Vtiger Field Sales Add-On is a specialized extension for Vtiger CRM designed to optimize and automate the daily activities of field sales teams. It provides tools for beat planning, live location tracking, order and payment management, visit logging, audits, and surveys, all accessible via a dedicated mobile app. Managers can create and assign routes (beats), monitor real-time agent locations, and analyze performance through comprehensive analytics dashboards. The add-on integrates seamlessly with Vtiger CRM, centralizing customer, order, and visit data, and supports dealer collaboration through a separate Dealer App. By automating data entry and reporting, the solution reduces manual workload, increases visibility, and improves efficiency for both sales representatives and managers.

Key Features

Live Tracking Real-time location monitoring of field sales agents.

• Managers can view agent locations and activities on a map
• Enables timely decision-making and route adjustments

Beat Plan & Route Optimization Create, assign, and manage travel schedules for sales reps.

• Set start/end locations, apply filters, and create fixed or flexible routes
• Assign recurring or one-time beats to agents

Field Sales Mobile App Mobile interface for sales reps to manage daily tasks.

• Take orders, track payments, log visits, conduct audits, and create surveys
• Automated check-in/out and data entry

Dealer App Collaboration tool for dealers.

• Dealers can create and track quotes, orders, and cases
• Streamlines communication between dealers and sales reps

Comprehensive Analytics Insights into sales performance and activities.

• Order, visit, route, and tour analytics dashboards
• Detailed reports for managers to assess growth and productivity

Automated Data Entry & Reporting Reduces manual workload for sales reps.

• Automatic logging of call notes, customer records, and visit details
• Scheduled and on-demand reporting for managers

Benefits

Increased Visibility Centralized view of all field sales data.

• Managers track performance and identify opportunities
• Real-time monitoring of agent activities

Improved Efficiency Automation of routine tasks and data entry.

• Frees sales reps to focus on customer relationships and closing deals
• Reduces errors and saves time

Better Customer Service Streamlined communication and faster issue resolution.

• Reps can easily connect with customers and dealers via multiple channels
• Enhances customer satisfaction and loyalty

Higher Productivity & Adoption User-friendly mobile app tailored for field sales.

• Easy navigation and access to all necessary information
• Increased app adoption and improved team results

Scalable & Flexible Solution Adapts to business growth and changing needs.

• Customizable platform and ready-made solutions
• Suitable for organizations of all sizes