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Sales at your fingertips – MSP FieldSales

MSP FieldSales provides complete control over field and mobile sales and supports sales promotion. Sales representatives capture orders in the field and send them to the back office in real time. This reduces administrative work while management has continuous insight into sales activities and results.

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Challenges of modern field sales and sales promotion without digital support

In companies where field sales and sales promotion have not yet been digitalized, sales representatives often use outdated and disconnected systems. Orders are still recorded manually or in Excel and later re-entered into back office, causing errors, delays and wasted time.

Without a unified digital solution, field representatives often lack access to up-to-date customers, pricelist and inventory information, reducing their effectiveness during sales visits. Management also lacks real-time insight into field activity, making planning and optimization of sales activities more difficult.

The result is weaker field sales, more administrative work and lost sales opportunities – precisely when responsiveness is critical to closing a deal.

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MSP FieldSales –
Sales and sales promotion

MSP FieldSales offers a broad range of functions for optimizing field sales processes in your company.

01

Order capture in the field.

02

Cash transactions and fiscal cash register.

03

Planograms on mobile devices.

04

Access to order history in the field.

05

Up-to-date customer financial data.

06

Capture of photos, GPS location and signatures.

What you gain with MSP FieldSales – more sales, less administration and complete field visibility

  • Up to 30% greater efficiency of sales visits.
  • Up to 70% less administrative work.
  • Faster and higher-quality planning of field activities.
  • Up to 50% fewer data-entry errors.
  • Real-time control over sales activities and faster decision-making.
  • Higher productivity and better use of field teams.
  • More completed sales.
  • A more structured and repeatable sales process.

Workflow with MSP FieldSales

Field sales representatives perform various forms of mobile sales and sales promotion activities. Structured digital support is therefore essential for efficiency and visibility.

Planning and assigning sales activities

Sales managers plan visits, campaigns and other activities in the ERP system or MSP Insight and assign them to individual sales representatives or teams.

This ensures clear priorities, optimal resource allocation and better field coverage.

Working on a mobile device

Sales representatives in the field have access to:

  • Assigned tasks,
  • current customer data,
  • up-to-date prices,
  • product and inventory data,
  • information on previous activities.

This enables faster decision-making, better visit preparation and more effective sales.

Capturing data in the field

In the field, sales representatives capture data about:

  • Visits,
  • orders,
  • customers,
  • promotional activities,
  • agreements.

Sales representatives can document conditions with photos and notes.

Automatic data transfer to ERP

All captured data is automatically transferred to the ERP system or MSP Insight without additional re-entry.

This reduces errors, accelerates business processes and ensures up-to-date data throughout the company.

Case study:
digitalization of field sales

The reference company is a leading wholesale supplier of cut flowers and potted plants. Sales are conducted using delivery vehicles that visit customers throughout the region every day, with mobile sales playing a key role.

01

Challenges before digitalization

Before MSP FieldSales was introduced, field representatives did not have access to up-to-date customer information. Mobile sales relied on paper forms, which were often lost or arrived to back office incomplete.

Field sales promotion was not systematically supported, while manual invoice issuing was time-consuming and unclear.

02

Implementation of MSP FieldSales

With MSP FieldSales, the company digitalized the entire field sales process. Sales representatives now have access to customer data, price lists, inventory and product catalogues, supporting effective mobile sales and targeted sales promotion.

The back office has insight into completed visits, GPS locations, execution times, orders and inventory, with data flowing in near real time. A fiscal cash register is also used for cash transactions in the field.

03

Digitalization results

With the implementation of MSP FieldSales, the company achieved:

  • Elimination of paper forms in mobile sales.
  • Less administrative work in the back office.
  • More effective field sales promotion.
  • Complete visibility into mobile sales and sales activities.
  • Seamless data flow between the field and office.
01

Case study:
digitalization of sales promotion and field order capture

The reference company is a manufacturer and distributor of food products supplying retail chains, specialist stores and hospitality businesses throughout Slovenia. Sales representatives visit customers every day, support sales promotion, check conditions at points of sale and capture new orders.

01

Challenges before digitalization

Before MSP FieldSales was introduced, sales representatives relied on paper forms and telephone communication with the back office. During customer visits, they did not have access to current price lists, previous orders, open receivables or inventory availability.

Orders were often entered into the information system only after field work was completed, extending processing time and increasing the risk of errors. Management lacked real-time insight into completed visits, sales activities and the performance of individual representatives.

02

Implementation of MSP FieldSales

With MSP FieldSales, the company digitalized the entire sales-promotion and field-order-capture process. Sales representatives have access on mobile devices to customer data, contract prices, promotions, product catalogues, inventory and business history.

Orders are entered directly at the customer’s location and automatically transferred to the business information system. During the visit, representatives can record activities, add photos of the point of sale, enter notes and plan follow-up visits.

Management and the back office have real-time visibility into completed visits, received orders, sales results and field conditions, supporting faster decision-making and more effective coordination of sales activities.

03

Digitalization results

With the implementation of MSP FieldSales, the company achieved:

  • Digitalization of the entire field order-capture process.
  • Faster order processing and elimination of duplicate data entry.
  • More effective sales promotion through access to current data.
  • Better insight into sales representatives’ work and completed visits.
  • Less administrative work in the back office.
  • Faster information flows between the field and the business information system.
  • Higher service quality and faster response to customer needs.
01

Why choose MSP FieldSales

MSP FieldSales enables digitalization of the entire sales process – from field sales to sales promotion – in one solution, delivering greater efficiency and complete visibility into field teams.

By using the MSP FieldSales solution, you achieve:

  • Less administrative work – direct data capture.
  • Fewer errors – elimination of re-entry.
  • Faster information flow – enabling faster decisions.
  • Higher sales-representative productivity.
  • Better use of visits and more completed sales.

The result is more organized, faster and data-driven field sales with measurable effects.

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