Overview

FORM’s Field Sales Management App, also known as GoSpotCheck by FORM, is a powerful mobile platform designed specifically for field sales and outside teams. It enables efficient task management and assignment, accurate data capture on-site, and provides comprehensive real-time analytics to evaluate sales performance. With built-in artificial intelligence and offline capabilities, the app empowers teams to stay productive even in low-connectivity areas and make data-driven decisions that enhance overall productivity and results.

Features and Capabilities

• Task Management: Easily create, assign, and track tasks based on users, locations, or roles.
• Photo Capture: Capture real-time photos to visually document and verify work progress and outcomes.
• Offline Mode: Works without internet connection, allowing field reps to remain productive anytime, anywhere.
• Integrations: Supports two-way syncing with Salesforce and offers an open API for seamless integration with existing systems.
• Image Recognition AI: Automatically detects products and aids in on-site analysis and documentation.
• Insights & Analytics: Real-time analytics deliver valuable insights into sales performance to support strategic decision-making.
• Mobile Training Tools: Provides training materials and standardized operating procedures (SOPs) directly within the app to facilitate employee onboarding.
• In-App CRM: Stores contact information and task history to improve customer engagement and follow-up.