Field Sales Software Shortlist
This is a snapshot of the best field sales solutions:
- Odoo Field Service - Best for highly configurable setups
- Jobber - Best service scheduling software
- Housecall Pro - Best for home service businesses
- Badger Maps - Best route planner for field sales
- Repsly - Best for managing execution in the field
- ClockShark - Best field time tracking application
- ServiceTrade - Best for commercial service contractors
- FieldEdge - Best for managing field technicians
- Sales Creatio - Best end-to-end sales management platform
- FieldPulse - Best field service software for contractors
If you are in the market for new field sales software, you have come to the right place. In this article, we will take a look at 10 of the best field sales software solutions for 2023. We will examine the features and benefits of each tool, so that you can decide which one is right for your business.
We will also discuss the importance of choosing the right software for your field sales team. Field sales software can make a big difference in terms of productivity and efficiency, so it is important to select the right program for your specific needs.
We hope that this article will help you to make an informed decision about the best field sales software for your business.
Overviews Of The 10 Best Field Sales Software
Here’s a brief description of each field sales software to showcase each tool’s best use case, some noteworthy features, and pricing.
1. Odoo Field Service - Best for highly configurable setups
Odoo Field Service is a powerful and mobile tool that enables users to schedule appointments, assign tasks to employees, plan routes, track working time, sell products, design custom worksheets, invoice for services, eSign reports, and provide quotations.
The solution streamlines field connectivity and can be accessed from any internet-connected device, simply through a web browser and not requiring any downloads.
The Odoo Field Service solution is fully integrated with other Odoo Apps, meaning you can sync field sales information with various operational platforms.
It comes with a 15-day free trial with no credit card required to try it out. For full pricing, you will need to get a quote.
2. Jobber - Best service scheduling software
Jobber is an easy-to-use software solution that can help you manage your business operations and customer communications from one centralized location. The tool facilitates simple estimating, quoting, scheduling, and invoicing.
There are a range of integration and setup options available with Jobber, including an app marketplace, QuickBooks Online sync, and Zapier functionality.
A free trial is available for Jobber and comes equipped with full features and support, while not requiring a contract. For best value annual billing the Core plan starts at $49 per month, the Connect plan starts at $149 per month, and the Grow plan starts at $299 per month.
3. Housecall Pro - Best for home service businesses
Housecall Pro is a fully-featured field sales solution that helps improve dispatching, reduce paperwork, increase the workforce, and grow revenue.
The solution is ideal for service-focused field sales businesses operating in industries such as HVAC, plumbing, or electrical to name a few.
The Basic plan is for 1 user and costs $49 per month, the Essentials plan can be used by 1-5 users and costs $129 per month, and the Max plan can be used by anywhere from 1 user to 100+ and is priced on a quote basis. There is also a free 14-day trial option available.
4. Badger Maps - Best route planner for field sales
Badger Maps is a powerful route planner and scheduling solution for field sales. Users can easily create routes by simply circling a set of points and the software will automatically provide a fully-optimized route. Furthermore, the system facilitates detailed, custom check-in reports, the ability to reassign accounts instantly, and follow-up reminders.
It’s also possible to integrate Badger Maps with your CRM for 2-way sync. Even if you have a custom setup, their team can arrange nightly ftp sync with your IT team.
The Business plan starts at $49 per user/month and the Enterprise plan starts at $95 per user/month (both when billed annually). There is also a 7-day free trial available for the Business plan with no credit card required.
5. Repsly - Best for managing execution in the field
Repsly is a retail execution software that delivers real-time insights into sales performance. The solution facilitates smarter merchandising and promotion through its retail insights dashboards, as well as field team management and in-store execution features.
Repsly comes with a variety of integration possibilities with large CRM, ERP, BI, and HR platforms to connect with your workflows for updating customer data, tracking orders, and more.
To get a pricing quote you will need to contact Repsly’s sales team, who also offer the ability to schedule a demo.
6. ClockShark - Best field time tracking application
ClockShark is a field timesheet app that streamlines the process of finishing jobs and getting paid. Beyond creating timesheets, the solution comes equipped with tools to manage payroll, generate organized reports, simplify scheduling, and provide detailed job costing.
There is a variety of integrations available with ClockShark to automate admin work like entering payroll and job costing. This includes platforms such as QuickBooks, Sage 100 Contractor, Xero, ADP, Paychex and more.
The Basic plan starts at $3/mo per user (plus $20/mo base fee), the Standard plan costs $6/mo per user (plus $30/mo base fee), the Pro plan is priced at $8/mo per user (plus $50/mo base fee), and the Enterprise plan requires a quote. There is also a free 14-day trial option available.
7. ServiceTrade - Best for commercial service contractors
ServiceTrade is a powerful customer service application for commercial service contractors. The solution helps companies to increase technician productivity by generating efficient routes and providing real-time updates to customers. It is accessible on all mobile devices making it easy to schedule and prioritize overdue work, job status, repair opportunities, and quote status.
The Select plan is priced at $79 per user a month and starts at 5 technicians, the Premium plan costs $119 user a month and is best for 10-20 techs, whilst the Enterprise plan comes at $159 user a month and is best for 20+ techs. Office users are free, so the pricing is solely based on technicians.
8. FieldEdge - Best for managing field technicians
FieldEdge is a field service app that helps users to complete more jobs faster, streamline operations, and increase profitability. The solution is commonly used by HVAC, plumbing, electrician, locksmith, and appliance repair industries.
There is also the ability to integrate with QuickBooks and see all of your financial reflected in real-time to ensure there is no mismatched data.
For pricing you will need to request a quote. There is also the ability to request a demo.
9. Sales Creatio - Best end-to-end sales management platform
Sales Creatio is an all-in-one sales management application that help to manage your field sales in an efficient manner. The platform enables users to set up rules for working in the field as well as monitor the productivity of your sales team.
Sales Creatio is an open platform meaning it is both powerful and flexible. This allows for easy customization of the Creatio code so that it can be tweaked to meet your specific business requirements.
Pricing is available for both cloud and on-site deployments and all plans have the ability to try it for free. For cloud pricing the Team plan starts at $30 per user/month, the Commerce plan costs $35 per user/month and the Enterprise plan costs $60 per user/month. There is also the option to get a full CRM Creatio bundle package that includes marketing, sales, and service functionalities.
10. FieldPulse - Best field service software for contractors
FieldPulse is a contractor service solution that provides automation and sales tools that helps to boost sales, increase margins, exceed customer expectations and stimulate growth.
The solutions Sales Suite is an easy to use platform that helps to speed up sales processes, build trust with clients, and price work effectively.
There is a 7-day free trial available with no credit card required. The paid plans start at $59 for the base price and $30 per user thereafter.
What Is Field Sales Software?
Field sales software is designed to help sales representatives manage their work.
It allows them to track leads, schedule appointments, and submit invoices. In addition, it provides a variety of reports that help managers and executives make better decisions about their sales team.
Field sales software can be used on a desktop computer or a mobile device, so sales representatives can access it wherever they are. It is also customizable, so it can be tailored to the specific needs of each business.
How to Choose the Right Field Sales Software for Your Business
When looking for field sales software, it is important to first identify your business needs. What kind of data do you need to track? What are your reporting requirements? What are the specific functions that you require in field sales software?
Once you have identified your needs, you can then begin to compare the various field sales software options that are available. There are many different software providers, so it is important to do your research and compare features and prices.
It is also essential to read reviews from other businesses that have used the software. This will give you a better idea of the pros and cons of each software option.
How to Implement Field Sales Software in Your Business
So you've decided that field sales software is the right solution for your business. Here's how to go about implementing it:
- Establish a budget and allocate the necessary funds.
- Decide which software is best for your needs.
- Work with your team to create a plan for using the software.
- Train your team on how to use the software.
- Implement the software and start seeing results.
What are the key features of Field Sales Software?
When looking for Field Sales Software, it is important to consider the key features that are important to you. Some of the key features to look for include:
- CRM integration: This will allow you to track your sales pipeline and customer interactions in one place.
- Reporting and analytics: You need to be able to track your progress and performance so you can improve over time.
- Customer support: Make sure the software you choose has good customer support so you can get help when you need it.
- Ease of use: The software should be easy to use so you can get up and running quickly.