Field sales automation software to get more meetings with the right prospects
Spend time with the leads that have the best chance of closing
With integrated functionality to automate field data entry, account history, and lead filtering, you will spend less time on administrative tasks.
With our calendar integration, you can share/view calendars with your team, check others availability, and schedule appointments without leaving SPOTIO.
Get detailed business information from Google Places that's directly integrated into SPOTIO. Reps can filter by key data points as they prospect accounts in the field. Stop spending time with accounts that have a low chance of ever closing and focus your attention on those that do.
Uncover qualified prospects in the field with lead machine. Identify key territories and target your ideal customer profile in seconds. With triple verified, 95% accurate data you can trust, you’re getting the best information available. Lead machine offers 50 unique data points (age, credit score, home or business type, etc.) to target your prospect list in any given area.
There’s no need to use outside calendars or other apps to schedule appointments. SPOTIO’s calendar feature empowers users to create appointments right in the calendar tool for themselves and other team members. See busy and available times for anyone on your team and book appointments accordingly.
See a full history of every account while in the field. Capture lead notes for real-time access (integrates right back into your CRM in 1 tap) as they move through the funnel. SPOTIO’s intuitive user interface makes it easy for sales reps to tap and go – eliminating hours of administrative tasks.
SPOTIO brings a fresh look to canvassing software by streamlining the scheduling process with its appointment calendar feature, all within ONE app:
- Canvassers can see when sales reps have free time and book appointments immediately
- Appointments are sent directly to the sales reps' calendar, automating your scheduling
- Eliminate wasted time calling sales reps when new appointments are scheduled and re-hashing customer notes
- Scheduling an appointment in SPOTIO sends an email to the customer, reducing task redundancy
“For managerial observation of staff, it has completely changed the way we are able to see what each field rep is doing on a day-to-day basis. We now have knowledge into how many clients our reps are seeing per day."
VP of Sales, Salient Medical
Get the results you're looking for from your field sales efforts.