# Field Sales Software > Customer history, visit planning, notes and quoting on a phone - so the people who sell face to face work from the same record as the office. **URL:** https://cubecrm.co.uk/software/field-sales-software Field salespeople and area managers spend most of their time where the customer is, and most CRMs are designed for somebody sitting in front of a monitor. The result is notes written up on a Friday, visit reports that arrive a week late, and quotes promised on site but sent days afterwards. CubeCRM gives field sales a phone-first view of the customer: history, open quotes, cases and recent orders before walking in, a visit logged in a few taps on the way out, and a quote that can be built and sent from the car park. Managers see visits and outcomes as they happen, and the office can act on what was agreed the same day. ## Details - **Solution:** Field Sales Software - **Group:** Running sales - **Platform:** CubeCRM (https://cubecrm.co.uk/platform) - **Coverage:** Nationwide, set up in person - **Also known as:** Mobile CRM, Field sales app, Sales rep software, Area sales management software, Outside sales CRM ## What is included - **Built for the phone:** A mobile interface designed for a thumb and a few spare minutes, not a desktop screen squeezed down. Customer lookup, notes and quoting in a handful of taps. - **Briefed before walking in:** Recent contact, open quotes, live cases and anything the office has flagged, on one screen - so the visit starts with the right conversation. - **Visits planned by area:** See customers and prospects by location, plan a day’s visits around the accounts that are due, and fill gaps with prospects nearby. - **Visit notes in the moment:** Log the outcome, next step and any follow-up tasks straight after the meeting, with photographs attached if they help. - **Quote from site:** Build a quote from the price list on a phone or tablet and send it before leaving. The office sees it immediately. - **Call cycles:** Set how often each account should be visited or called, and see which are overdue. Nobody has to keep a personal list of who is due a visit. ## Real-world use cases ### Visit reports on a Friday **Scenario:** A building products manufacturer’s area managers wrote up their week’s visits every Friday afternoon from memory and notebooks. Follow-ups agreed on Monday were often actioned the following week. **Outcome:** Visits are logged on a phone as they finish, with follow-up tasks sent to the office immediately. Samples and quotes promised on a Monday now go out on Monday. ### Walking in unprepared **Scenario:** A foodservice supplier’s reps occasionally visited customers with an open complaint they knew nothing about, which went about as well as might be expected. **Outcome:** The mobile customer view shows open cases at the top. Reps now arrive knowing about any problem, and often leave having resolved it. ### Some customers seen too often **Scenario:** A distributor noticed that its reps visited friendly customers regularly and larger but harder accounts rarely. Nobody had set out to do this. **Outcome:** Call cycles based on account value now drive each rep’s plan, with overdue accounts listed first. Visit patterns shifted towards the accounts that mattered most. ## Figures - **Phone** First, for people who sell in person - **Same day** Follow-ups from the visit - **Cycles** So every account is seen on time ## Frequently asked questions **Is there an app to install?** CubeCRM’s mobile interface runs in the phone’s browser and can be added to the home screen, so there is nothing to install or update from an app store. It works on iPhone and Android. **What if there is no signal?** CubeCRM needs a connection to save changes. Notes can be drafted and saved as soon as signal returns; in practice most visits end somewhere with at least mobile data. **Does it track where reps are?** No. Visits are logged against the customer’s address, which is what visit planning and reporting need. Knowing where somebody is at every moment is not a sales management tool. **Can reps see stock or delivery information?** CubeCRM shows what is on the customer record, including invoices synced from your accounts package. Live stock and delivery tracking are part of CubeERP, which shares CubeCRM’s data model if you need them later. ## Related solutions - **Account Management Software** - Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record. https://cubecrm.co.uk/software/account-management-software - **Sales Management Software** - Targets, activity, pipeline and results for every salesperson and team, from the same live data - so managing sales is coaching rather than chasing spreadsheets. https://cubecrm.co.uk/software/sales-management-software - **Quoting & Proposal Software** - Branded quotes and proposals built from your own price list, with every revision kept, automatic chasing and online acceptance that closes the deal. https://cubecrm.co.uk/software/quoting-software - **Cloud CRM Software** - An online CRM hosted in UK data centres - nothing to install, nothing to back up, and the same customer record on every desk and every phone. https://cubecrm.co.uk/software/cloud-crm-software ## Contact - **Product:** CubeCRM - **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972) - **Email:** hello@cubecrm.co.uk - **Sales:** sales@cubecrm.co.uk - **Support:** support@cubecrm.co.uk - **Telephone:** 01234 672 617 (+441234672617) - **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP - **Opening hours:** Monday to Friday, 9am to 5.30pm - **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)