Field Sales App
In a competitive sales environment, having access to real-time customer data and insights can mean the difference between closing a deal and losing a potential client. Retool Mobile's Field Sales apps can empower your teams to access and manage customer data, update your CRM, and close deals while on the move. Key features include real-time access to customer data, writes back to your CRM, and customizable sales workflows.
Industry
Sales
Use cases
Mobile•Operations
Components
Text Input
Custom Collection
Button
Image
How this template works
Retool allows you to bring your data to life to make powerful internal tools with both pre-made and custom components.
Learn about how Retool works- Click 'Try this template' to import this field sales app template and create an organization.
- Edit your generated application visually by dragging-and-dropping components and writing queries against your pre-populated Retool Database.
- Extend this application by connecting to your own database to start building powerful internal tools.
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What you can build with Retool
Kee Han Ooi
Software Engineer at Solera Health at Solera Health
Retool offers us prebuilt components and integration with resources that we otherwise would have to build. Ultimately, Retool empowers us to provide a better tooling service level to our internal users than in the past and, as a result, better serve our customers.
Frequently Asked Questions
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What is a Field Sales App?
In a competitive sales environment, having access to real-time customer data and insights can mean the difference between closing a deal and losing a potential client. Retool Mobile's Field Sales apps can empower your teams to access and manage customer data, update your CRM, and close deals while on the move.
Key features of this mobile app template include real-time access to customer data, writes back to your CRM, and customizable sales workflows.
Potential use cases include:
Accessing customer information, including prior communications and order history
Creating and sending proposals directly from the app, speeding up the sales process
Tracking sales activities, such as calls, meetings, and follow-ups, to ensure a consistent sales approach
Collaborating with team members and sharing sales documents in real-time
Analyzing sales performance and identifying areas for improvement or opportunities for growth