Problems we solve

We're not on Salesforce

FieldKo is built on Salesforce. That doesn't mean you need to buy Salesforce first.

What it looks like today

  • Field work is tracked in spreadsheets, email and a field app nobody trusts.
  • A CRM project feels too big to take on just to run store visits.
  • Two contracts and two vendors sounds like twice the risk.

What changes

FieldKo can set up a new Salesforce org with FieldKo installed, and one FieldKo subscription covers both the Salesforce and FieldKo licenses. You get the field app, reporting and dashboards on Salesforce from day one, and room to grow into more of Salesforce later if you choose.

Examples

See it fixed, one visit at a time.

In Salesforce

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.Salesforce setupNick · Head of field sales · [Mid-size drinks brand]On the phone

Monday morning download

A rep logs in with her Salesforce username and her whole week (accounts, visits and surveys) is on the phone before she leaves home.Offline syncStore visits & call cyclesMia · Field rep · North Shore territoryIn Salesforce

The perfect store dashboard

Head office sees store score, coverage, call compliance and availability on one page, with the ten weakest stores listed for action.Reporting & Power BIShelf Health ScorecardsSurveysAnna · Commercial director · Head office

Store names, people and figures in these examples are illustrative.

Start without Salesforce.

Tell us how your team works today and we'll show you FieldKo with Salesforce included.

Book a Demo