The most important conversations happen in the customer’s building, not at a desk.
Early accessField Sales Software in Northamptonshire
Field Sales Software built, hosted and supported in the UK, serving Northamptonshire including Northampton, Kettering and Wellingborough. Set up around how your team actually sells, not the other way round.
- Part of CubeCRM
- Northamptonshire
- 01234 672 617
Across Northamptonshire we see the same problem in different clothes: plenty of customer information, but not in one place, and not in a form the whole team can act on.
Field Sales Software is how you stop relying on memory.
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.
- Phone
First, for people who sell in person
- Same day
Follow-ups from the visit
- Cycles
So every account is seen on time
What it does
Inside field sales software
The parts of CubeCRM that make up field sales. Everything here sits on the same customer record, so nothing needs re-keying between them.
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.
In practice
Problems this actually solves
Typical situations, anonymised. What businesses tell us before they change anything, and what changes afterwards.
- Case 1
Visit reports on a Friday
Before
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.
With CubeCRM
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.
- Case 2
Walking in unprepared
Before
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.
With CubeCRM
The mobile customer view shows open cases at the top. Reps now arrive knowing about any problem, and often leave having resolved it.
- Case 3
Some customers seen too often
Before
A distributor noticed that its reps visited friendly customers regularly and larger but harder accounts rarely. Nobody had set out to do this.
With CubeCRM
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.
The features behind it
See the parts doing the work
Each one has its own page showing how it works. And if the business later needs orders and stock, CubeCRM grows into CubeERP on the same records.
Local coverage
Field sales across Northamptonshire
Our Northamptonshire coverage includes Northampton, Kettering, Wellingborough, Corby, Daventry and Towcester, and the NN postcode districts. If you are in Northamptonshire and not on that list, we almost certainly still cover you - ask.
10miles from our Olney office
Discovery and training can be done at your office - watching how enquiries really arrive and how the team really sells tells us more than any questionnaire.
Postcode districts
- NN
Areas we cover
Northampton, Kettering, Wellingborough, Corby, Daventry, Towcester, Rushden and Brackley.
Field sales elsewhere in Northamptonshire
How it happens
What getting started involves
The same process wherever you are, and for Northamptonshire discovery and training can be done in person.
- 1
Discovery
A short, structured session on how enquiries arrive, how you quote, and where customer information lives now - the inboxes, the spreadsheet, the old CRM and the notebook in the car. We come back with what works as standard and what needs configuring.
- 2
Setup
Pipeline stages, fields, quote templates, email connection, teams and permissions set up to match how you sell - not a demo account with your logo dropped on it.
- 3
Data import
Contacts, companies, open opportunities and quote history brought across from spreadsheets, inboxes or your previous CRM, with duplicates merged. You check it against what you had before anybody switches over.
- 4
Training & rollout
Short, role-based training so the sales team learns the pipeline and the office learns enquiries and cases - in person where it helps. Guides and screen recordings left behind for new starters.
- 5
Ongoing support
UK support from the people who built the platform, with a named contact, agreed response times, and a product roadmap you can influence.
You might call it something else
If you searched for any of these, this is the page you wanted.
- Mobile CRM
- Field sales app
- Sales rep software
- Area sales management software
- Outside sales CRM
Questions
The things people ask first
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.
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.
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.
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
Other things we can put right
Also available in Northamptonshire.
Account Management Software
Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record.
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.
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.
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.
Working in Northamptonshire?
Field sales for your Northamptonshire business
Tell us what your current system does badly. We will tell you whether CubeCRM fixes it, and what it would take.
