Key Business-to-Business Features...
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 Management & 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.
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.
Get outside 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.
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.