ONBOARDING
Your Operation
Starts Here.
Everything you need to begin managing your field team.
Tell us about your business, users, customer locations and operational challenges. Our team will demonstrate the platform and recommend the most suitable deployment for your organisation.
Choose the proven Sales Manager platform or request a custom-branded solution built around your workflows.
- Book a tailored demonstration
- Platform or custom deployment
- Built to scale with your team
WHY CHOOSE SALES MANAGER
Built for
field operations.
Sales Manager brings client data, visit activity, tasks, routes and performance reporting into one structured platform designed for accountability and control.
Real-Time Visibility
Know exactly who visited where, when and why.
Structured Clients
Centralise client information, assignments and visit history.
Visit Accountability
Capture proof of activity, outcomes, notes and next steps.
Smarter Planning
Plan tasks, follow-ups and routes with greater precision.
Performance Insights
Track activity, coverage and user performance through accurate reporting.
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Built using trusted software and supported by an experienced development team.
DEPLOYMENT OPTIONS
Choose the setup
that fits your business.
Start with the proven Sales Manager platform or request a custom-branded deployment designed around your organisation.
- Client & Member Database
- Visit Tracking
- Visit Forms
- Task & Planner Board
- Route Planning
- User & Team Management
- CSV Data Imports
- Performance Reports
- Coverage Insights
- Role Permissions
- Scalable Deployment
CUSTOMISE YOUR PLATFORM
Expand your operation over time.
Add users, workflows, reporting, integrations and custom functionality as your field operation grows.
Custom Branding
Additional Users
Custom Visit Forms
Extra Regions
Advanced Reports
CRM Integration
Route Optimisation
Role Permissions
Custom Development
And much more...
SIMPLE PROCESS
Getting started with Sales Manager is easy.
01
Tell us about your business
Share your team structure, client base and current field-operation challenges.
02
Book your demonstration
See how the platform works and explore the features most relevant to your operation.
03
Complete a needs analysis
We identify users, workflows, reporting and any custom requirements.
04
Configure your platform
Our team prepares your system, imports data and assists with setup.
05
Launch your team
Begin tracking visits, managing tasks and improving field performance.
DEPLOYMENT OPTIONS
Choose the setup
that fits your operation.
Standard Platform
Tailored
setup
per month
- Fast onboarding
- Proven workflows
- Core reporting tools
Team Deployment
Tailored
setup
per month
- Multiple users
- Customer visit tracking
- Task and follow-up management
Growth Deployment
Tailored
setup
per month
- Expanded workflows
- Advanced reporting
- Operational oversight
Branded Platform
Custom
quote
per month
- Your branding and identity
- Custom visit forms
- Tailored reporting
Custom Solution
Custom
solution
per month
- Custom workflows
- Additional integrations
- Quoted after needs analysis
IMPLEMENTATION PROCESS
A solution built around your operation.
Following your demonstration, we will prepare a tailored proposal based on your number of users, field teams, data, branding, workflows, integrations and support requirements.
Ready-to-use Sales Manager structure
Fast onboarding
Client data import
User setup
Training and launch support
Your branding and identity
Custom workflows
Additional integrations
Tailored reporting
Quoted after needs analysis
Arrange your demonstration
Contact the Sales Manager team to begin your needs analysis.
BEFORE WE BEGIN
What we will confirm.
- Number of users and managers
- Client or member database size
- Field team structure and regions
- Required visit forms and workflows
- Reporting requirements
- Branding and customisation
- Data import requirements
- Integrations and support needs
REQUEST YOUR SALES MANAGER DEMO
Complete the enquiry form below.
One of our specialists will contact you to arrange your demonstration and discuss the most suitable deployment for your organisation.
