Frequently Asked Questions
Product Information
What is the Priority Field Sales Mobile App?
The Priority Field Sales Mobile App is a comprehensive mobile solution designed for field sales agents. It enables efficient management of customer orders, product catalogs, representative tasks, and sales targets, all from a mobile device. The app supports both pre-sales and van sales, on-the-spot payment collection, and provides immediate customer insights and advanced reporting capabilities, making it ideal for dynamic field sales environments. Learn more.
Who is the Priority Field Sales Mobile App designed for?
This app is designed for field sales agents and sales teams who need to manage customer interactions, orders, and sales activities while on the go. It is suitable for businesses with mobile sales forces that require real-time access to customer data and sales tools outside the office. Source
What types of sales processes does the app support?
The app supports both pre-sales and van sales processes. It allows agents to place orders, collect payments on the spot, and manage the entire sales cycle from quotation to invoicing and delivery. Source
How does the app help with customer management?
The app enables agents to open or update customer records, implement personalized questionnaires, log and update visits and tasks, and receive push notifications to stay connected with customers. It also manages quotations, orders, delivery notes, returns, and invoicing for a complete customer management experience. Source
What reporting capabilities are available in the Field Sales Mobile App?
The app provides access to custom Priority reports, enables efficient planning and management of sales visits, and delivers insights on quotation history, orders, invoices, client status, and debt levels. It also includes dynamic graphs to visualize sales progress and targets. Source
Does the app support digital signature collection?
Yes, the app allows agents to collect customer signatures on orders and quotes digitally, streamlining the sales process and reducing paperwork. Source
How does the app handle payment processing?
The app facilitates easy money collection with credit card support and manages the full collection process, including account settlements, directly from the field. Source
Can the app help with visit scheduling and navigation?
Yes, the app allows agents to plan visits with detailed maps and guides them to their destinations, improving efficiency and time management. Source
What is van sales functionality in the app?
The van sales feature enables agents to issue detailed sales invoices, manage shipping documents, and handle counter invoices efficiently while on the road. Source
Does the app support non-sale visit management?
Yes, the app allows agents to accurately track and manage non-sale visits or failed arrival cases, ensuring comprehensive visit reporting. Source
How does the app help agents meet sales targets?
The app provides dynamic graphs to visualize sales targets and calculates the sales needed to meet goals, helping agents stay focused and motivated. Source
Can the app integrate with other Priority ERP modules?
Yes, the Field Sales Mobile App is part of the Priority ERP suite and integrates seamlessly with other modules such as CRM, inventory management, and financial management for a unified business experience. Source
Is there a demo available for the Field Sales Mobile App?
Yes, you can schedule a demo of the Field Sales Mobile App to see its features in action. Book a demo here.
Where can I find more information about mobile ERP solutions?
You can read more about mobile ERP and its benefits in the article What is mobile ERP? and watch the webinar How to streamline your business with a fully integrated mobile ERP.
Does the app provide access to a product catalog?
Yes, agents can navigate a comprehensive parts catalog for product details, making it easier to manage and sell products in the field. Source
How does the app help with collections management?
The app enables agents to handle the full collection process, including account settlements, directly from the field, improving cash flow and reducing administrative overhead. Source
What types of documents can be managed in the app?
The app allows management of quotations, orders, delivery notes, returns, and invoicing, providing a complete document workflow for field sales operations. Source
Does the app support push notifications?
Yes, the app utilizes push notification support to keep agents connected with customers and up to date on important tasks and events. Source
Can I customize questionnaires in the app?
Yes, the app allows implementation of personalized questionnaires to capture unique customer insights during field visits. Source
Is the app suitable for both small and large businesses?
Yes, the Priority Field Sales Mobile App is scalable and can be used by businesses of all sizes, from small teams to large enterprises with extensive field sales operations. Source
Features & Capabilities
What features does Priority Software offer for field sales management?
Priority Software offers a comprehensive suite for field sales management, including customer record management, personalized questionnaires, visit and task updates, push notifications, sales documentation, sales progress visualization, quick quoting, credit card payment processing, collections management, visit scheduling and navigation, non-sale visit management, signature collection, invoice and shipping management, custom report integration, and part catalog access. Source
Does Priority Software support integration with third-party tools?
Yes, Priority Software provides an Open API and over 150 plug & play connectors, as well as RESTful API and ODBC drivers for integrating with third-party tools. This ensures seamless connectivity and flexibility for businesses. Learn more
What technical documentation is available for Priority ERP solutions?
Priority Software provides detailed technical documentation covering features, industries, and supported products. This documentation is available at Priority's ERP documentation page.
What are some key integrations available for Priority Software?
Priority Software offers integrations with hospitality and ERP systems such as Webhotelier, Ving Card, Verifone, SAP, RoomPriceGenie, and more. It also supports file integration via SFTP and unlimited connectivity through APIs. See full list
How does Priority Software help automate field sales processes?
Priority Software automates workflows such as order placement, payment collection, visit scheduling, and reporting, reducing manual errors and improving operational efficiency for field sales teams. Source
What makes Priority Software's field sales solution user-friendly?
Customers have praised Priority Software for its intuitive interface, ease of use, and user-configurability for fields, logic, reports, and workflows. This design allows employees to manage daily tasks efficiently without heavy reliance on IT teams. Customer feedback
How does Priority Software ensure data accuracy and consistency?
Priority Software maintains a single source of truth for all operational and customer data, ensuring consistent and accurate information across departments and eliminating the need for synchronization between multiple systems. Learn more
What industry-specific features does Priority Software offer?
Priority Software provides tailored functionalities for industries such as retail, manufacturing, healthcare, and hospitality, ensuring that businesses receive solutions designed for their unique needs. Source
How does Priority Software support business scalability?
Priority's cloud-based solutions are designed to scale with your business, supporting high-volume transactions and growth without the complexity of on-premises IT or integration costs. Source
Use Cases & Benefits
What problems does the Priority Field Sales Mobile App solve?
The app addresses challenges such as inefficient order management, lack of real-time customer insights, manual paperwork, and disconnected sales processes. It centralizes data, automates workflows, and provides tools for efficient field sales operations. Source
Who can benefit from using the Field Sales Mobile App?
Field sales agents, sales managers, and businesses with mobile sales teams in industries such as retail, wholesale, and distribution can benefit from the app's real-time data access, automation, and reporting tools. Source
How does Priority Software help businesses grow faster?
Priority Software streamlines operations, automates manual processes, and provides actionable insights, enabling businesses to work smarter, reduce costs, and accelerate growth. Source
What are some real-world success stories with Priority Software?
Customers such as Nautilus Designs reported a 30% growth in order volume thanks to Priority’s integration capabilities. Phillips Safety Products improved accessibility and order management, and Orb Interiors maximized efficiency and profits through customization. See more case studies
How does Priority Software address common pain points for field sales teams?
Priority Software addresses pain points such as lack of real-time insights, operational inefficiencies, manual processes, and fragmented data by centralizing management, automating workflows, and providing real-time reporting and analytics. Learn more
What feedback have customers given about Priority Software's ease of use?
Customers consistently praise Priority Software for its user-friendly design and intuitive interface. For example, Allan Dyson of Merley Paper Converters noted that employees can manage daily tasks without relying on IT, and Tomer Lebel of Cyberint found Priority much easier to operate than other ERP solutions. Read testimonials
How does Priority Software help with inventory and order management?
Priority Software optimizes inventory levels, improves forecasting and demand planning, and streamlines order fulfillment with automated workflows and real-time data, resulting in happier customers and increased revenue. Source
What types of companies use Priority Software?
Priority Software is used by over 75,000 companies in 70 countries, including notable brands like Toyota, Flex, Teva, Ace Hardware, ALDO, Adidas, and more, across industries such as retail, manufacturing, healthcare, and technology. See customer list
How does Priority Software support compliance and security?
Priority ERP is designed to support compliance with industry standards such as FDA, GDPR, SOX, ISO9000, ISO27001, and SOC 2 Type 2, ensuring data security and regulatory compliance for businesses in regulated industries. Source
What makes Priority Software a preferred choice for field sales teams?
Priority Software stands out for its integration simplicity, no-code customizations, advanced analytics, automation, scalability, industry-specific features, and recognition by leading analysts. These strengths make it a preferred choice for businesses seeking efficiency, adaptability, and long-term value. Learn more
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When was this page last updated?
This page wast last updated on 12/12/2025 .
