FIELDBOSS® sales management functionality:

  • Lead Management
  • Sales ManagementLeads from Web Site, Phone, Email, Fields Staff Mobile Device
  • Manage sales to existing customers separate from new customers
  • Team Selling
  • Opportunity Management
  • Case to opportunity automation
  • Field Staff Mobile Device to opportunity automation
  • Pipeline Management
  • Quota & Goal Management
  • Estimating & Quoting
  • Integrated MS Word templates
  • Integrated document management


Increase Your Sales Pipeline

Sales Opps 2Upon qualification of a new lead, sales persons can with one click, convert the lead into a new account, contact and opportunity record. Quotes and quote revisions can be created to streamline document turnaround.


Reduce Proposal Turnaround Time

Opp Mtc ContCustomer requests for information never fall through the cracks because they are logged in the case entity when a request or quote is made. Cases can be created directly through an email from within Outlook or from a technicians mobile device. Operations staff can convert cases directly to sales opportunities where they can be assigned to the appropriate employee or team.

Track Opportunities in Outlook

Elevator Opportunity in OutlookFIELDBOSS® is integrated with Outlook, so whatever changes you make in Outlook will automatically change in FIELDBOSS®. You can track the estimated revenue, estimated close date, and rating of the opportunity as well as what stage the opportunity is in. You can track the potential customer’s name and salesperson’s name. You can also monitor activities related to the potential sale, such as telephone calls, email messages, and tasks.

Social Integration to Build Your Network and Deepen Relationships

microsoft_social_listening_screenshotGive your sales team unprecedented social data for lead generation and relationship management. Make every customer conversation more relevant, valuable, and productive.


Sell as a Team to Deliver Results

BP8Set and monitor group quotas and goals so that your sales departments work together effectively across teams, geographies, and work groups. Teams take advantage of activity feeds that show in one central place all the activities performed by the organization related to any particular opportunity.