FIELD SALES AUTOMATION

Automate field sales execution with confidence

Field sales automation standardizes how reps plan visits, capture orders, complete tasks, and report activity in real time, giving field teams one unified system to reduce admin work, improve visibility, and increase revenue.

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TRUSTED BY TOP-PERFORMING FIELD SALES & DISTRIBUTION TEAMS

What is field sales automation?

Field sales automation is the use of software to automate and standardize in-field sales execution such as visit planning, order capture, task execution, data entry, and reporting. It replaces manual processes with real-time workflows that improve productivity, accuracy, and visibility for sales, operations, and leadership.

SimplyDepo is a modern field sales automation platform that connects visit execution, mobile order capture, route planning, tasks, and reporting in one system. Unlike generic sales tools, it is built for real-world field execution, not desk-based selling.

Our reps are faster, our data is cleaner, and visit coverage increased by 30%+ across territories.

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Laura Mendez

Operational Manager

3X

Faster order processing
70%

Reduction in order corrections

Visit Planning & Scheduling

Plan daily and weekly visits by territory, priority, and frequency so reps spend more time selling and less time organizing.
Mobile Order Capture

Capture accurate orders in the field with real-time pricing, product availability, and customer history.
Task & Activity Automation

Automate follow-ups, merchandising tasks, audits, and visit checklists to ensure consistent execution across every location.

VISIT EXECUTION
Execute every visit with confidence

Log visits, notes, photos, tasks, and outcomes in real time so nothing is missed and performance is always visible.
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MOBILE SELLING
Sell anywhere, anytime

Log visits, notes, photos, tasks, and outcomes in real time with a Field Visit Summary so nothing is missed and performance is visible.
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REAL-TIME VISIBILITY
See what’s happening in the field

Give managers live insight into visits, orders, coverage, and performance across reps and territories.
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All-in-one field platform

Native order management

Route & delivery reconciliation

Built for distributors & CPG

Field sales + retail execution

ERP & accounting integrations

Real-time performance analytics

Onboarding speed

simplydepo

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✅ Yes

Traditional Tools

❌ No

⚠️ Limited

❌ No

⚠️ Partial

⚠️ Limited

Weeks - Months

One Platform for  
Field Sales Automation 
and Execution.

SimplyDepo connects visit planning, mobile selling, task management, order capture, and reporting into one operational platform built for field sales teams.

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Compare SimplyDepo

Discover why teams are making the switch.

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1

Plan

Define territories, visit cadence, priorities, and sales targets for each territory.
2

Capture

Log visits, capture orders,
complete tasks, and log outcomes in real time.
3

Review

Track performance, coverage, and results across reps and territories consistently.

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Gain real-time visibility into sales activity, promotions, and in-store performance. Ensure brand standards are met, campaigns run correctly, and every account reflects your strategy.

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+24%

Boost in sales
92%+

On-time execution

Connect orders, routes, inventory, pricing, and teams in one system. Reduce errors, accelerate order processing, and maintain full control across territories and accounts.

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+14h

Saved weekly per rep
70%

Fewer order errors

Plan visits, complete tasks, capture photos, and report activity in real time. Maintain consistent execution across locations while managers monitor coverage and performance.

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22%

More store visits
92%

Task completion rate

Tenace reduced order corrections by 70% and accelerated rep workflows 3× with SimplyDepo
- 3x
  
  Faster rep workflows
- 70%
  
  Reduction in order corrections
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How 88 Acres increased wholesale reordering by 30% and saved 10+ hours per rep with SimplyDepo
- +10h
  
  Faster rep workflows
- +30%
  
  Increase in reordering volume
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How SimplyDepo helped GNGR Labs free 15+ hours per rep and increase buyer retention to 93%
- 24%
  
  Boost in sales
- +15h
  
  Saved weekly per rep
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Gotham DSD eliminated manual QuickBooks reconciliation and cut reporting by 3× with SimplyDepo
- +13
  
  Saved weekly per rep
- 70%
  
  Reduction in order corrections
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HC Foods: Scaling distribution while saving 40+ hours per week with SimplyDepo
- +40h
  
  Saved weekly between reps
- 120%
  
  More efficient merchandising
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Retail Execution

Execute in-store with confidence. Complete audits and tasks that ensure compliance, visibility and consistent execution.
Route Planning

Plan visits with confidence. Build efficient routes that reduce travel time, increase coverage, improve productivity and keep field teams aligned.
B2B Order Management

Manage orders with confidence. Capture, track, and fulfill every order accurately while eliminating delays, confusion and manual errors.
Field Sales

Sell with confidence in the field. Equip reps with real-time customer data, visit tools and insights that strengthen relationships and increase close rates.
Distribution Management

Run distribution with confidence. Coordinate inventory, routes, orders and teams from one system to keep operations scalable and efficient.
CRM for Distributors

Run customer relationships with confidence. Coordinate accounts, sales, orders and teams from one system to keep growth predictable and efficient.

Frequently asked questions

What does field sales automation include?

Field sales automation includes visit planning, mobile order capture, task management, activity tracking, reporting, and real-time visibility into field sales performance.

How does field sales automation improve sales productivity?

Field sales automation improves productivity by reducing manual data entry, automating daily workflows, and allowing reps to spend more time selling instead of managing paperwork.

How is field sales automation different from CRM?

CRM systems focus on contacts, pipelines, and deal tracking. Field sales automation focuses on executing visits, capturing orders, completing tasks, and managing real-time in-field activity.

Can field sales automation work offline?

Yes. Field sales automation software allows reps to capture visits, orders, tasks, and notes offline and automatically sync data when connectivity is restored.

Who should use field sales automation software?

Field sales automation software is used by field sales reps, sales managers, distributors, brands, and merchandising teams that operate outside the office and rely on consistent execution.

How does field sales automation help sales managers?

Field sales automation gives managers real-time visibility into visits, coverage, orders, and rep performance so they can coach effectively and make data-driven decisions.

How quickly can field sales automation be implemented?

Most modern field sales automation platforms can be implemented in days rather than months, allowing teams to start executing immediately without complex setup.

Does field sales automation replace existing systems?

No. Field sales automation complements existing systems by capturing accurate in-field activity and syncing clean data to CRM, ERP, or accounting tools.

What results can teams expect from field sales automation?

Teams typically see increased visit coverage, higher order accuracy, improved sales productivity, faster reporting, and stronger visibility across territories.

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+15h

Save weekly
per rep
93%

Increase
buyer retention
24%

Increase
in retail sales

FIELD SALES AUTOMATION

Automate field sales execution with confidence

What is field sales automation?