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Field Marketing

Field Marketing & Cloud-Based Sales Software Designed With Teams in Mind

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Companies That Trust Us

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Ensure Full Territory Coverage With Workforce Tracking

Repsly’s Field Marketing Software Workforce Tracking solution allow managers to see where each member of their team is in real-time. Create territories for each rep and validate that each of their assigned locations is visited that day. 

Managers can view the Field Marketing Software console to see activities on a map as they happen, eliminating the need for check-ins and giving them the ability to react to situations as they arise—if one rep can’t make an appointment, finding a nearby rep is as simple as checking the map.

With GeoTagging and Time-Stamping, each activity and visit your reps perform in the field is recorded for future report and analysis, ensuring that customer is accounted for.

Learn more about GPS Tracking »

Field marketing software workforce tracking feature

Eliminate Paperwork with Powerful Mobile Forms

Repsly’s mobile forms creation tool within the field marketing software web-console enables managers to use text and numeric fields, ‘yes/no’ checkboxes, drop-down menus, and more to create forms appropriate for any situation.

Field Marketing reps collect meeting and event notes, take note of referrals, record who the point-person is at a given location and more. Connect forms to clients and retailers using tags, and set form visibility on a rep-by-rep basis.

Learn more about Mobile Forms »

Mobile forms for Field Marketing Software

Repsly has increased our efficiency tremendously. While it has saved us volumes of time and money, our sales have also gone through the roof because of it.

Joel, Lifetime Commercial Roofing

Field Team Collaboration with Repsly

Repsly’s collaboration features allow managers and representatives to comment on any activity, including mobile forms, purchase orders, visits, photos, etc. Managers can directly message individual reps or groups of reps with the instant messaging feature, or can update permanent announcements to their entire team using the Billboard feature.

Quickly let team members know if a shelf is not merchandised properly or if they haven’t fulfilled a planogram correctly. With Repsly, you can let your team know about a new promotion as it happens, or you can simply say hello. However your team chooses to use it, Repsly facilitates clear and quick communication.

Learn more about Team Communication »

field marketing software messaging features

Field Marketing Software Appointment Scheduling Features

Easily schedule appointments for your reps from the field marketing software web console, or let your team schedule their own appointments directly from the mobile app, ensuring that no location ever goes too long without a representative visit. Appointments will immediately appear on the designated rep’s calendar.

Assigned visits can be labeled based on their current status: completed, missed, or scheduled. This allows managers to view the status of visits both in a calendar and summary view.

Reps can view all past and future appointments directly from the mobile app. Managers can then review this information and follow up with their reps regarding past appointments, or offer them tips and tricks for appointments they may have in the future.

Learn more about Scheduling »

 

Scheduling for field marketing software

With Repsly, you see everything that’s going on, you can create mobile forms, track purchase orders, track comments, everything you need for sales and merchandising.

Daniel, Simply Gum

See What Your Reps See With Powerful Photo Functionality

Repsly's field marketing software leverages the ability of your rep's mobile devices to capture photos. The field marketing software automatically associates the photos with the right client and rep, and allows the rep to tag the photos for more effective organization. Create a great photo archive complete with tags, notes, and GPS location using the Repsly mobile app. Take photos of customer locations, business cards, brands, or whatever else you or your team consider relevant. Access taken photos instantly from the web-console and view all previous photos taken, filtered by tags, notes, or by location.

Learn more about Photo Capture »

photo collection with field marketing software

Repsly Makes Manually Tracking Work-Time & Mileage a Thing Of the Past

Reps can put a lot of miles on a vehicle in a short period of time. Keeping track of mileage and time spent working shouldn’t be a hassle, and Repsly gives reps the power to easily input their start-time, end-time, and starting and ending mileage, right from the mobile app.

When a rep ends their day, managers can pull up a comprehensive summary of that day's activities using the field marketing software web console. Review the number of appointments completed, forms filled out, and much more.

Learn more about Work Time & Mileage Tracking »

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Test drive all the features in Repsly, free for 14 days! No Credit Card Required.

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Repsly Features Overview of Mobile Forms and Manager's Console