Empower Your Sales Team in the Field with Real-Time Customer, Pricing and Stock Information
What is the Embrace Field Sales Module?
The Embrace Field Sales module puts your entire sales operation in the hands of your field representatives. With mobile access to customer information, real-time pricing, stock availability and order history, your sales team can engage customers with confidence, capture orders on the spot and dramatically reduce turnaround time from enquiry to fulfilment.
Fully integrated with Embrace Sales Orders, Inventory Management and CRM, Field Sales ensures that every interaction in the field flows seamlessly into your back-office systems, eliminating manual re-entry, reducing errors and accelerating your sales cycle.
Customer and Product Visibility
Give your sales representatives instant access to comprehensive customer profiles, including account status, credit limits, outstanding balances, order history and pricing agreements. View real-time stock availability across all warehouses and branches, so your team can confidently commit to delivery dates. With complete product catalogues at their fingertips, reps can present the full range and identify upsell and cross-sell opportunities during every customer visit.
Quoting and Order Capture
Create professional quotations and capture sales orders directly from the field, using accurate real-time pricing, customer-specific discounts and stock availability. Quotations convert seamlessly to sales orders with a single action, eliminating re-keying and ensuring nothing falls through the cracks. Orders placed in the field are immediately visible to the warehouse for picking and dispatch, reducing fulfilment lead times.
Pricing, Discounts and Approvals
Embrace Field Sales enforces your pricing rules, discount structures and approval workflows automatically. Sales reps see the correct prices for each customer, including volume discounts, promotional pricing and contract rates. Where discounts exceed authorised thresholds, approval requests are routed to the relevant manager in real-time, ensuring margin protection without slowing down the sales process.
Route Planning, Visits and Activity Tracking
Plan and optimise sales routes to maximise the number of customer visits per day. Record visit outcomes, follow-up actions and CRM notes directly from the field, building a complete picture of customer engagement. Management gains real-time visibility into sales team activity, enabling data-driven coaching, territory optimisation and performance measurement.
Embrace Clients use Field Sales for :
- Real-time access to customer accounts, credit limits and order history in the field
- On-the-spot quoting and order capture with accurate, customer-specific pricing
- Viewing real-time stock availability across all warehouses and branches
- Enforcing pricing rules, discount limits and approval workflows
- Planning and optimising daily sales routes and customer visits
- Recording visit outcomes, follow-up actions and CRM notes on-site
- Reducing order turnaround time from days to minutes
- Eliminating manual re-entry of orders captured in the field
- Tracking sales representative activity and performance metrics
- Identifying upsell and cross-sell opportunities during customer visits
Is Field Sales for you? Talk to us
Embrace Sales and Distribution
Ensuring The Right Product, At The Right Price, In The Right Place
