Beat plans
Plan daily and weekly routes for each salesperson.
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App · SalesFrom Terrapin CRM
Terrapin Field Sales
Know where your sales team is, and what every visit achieved
Plan beat routes, see the live location of your sales team, and record every visit, order and note against the customer, from the phone.
What you getFor SMBs
- ✓Beat plans for every rep
- ✓Live location during working hours
- ✓Visits logged against customers
- 2Two users includedThe minimum; add more at any time
- 1yAnnual subscriptionSelf-service setup, or our team implements it
Features
Everything Field Sales does for you
Every feature is included in every subscription. You pay only for the number of users.
Live location
See where your team is during working hours.
Check-in and check-out
Visits verified with time and location.
Visit notes
Outcomes, photos and next steps recorded on the customer.
Orders on the go
Capture orders during the visit.
New leads
Add new shops or businesses found on the route.
Daily summary
Visits, distance and orders for every rep.
Mobile first
Everything works from the salesperson's phone.
Differentiators
What makes Terrapin Field Sales different
How the job usually gets done in a small business, and what changes with Terrapin.
Visibility
See the day as it happens
UsuallyYou learn what happened from an evening phone call.
With TerrapinLive location and visit check-ins during the day.
Planning
Routes that make sense
UsuallyReps choose their own routes and skip difficult customers.
With TerrapinBeat plans that cover every customer on schedule.
Proof
Visits you can trust
UsuallyVisit reports are written from memory, if at all.
With TerrapinCheck-ins with time and location, plus notes and photos.
Orders
Orders without paperwork
UsuallyOrders are written on paper and typed in later.
With TerrapinOrders captured during the visit.
New business
New customers found on the route
UsuallyNew shops seen on the route are never followed up.
With TerrapinReps add new leads during the day, with their location.
Is Field Sales right for you?
Field Sales is for you if this sounds familiar
Eight everyday situations. Tap the ones that sound like your business. If three or more do, Field Sales will pay for itself.
Your salespeople spend most of the day travelling
Beat plans and live location.
Visit reports arrive late or not at all
Notes and outcomes logged at the visit.
Some customers never get visited
Routes that cover every customer on schedule.
You can't verify that visits happened
Check-ins with time and location.
Orders are written on paper and typed in later
Orders captured on the phone.
Your reps visit dealers and retailers on a beat
Beats by area with dealer history at hand.
Reps find new prospects but don't record them
Add new leads on the route.
The owner calls each rep every evening for updates
A daily summary for every rep.
0 of 8 sound familiar so far.
Pricing
One simple annual price
Built for small and growing businesses that need one job done well, without paying for a full suite.
How to buy
From first look to live, in six clear steps
You always know what happens next, and nothing is final until you sign the agreement and pay.
- Explore
Go through the features, differentiators and FAQs, then get the deck and brochure or chat with us.
- Choose users and show interest
Pick the number of users (2 minimum) and how you want to set up, then click Show interest. This is not an order and the price is not yet final.
Choose users - Requirement discussion
Our sales team reaches out to understand your requirements, suggests the right app or set of apps, and sends you a proposal.
Requirements and proposal - Subscription
Once you accept the proposal, we share the agreement. After it is signed and payment is made, your subscription is issued.
Sign, pay, subscribe - Set up
Self-service setup with step-by-step guidance. Prefer our team to do it? Implementation is a one-time fee based on complexity.
Self-service - Go live and grow
Go live, track results and add users at any time as your team grows.
Add users any time
FAQ
Questions about Field Sales
Tap a question to see the answer. Can't find yours?
Is location tracked all the time?
Location is shown during working hours and visits, as you configure it.
Does it work on any phone?
It runs on the salesperson's smartphone.
Can reps take orders during visits?
Yes. Orders are captured on the visit and saved against the customer.
Does it need the full CRM?
No. Field Sales works on its own, from the salesperson's phone.
How is it priced?
An annual subscription that includes two users, the minimum. Add more users at a per-user annual price. See the Pricing section for the amounts.
Is there a monthly plan?
No. The app is sold as an annual subscription only.
How do I buy?
Choose the number of users in Pricing and click Show interest. Our sales team reaches out to understand your requirements, suggests the right app or set of apps, and sends a proposal. Once you accept it, we share the agreement, and your subscription is issued after the agreement is signed and payment is made.
Is the price I see final?
No. Showing interest is not an order and does not guarantee the product will be sold at that price. The final price and scope are set in the proposal after the requirement discussion, and confirmed in the agreement.
Do I need implementation?
Not usually. Setup is self-service with step-by-step guidance. If you would rather have our team set it up, implementation is available as a one-time service. Pricing shows an estimated range; the actual budget is set in the requirement discussion, based on complexity.
Can I move to the full suite later?
Yes. Your records stay in place when you move up to the suite, so there is nothing to migrate.
Start with Field Sales
Choose your users and show interest. Our team takes it from there.
