Software

3 Key Outside Sales Software Solutions

The right software makes a difference in virtually every field, but that’s particularly true in outside sales. Outside sales software creates efficiencies in productivity and ultimately in success.

From route planning to customer relationship management, outside sales software gives sales reps tools to work smarter while out on the road.

We’ll cover the three top solutions on the market for outside sales teams. Each of these tools offers unique features tailored for reps to maximize their time in the field, but one is the clear top option.

Best Overall: RepMove

Overview: RepMove’s outside sales software is the complete solution. Designed by a veteran outside salesperson who knows the ins and outs of field sales, it was made specifically for outside sales reps. Other (read: more expensive) solutions overly complicate things for reps with shorter attention spans due to the dynamic nature of their roles. RepMove streams it down into the key functions needed in the field. And it smashes each one out of the park.

Its route planning is phenomenal. The mobile CRM functions don’t miss a thing. Its real-time team tracking call/visit and note tracking save time. Its intuitive interface and mobile-first design make it the go-to choice for sales reps looking to streamline their day-to-day functions and for sales teams looking at maximizing efficiency on the road.

Key Features:

  • Route Planning & Optimization: RepMove helps outside reps plan the most efficient routes between daily customer visits, minimizing travel time and increasing the number of visits a rep can make.
  • Mobile CRM: Its mobile CRM allows sales reps to manage customer information, log interactions, track notes, and even create expense reports or purchase orders.
  • Real-Time Activity Tracking: Sales managers will love this. They will gain visibility into their reps’ activities so they can provide real-time help.

Why It’s the Best: If not obvious already, RepMove stands out as the best overall solution for outside sales due to its complete feature set. It’s the total package with a user-friendly mobile app, a robust web/desktop app, and its pure focus on field sales operations. Its route optimization, real-time activity tracking, and CRM functionality provide everything a field sales rep and team needs to manage their day. To add a nice cherry to the top of everything, RepMove is competitively priced, making it accessible for teams of all sizes looking to boost productivity and sales performance.

Runner Up: Salesforce Maps

Overview: Salesforce is maybe the largest voice in the Customer Relationship Management industry. It’s mostly made for inside sales, but its Salesforce Maps product targets the outside sales market. While not made fromn the ground up for the field, it is a strong sales tool that integrates seamlessly with the Salesforce CRM, providing mapping and route planning capabilities for users already using the platform. If you’re already a Salesforce shop, it’s an excellent choice as it extends its CRM’s functionality to optimize territory management and customer visits.

Key Features:

  • Route Optimization: Plan efficient routes, maximize customer visits, and reduce travel time.
  • Geolocation & Mapping: Visualize accounts on a map and segment territories for better territory coverage.
  • Mobile Access: The mobile app allows sales reps to access customer information, log visits, and adjust their routes on the go.

Why It’s a Runner Up: Salesforce Maps is the ideal solution for companies already invested in the Salesforce ecosystem. Its natural integration with Salesforce CRM offers a seamless experience, although its complexity and higher cost can be a drawback for smaller teams or those new to CRM platforms.

Runner Up: Dynamics 365 Field Service

Overview: Microsoft Dynamics 365 Field Service is the best tool for teams focused on field service. It provides tools for managing outside sales operations, with a focus on customer service, work orders, and scheduling. It’s part of the Microsoft Dynamics 365 suite, making it a great option for businesses already invested in Microsoft’s products.

Key Features:

  • Scheduling & Dispatching: Assign tasks to field reps, optimize schedules, and use time and resources efficiently.
  • Work Order Management: Create and manage field service work orders, track progress, and update customer information in real-time.
  • Mobile App: The mobile app enables field service representatives with access to customer data, job progress, and communication with the office team from the field.

Why It’s a Runner Up: Dynamics 365 Field Service is an excellent choice for companies focused on service-oriented field operations, such as equipment maintenance or repair services. While it’s not as tailored to sales-specific tasks as RepMove, its integration with Microsoft’s suite makes it a great option for businesses already using Microsoft’s ecosystem.

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