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What is the Field Sales Template?
The Field Sales template helps businesses enhance their field sales operations. It provides a mobile-friendly solution for sales teams to showcase products, create custom deals, and manage customer interactions on the go.
- Access your product catalog from anywhere
- Create tailored deals to meet individual customer needs
- Track deal status and capture customer information
- Gain insights into sales team performance through charts and a team dashboard
Try the Field Sales template today to tighten up your sales processes, improve customer interactions, and drive revenue growth for your business.
Why you should use the Field Sales Template with Glide
The Field Sales template from Glide empowers your sales team to showcase products and close deals on the go. With access to your product catalog and the ability to create custom deals, you can tailor offers to meet individual customer needs.
- Connect the template to your existing product data, whether it's in Google Sheets or a database, without migration hassles.
- Design a user-friendly interface for your sales reps to access products and create deals using Glide's integrated layout builder.
- Automate workflows like updating deal status or sending follow-up emails through Glide Actions.
- Optimize the template for consistent experiences across desktop and mobile with automatic device adaptation.
- Stay ahead with Glide's regular design system updates for a modern, professional look.
Take control of your field sales operations and drive revenue growth more efficiently with the Field Sales template. Get started today.
Who should use the Field Sales Template
Sales Manager
As a sales manager, this template helps you easily track and manage your team's sales activities and performance.
- View real-time data on sales rep activity levels, deals in the pipeline, and closed deals
- Set team and individual targets, and monitor progress towards hitting goals
- Identify top performers and areas for coaching based on customizable performance metrics
See how this template can heighten your sales management today - start using it for free.
Field Sales Director
As a Field Sales Director, you need a solution that empowers your team to excel in the field. With the Field Sales template, your sales reps can easily access the product catalog, create tailored deals for customers, and track deal progress, all from their mobile devices.
- Access the full product catalog on the go, ensuring your reps always have the latest information
- Create custom deals and pricing offers based on customer needs, increasing sales conversion
- Track deal status and customer information, giving you visibility into your team's performance
- Gain valuable insights through charts and a team dashboard, enabling data-driven decision-making
Optimize your field sales operations and drive revenue growth with the Field Sales template.
Maker
Made by Glide
Data Sources
Resources
How the template works
1
Click 'Get template'
This will copy the template into your Glide account. If you don't have an account, you will be prompted to create one for free.
2
Customize your template
You can now import your data, add features, screens, and integrations, and adjust the settings and appearance of your app.
3
Publish your app
Once you've customized the template to your needs, you can one-click publish the app and begin inviting users immediately.
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