Fieldy 2.0 1.1.51

The Fieldy platform is focused on cloud-based mobility solutions, providing a comprehensive suite of tools designed to streamline the daily operations of field sales teams and management. Its primary goal is to facilitate efficient communication and data management across various touchpoints within an organization.

The system acts as an intermediary between the core ERP system and the external sales force, integrating multiple sales channels—both internal and external—in a cohesive, real-time manner enhanced by intelligent features.

Its plug-and-play technology, integrated with leading ERP platforms, enhances sales productivity through intelligent voice commands, allowing for faster and more intuitive data entry and retrieval.

What functionalities does the application offer?

• Real-time lead management with geolocation, photographs, purchase history, and more;
• Customer management features incorporating geolocation, images, and purchase history;
• A scheduling calendar for client visits with success reports;
• A digital product catalog including images, videos, PDFs, and technical sheets;
• Personalized goals set for clients, team members, and products;
• Options for adding, editing, status updates, and historical records based on geolocation;
• Capabilities for printing and sending documents generated within the system.