Frequently Asked Questions

Product Overview & Use Cases

What is Priority's Field Sales Mobile App?

Priority's Field Sales Mobile App is a comprehensive mobile solution designed for field sales agents. It enables efficient management of customer orders, product catalogues, 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 tools, making it ideal for dynamic field sales environments. Source

Who can benefit from using the Field Sales Mobile App?

The app is designed for field sales agents, sales managers, and organizations with mobile sales teams who need to manage customer relationships, orders, and sales targets efficiently while on the go. It's especially valuable for businesses seeking to enhance customer relations, boost sales, and streamline field operations. Source

What problems does the Field Sales Mobile App solve for sales teams?

The app addresses common field sales challenges such as inefficient order management, lack of real-time customer insights, manual reporting, and disconnected workflows. It centralizes all sales activities, automates reporting, and provides instant access to customer and sales data, reducing manual errors and improving productivity. Source

Is the Field Sales Mobile App suitable for both pre-sales and van sales operations?

Yes, the app supports both pre-sales and van sales workflows, allowing agents to place orders, collect payments, and manage sales activities directly from their mobile devices. Source

How does the app help motivate sales agents to achieve their targets?

The app includes motivational tracking features that encourage agents to achieve individual and monthly sales targets. Dynamic graphs and progress visualization tools help agents monitor their performance and stay focused on their goals. Source

What kind of customer insights does the app provide?

The app offers comprehensive customer insights, giving sales representatives a complete view of both current and historical customer interactions. This enables more personalized service and better decision-making in the field. Source

How does the app support onboarding of new sales teams?

The Field Sales Mobile App is designed for effortless onboarding, allowing teams to get up and running with minimal downtime. Its intuitive interface and guided workflows make it easy for new users to adopt. Source

What types of businesses use Priority's Field Sales Mobile App?

Businesses with mobile sales teams across industries such as retail, distribution, and manufacturing use the app to streamline field sales operations, improve customer engagement, and boost sales performance. Source

How does the app help with client analysis and reporting?

The app empowers agents with key reports for in-depth client analysis, including quotation history, orders, invoices, client status, and debt levels. These insights support better decision-making and sales strategies. 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

Features & Capabilities

What AI features are included in the Field Sales Mobile App?

The app leverages Priority's aiERP platform, embedding AI capabilities across all ERP functions. Features include a natural language aiERP Assistant, AI-powered Advisor for proactive insights, and an Agent for cross-process automation. Users can interact with the ERP in natural language, automate workflows, and access AI-driven analytics. Source

What CRM capabilities does the app offer?

The app provides robust CRM features, including customer record management, personalized questionnaires, visit and task updates, push notifications, comprehensive sales documentation, and sales progress visualization. Source

How does the app support presales activities?

Presales support includes quick quoting, efficient management of sales orders and returns, credit card payment processing, collections management, visit scheduling with navigation, non-sale visit tracking, and digital signature collection. Source

What van sales features are available?

The app supports van sales with features such as issuing detailed sales invoices, managing shipping documents, and handling counter invoices, all from a mobile device. Source

What reporting tools are included in the app?

The app offers custom report integration, visit organization tools, insightful reporting on quotations, orders, invoices, client status, debt levels, and access to a comprehensive parts catalogue. Source

Does the app provide push notifications?

Yes, the app supports push notifications to keep sales agents connected and informed about important updates and customer interactions. Source

How does the app ensure data accuracy and consistency?

The app is built on Priority ERP, which acts as a unified data source for all sales activities. This centralization ensures data accuracy and consistency across the organization. Source

Can the app be customized for specific business needs?

Yes, Priority's platform supports no-code customizations, allowing businesses to adjust workflows, layouts, and reports to fit their unique requirements without IT support. Source

Does the app integrate with other systems?

Yes, Priority Software offers an Open API and over 150 plug & play connectors, enabling seamless integration with third-party applications, payment systems, and other business tools. Source

Customer Success & Proof

What feedback have customers given about the Field Sales Mobile App and Priority ERP?

Customers have praised Priority ERP for its intuitive interface, ease of use, and efficiency. For example, Allan Dyson (Merley Paper Converters) highlighted that the system's ease of use allows employees to manage daily tasks without IT support. On G2, Priority ERP has a rating of approximately 4.1/5, with users noting its configurability and effectiveness. Source

Are there any case studies demonstrating the app's impact?

Yes, several case studies highlight Priority's positive impact. For example, Nautilus Designs reported a 30% growth in order volume thanks to Priority’s integration capabilities. Phillips Safety Products improved operational efficiency and order management with Priority ERP. More case studies are available on the Priority case studies page.

Which well-known companies use Priority Software solutions?

Notable customers include Toyota, Flex, Teva, Ace Hardware, ALDO, Adidas, and Outbrain. These organizations trust Priority for their business management and field sales operations. Source

What industry recognition has Priority Software received?

Priority Software has been recognized by leading analysts such as Gartner and IDC for its product innovation and reliability. Source

How does Priority ensure customer satisfaction?

Priority focuses on user-friendly design, efficient onboarding, and responsive support. Customers have highlighted the software's simplicity, configurability, and the company's ability to customize solutions to fit unique business processes. Source

Where can I find more customer stories about Priority Software?

You can explore a wide range of customer success stories and case studies on the Priority case studies page, featuring companies from various industries.

Technical Requirements & Integrations

Does the Field Sales Mobile App offer an open API for integration?

Yes, Priority Software provides an Open API, allowing seamless integration with third-party applications and custom solutions. Source

What integration options are available for the app?

The app supports integration via ODBC drivers, RESTful API, SFTP file integration, and over 150 plug & play connectors. This ensures compatibility with a wide range of business systems and tools. Source

Is there technical documentation available for the Field Sales Mobile App?

Yes, Priority Software provides comprehensive technical documentation for its ERP solutions, including the Field Sales Mobile App. Documentation covers features, supported industries, and integration options. Access documentation here.

How does the app handle data security and compliance?

Priority ERP, the platform underlying the Field Sales Mobile App, is recognized for supporting compliance with standards such as FDA, GDPR, SOX, ISO9000, ISO27001, and SOC 2 Type 2, ensuring robust data security and regulatory compliance. Source

Can the app be used on multiple devices?

Yes, the Field Sales Mobile App is designed for use across multiple devices, providing a consistent and responsive experience for field sales agents on the go. Source

Competition & Differentiation

How does Priority's Field Sales Mobile App compare to other field sales solutions?

Priority's app stands out with its integration simplicity, no-code customizations, advanced analytics, and embedded AI. Unlike competitors that require complex integrations or heavy IT involvement, Priority offers a modular, all-in-one solution with industry-specific features and flexible customization. Source

What makes Priority's Field Sales Mobile App unique in the market?

The app's unique strengths include seamless integration with Priority ERP, embedded AI for automation and insights, no-code customization, and a unified data source for all sales activities. It is also recognized for its user-friendly design and rapid onboarding. Source

Why should a business choose Priority's Field Sales Mobile App over competitors?

Businesses should choose Priority for its ease of use, rapid onboarding, advanced AI features, flexible customization, and proven track record with leading brands. The app eliminates integration headaches and provides a single source of truth for all sales data. Source

How does Priority address integration complexity compared to other solutions?

Priority's modular, all-in-one platform eliminates the need for complex integrations, ensuring seamless workflows across operations and customer engagement. This contrasts with competitors that often require multiple disconnected systems. Source

What industry-specific features does Priority offer for field sales?

Priority provides tailored functionalities for industries such as retail, manufacturing, and distribution, including advanced reporting, inventory management, and customer engagement tools, ensuring the app meets unique business needs. Source

Support & Implementation

What professional and implementation services are available for the Field Sales Mobile App?

Priority Software offers professional and implementation services to ensure smooth onboarding and optimal utilization of the Field Sales Mobile App. These services include training, customization, and ongoing support. Learn more.

How quickly can a business get started with the Field Sales Mobile App?

The app is designed for rapid onboarding, allowing teams to get up and running with minimal downtime. Priority's implementation services further accelerate the process. Source

What support resources are available for users of the Field Sales Mobile App?

Users have access to technical documentation, customer support, and a knowledge base to assist with any questions or issues related to the app. Documentation

How can I schedule a demo of the Field Sales Mobile App?

You can schedule a personalized demo of the Field Sales Mobile App by visiting the demo booking page on the Priority Software website.

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When was this page last updated?

This page wast last updated on 12/12/2025 .

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Field sales agent app

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Enhance customer relations and boost sales with Priority's advanced, mobile field sales management app.

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Enhance Field Sales Performance with Priority's Advanced Management App

Priority's Field Sales App delivers a comprehensive mobile field sales software solution for field Sales Agents, efficiently managing customer orders, product catalogues, representative tasks, and sales targets. The app enables smooth order placement for both pre-sales and van sales, facilitating on-the-spot payment collection. Moreover, it provides immediate customer insights and enhanced reporting capabilities, essential for dynamic field sales environments.

Key Benefits

Comprehensive Customer Insights

Offers sales representatives a complete view of customer interactions, both current and historical.

Target Achievement Motivation

Encourages agents to achieve individual and monthly sales targets through motivational tracking

Client Analysis Tools

Empowers agents with key reports for in-depth client analysis and better decision-making.

Unified Data Source

Priority ERP acts as the central repository for all data, ensuring accuracy and consistency.

Effortless Onboarding

Get teams up and running with minimal downtime.

Key Features

Embedded AI with aiERP

Priority embeds AI capabilities into its core architecture, spanning all ERP functions, and delivering context-aware AI and automation that elevates ERP from tactical processes to strategic business orchestration. AI capabilities have been added to Priority ERP platform tools so that AI can be used throughout the Priority ERP system, in any process that the user wants, as platform tools are system-wide.

Priority's aiERP incorporates a three-pillar concept – an aiERP Assistant provides frictionless, dynamic and hyper-personalized user experience across multiple devices and interaction models; an aiERP Advisor integrates AI directly into ERP functions and provides proactive insights based on user questions and context; and an aiERP Agent provides cross-process automation and intelligent task orchestration, moving beyond single process automation.

Expanding all the time, features include the ability for users to interact with the ERP in natural language for data queries and creating business rules and automating workflows, demand forecasting, AI-assisted email writing, ADP route optimization, AI-powered descriptive analytics and more.

CRM
  • Customer Record Management: Effortlessly open or update records for both new and existing customers.
  • Personalized Questionnaires: Implement custom questionnaires to capture unique customer insights.
  • Visit and Task Updates: Easily log and update customer visits and tasks for better tracking.
  • Notifications: Utilize push notification support to stay connected with customers.
  • Comprehensive Sales Documentation: Manage quotations, orders, delivery notes, returns, and invoicing.
  • Sales Progress Visualization: Monitor sales targets with dynamic graphs and calculate the sales needed to meet goals.
Presales support
  • Quick Quoting: Create and manage price quotes, sales orders, customer returns, and receipts efficiently.
  • Credit Card Payment Processing: Facilitate easy money collection with credit card support.
  • Collections Management: Handle the full collection process, including account settlements.
  • Visit Scheduling and Navigation: Plan agent visits with detailed maps and guide them to their destinations.
  • Non-Sale Visit Management: Accurately track and manage non-sale visits or failed arrival cases.
  • Signature Collection: Secure customer signatures on orders and quotes digitally.
Van Sales
  • Invoice and Shipping Management: Issue detailed sales invoices, manage shipping documents, and handle counter invoices effectively.
Reporting Tools
  • Custom Report Integration: Access and integrate proprietary Priority reports seamlessly.
  • Visit Organization: Efficiently plan and manage sales visits.
  • Insightful Reporting: Gain valuable insights from reports on quotation history, orders, invoices, client status, and debt levels.
  • Part Catalogue Access: Navigate a comprehensive parts catalog for product details.

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