Field Marketing Software for Smarter Customer Engagement
SalesWorx Field Marketing gives your team structured tools for visit planning, product demonstrations, e-detailing, sample management, and customer engagement on a single mobile platform with real-time system connectivity.
Plan, schedule, and track every field visit with greater accuracy and accountability. SalesWorx helps managers ensure field teams follow approved schedules, visit the right contacts, and maintain consistent customer coverage while providing complete visibility into field activity.
Create monthly visit plans for each field marketing representative with a calendar-based view
Assign specific customers and contacts to planned visit dates
Review and approve visit plans before execution
Verify visits through geo-fencing at customer locations
Automatically capture visit start and end times upon arrival and departure
Monitor visit status in real time
Compare planned versus actual visits through performance reports
Customer and Contact Management
Maintain a complete and up-to-date view of every customer and contact, giving field teams the information they need to deliver more relevant interactions and build stronger relationships.
Maintain customer records with account details, location, and classification
Store individual contact profiles, including name, role, specialty, and contact information
Track interaction history for each contact, including visits, samples, and demonstrations
Create new customers and contacts directly from the mobile device during field visits
Update contact preferences and notes in real time from the field
Provide supervisors with complete visibility into customer and contact activity through the management system
Demonstration Plans
Standardize how products are presented across your field marketing team with predefined demonstration plans that ensure every customer receives a consistent, professional, and well-prepared experience.
Create demonstration plans that combine products and supporting media content
Define the sequence and flow of each product presentation
Assign demonstration plans to specific field marketing representatives or teams
Access assigned demonstration plans directly from the mobile device
Record completed demonstrations against the contact record with date and time
Ensure consistent messaging and presentation standards across all field teams
Custom Presentations
Give field marketing teams the flexibility to tailor presentations to each customer’s interests, specialty, and needs, creating more relevant conversations and more effective engagement.
Create custom presentations by selecting products and media directly from the device library
Combine content from multiple products, brands, or campaigns in a single presentation
Build and save presentations for current or future customer visits
Support a personalized approach for high-value customers and key contacts
Automatically record presentation activity against the contact record
e-Detailing
Equip field marketing teams with structured digital detailing tools that help deliver accurate product information, improve customer engagement, and maintain consistency across every interaction.
Deliver digital detailing sessions using approved product and media content
Present clinical data, product information, images, and supporting materials through an interactive experience
Record detailing sessions automatically against the contact record, including date, time, and content presented
Support compliance requirements for pharmaceutical field marketing activities
Provide supervisors with visibility into detailing history and field activity
Ensure consistent product messaging across the entire field marketing team
Sample Management
Maintain an accurate and auditable record of product samples distributed in the field, helping ensure compliance, improve visibility, and support more effective follow-up with healthcare professionals and other key contacts.
Record sample distribution against individual contacts during field visits
Capture product name, quantity, and distribution date for every sample provided
Maintain a complete sample history against each contact record
Provide supervisors with visibility into sample activity through the management system
Support compliance and audit requirements for pharmaceutical sample management
Analyze sample distribution trends through detailed reporting
Structured Follow-Up for Every Customer Interaction
Ensure every visit leads to clear action by enabling field teams to capture notes, assign follow-ups, and track tasks directly against customer and contact records, improving accountability and continuity.
Add visit notes directly from the mobile device during or after customer visits
Capture follow-up actions with defined target completion dates
Sync notes and tasks to the management system for supervisor visibility
Track to-do items with open and completed status
Support consistent follow-up discipline across the field team
Maintain a complete history of notes against each contact for future reference
SalesWorx available on Android and iOS
The SalesWorx mobile application is available on both Google Play and the Apple App Store. Field Sales Representatives can download and use the app on any supported Android or iOS device, syncing data live with the management portal.
