I am in food sales. I’m constantly on the road seeing customers and prospecting in person.
I tried using salesforce, Badger, Map My Customers, Zendesk Sell (Base), and a few other CRM’s. Of all of them, Outfield is by far my favorite. Because…
1. Adding new prospects while on the road is a cinch. I don’t have to manually enter anything. It finds my targets on a map. I add them with one click.
2. Visually seeing who I need to see, on a map is extremely important to staying organized.
3. Keeping notes is even easier than writing it down. I just speak into my phone.
4. It’s inexpensive.
5. Customizable. I added a simple form to capture industry specific information, which I can get to show up in reports.
6. Simple. It’s not over engineered. Just the basics, and the option to customize if you want.
7. Seeing analytics is motivating.
8. Route optimizer makes me more efficient, takes into consideration calendar entities, but is flexible as changes to my day inevitably happen. No other CRM has such a quick, simple and clean routing system.
So far, I’m very happy. If you’re on the road more than you’re in the office, this CRM is specifically designed for you. Just pull the band-aid off and start using it 100% for a day. It’s addicting.