Not on Salesforce? It's included A brand with no Salesforce gets FieldKo in its own new Salesforce org, with the Salesforce licenses included in one FieldKo subscription.
Nick · Head of field sales · [Mid-size drinks brand]
Nick's 22 reps work from spreadsheets, and the company doesn't use Salesforce. He doesn't want a second contract. FieldKo sets up a new Salesforce org with FieldKo installed. The subscription covers a Salesforce Platform license and a FieldKo license for each rep, plus restricted admin licenses for two people in the office. Reps log in to FieldKo Atlas with their new username, and Nick's reports and dashboards run on Salesforce from day one.
The first visits land in the new org on day one.
FieldKo Home Accounts Visits Orders Campaigns Reports Dashboards
First Week in the New Org
Record Count Accounts loaded 620 Visits synced 186 Surveys answered 172 Photos 410
Details
Reps 22
Admins 2
Contracts 1
Separate Salesforce contract None 1 One contract The FieldKo subscription includes the Salesforce licenses, so there's no separate agreement with Salesforce. 2 A real Salesforce org Enterprise Edition with the FieldKo packages installed, plus standard storage and API allowances. 3 Room to configure Fields, layouts, flows, reports and dashboards are yours to set up, with up to 10 custom objects for FieldKo.
Everything this visit sent back to Salesforce. Each line is a record in your own org, under your permissions, reportable with the tools your team already uses.
Features in this example FIELDKO [Mid-size drinks brand] go-live
Reps 22
Admins 2
Contracts 1
Separate Salesforce contract None
Sent to Salesforce
✓ SYNCED
Promo not up, reason recorded A bottle shop hasn't built the funded display, and the rep records why, so the national account manager can fix it with head office. Surveys Offline sync Ben · Field rep · Cellar Door Liquor, NewtownNew store, first visit A rep signs up a new bottle shop in the app, with its contact and trading details, and completes the first visit in the same stop. Store visits & call cycles Surveys Offline sync Ben · Field rep · The Corner Cellar, MarrickvilleStore history before walking in Before walking into a pub, the rep sees the last visit's notes, score, open tasks and order, so the conversation starts where it left off. Store visits & call cycles Offline sync Ben · Field rep · The Royal Hotel, LeichhardtStore names, people and figures in these examples are illustrative.
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