Field Sales Mobile App

Optimize Field Sales Performance with a comprehensive Field Sales Agents App.
Enhance customer relations and boost sales with Priority’s advanced, mobile field sales management app.

Schedule a demo

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 Features

CRM

Presales support

Van Sales

Reporting Tools

Customer Visibility

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.

Customer Visibility

Portal Access: Offer customers a real-time view of their orders, quotes, financial standings, and delivery status through a custom-generated portal.

Case studies

ERP

Carrs Tool Steels’ investment in ERP has yielded a range of benefits that have helped them remain competitive

“Priority has produced a sea of change in how profitable the company is. We continue to invest in not only our ERP but wider technologies such as handheld devices on the shop floor to reduce the time it takes to input into the system and improve our staff’s productivity.”

Mark Mullaly, Systems Manager at Carrs Tool Steels