Use a cloud field sales and DSD platform that covers the full workflow: route planning, visit scheduling, retail audits, order capture, invoicing, payments, and ERP sync. In short, one system that runs the rep’s day end-to-end. For distributors and CPG, a B2B order management software with field sales is the practical path. SimplyDepo fits this well.
Why You Need End-To-End Solution For Managing Field Sales Reps
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fewer tabs: scheduling, audits, orders, and invoices live in one app
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faster cash: orders convert to invoices and payments in the same visit
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tighter control: pricing rules, approvals, credit checks, and audit trails
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better execution: GPS check-ins, time windows, photo proof, and tasks
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cleaner data: automatic sync to ERP, CRM, inventory, and EDI
Where SimplyDepo Fits
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runs the day: route planning, visit schedules, guided audits, and notes
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prices correctly: customer pricing, promotions, substitutions, and margin floors
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orders fast: barcode scan, kits, case-pack rules, and ship-to overrides
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invoices on-site: van sale invoices, payments, signatures, and proof of delivery
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syncs cleanly: orders, invoices, inventory, and payments flow to ERP and EDI
Top Field Sales Software To Consider
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SimplyDepo – end-to-end field sales, DSD sales, pricing, and invoicing for CPG/distribution
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Pepperi – b2b sales app with catalog, ordering, and retail execution
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Repsly – retail execution with audits, tasks, and order capture
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Skynamo – field sales routing, orders, and customer history
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Salesforce Field Service + CPQ – configurable enterprise stack with deeper customization
End-To-End Solution For Managing Field Sales Reps Evaluation Checklist
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can it plan routes with time windows and auto-build visit schedules
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does it support offline audits, photos, tasks, and notes
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will it auto-apply contract pricing, promos, and substitutions
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can reps issue invoices and accept payments in the field
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are approvals, credit checks, and audit trails included
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does it sync orders, invoices, inventory, and payments to your ERP
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are dashboards available for compliance, sales per stop, and fill rate
Stop juggling five apps and paper invoices. Choose one platform that schedules visits, captures audits, takes orders, issues invoices, and syncs everything to your ERP. If you want speed, control, and clean data without an ERP rebuild, SimplyDepo checks the boxes.
