iConnect Field Sales
Plan customer visits, let representatives run their day from a phone, and keep one history per customer for the manager and the representative.
Field Sales is a module inside iConnect. It is not a standalone product.
iConnect is in controlled beta. Request a demo to discuss access. What you see on these pages describes what the product is built to do.
The problem it addresses
A sales manager with a team on the road often cannot tell which customers were visited, what happened at each visit or which orders and collections still need follow-up. Field Sales lets a manager plan and monitor visits, and lets a representative check in and out at the customer with GPS, record the outcome, raise order requests and record collections.
Who it is for
- Sales managers and supervisors who run field teams
- Field sales representatives who visit customers
- Distribution, wholesale and consumer-goods businesses that sell by territory
What a team can do with it
The representative's day
A representative sees today's visits with shortcuts to get directions, call the customer or message them on WhatsApp. They check in and out with GPS and record the outcome, notes and next action.
Order requests and collections
During a visit a representative can raise an order request with product lines and record a collection. Both are kept as requests and follow-ups for your team to act on.
Manager dashboard
Managers see the team's key figures and the visits in progress. A manager can close a visit with a stated reason and review the location evidence recorded at check-in, including any override.
Planning
Assign customers and territories to representatives. Schedule, reschedule, reassign or cancel visits.
Customer timeline
Each customer has a single timeline, so the manager and the representative read the same history.
Location corrections
If a customer's saved location is wrong, the representative suggests a new one and a manager approves or rejects it.
AI-drafted visit recap
The module can draft a visit recap and a follow-up. The representative approves or rejects each draft; a draft is not used until they decide.
Field sales roles
Four roles, separate from the account roles: organisation admin, sales manager, sales supervisor and sales representative.
How Field Sales fits with iConnect
Field Sales runs inside iConnect. It uses the same login, the same permissions and the same sidebar as the rest of the application.
- The main iConnect dashboard shows today's visits, verified visits and outstanding collections.
- Visit events, such as a visit starting or being closed, arrive in iConnect notifications.
- Field Sales cannot be used without iConnect.
Good to know
We would rather you knew the current limits before a demo than after it.
- Controlled beta: request a demo to discuss access.
- It is a module inside iConnect, not a separate product.
- It is a web app that representatives open in a phone browser. There is no native mobile app.
- Location is recorded at check-in and check-out. It does not follow a representative between visits.
- Orders and collections are recorded as requests and follow-ups. Field Sales is not an accounting or invoicing system.
- AI recaps are drafts. A representative approves or rejects each one.
Questions and answers
Is Field Sales a separate product from iConnect?
No. Field Sales is a module inside iConnect. It uses the same login, permissions and sidebar, and its visit and collection figures appear on the main iConnect dashboard.
How does a representative record a visit?
From the day view on their phone. They check in with GPS when they arrive, check out when they leave, and record the outcome, notes and next action.
Does Field Sales post orders or payments to our accounts?
No. An order is recorded as an order request and a collection as a collection record. They are follow-ups for your team to act on, not accounting entries.
Is there a mobile app to install?
No. Field Sales is a web app. Representatives open it in the browser on their phone.
Is Field Sales available now?
It is in controlled beta. Request a demo and we will walk you through it and discuss access.
Request a demo
Tell us about your team and what you want to see. We will reply to arrange a walkthrough of the controlled beta.
iConnect is in controlled beta. Request a demo to discuss access. What you see on these pages describes what the product is built to do.