The Top 5 Features To Look For In Field Sales Software

May 03, 2022

When it comes to choosing the right B2B field sales software, there are many aspects that should be considered, including ease of use, mobile ability, and automation capability. However, there are many other features that may be included, that will allow your team to do their jobs more efficiently and ultimately, increase your overall productivity and sales.


This one may seem like a no-brainer, but it’s important to consider the organization and efficiency of the ordering system that is offered on the platform. Ordering should be simple and well guided by order history, top-selling items, and obligatory products. While you’re placing orders and finalizing conversations with customers, having the ability to create and customize deals and offers could also help to drive sales.

Content Management

One of the most useful resources in sales are visual representatives. Being able to see the product, see how it can be used, and view detailed product information will provide the customer with a better understanding of what they are looking at and how their prospects will view the products. Not only should content be accessible in the field, but it should also be easy to share for reference even after the rep has left the store.

Easy CRM Integration

The main purpose of utilizing field sales software is to save time and increase efficiency, so it is important to make sure that the integration of your sales tech will be seamless with your CRM of choice. Ensure you can easily merge the software with your ERP systems as well as other CRM platforms.

GPS & Route Planning

The utilization of GPS will continually help your reps get to and from their appointments with the most efficient route possible. Choosing a sales software that offers an in-app route planning feature will make a sales rep's trips easier and more convenient to execute while they are in the field. Planning the route ahead of time will optimize time and provide a clear outline of what a field sales rep's day will look like. Spending less time driving to each call means reps have more time to talk to customers and increase their sales.

Reporting & Analytics

Analyzing data and reports is essential for making decisions and optimizing sales strategies, so your B2B field sales software of choice should provide accurate and in-depth reports. While many standard reports will provide the basic order information needed, customizing your reports to provide key data that your team can use to track performance will further enhance the future of your sales.

Chose a field sales software and team that will work with you and help your business increase efficiency, productivity, and sales!

Click below to view more information about Perenso's field sales platform.