Salesforce Field Sales Solution
Your organization could be losing substantial revenue due to subpar field force efficiency that limits the workforce from capturing qualified leads. Disconnected systems, lack of real-time visibility, and manual reporting often slow down decision-making and reduce on-ground responsiveness. Field agents may struggle with inconsistent customer data, missed follow-ups, and inefficient routing, leading to poor conversion rates and low team productivity.
Achieva’s Field Sales Connect enables organizations to create a competitive and streamlined sales culture, preventing lead leakage due to inefficiencies in day-to-day tasks, regardless of industry or business size. It empowers leaders to supercharge sales through smart automation, real-time tracking, and seamless information flow, all in one package. Built on the Salesforce.com platform, Field Sales Connect enables organizations to centralize their complete field activity, gaining actionable insights to realize maximum field potential.
Create optimized field schedules and intelligent route maps to minimize travel time and maximize sales coverage.
Monitor check-ins, check-outs, and location updates in real-time to stay informed about the team’s field presence.
Enable field reps to record sales orders, payment collections, and client feedback directly from their mobile devices.
Automatically track mileage, travel expenses, and daily reports to reduce paperwork and expedite reimbursements.
Capture new leads directly from the field, auto-sync with CRM, and qualify them to prevent leakage and missed opportunities.
Gain a unified dashboard that shows real-time updates on rep locations, visit statuses, orders, and collection summaries—all in one place.
Reduce idle time and duplication of effort with smart scheduling, automated visit logging, and fast access to customer data.
Accelerate the journey from lead capture to order placement by automating data entry and integrating sales workflows across teams.
Break silos between field reps, managers, and support staff through instant data sharing, task assignments, and real-time updates.
Ensure timely visits, quicker issue resolution, and personalized engagement that boosts trust and fosters long-term relationships.
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Achieva is a well-organized company with remarkably capable individuals and a highly experienced Salesforce team. Their understanding of the industry domain and our specific requirements is commendable. Communication has been excellent from the beginning to execution, with updates shared via Salesforce Cases, email, and WhatsApp for urgent matters.
Achieva has a great pool of qualified team members who bring a lot to the table with their out-of-the-box approach and creative solutions. Projects are delivered on time, and the solutions delivered are well aligned with our business needs. The team has provided unparalleled support even after going live. Their responsiveness and enthusiasm toward our ongoing needs truly set them apart.
We partnered with Achieva to help us continue to add functionality and enhance Salesforce as our Agency Management tool. The team excelled at finding solutions to the unique situations we asked them to figure out. Thanks to Achieva, we have been able to deliver multiple value-added enhancements to our Marketing team. The team continues to help with these efforts and has been a valuable part with their knowledge and ability to help with such initiatives.
Honestly, I can’t recommend Achieva enough. A team of highly versatile Salesforce experts who always keep you up to date with any changes/feedback. One thing I truly appreciate: if you're trying to deploy a new structure within your business and you're not sure how it'll work from a system level, Achieva always finds a way to make it work and tailor the design/build to the finest details. 10/10 for their innovative approach.
Field Sales Connect is explicitly built for managing field sales teams. Unlike regular CRMs, it includes features such as route optimization, geo-tagged check-ins, mobile order capture, and real-time tracking. It’s designed to support sales on the move, not just inside the office. This makes it more practical and efficient for teams working in the field.
Yes. Field Sales Connect helps representatives automate schedules and optimize routes and access mobile data, allowing them to spend less time on administrative tasks and more time selling. The solution makes it easier to log visits, capture leads, and submit reports on the go. This enhances daily efficiency and enables managers to track performance in real time.
Absolutely. Field Sales Connect is flexible and works across various industries, including (but not limited to) FMCG, pharmaceuticals, manufacturing, BFSI, and more. Whether you have a small team or a large one, distributed or hybridized workforce, the solution scales with your needs. You can customize workflows and permissions as your business grows.
Yes. Field Sales Connect is built with mobility in mind, ensuring field reps stay productive no matter where they are. Field representatives can access customer data, log visits, and capture sales orders even without an internet connection. All changes are securely stored on the device until connectivity is restored. Once they're back online, all the data syncs automatically. This ensures field activities continue smoothly even in low-connectivity areas.
Yes, Field Sales Connect integrates well with your existing Salesforce system and other standard tools. It’s designed to fit right into your current tech stack with minimal friction. Our team assists with setup, training, and a seamless migration. You don’t need heavy IT involvement or extended downtime to get started. In most cases, teams are up and running in days, not weeks.
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