7 mejores CRM para ventas de campo

Desatando el potencial de ventas: una guía completa de los 7 mejores CRM para ventas de campo [2023]

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Welcome to the fast-paced, high-stakes world of field sales! Out here, every handshake, every meeting, and every minute counts. Whether you’re a seasoned field sales rep or you’re managing a team of outside sales warriors, you know how critical it is to stay organized, stay on top of your leads, and make the most of every single sales opportunity. This is where a Customer Relationship Management (CRM) system comes into play. But, let’s take a step back – what exactly is a CRM?

CRM – The Master Key to Sales Success

In the simplest terms, a CRM or Customer Relationship Management system is a tool that helps businesses manage, analyze, and improve their customer relationships. Think of it as a digital command center that brings together all your customer’s information in one unified platform, giving you a 360-degree view of your prospects and customers.

Now, if you’re in field sales, you may wonder, “Why should I use a CRM?” The answer lies in the unique challenges of field sales. Unlike inside sales reps who primarily operate from an office, field sales reps are always on the move, meeting potential clients, and closing deals at the proverbial “front lines”. This unique environment calls for a specialized tool that aids in field sales automation and management – and that’s where a field sales CRM comes in.

Field Sales CRM – Your Personal Roadmap and Rocket Fuel

Field sales CRM isn’t just a tool, it’s a strategic roadmap that guides your sales team to its destination (read: sales targets) and the rocket fuel that propels it to peak performance. In the challenging world of field sales, where the ability to promptly respond to opportunities can make or break a deal, a CRM serves as your faithful sidekick. It keeps you informed in real time, automates repetitive tasks, and helps you maintain top-notch relationships with your customers – all while you’re on the move.

In this guide, we’ll introduce you to the 7 best CRM systems for field sales, each with its unique strengths and capabilities. Whether you’re a small business owner looking for an easy-to-use CRM or a field sales manager looking for a robust field service management software, we’ve got you covered!

¿Qué es un CRM de ventas?

Ready to find the perfect CRM for your field sales team? Let’s dive in!

Tabla de contenidos

Punto clave:

  • The best overall CRM for field sales is Monday.com, offering customizable workflows, well-rounded features, and affordable pricing. It can be used for servicing, sales, CMS, operations, and marketing needs, and has a large community for support.
  • For good plugins, Hubspot offers solid CRM features and is considered the undisputed king of full-stack marketing software.
  • PipeDrive is the most featured CRM for field sales, with sales-focused features and the use of AI to automate repetitive tasks and manage leads and sales.
  • Zoho CRM is great for field sales with features such as canvas design studio, journey orchestration, omnichannel, sales enablement, performance management, and developer platform. Its pricing is also flexible for businesses of different sizes.
  • Salesforce is recommended for larger companies with adaptable usability for any device and use anywhere.

II. Why You Need a CRM for Field Sales

Navigating the Field Sales Terrain: Why a CRM is Your Best Ally

You might be wondering, “Do I really need a CRM for my field sales team? We’ve been doing fine so far…” Here’s the thing though – in the rapidly evolving sales landscape, ‘doing fine’ simply isn’t enough. You need to constantly be at the top of your game, ready to leap at every sales opportunity that comes your way. And that’s where a CRM for field sales shines!

Let’s face it, field sales aren’t for the faint-hearted. With so many balls to juggle – from prospecting to closing deals, from managing customer data to tracking sales performance – it’s all too easy for important tasks to slip through the cracks. And these ‘slip-ups’ could mean lost sales, disgruntled customers, and ultimately, missed targets.

With a robust CRM, you can automate many of these tasks, ensuring you never miss a beat. And that’s just the tip of the iceberg!

Here’s a quick rundown of some of the biggest challenges in field sales, and how a CRM can help you overcome them:

Field Sales ChallengeCRM Solution
Managing customer relationshipsCRM provides a single platform for all your customer data, making it easy to manage and nurture customer relationships.
Tracking sales activitiesWith CRM, you can log calls, track emails, and monitor all interactions with potential clients, all in real-time.
Coordinating sales teamsCRM enables real-time updates, improving internal communication among sales teams.
Optimizing sales processesBy automating repetitive tasks, CRM allows you to focus on what truly matters – selling!

Achieving Peak Performance with CRM

With a solid CRM as part of your sales arsenal, you’re not just surviving in the competitive field sales arena, but thriving. You’re streamlining your processes, improving productivity, and achieving peak sales performance. All the while, you’re providing a better experience for your customers, helping you cultivate relationships that go beyond a one-time sale.

In short, a field sales CRM is not just a software tool. It’s your personal assistant, your data analyst, your communication hub, and most importantly, your guide to navigating the complex world of field sales. So, are you ready to power up your sales team and take the leap toward unprecedented growth? Let’s take a closer look at the top 7 CRM solutions that can help you do just that!

Choosing the Right CRM for Your Sales Team

Cómo seleccionar un CRM

The Great CRM Quest: How to Find Your Perfect Match

With dozens of CRM options flooding the market today, choosing the perfect one for your sales team can feel like searching for a needle in a haystack. But don’t worry, we’ve got you covered! Here’s a nifty guide to help you navigate this CRM maze.

Understand Your Needs

Before you even begin to explore CRM options, take a step back and evaluate your sales process. What are the specific challenges your field sales team faces? What aspects of your sales process could use a boost? Your CRM should be more than just a software tool – it should be a solution tailored to address your specific needs and drive growth.

Key Factors to Consider

Now, let’s dive into some of the factors you should consider when choosing a CRM:

  1. User Interface: The best CRM is the one your team will actually use! Look for a CRM with an intuitive, easy-to-use interface. An overly complex system will only serve to discourage your team and could end up being a costly and unproductive investment.
  2. Precios: CRM solutions come with various pricing models. Some offer a free version with basic functionalities and paid versions for advanced features. Others offer pricing based on the number of users or the volume of data handled. Understand what’s included in each pricing package to ensure it aligns with your budget and needs.
  3. Personalización: Every sales team is unique. Choose a CRM that offers highly customizable features to fit your specific sales processes.
  4. Available Integrations: Your CRM shouldn’t exist in a vacuum. It should seamlessly integrate with other tools your team uses, like email marketing software (Mailchimp, for instance), project management tools (like G Suite), or social media platforms.
  5. Cloud-based vs. On-premise: Both have their pros and cons. A cloud-based CRM offers flexibility and real-time updates, making it ideal for field sales teams. On the other hand, an on-premise CRM may offer greater data control and customization, but could be more costly to implement and maintain.

Charting Your CRM Journey

As you embark on your quest for the perfect CRM, remember that this isn’t a one-size-fits-all scenario. What works for one sales team might not work for another. It’s all about finding a solution that fits like a glove – enhancing your team’s strengths, addressing its weaknesses, and ultimately, driving your sales to new heights.

Up next, we’ll dive into the details of the 7 best CRM systems for field sales, analyzing each for its unique offerings, strengths, and weaknesses. Buckle up – it’s time to find your perfect CRM match!

What is the Best CRM for Field Sales

1. Salesforce: The Big League Player

Welcome to the major leagues! Often touted as the granddaddy of CRM platforms, Fuerza de ventas has earned its stripes as a powerhouse in the CRM landscape. Designed with a clear focus on aiding sales teams to improve their performance, Salesforce is a comprehensive sales management solution, armed with an impressive array of tools and functionalities.

Lea también: Revisión de la fuerza de ventas

Whether you are a small startup looking to scale or a large corporation aiming to streamline your processes, Salesforce is a one-stop shop for all your CRM needs.

CRM pipeline

Características clave

  1. Gestión de contactos: Salesforce offers a centralized platform to store all your customer data, from contact information to social media activity, allowing for a 360-degree view of your customers.
  2. Pronóstico de ventas: Utilize Salesforce’s advanced analytics for accurate sales forecasting, giving your team clear insights into potential sales opportunities.
  3. Salesforce Maps: Salesforce integrates geolocation features that help field sales reps plan and optimize their routes, ensuring efficient territory management.
  4. Análisis de ventas: Get access to real-time sales analytics that can help track performance, identify trends, and uncover insights to make informed decisions.
  5. Integrations and App Ecosystem: Salesforce has a robust API, making it highly compatible with various other business tools. Plus, it boasts a vast app marketplace called AppExchange.


Salesforce operates on a tiered subscription-based pricing model, with packages to suit a range of budgets and requirements:

  • Essentials: $25/user/month (billed annually) – basic sales and marketing for up to 5 users.
  • Professional: $75/user/month (billed annually) – complete CRM for any size team.
  • Enterprise: $150/user/month (billed annually) – deeply customizable sales CRM for your business.
  • Unlimited: $300/user/month (billed annually) – unlimited CRM power and support.

Nota: It’s important to understand that some functionalities are only available on higher-tiered packages, so do explore each package in detail before making your choice.


  • A comprehensive suite of powerful features for sales, marketing, and customer service.
  • Highly customizable, allowing for a tailored CRM experience.
  • Extensive third-party integrations, enhancing the platform’s functionality.
  • Rich, real-time analytics provide valuable sales insights and reports.


  • Salesforce can be overwhelming, especially for small businesses or new users.
  • It has a steeper learning curve compared to other CRM platforms.
  • Pricing can get quite expensive, particularly when opting for more advanced features.

In conclusion, while Salesforce is a robust CRM solution armed with an impressive feature set, it may not be the best fit for everyone. Smaller businesses or those looking for a more straightforward CRM solution might find it too complex or costly. However, for larger sales organizations seeking a feature-rich, customizable CRM that can provide comprehensive sales insights, Salesforce could be the perfect fit.

Lea también: Salesforce frente a Pipedrive

2. Microsoft Dynamics 365: The All-In-One Powerhouse

Step into the world of Microsoft Dinámico 365, where CRM meets ERP to create a unified platform that goes beyond the scope of traditional customer relationship management. This cloud-based solution is designed to streamline your sales processes, boost productivity, and empower your sales reps to achieve peak performance.

Whether your sales team is out in the field or in the office, Dynamics 365 aims to deliver the capabilities to exceed sales targets and build stronger customer relationships.

Lea también: Revisión de Microsoft Dynamics CRM

revisión de ms dinámica crm (1)

Características clave

  1. Sales Insights and AI-Powered Tools: Microsoft Dynamics 365 brings you the power of artificial intelligence to anticipate customer needs, automate sales processes, and derive actionable insights.
  2. Integración con el ecosistema de Microsoft: Seamless integration with familiar Microsoft tools like Office 365, Outlook, and Teams ensures a smooth workflow and reduces the learning curve.
  3. Unified Interface: Access all your data, from leads to customers, from a single, user-friendly platform.
  4. Customizability and Scalability: Microsoft Dynamics 365 is highly customizable, allowing it to grow and evolve with your business needs.
  5. Advanced Analytics: Leverage the power of Microsoft’s Power BI for real-time, interactive reports and dashboards.


Microsoft Dynamics 365 operates on a flexible, modular pricing structure. You only pay for the applications you need:

  • Dynamics 365 Sales Professional: $65/user/month (billed annually) – sales force automation including sales management, reports, and collaborative selling.
  • Dynamics 365 Sales Enterprise: $95/user/month (billed annually) – for sales organizations needing advanced capabilities.
  • Dynamics 365 Sales Premium: $135/user/month (billed annually) – sales force automation plus predictive selling and productivity intelligence.

Nota: Pricing and options may vary, and add-on modules can increase costs. It’s important to review your needs and the detailed pricing information carefully.


  • Robust integration with the Microsoft suite reduces the learning curve and boosts productivity.
  • Powerful AI-powered tools provide predictive insights to help sales reps stay ahead of customer needs.
  • Highly scalable and customizable, it can adapt and grow with your business.
  • Offers comprehensive analytics and reporting features.


  • The high level of customization options can make initial setup complex and time-consuming.
  • Costs can add up quickly when adding more functionalities or users.
  • Some users have reported that it can be slightly less intuitive compared to other CRM platforms.

In conclusion, Microsoft Dynamics 365 is a powerful, scalable solution that is particularly beneficial for businesses already immersed in the Microsoft ecosystem. While the learning curve and pricing structure may seem daunting to some, the level of customization, integration, and powerful AI tools make it a worthy contender among the best CRM solutions for field sales.

3. Zoho CRM: The Balanced Performer

Welcome to CRM de Zoho, a platform designed with a fine balance between functionality and user-friendliness in mind. This cloud-based platform is all about providing businesses of all sizes an easy-to-use CRM without compromising on advanced features.

From managing leads to analyzing sales cycles, Zoho CRM makes it a breeze for field sales teams to automate their daily tasks and focus on what matters most – closing deals and nurturing customer relationships.

Lea también: Revisión de Zoho CRM

Integración de Zoho CRM con Zoho Thrive

Características clave

  1. Manejo de liderazgo: Zoho CRM provides efficient lead management tools that help you capture, track, and convert leads with minimal effort.
  2. Sales Automation: Zoho’s robust automation capabilities can streamline routine tasks, giving your team more time to focus on selling.
  3. Paneles e informes personalizables: Stay updated on your sales activities with detailed, customizable reports and dashboards.
  4. Integration Capabilities: Zoho CRM can seamlessly integrate with other Zoho products and various third-party applications like Google Suite, Mailchimp, and more.
  5. AI-Powered Sales Assistant: Meet Zia, Zoho’s AI-powered sales assistant, designed to provide predictive sales analytics, automation suggestions, and even conversational AI support.


Zoho CRM provides a range of pricing options to cater to businesses of different sizes and needs:

  • Standard: $14/user/month (billed annually) – for small businesses to manage leads and contacts.
  • Professional: $23/user/month (billed annually) – for growing businesses needing complete CRM features.
  • Enterprise: $40/user/month (billed annually) – for large businesses requiring advanced customization and support.
  • Ultimate: $52/user/month (billed annually) – the highest offering, includes enhanced storage and additional advanced features.

Nota: Zoho also offers a “Free Edition” for up to three users, which is a great way for small teams to experience CRM benefits.


  • A clean, intuitive user interface that is easy to navigate, making it ideal for CRM beginners.
  • Offers an affordable range of pricing options, including a free plan for small teams.
  • Good balance of essential features and advanced capabilities, including AI tools.
  • Seamless integration with other Zoho products and various external applications.


  • While Zoho offers a wide range of features, it might not be as robust or sophisticated as some higher-end CRM systems.
  • Customer service and support have received mixed reviews from users.
  • There might be limitations in customization options compared to other platforms.

In conclusion, Zoho CRM is an excellent choice for businesses seeking an easy-to-use CRM platform that offers a balance of basic and advanced features. While it may not provide the extensive customizability or sophistication of some high-end CRM solutions, its affordability and user-friendliness make it a strong contender in the CRM arena, especially for small to medium-sized businesses.

4. Pipedrive: The Sales-Focused Dynamo

Decir hola a Pipedrive, a CRM solution specifically designed to power your sales process. With its strong focus on pipeline management and user-friendly interface, Pipedrive ensures that your sales team has the tools they need to turn prospects into customers effectively and efficiently.

It’s an ideal choice for businesses of all sizes that want to streamline their sales pipeline and increase sales success rates.

Lea también: Revisión de Pipedrive

Características clave

  1. Visual Sales Pipelines: Pipedrive excels in providing a visual and intuitive sales pipeline that can be customized to match your sales process.
  2. Pronóstico de ventas: Pipedrive’s forecasting tools help anticipate sales revenue, allowing your team to make informed, data-driven decisions.
  3. Email Integration and Automation: Pipedrive integrates seamlessly with multiple email service providers and automates repetitive tasks, freeing up valuable time for your sales team.
  4. Aplicación movil: The Pipedrive mobile app allows your field sales reps to manage deals on-the-go, ensuring they’re always up to speed with their sales activities.
  5. Informes y paneles personalizables: Track your sales team’s performance with customized reports and dashboards that provide actionable insights.


Pipedrive provides a variety of subscription plans to meet different business needs:

  • Essential: $12.50/user/month (billed annually) – basic features for small teams.
  • Advanced: $24.90/user/month (billed annually) – complete CRM with automation.
  • Professional: $49.90/user/month (billed annually) – advanced CRM with full customization and team management.
  • Enterprise: $99/user/month (billed annually, minimum 10 users) – full CRM functionality with premium support.

Nota: Pipedrive offers a 14-day free trial for those who want to take the platform for a spin before committing.


  • User-friendly, intuitive interface that’s easy to navigate, ideal for first-time CRM users.
  • Strong focus on sales pipeline management, providing clear visualization of sales stages.
  • Effective email integration and automation capabilities.
  • Good customization options for reports and dashboards.


  • While Pipedrive has good basic features, it might lack some advanced functionalities present in more robust CRMs.
  • Integrations with other software can sometimes require workarounds or third-party solutions.
  • Customer support could be improved, with some users noting delayed responses.

In conclusion, Pipedrive stands as a strong CRM choice for businesses focused on optimizing their sales pipeline. While it may not have all the bells and whistles of some larger CRMs, its emphasis on sales processes, user-friendly interface, and reasonable pricing make it a go-to for many sales-focused businesses.

Lea también: Pipedrive frente a HubSpot

5. HubSpot CRM: The User-Friendly Giant

Welcome to CRM de HubSpot, a platform that blends ease of use, broad functionality, and excellent integration capabilities to provide a robust CRM solution. Ideal for businesses of all sizes, HubSpot CRM is designed to simplify your sales process, boost team productivity, and ultimately, help drive growth.

Lea también: Revisión de HubSpot

From managing customer relationships to streamlining sales funnels, this tool ensures you have everything you need to meet and exceed your sales targets.

características de hubspot

Características clave

  1. Free CRM: Yes, you read that right! HubSpot CRM offers a suite of features for free, making it an excellent starting point for small businesses or those new to CRM software.
  2. Contact & Deal Management: HubSpot allows you to manage and track customer interactions efficiently, helping you turn leads into customers seamlessly.
  3. Email Tracking & Scheduling: Know when your emails have been opened and schedule emails to be sent at optimal times.
  4. Robust Integrations: HubSpot integrates smoothly with a vast array of software, including Gmail, G Suite, Microsoft 365, and many others, making it a versatile addition to your tech stack.
  5. Análisis de ventas: Use HubSpot’s sales analytics tools to gain crucial insights into your sales process and make data-driven decisions.


While HubSpot CRM’s core features are free, they also offer three sales-specific paid plans:

  • Starter: $45/month (billed annually) – basics for smaller teams.
  • Professional: $450/month (billed annually) – a suite of tools for growing sales teams.
  • Enterprise: $1,200/month (billed annually) – advanced features for large sales teams.

Nota: Each tier adds on more capabilities, and pricing is based on the number of users. It’s crucial to check their pricing page to see what’s included in each package.


  • The freemium model offers essential CRM functionality at no cost, making it accessible for small businesses or those new to CRM.
  • User-friendly interface and helpful onboarding make it easy to navigate even for CRM beginners.
  • Robust integration capabilities with a wide array of tools.
  • Offers a comprehensive platform for sales, marketing, and service, providing an all-in-one solution for businesses.


  • While the core CRM is free, costs can quickly add up when you start adding additional features or modules.
  • Some users report that customer support could be improved.
  • The CRM might lack some of the advanced customization options found in other dedicated, high-end CRM solutions.

In conclusion, HubSpot CRM is a strong choice for businesses looking for an intuitive, comprehensive CRM solution. The free core features provide an excellent entry point for small businesses or CRM newcomers, and the paid tiers allow for scalable growth. While it may lack some customization options, its strong feature set and excellent integrations make it a highly competitive option among the best CRM software for field sales.

6. Freshsales: The All-Rounder

Decir hola a ventas frescas, the AI-powered CRM built to help your sales team manage and grow customer relationships. As part of the Freshworks suite, Freshsales offers a robust and user-friendly CRM solution for businesses of all sizes.

Lea también: Freshsales CRM Review

It’s designed to streamline your sales processes and boost productivity, all while keeping customer relationships at the core.

revisión de ventas frescas

Características clave

  1. AI-Powered Insights: With Freddy AI, Freshsales’ artificial intelligence system, gain predictive insights to improve your sales process and make informed decisions.
  2. Vista del cliente de 360 grados: Freshsales offers a comprehensive view of each customer, bringing together touchpoints from across different channels in one place.
  3. Sales Sequences: Automate your follow-up tasks with custom sales sequences to ensure no lead is left untouched.
  4. Built-in Phone and Email: Make calls, send emails, and track communication history directly from the platform.
  5. Robust Reporting: Generate custom reports and sales analytics to gain valuable insights into your sales process and team performance.


Freshsales provides various subscription plans, each offering a set of features suited to different business needs:

  • Blossom: $12/user/month (billed annually) – for small teams to manage their sales leads.
  • Garden: $25/user/month (billed annually) – for growing teams needing advanced CRM features.
  • Estate: $49/user/month (billed annually) – for large teams requiring advanced automation and customization.
  • Forest: $79/user/month (billed annually) – for enterprises needing a robust, scalable CRM solution.

Nota: Freshsales also offers a limited free version and a 21-day free trial for its paid plans.


  • Freshsales’ AI-powered insights can be a game-changer in helping to refine your sales process.
  • The 360-degree customer view offers comprehensive visibility of customer interactions and behaviours.
  • Offers an all-in-one CRM solution with built-in phone and email capabilities.
  • The interface is clean and intuitive, making it easy to use for teams.


  • Though it offers many integrations, Freshsales may not integrate as seamlessly with some third-party tools compared to other CRM platforms.
  • Some users have mentioned that while the customer support team is helpful, response times could be faster.
  • Some advanced features are only available in higher-tiered plans, which can quickly increase costs for small businesses.

In conclusion, Freshsales is a comprehensive CRM solution that shines in its ability to offer AI-powered insights and a full 360-degree customer view. While it may fall slightly short on third-party integrations compared to some competitors, its robust feature set and user-friendly interface make it a strong contender among the top CRM platforms for field sales.

7. Insightly: The CRM with Project Management Prowess

Encontrarse Perspicazmente, a powerful CRM platform with a unique twist: its emphasis on project management features. The platform, which serves businesses of all sizes, offers a user-friendly experience focused on improving customer relationships, enhancing productivity, and providing seamless integration between sales and project management.

Funciones de CRM

Características clave

  1. Vinculación de relaciones: Insightly allows you to map out how contacts are connected to each other, companies, projects, and other elements, giving you a comprehensive view of your network.
  2. Integrated Project Management: In addition to the usual CRM features, Insightly has powerful project management tools built-in, helping teams stay organized and efficient.
  3. Custom Reports & Dashboards: Generate and customize reports and dashboards to track performance and gain actionable insights.
  4. Gestión de canalización de ventas: Manage your sales pipeline effectively, track stages and milestones to stay ahead of the game.
  5. Advanced Integrations: Insightly integrates well with a number of popular platforms such as Google Workspace, Microsoft 365, QuickBooks, Xero, and more, offering a connected ecosystem.


Insightly offers four subscription plans:

  • Plus: $29/user/month (billed annually) – for small teams needing basic CRM and project management tools.
  • Professional: $49/user/month (billed annually) – for growing businesses needing automation and integrations.
  • Enterprise: $99/user/month (billed annually) – for large businesses requiring advanced customization and data control.
  • Unlimited: Custom pricing – a premium package for businesses requiring maximum control and support.

Nota: Insightly offers a free trial for its Plus, Professional, and Enterprise plans.


  • The unique combination of CRM and project management makes Insightly stand out among its peers.
  • The Relationship Linking feature provides valuable insights into how your contacts interact with your business.
  • Insightly’s integration capabilities are impressive, allowing businesses to create a seamless workflow.
  • The platform offers a clean, intuitive interface which makes it user-friendly.


  • The platform’s free version is fairly limited, so most businesses will need to invest in a paid plan.
  • Some users have reported that the mobile app could use some improvements in terms of functionality and design.
  • Depending on your business’s needs, you may find that Insightly’s focus on project management means it lacks some advanced CRM-specific features offered by other platforms.

In a nutshell, Insightly is a unique CRM platform that beautifully blends sales and project management. While its project management focus may mean it lacks some advanced CRM-specific features, its relationship mapping and integration capabilities make it a strong contender in the field sales CRM arena. Its user-friendly interface also means your team can hit the ground running with minimal training.

The Power of Field Sales Automation

In the ever-changing landscape of business, staying ahead of the game is crucial, and field sales is no exception. One of the tools that has become a game-changer in this realm is field sales automation. But what is it, and more importantly, why should you care?

Field sales automation is a transformative approach that leverages technology to streamline and automate many of the repetitive tasks that previously consumed the time and resources of your field sales reps. But the benefits don’t stop there.

Let’s take a closer look at why automating your field sales process might just be the rocket fuel your sales team needs.

Increase Efficiency and Productivity

At its core, field sales automation is all about enhancing efficiency and boosting productivity. By automating tasks like route planning, sales activity tracking, and order management, your sales reps can spend less time on administrative tasks and more time on what they do best – selling. A good CRM can turn hours of manual data entry into a few effortless clicks, freeing up valuable time for your team.

Mejor toma de decisiones

With an automated field sales process, you’re not only speeding up tasks, but also accumulating a wealth of data that can be used to gain insights into your customers and sales processes. By having access to real-time data and analytics, sales teams can make better-informed decisions, respond faster to changing circumstances, and ultimately improve their performance.

Mejora de las relaciones con los clientes

At the heart of every successful business is the ability to build and nurture customer relationships. Automation can help enhance these relationships by ensuring no opportunity slips through the cracks. Automated follow-ups, personalized messages, and timely alerts can help your team stay on top of their customer interactions, leading to more satisfied customers and stronger relationships.

Cost Savings

By streamulating efficiency and reducing the time spent on manual tasks, field sales automation can lead to significant cost savings. Plus, with the power of a good CRM behind your team, you can potentially reduce the need for costly third-party tools and services.

Setting Up Your Field Sales Teams for Success

An effective field sales automation solution empowers your sales reps, turning them into field sales superstars. The automation of repetitive tasks, coupled with powerful insights and a streamlined sales process, equips your team with the essential tools they need to achieve peak performance. And as a bonus, your sales reps will thank you for making their jobs easier and more enjoyable!

Field sales automation is not just a trendy buzzword; it’s a powerful strategy that can provide a significant competitive advantage for your business. Whether you’re a small business or a large corporation, embracing field sales automation can transform your sales process and set your team on the path to success.

So, ready to fuel up and hit the road to field sales success? Make sure to choose a CRM that offers robust automation capabilities and watch your sales team soar to new heights!

Essential Features of a Good Field Sales CRM

Choosing a CRM for your field sales team is not a task to be taken lightly. After all, this platform will become an integral part of your sales process, affecting everything from sales activity tracking to customer relationship management. But with so many features and options out there, how do you know which ones are really important? Fear not, for we’ve got your back! Let’s break down the essential features to look for in a field sales CRM.

Gestión de contactos

First and foremost, a good CRM needs to excel at contact management. This includes not only storing customer data but also allowing you to track interactions, identify opportunities, and get a holistic view of your customer relationships. The ability to easily segment and categorize your contacts can also be a major plus.

Gestión de canalización de ventas

Effective pipeline management is key to success in field sales. Look for a CRM that allows you to visualize your sales pipeline, track deals at various stages, and forecast revenue. The ability to customize your pipeline can also be beneficial.

Automatización de ventas

We’ve already discussed the power of field sales automation. A CRM that can automate repetitive tasks, send out timely alerts, and streamline your sales process can be a game-changer for your team.

Administración de tareas

From scheduling meetings to following up on leads, field sales reps have a lot to keep track of. A CRM with robust task management capabilities can help your team stay organized and on top of their to-do lists.

Informes y análisis

Data-driven decision making is crucial in today’s competitive business environment. A good CRM should provide robust reporting and analytics features, giving you valuable insights into your sales process, team performance, and customer behavior.

Mobile Accessibility

Field sales reps are always on the go, so mobile accessibility is a must. Look for a CRM with a user-friendly mobile app that allows your team to access customer data, update records, and manage their tasks no matter where they are.

Capacidades de integración

Your CRM won’t be the only tool your team uses. Thus, it’s important to choose a CRM that can seamlessly integrate with the other tools your business relies on – from email marketing platforms to finance and project management software.

Interfaz amigable

Last, but certainly not least, a good CRM should be easy to use. After all, the most feature-rich platform in the world won’t do you much good if your team finds it confusing or difficult to navigate. Look for a CRM with an intuitive, user-friendly interface that your team can get up and running with minimal training.

Remember, the best CRM for your field sales team is the one that meets your specific needs and fits well with your sales process. So, take your time, do your research, and don’t be afraid to take a few platforms for a test drive before making your decision. Your team – and your bottom line – will thank you!

How to Leverage CRM for Peak Sales Performance

Leveraging a CRM isn’t just about implementing the software into your workflow; it’s about strategically utilizing it to achieve peak performance from your field sales teams. Here’s how you can make the most of your CRM and send your sales performance skyrocketing:

Automate Repetitive Tasks

One of the key benefits of CRM is its ability to automate mundane, repetitive tasks that eat into your team’s valuable time. This could include everything from data entry and lead routing to follow-up emails and meeting reminders. Automating these tasks frees up your sales reps to focus on what they do best – selling.

Use CRM Data for Strategic Planning

A CRM is a goldmine of data. From lead behavior and customer interaction history to sales performance and pipeline analytics, there’s a lot you can learn from your CRM data. Use these insights for strategic planning, sales forecasting, and decision-making to ensure your sales efforts are focused in the right direction.

Integrate CRM with Other Tools

Your CRM should not exist in a vacuum. Instead, integrate it with your other sales and marketing tools for a unified platform. This could include email marketing software, project management tools, customer service software, and more. Integration not only streamlines your processes but also ensures that your team has all the information they need at their fingertips.

Improve Customer Relationships

A CRM can play a pivotal role in improving your customer relationships. With complete customer histories, personalized communication, and automated follow-ups, you can provide a superior customer experience that boosts customer satisfaction and loyalty.

Empower Your Sales Team with Mobile Access

Field sales teams are often on the move, and a mobile CRM app can be a game-changer. It enables your team to access critical customer data, update records, and perform other crucial tasks from anywhere, enhancing productivity and response times.

Continual Training and Support

Finally, ensure that your team is well-trained and supported in using the CRM. Regular training sessions, tips, and resources can help your team utilize the CRM to its full potential. Additionally, provide a platform for your team to voice any issues or concerns and address them promptly to encourage CRM adoption.

A CRM is much more than just a tool or software; it’s a catalyst for business growth. By strategically leveraging your CRM, you can streamline your processes, make informed decisions, and empower your field sales team to achieve their peak performance. So dive in, explore all that your CRM has to offer, and watch your sales soar!

CRM for Different Sizes of Sales Teams

Whether you’re a scrappy startup or a large corporation, there’s a CRM out there that’s perfect for your field sales team. But with different sizes come different needs and considerations. Let’s explore how to choose the right CRM based on the size of your sales team.

Equipos pequeños

For small teams, simplicity and ease of use often trump advanced functionalities. You want a CRM that’s straightforward and intuitive. Free or low-cost options like CRM de HubSpot o Zoho CRM’s free version are great for small teams just starting to formalize their sales process. These CRM options typically offer essential tools like contact and opportunity management, email tracking, and basic analytics.

Medium Teams

As your team grows, so do your CRM needs. Mid-sized teams often need more robust sales and marketing automation features, as well as more advanced analytics and reporting. CRM options like Pipedrive y ventas frescas offer these advanced features while still remaining affordable. They also offer options for customization and integration with other tools, allowing your CRM to scale with your team.

Large Teams

For large sales teams, you need a robust, enterprise-grade CRM capable of handling a high volume of data and complex sales processes. CRM solutions like Fuerza de ventas y Microsoft Dinámico 365 excel in this area. These platforms offer comprehensive sales, marketing, and customer service features, as well as advanced AI-powered sales tools and analytics. They also provide high levels of customization and integration, allowing you to tailor the platform to your team’s specific needs.

Remember, the key to choosing the right CRM is not just the size of your team but also your specific business needs and sales processes. So, take the time to clearly define your requirements, test out a few different platforms, and involve your team in the decision-making process. After all, they’ll be the ones using the CRM day in and day out. With the right CRM in place, you’ll be well on your way to streamlining your sales process, boosting productivity, and hitting those sales targets!


Seleccionando el best CRM for field sales is not a one-size-fits-all affair. It’s a journey that involves understanding your sales team’s needs, your customer relationship management style, and the goals of your sales organization. However, armed with the right information and a clear understanding of the landscape, it’s a journey that can lead to improved sales processes, greater efficiency, and a clear path toward achieving those all-important sales targets.

Remember, a CRM isn’t just a tool – it’s your team’s roadmap and rocket fuel. A well-chosen CRM can serve as a centralized platform that offers a 360-degree view of your customers, automates time-consuming admin tasks, and provides critical insights that can guide your sales strategy. And with the power of field sales automation, your CRM can free up your team to focus on what they do best – engaging potential clients, closing deals, and driving growth.

From Salesforce’s comprehensive feature set to Zoho CRM’s affordability and ease of use, we’ve explored some of the most popular options on the market today. However, your ideal CRM may be one of these or it might be a different one entirely – it all depends on your unique business needs and sales processes. So don’t be afraid to explore all the options, try out different CRM software, and ask the tough questions.

Finally, don’t forget that implementing a CRM is just the beginning. To truly leverage your CRM for peak sales performance, it’s crucial to provide ongoing training and support for your team, integrate the CRM with your other tools, and regularly review and refine your sales processes.

So there you have it – your complete guide to choosing and leveraging the best CRM for field sales. Here’s to empowering your sales reps, delighting your customers, and reaching new heights in your sales performance. Happy selling!

Five Facts About the Best CRM for Field Sales:

  • ✅ Monday.com is the best overall CRM for field sales, offering customizable workflows and robust marketing tools.
  • ✅ Hubspot is a good option for field sales with its strong CRM features and full-stack marketing software capabilities. 
  • ✅ PipeDrive stands out with its AI-powered automation of repetitive tasks and sales-focused CRM features. 
  • ✅ Zoho CRM is a robust software that fulfills all business requirements and provides CRM solutions according to the niche and size of the organization. 
  • ✅ Salesforce is adaptable to the size of the company, with great usability and the possibility of using it anywhere.

FAQs about the Best Crm For Field Sales

What is the best CRM for field sales reps?

The best CRM for field sales reps is one that allows for the efficient management of agents, schedules agent visits, and optimizes field operations. Zoho CRM and Salesforce are two popular options for managing field sales.

What features should I look for in a CRM for field sales?

Some key features to look for in a CRM for field sales include the ability to efficiently manage field agents, schedule visits, and optimize field operations. Other important features include performance management tools, sales enablement tools, and customization options to meet your specific business needs.

Does Zoho CRM offer a free edition?

Yes, Zoho CRM offers a free edition that provides essential management tools. This is a great option for small businesses or those just starting out.

What are the subscription plans offered by Zoho CRM?

Zoho CRM offers subscription plans to fit the needs of small, medium, and large businesses. The plans include Standard, Professional, Enterprise, and Ultimate. Each plan includes different features and is priced according to the tools provided.

What is included in the Ultimate plan for Zoho CRM?

The Ultimate plan for Zoho CRM includes enhanced feature limits, Zoho Analytics, and 25 customizable canvas designs. This plan provides advanced customization options for businesses that require more from their CRM system.

What is the best CRM app for field sales reps?

The best CRM app for field sales reps is one that is user-friendly and provides advanced solutions with robust marketing tools. Monday.com and Hubspot are two great options for field sales reps as they provide customization options and solid CRM features.

Desatando el potencial de ventas: una guía completa de los 7 mejores CRM para ventas de campo [2023]
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Desatando el potencial de ventas: una guía completa de los 7 mejores CRM para ventas de campo [2023]
This article describes Unleashing Sales Potential: A Comprehensive Guide to the 7 Best CRM for Field Sales [2023]
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