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Fieldirect
by CapptusSalesforcePaid
Track field-resource activity in Salesforce Platform with zones, mobile check-ins, photos, alerts, and map monitoring.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYProject Management
UPDATED ON MARKETPLACE
What it does
Fieldirect tracks activity from field resources in Salesforce Platform. Users can define working zones on a map and assign resources to locations within those zones. The Salesforce1 mobile app supports check-in, check-out, photo uploads, and alerts registered in the Salesforce instance. A map monitor displays resources and customers, and field information can be related to Salesforce objects.
Key capabilities
from the Salesforce AppExchange listingMap-based zones
Users can define working zones on a map and assign resources to locations within them.
Mobile check-ins
The Salesforce1 mobile app supports check-in and check-out for field resources.
Photo uploads
Mobile users can take and upload photographs.
Field alerts
The mobile app sends alerts that are registered in the Salesforce instance.
Map monitoring
A map monitor tracks field resources and customers.
Object relationships
Field information can be related to Salesforce objects.
Use cases
- Field sales and service groups can have activity from their field resources tracked through the app.
- Picking and delivery operations can receive assignments for locations within defined zones.
- Marketing execution teams can submit photographs and alerts from the field.
Who it's for
Field sales and service groups, picking and delivery operations, marketing execution teams, and other field-resource teams.
In the catalog
340 plugins in Salesforce Platform · Project Management
Price distribution: 93 free, 41 freemium, 206 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Fieldirect is intended to provide a tool that enables companies to track activity from their field resources (sales teams, service teams, picking and delivery teams, marketing execution, etc.). Within our app, you will be able to define zones with a point & a click right over the map; once you have defined your …»