Sales & Marketing

Sales and marketing are two of the most important aspects of running a successful business. Without sales, there would be no revenue and without marketing, there would be no customers. FieldNXT mobile first platform offers comprehensive sales and marketing solution that help businesses maximize their revenue potential.

One of the most important sales and marketing solutions is to have a clear understanding of your target market. Who your ideal customer is and what they are looking for. Once you know this, you can create a sales and marketing strategy that is tailored to their needs. Having this in mind, we built a dynamic mobile solution, this will help you to attract more of your ideal customers and convert them into paying customers.

Lead Management

Sales leads are the lifeblood of any organization that relies on sales to generate revenue. The process of generating sales leads and converting them into opportunities is essential to the success of any sales organization. There are some common elements that are essential to any lead generation process. However, there are a number of ways to generate sales leads, and each organization will have its own methods and processes for doing so. Our platform enables customers to meet their personalized work flow and meet their exact business requirements for the sales lead management activities.

The first step in generating sales leads is to identify your target market. This can be done by segmenting your customer base by industry, geography, or other criteria. Once you have generated a list of potential leads, it is important to qualify them. This means that you need to determine whether or not the lead is a good fit for your product or service. Our hierarchical workflow management solution makes it convenient to operate different sets of professionals work as a team for all these activities.

Opportunity Management

Sales opportunities don't just appear out of nowhere - they need to be created. And in order to create sales opportunities, you need to know the product fitment of potential customers and then how to approach them. Then, you can research these companies to see if they might be interested in your products or services. Once you've identified potential customers, you need to reach out to them and start building relationships. This can be done through a variety of methods, such as phone calls, emails, or social media. Our solution is extended to capture all the activities you do with your potential customer and this will help the sales team to daily reporting and following up with customers.

Once you've established a relationship with a potential customer, you can start working on creating a sales opportunity. This involves identifying their needs and then proposing a solution that your products or services can provide. If you're able to successfully create a sales opportunity, the next step is to generate a quotation. This document outlines the price and terms of your business etc.

Surveys and Forms

Gathering data in the field is far more important than you would imagine. Collecting potential customer data on-site is indispensable for better conversion. A Field Sales App comes with custom templates for various documents which reduces the necessity of physical materials. Forms once filled or signed electronically can be sent to management through the FieldNXT Sales CRM. Moreover, when a salesman wants to look up information on existing potential customer, all they have to do is search for it on their mobile device and make decisions on-the-go.

Digital Catalogues

In the digital age, a complete digital catalogue with custom pricing is a must have for the mobile sales team. Switching to a FieldNXT Sales App enables interactive digital brochures, and it can be shared to customers through email, WhatsApp, pdf, etc. The app offers a seamless flow of all the information from the backend system and showcase for all the products in an ordered and intuitive fashion.

Key Features

Attendance Punching

Route Management

GPS Tracking

GEO Fencing

Sales Dashboard

Daily Activities

Expense Entry

Realtime Alerts


Key Benefits

Improve Sales Performance
Ensure Data Security
Complete Data Visibility
Automate Activity Reporting
Improve Customer Satisfaction
Analytical Insights