Repsly

Repsly is a field service management tool that enables users to manage customer relationships, track activities, and measure performance. It also gives managers visibility into their agents’ activities and performance to effectively coach them. Its mobile app makes it easy for sales reps to track their activities and manage customer relationships while on the go. Repsly includes features like territory management, activity tracking, and CRM. It enables users to log meetings with customers, add notes about their interactions, and view their upcoming appointments. It also gives them access to customer contact information, so they can quickly get in touch with clients when needed.

Repsly can be used offline, so users can continue to work even if they don’t have an internet connection. In addition to the mobile app, Repsly also has a web app that provides more comprehensive functionality for sales reps and managers. Repsly provides several built-in reports and the ability to create custom reports using the data from your account. Managers can use Repsly to see which territories are being covered, how many emails or calls are being made, and which products are selling well. Repsly is a subscription-based software with different plans for businesses of various sizes.

Repsly Features

Repsly is a comprehensive FSM software that helps companies manage and monitor their field sales teams. Key features of Repsly are the following:

Document library

Repsly’s document library feature allows users to electronically store and manage all essential marketing, sales, and operations documents in one place. It allows users to share those documents with field reps and track which documents have been shared and when they were accessed. 

Merchandising

The merchandising feature helps retailers optimize their in-store product displays. Reps can use the feature to take photos of product displays and send them back to the retailer. The retailer can then use those photos to analyze traffic patterns, identify problem areas, and make changes to the layout. The feature also allows retailers to track where their products are sold and how well they sell. 

Territory management

This feature helps sales teams stay organized and efficient. It allows managers to create custom territories based on zip codes, cities, or other criteria. Once created, sales reps can be assigned to specific areas. The territory management feature also provides visibility into which areas reps are covering. This makes it easy to see which areas are adequately covered and which need more attention. 

Real-time activity feed

Repsly lets users track what their field reps are doing in real-time. The activity feed gives managers a live view of reps’ activities, including task completion, check-ins, and notes. With this feature, agents can see a stream of their recent activities, including calls, meetings, and any notes their manager has added. This information is displayed in chronological order, so reps can easily see what they need to do next. The map-based view in Repsly allows a quick and easy way to see how your team executes.

Messaging

The messaging feature allows users to stay in touch with other team members while on the go. Users can send text messages, images, and attachments via direct or group messaging. All messages are automatically stored in the cloud, so users can access them when needed.

Time and mileage tracking

Repsly allows reps to easily log their work times and track travel distances using GPS, which is automatically tracked and stored in their activity reports. They can also add comments or notes, which help provide more details about their travel expenses and allow the company to reimburse costs efficiently.

Team database

This feature lets managers see how many reps are in each stage of the sales cycle, how many deals have been made, and what products are selling well. The team database can track customer satisfaction levels and identify training needs. By keeping track of all this information in one place, managers can easily see where their team is excelling and where they need to improve. Repsly can also generate customized reports that help managers understand their team’s performance.

Sales orders and returns

Repsly allows businesses to create and manage sales orders, track inventory levels, and process returns. The feature also includes a built-in order management system that can be used to track sales data and performance. The system is designed to streamline sales and help businesses optimize inventory levels. It provides companies with valuable insights into their sales data, which can be used to improve customer service and operations.

Single sign-on

This feature enables users to log in to the platform using their existing corporate credentials. This makes it easier for users to access the platform and improves security by reducing the risk of compromised user credentials. Single sign-on is available for both premium and enterprise accounts. 

Insights dashboards

Repsly’s dashboards are highly customizable so that users can easily find relevant information. It also features a variety of charts and graphs that make it easy to visualize the data.

Workforce management

Workforce management allows managers to see real-time data on employee productivity and performance and create and manage shifts. This information will enable managers to make informed decisions about scheduling, training, and other workforce optimization strategies. Users can easily view and manage agent schedules, timesheets, and leave balances. The workforce management feature is also integrated with Repsly’s GPS tracking and route optimization features, so users can see where agents are and ensure they follow the most efficient routes. 

Client reporting

Repsly’s client reporting feature lets users see which clients have been active recently, along with a summary of their activity. The reports can include information on time spent at each client location, products sold, and customer feedback. This information can be helpful for follow-up purposes or to track the client’s progress. 

Repsly Benefits

Repsly helps companies better manage their field reps. The software provides users with tools for tracking customer interactions, managing inventory, and analyzing data. The following are some benefits users can experience from their Repsly subscription:

Security

Repsly provides security measures to help keep data safe. The software uses encryption to protect data in transit, ensuring all sensitive information is confidential. The single sign-on feature helps prevent unauthorized access.

Scalability

Repsly is designed to be highly scalable. Sales reps can use it with large territories and customer lists as well as small ones. The software is also flexible and can be customized to fit the needs of each user. Repsly allows users to grow their businesses without worrying about the software’s ability to handle their increased workload. As customers and sales increase, the software can accommodate them without issue. Organizations won’t have to purchase new software or upgrade their current software every time their business grows, helping them save money over time.

Customization

Repsly enables users to tailor the platform to fit specific business needs. They can customize the fields in reps’ profiles, allowing them to track whatever information is most important to your business, whether it’s contact information, territory details, or quotas. With custom reports, users can generate valuable insights about their reps and business performance. The software helps users save time and money by allowing them to utilize essential features. Repsly is easy to use, even for those who are not tech-savvy. 

Team collaboration

One of the main benefits of Repsly is that it improves communication between team members. With its built-in messaging system, users can easily communicate with each other without having to leave the workspace. This not only saves time but also ensures that everyone is always on the same page. The software’s messaging system can be used to share files and images, which further streamlines the communication process.

Another way that Repsly improves communication and collaboration is by offering real-time alerts. These alerts notify users whenever something important happens, such as when a task is assigned, or a deadline is approaching, keeping team members up-to-date on the latest developments. 

Increased productivity

Repsly helps teams better organize their work. Its task management feature allows users to easily create and assign tasks to specific team members. Each task can be given its own due date and assigned a priority level, which helps ensure that everything gets done promptly. Furthermore, the software makes it easy to track the progress of tasks so that users can see at a glance who is working on what and how close they are to finishing the task. 

Offline accessibility

Repsly’s offline mode allows users to continue using the app even when they don’t have an internet connection. This can be especially useful when field reps work in areas with poor or variable cell coverage. When offline mode is enabled, representatives can continue logging activities, taking notes, and adding photos. Any data entered into the app while offline will be automatically synced to the cloud as soon as an internet connection is re-established. 

Repsly Pricing

Repsly offers four subscription tiers: Essentials, Pro+, Premium, and Enterprise. All plans include core features like scheduling, territory management, and basic reporting. The Essentials plan is suitable for teams focusing on merchandising and promotions, while the Enterprise plan is ideal for teams with multiple clients and large-scale enterprises. Optional add-ons like retail sales reporting, integrations, and reporting services are also available at an added cost. Interested parties can contact Repsly at their official website for current pricing information.

Conclusion

Repsly is a cloud-based FSM software designed to streamline and optimize the field sales process. It provides users with a central platform to track customer interactions, measure sales performance, and manage field operations. It is ideal for businesses with mobile sales teams that need to be able to access their data from anywhere. Repsly helps companies increase productivity by allowing sales teams to access customer information and place orders from anywhere, using any device, even offline. Repsly is a subscription-based software that provides several plans tailored to different sizes and types of businesses.