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What is FORM MarketX?

Enhance your sales potential with FORM MarketX, a cutting-edge market execution tool designed to provide real-time guidance, tracking, and performance improvements. Its user-friendly drag-and-drop interface enables easy creation and assignment of dynamic tasks, making collaboration seamless. Teams can access contextual support via mobile devices, which streamlines the process of task completion. Gain valuable insights through immediate reporting, which helps ensure that tasks are directed to the right person at the right time, all thanks to our intuitive no-code task builder. Choose from an array of 12 task types, including sophisticated image recognition features, and implement conditional logic to speed up your teams’ responses. You can also set up push notifications and alerts to keep track of results and address arising issues without delay. Additionally, assign photo tasks to your field sales staff, giving them the capability to capture real-time images of executions from any location. Experience the live tracking of merchandising and standard operating procedures (SOPs) with data and images marked with geo-location, timestamps, and user information. Moreover, you can easily view and export images in various formats like PDF, PowerPoint, or via shareable links for straightforward distribution, thus improving teamwork and collaboration. By leveraging this all-encompassing platform, your organization can significantly boost operational efficiency and achieve superior outcomes in every aspect of market execution, ultimately leading to enhanced customer satisfaction.

What is Capturx?

FDI's Capturx provides a no-code mobile forms solution that integrates flawlessly with both smartpens and traditional paper, as well as modern touch devices, facilitating a more efficient and cost-effective synchronization with your enterprise data systems. Power Users have the capability to create custom forms, set up secure connections to core data systems, and manage workflows while ensuring compliance with IT data security and governance standards. Field Teams can easily collect information using smartpens, conventional paper, or tablets, promoting a smooth and user-friendly data gathering experience. In addition, Central Teams gain immediate and secure access to this data, which enhances their ability to perform analyses quickly, make real-time decisions, achieve greater process transparency, improve supply chain oversight, streamline billing processes, maintain balanced cash flow, simplify compliance tasks, deliver excellent customer service, and bolster employee safety. Users can design forms within Excel, utilizing the Capturx for Excel ribbon to specify various field types and names, resulting in a comprehensive database that reflects all the designated field names from Excel, thereby simplifying the data collection workflow. With 22 different field types available, including options for signatures, lists, and regular expressions, this powerful tool not only boosts productivity but also dramatically cuts down on the time and financial resources required for effective data management. Overall, Capturx revolutionizes the way organizations handle data, making the entire process more efficient and integrated.

Media

Media

Integrations Supported

FORM OpX
Google Chrome
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft SharePoint
Microsoft Teams
Salesforce
Tableau

Integrations Supported

FORM OpX
Google Chrome
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft SharePoint
Microsoft Teams
Salesforce
Tableau

API Availability

Has API

API Availability

Has API

Pricing Information

$25 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

FORM.com

Date Founded

2002

Company Location

United States

Company Website

www.form.com/products/field-sales-management-app/

Company Facts

Organization Name

Field Data Integrators LLC

Company Location

United States

Company Website

www.fielddataintegrators.com/solutions

Categories and Features

Data Entry

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Retail Execution

AI / Image Recognition
Collaboration Tools
Data Collection
Inspection
Pricing / Placement Optimization
Product Education
Product Promotion Strategy
Retail Site Audit
Workforce Management

Retail Management

CRM
Commission Management
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management
eCommerce

Survey

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Data Entry

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

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