Whether you’re recruiting new members, qualifying leads, contacting voters, or optimizing routes to close the deal, The Field simplifies routing and integrates seamlessly with fundraising, survey, and sales tools in your Salesforce.
The Field allows users to easily plot and view data from any object on a map.
The end user can view the objects on an intuitive, interactive map and access specific statistics and actions.
ROUTE & TERRITORY MANAGEMENT
вњ” Plan, optimize & manage routes
вњ” Check-in / check-out
вњ” Log notes on contact records
вњ” Salesforce mobile-ready
вњ” Performance reporting
вњ” Calendar-based scheduling
FIELD ROUTE
вњ” Plot records from any standard or custom Object with Google Maps
вњ” Multi-point driving, walking, or biking directions
вњ” Custom markers to display the status of your records
вњ” Search & add data to Salesforce
вњ” Geocoding
CAMPAIGN MANAGEMENT
Create multiple, custom campaigns to assign different users, containing:
вњ” Campaign members
вњ” Unique UI for list views, detail records, & markers
вњ” Unique buttons on the field rep UI for each campaign