SPOTIO + Salesforce
Keep your field data and CRM in perfect harmony
SPOTIO’s native 2-way integration with Salesforce makes it easy for reps to collect data and record notes in the field then sync it back into Salesforce in real-time. Alternately, reps can access historical data on every lead, account, and opportunity through their mobile device.
Doesn’t Salesforce have a mobile app?
Yes they do - and if you’re simply collecting notes in the field, it’s likely sufficient. However, many growing field sales teams are much more complex than “notes on the go.” From territory management to field prospecting to route optimization, SPOTIO is a full fledged sales enablement platform with a bi-directional integration with the world’s #1 CRM.
Close the loop in the field
Remove the ambiguity of what’s actually occurring vs what appears to be occuring by connecting your CRM with SPOTIO. Mapped objects are: