# Field Sales Software in Burton upon Trent

> Field sales for Burton upon Trent businesses, from CubeCRM. UK-built, UK-hosted and set up around your team. Serving Stoke-on-Trent, Stafford and Lichfield too.

**URL:** https://cubecrm.co.uk/software/field-sales-software/staffordshire/burton-upon-trent

We support businesses in Burton upon Trent the way we would want to be supported ourselves: somebody who knows the account, on the end of a phone, and in the room when being in the room is what the job needs. Burton upon Trent is comfortably within a morning’s drive of our Olney office.

## Details

- **Solution:** Field Sales Software
- **Group:** Running sales
- **Platform:** CubeCRM (https://cubecrm.co.uk/platform)
- **Location:** Burton upon Trent, Staffordshire
- **Distance from our Olney office:** 60 miles - comfortably within a morning’s drive of our Olney office
- **Postcode districts:** DE13, DE14, DE15
- **Also known as:** Mobile CRM, Field sales app, Sales rep software, Area sales management software, Outside sales CRM

## Coverage

We cover Burton upon Trent and the surrounding area, including Town Centre, Centrum 100 Business Park, Stretton, Winshill and Branston, across the DE13, DE14 and DE15 postcode districts. We also work with businesses in Stoke-on-Trent, Stafford, Lichfield and Tamworth and elsewhere in Staffordshire.

## 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/staffordshire/burton-upon-trent
- **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/staffordshire/burton-upon-trent
- **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/staffordshire/burton-upon-trent
- **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/staffordshire/burton-upon-trent

## Elsewhere in Staffordshire

See https://cubecrm.co.uk/software/field-sales-software/staffordshire for field sales software across Staffordshire.

## 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)
