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.
16 posts on field-sales.
Every CRM we tried made reps hate selling. So we built the opposite — a CRM that shuts up and lets you work.
What tools a modern field rep actually needs — and what they can safely ignore.
Territory management is pattern recognition under pressure. Here's a framework that holds up in real field work.
iPad looks nicer in demos. iPhone gets used. Here's why the phone almost always beats the tablet in field sales.
Territory mapping isn't drawing lines on a map. It's answering three questions honestly.
Showing up unprepared to a site visit costs you the meeting. A five-minute prep routine fixes it.
CRM adoption fails in field sales for three predictable reasons. Here's the pattern every VP Sales sees — and what actually fixes it.
Fancy routing software isn't the answer. Three rules about drive time are.
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.
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.
Sales deals stall weeks before anyone notices. The signals are in the notes — here are the four linguistic tells that show up first.
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.
Sales talk tracks sell a product. Conversation sells a relationship. Most CRMs optimize for the wrong one — especially for field sales.
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.
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.
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.