Field Sales

When a salesperson visits clients in the field, a lot of what they see — what sold, how the point of sale looks, what the client needs — usually stays in their head or in a notebook, and reaches the office days later, summarized and without the detail that would have allowed someone to act sooner. By the time the sales manager reviews the weekly report, the chance to react quickly has already passed.

With DataScope, each visit is recorded on the spot, with the information and evidence the office needs to see and act immediately, not at the end of the week.

The salesperson completes the visit from their phone, even without internet in areas with poor signal — the information is saved on the device and syncs on its own as soon as there's a connection. Automatic geolocation confirms the visit actually took place at the corresponding point of sale.

Using data lists with your product and price catalog, the salesperson builds the order or quote directly in the form during the visit — no need to call the office to confirm prices or re-enter the order at the end of the day.

With Digital Signature, the client can confirm the order or visit directly on the salesperson's device, leaving a clear record of what was agreed with no paper needed.

The form can include photos of the display, the shelf, or the store's condition — useful for verifying compliance with commercial agreements or simply documenting the state of the point of sale at each visit.

With Task Assignment, you define which salesperson visits which client and when, and you can see the day's visit progress in real time from the office.

You can export the data to Excel to build your own sales reports, or use Ask DataScope to query the information in plain language — for example, which salesperson has the most pending visits this week — without relying on someone to build the report manually.

If your sales team already works with a CRM or another management tool, you can connect DataScope through integrations or our API so information collected in the field reaches it automatically.