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Ratings and Reviews 0 Ratings
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What is OptCRM?
Keeping a close eye on field operations and monitoring sales performance is essential for organizations, whether they are small startups or large enterprises. A robust system can greatly ease the workload for both management teams and employees. By speeding up the order placement and processing stages, companies are better equipped to focus on accurate sales metrics. The idea of Real Time Business Intelligence plays a crucial role, as it aims to provide a tool that enhances a company’s operational effectiveness by improving sales results, broadening insights, and elevating market presence. In the end, implementing the right framework not only optimizes workflows but also enables businesses to flourish even in competitive environments. This further underscores the necessity of embracing cutting-edge solutions to maintain a competitive edge in the market. Moreover, staying proactive in adopting such innovations can lead to sustained growth and success.
What is FieldPro?
FieldPro, developed by Optimetriks, is a cutting-edge mobile and web solution designed to help manufacturers and distributors effectively manage and automate their everyday field operations, resulting in increased productivity. This platform connects various stakeholders within the distribution network, enabling seamless real-time communication. It empowers brands to achieve four essential operational objectives that are crucial for enhancing productivity and performance: overseeing field personnel, outlet mapping, performing retail audits, and streamlining sales automation. Our innovative approach transforms the traditional distribution model from a rigid hierarchy to a more cooperative framework, strengthening the relationships between businesses, retailers, and field agents. With the Field Force Automation mobile application, FieldPro, users can access current data regarding their field sales activities, which helps to enhance the transparency and efficiency of their distribution processes. Moreover, our Field Sales app enables users to digitize and analyze orders on-the-spot, effectively eliminating barriers posed by manual methods and significantly boosting overall operational efficiency. By adopting FieldPro, you are not just keeping pace with industry trends; you are actively shaping the future of distribution, where technology and operational excellence converge for optimal results.
Integrations Supported
Microsoft Dynamics 365 Business Central
NetSuite
SYSPRO ERP
Sage CRM
Stormpromax
Integrations Supported
Microsoft Dynamics 365 Business Central
NetSuite
SYSPRO ERP
Sage CRM
Stormpromax
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$10 per user per month
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
OptCRM
Date Founded
2010
Company Website
www.optcrm.com
Company Facts
Organization Name
Optimetriks
Date Founded
2015
Company Website
fieldproapp.com
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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
Categories and Features
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