRM (or don’t)
  • Custom messaging templates for every type of followup
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activity management

Your Eyes & Ears in the Field

The best outside sales CRM for keeping track of your team and their activity

  • Clear visibility to everything happening in the field
  • Track and organize all customer engagement including - visits, texts, emails, phone calls
  • Reports and dashboards of sales performance with quick access to KPIs
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Lead Generation

Laser-Targeted Prospecting

Focus on the prospects that have the best chance of becoming customers

  • Filter prospect lists by over 50+ data points and assign to reps as need (residential or commercial)
  • Import existing customer and prospect lists and assign out
  • Access and prospect business info through Google Places

Now you can save your reps hours of selling to bad prospects, dramatically increasing their chance of success

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sales territory mapping

Focus the right reps on the right territories

Keep sales territories organized and efficient

  • Cut territories by hand, zip, county, state, etc.
  • Create territory permissions and hierarchies to keep role focused on the right area
  • Run territory performance reports to see how each territory is performing geographically
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CUSTOMER MAPPING​

Visualize Lead And Customer Data On A Map

Customer mapping brings your data to life and finds gaps you didn’t know existed

  • Show CRM data on a map and identify hidden sales opportunities​
  • Filter any data point by color, such as pipeline stage or last visit result​
  • Find new leads in areas around customer meetings​
  • Create and save custom map views​
  • Get real-time CRM metrics such as leads won, win rate and estimate revenue​
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