The Field

The Field is a mapping and routing software designed to optimize territory management, geolocation, and route planning for businesses. According to the vendor, The Field is suitable for small to large companies and caters to a wide range of professions and industries, including field managers, field teams, operations, nonprofit organizations, solar sales teams, canvassing, door-to-door sales, fundraising, political campaigns, and Salesforce development.

Key Features

Route Optimization Software: According to the vendor, The Field optimizes door-to-door, driving, and site-based territories, providing custom route optimization for B2B and B2C sales and service appointments. It offers multi-point driving, walking, or biking directions and allows the creation of custom markers to display the status of records. Users can also search and add data to Salesforce directly from the app.

Territory Management: The vendor claims that The Field visualizes areas with the most opportunity to assign territories and helps assign routes that maximize efforts based on territory analysis. The software offers mapping technology for door-to-door and site-based canvassing, providing automated routes and tools to overlay data for a seamless approach.

Robust Team Management: According to the vendor, The Field tracks team performance and location in real-time, providing comprehensive visual tracking and mapping features. The software offers built-in accountability with reports and analytics, enabling daily route assignment and end-of-day statistics analysis.

Unlimited Custom Campaigns: The vendor states that The Field offers limitless customization for driving, door-to-door, and venue-based campaigns. It provides a customizable user interface for managers and allows custom data, pins, and actions for field teams for each campaign. The software streamlines the user interface for team members, focusing on results.

Seamless Integrations: The vendor claims that The Field integrates seamlessly with Salesforce CRM, working with Salesforce Flows, processes, and apps. It offers integration with Salesforce Surveys, order forms, and FormAssembly. Additionally, it allows integration with other tools using Salesforce's APIs.

Solar Door-to-Door Sales Made Simple: According to the vendor, The Field optimizes door-to-door efforts for solar sales, offering a user-friendly interface tailored specifically for solar sales. The software seamlessly integrates with Salesforce solar-prospecting tools and provides a mobile-ready solar sales canvassing app.

Mobile Friendly: The Field is designed to be mobile-friendly, allowing users to access and use the software on their phones or tablets. Users can draw and assign turf, plan routes in advance, and perform other mapping tasks directly from their mobile devices.

User-Friendly: According to the vendor, The Field is designed to be user-friendly and easy to learn. Users can quickly navigate through its features with ease. The interface is clear, simple, and intuitive, making it accessible to users of all skill levels.

Easy to Use: The vendor claims that The Field is extremely easy to use and straightforward to learn. Users can quickly plot points, enter data, and transition from one door to the next seamlessly. According to the vendor, it only takes a short amount of time to get up to speed with the software.