Prepare your sales online before making them offline with Upsurge CRM for Field Sales

Use an all-in-one tool CRM with social selling & sales prospecting features

Introducing Upsurge CRM for Field Sales

Field sales involve sales representatives who are out in the field, meeting clients, conducting face-to-face interactions, and closing deals. Upsurge CRM can be adapted to support field sales teams in managing their activities and relationships. Here’s how you can tailor Upsurge CRM for field sales:

Lead Management

Utilize Upsurge CRM to manage leads and prospects, keeping track of contact details, interaction history, and location.

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Communication History

Log interactions, calls, emails, meetings, and field visits with leads and clients in Upsurge CRM.

Location Tracking

If possible, integrate Upsurge CRM with location services to track field sales representatives’ visits and movements.

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Task and Reminder Management

Set reminders for client visits, follow-up actions, appointments, and important tasks.

Pipeline Tracking

Organize the sales pipeline in Upsurge CRM, tracking leads and deals through different stages.

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Client Relationship Management

Use Upsurge CRM to manage client contacts, communication history, and project details.

Document Storage

Store important documents, contracts, agreements, and sales collateral within Upsurge CRM.

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Mobile Access

Upsurge CRM’s mobile capabilities allow field sales reps to access and update customer information while on the move.

Offline Access

Ensure that Upsurge CRM provides offline access capabilities so that field sales reps can work without an internet connection.

Analytics and Reporting

Utilize Upsurge CRM’s reporting features to gain insights into field sales performance, customer engagement, and trends.

Networking and Referrals

Maintain relationships with clients and partners in Upsurge CRM, encouraging referrals and collaborations.


Segment clients, leads, and contacts based on different criteria for targeted communication.

Remember, Upsurge CRM’s customization options allow you to adapt it to your field sales team’s specific needs and workflows. While it might not be explicitly designed for field sales, its features can be customized to enhance the efficiency and effectiveness of your field sales operations.

For the most current information on features or capabilities that can specifically support field sales, I recommend visiting the official Upsurge CRM website or contacting their support for accurate and up-to-date details.

Social Selling CRM For B2B Companies

You can customize it to whatever you do and however many businesses you have. Sign up for a free trial with Upsurge CRM.

Trusted by 100+ enterprises to run their entire field operations

Sarah Johnson Graphic Designer

I've been in the field sales game for over a decade, and I've tried various CRM solutions, but nothing comes close to the effectiveness of UpSurge CRM's Field Sales module. It's a game-changer! The user-friendly interface and robust features have streamlined my sales processes, allowing me to focus more on building relationships with clients and less on administrative tasks. With UpSurge CRM, I've seen a significant boost in productivity, and my sales have soared. It's truly the ultimate tool for any field sales professional.

Sarah Thompson Senior Field Sales Representative

UpSurge CRM's Field Sales module has revolutionized the way we manage our sales team. The real-time data access and tracking capabilities have empowered our field sales agents to be more agile and responsive in the field. The route optimization and lead management features have helped us cut down on travel time and increase customer visits, leading to a remarkable increase in our sales figures. Plus, the mobile app is a lifesaver! It allows us to stay connected and informed even when we're on the go. Thanks to UpSurge CRM, our field sales team is more efficient and effective than ever before.

Ready to try Upsurge CRM for Field Sales?

Sign up for a free trial with Upsurge CRM.