Sales Creatio, enterprise edition
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Field sales

Creatio field sales is designed to efficiently schedule the sales reps' visits to sales outlets, build routes on the map, manage the visit activities and assist sales reps during the visits.

Sales reps use Creatio mobile app in the field to check visit “to-do” list, conduct presentations, monitor SKUs and place orders.

To access the field sales functionality, install Creatio field sales application from the marketplace. Use the [Installed applications] section of the system designer to install marketplace applications. More information about installation of the marketplace applications is available in the separate article.

If your Creatio application is deployed on-site, make sure you are connected to the Internet to be able to download and install the additional “Field sales” application. To download and install the “Field sales” application:

Attention!

To access the field sales functionality, all sales rep users must be licensed separately.

Contents

How to set up rules and actions of a sales rep visit

Sales rep visit scheduling

Cyclic tasks in Creatio field sales

Sales rep's actions during a visit

Check-in performance monitoring

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