Field Force
Field execution for territory teams
Reps working outside the office plan visits, check in with GPS, hit targets, and submit conveyance claims on mobile. Field Force connects to the same commercial world as CRM.
A day in the field
A rep opens their visit plan over morning coffee, checks in at the first pharmacy with GPS, logs the call outcome, and submits a conveyance claim before lunch. Their manager reviews territory coverage on a live map, spots gaps in yesterday's visits, and adjusts targets — all tied to the same customer accounts the inside sales team sees in CRM.
Visit planning & check-in
Plan visits with objectives; GPS/time-stamped check-in and check-out from mobile. Managers see activity in real time.
Route plans & territory
Route plans and territory planning to align field coverage with sales strategy.
Targets & quotas
Targets tied to sales teams so leadership measures execution, not only activity.
Conveyance claims
Submit mileage, meals, transport, and other expenses against visits in the same app — linked to visit records.
Shared customer data
CRM and Field Force use the same accounts and leads — no duplicate customer records across modules.
Navigation and features are role-based and depend on modules enabled for your workspace. Not every user sees payroll, CRM, or admin surfaces.