Field sales software is designed to help sales representatives who work outside of an office or in the field. It sits on the top of Sales Force Automation platforms, utilizing its data and functionality as a foundation to develop specialized tools and features for sales activities. The tools and features include route optimization, mobile access to data, scheduling and calendar management, location tracking, and real-time visibility into customer interactions, all of which enable sales reps to manage their sales process efficiently while on the field. The software is leveraged by the industries such as insurance, financial services, securities, commodities, pharmaceuticals, and others.
Gartner defines field service management (FSM) as modular software that manages work and commercial interactions for organizations whose workforces travel to remote locations. These workforces install, inspect, maintain and repair consumer, commercial or industrial equipment, assets and systems. FSM software may also help manage, maintain and monitor these under a predefined service or maintenance contract. FSM software is delivered primarily as cloud-based services and mobile apps; however, some FSM vendors also provide the option to deploy some or all components on-premises.