Best CRM for Outside Sales Reps
Field sales CRM guide highlighting top tools for outside reps, featuring mapping, routing, territory management, and mobile access to streamline lead gen, scheduling, and on-site customer interactions.
Ideal Customer Profile
Outside sales reps, field teams, door-to-door sales, merchandisers, and retail field staff seeking mobile, map-driven CRM with real-time data and territory management.
Common Pain Points
- •Manual data entry slows reps and increases errors
- •Lost or untracked leads in the field
- •Inefficient routing and time management
- •Difficulty coordinating field activities with the home office
- •Inventory, pricing, and order management during in-person visits
Top CRM Picks
5 expert-vetted recommendations
Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.
Perfect For
lead generation
⚡ Key Features
- Lead generation tool with data from the platform
- Territory management
- Canvassing in the field
- In-field lead capture
- Map pins for potential customers
- Leaderboards gamification
Pros
- ✓Strong lead generation capabilities
- ✓Territory management and balancing
- ✓In-field canvassing and lead capture
- ✓Map-based visualization with pins
- ✓Gamified activities with Leaderboards
Cons
- ✗Pricing not disclosed; requires contact
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Perfect For
route planning
⚡ Key Features
- Route planning
- CRM integration with mapping
- Lead generation within territory
- Check-in feature to log visits and update CRM
- Territory heat maps and data visualization
Pros
- ✓Integrated route planning with CRM
- ✓Lead generation within territory
- ✓Check-in logs visits and updates CRM
- ✓Territory heat maps and data visualization
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Perfect For
email marketing integration
⚡ Key Features
- Geolocation services in mobile app
- Automatic dialer
- Guided selling
- Lead finder
- Sales assistant with contextual insights and recommendations
- Automate data entry tasks
- Integrated marketing tools for drip email campaigns
- Email template library
Pros
- ✓Unified platform for sales, marketing, and engagement
- ✓Drip email campaigns and marketing alignment
- ✓Next-best-action recommendations and deal outcome predictions
- ✓Automates data entry tasks
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Perfect For
merchandise management
⚡ Key Features
- Online and offline order taking
- DIY configuration to fit workflows
- Real-time inventory checks
- Customizable pricing rules
- Merchandising module with store audits, barcode scanning, and promotions
- E-commerce and e-catalogs
Pros
- ✓Real-time inventory checks
- ✓Offline/online ordering
- ✓Store audits and promotions
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Perfect For
visual account mapping
⚡ Key Features
- Mapping integrated with CRM
- Geographic visualization of accounts
- Offline functionality
- Customizable data fields
- Reporting tools
Pros
- ✓Geographic account visualization
- ✓Offline access
- ✓Customizable data fields
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Buying Guide
Step-by-step guide to finding your perfect CRM
Strategic considerations to shortlist the right CRM platform for your workflow, tech stack, and growth roadmap.
- 1
Prioritize CX software integration to maintain a unified customer view
- 2
Choose fast-to-implement, easy-to-use solutions
- 3
Leverage free trials or demos to test features in real-world conditions
FAQ
Common questions answered
Quick answers to common questions digital teams raise when evaluating CRM platforms.
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