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Why we built Infield
Every CRM we tried made reps hate selling. So we built the opposite — a CRM that shuts up and lets you work.
Tag
field-sales
16 posts on field-sales.
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The field sales stack: what reps actually need
What tools a modern field rep actually needs — and what they can safely ignore.
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How to run a sales territory without losing your mind
Territory management is pattern recognition under pressure. Here's a framework that holds up in real field work.
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iPad vs iPhone for field sales: which actually wins?
iPad looks nicer in demos. iPhone gets used. Here's why the phone almost always beats the tablet in field sales.
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Territory mapping 101: a field rep's guide
Territory mapping isn't drawing lines on a map. It's answering three questions honestly.
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The pre-site-visit checklist every rep should have
Showing up unprepared to a site visit costs you the meeting. A five-minute prep routine fixes it.
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Why CRM adoption fails in field sales (and how to fix it)
CRM adoption fails in field sales for three predictable reasons. Here's the pattern every VP Sales sees — and what actually fixes it.
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Route planning for field reps: the rules that actually work
Fancy routing software isn't the answer. Three rules about drive time are.
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Shadow CRMs: what field sales reps actually use
Shadow CRMs are what field sales reps actually use — Notes.app, text threads, a homemade spreadsheet. Here's how to absorb them instead of fighting them.
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Business card capture: the highest-ROI field sales CRM feature
Business card capture is still the highest-ROI feature in a field sales CRM. Here's why OCR finally works — and the math on what it's worth.
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Why sales deals stall — and how to spot it weeks earlier
Sales deals stall weeks before anyone notices. The signals are in the notes — here are the four linguistic tells that show up first.
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Seasonal sales territories: planning for markets that breathe
Seasonal sales territories break most CRMs. HVAC, ag, construction, and landscaping all run on a calendar your pipeline doesn't see — here's how to plan for it.
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Sales talk tracks vs. conversation: where CRMs go wrong
Sales talk tracks sell a product. Conversation sells a relationship. Most CRMs optimize for the wrong one — especially for field sales.
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Expense capture in a field sales CRM: the unloved feature
Expense capture from the field is a two-hour weekly tax on every rep. A field sales CRM that absorbs it pays for itself in labor alone.
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In-person sales: where field still wins over Zoom
In-person sales still outperforms video in four categories of B2B selling. Here's where field wins — and why the tooling can't be the same as inside sales.
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Sales dashboards reps actually look at (and the ones they ignore)
Most sales dashboards are built for executives. The dashboards reps actually open on their own look nothing like that — here's what belongs on the home screen.