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 .