Sales & Field Force Live

DV Soft Field ForcePlan the field day in the console, work it from the phone

One platform for field sales teams in pharma and medical, agri inputs, FMCG distribution and industrial products. Managers plan, approve and measure from a web console; representatives work their day from a mobile web app in the phone's browser, with GPS check-in, visit reports, quotations, orders, expense claims and leave.

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  • 10Modules in every plan, on top of the core
  • 8Manager reports, each exporting to CSV or PDF
  • 3Moments location is recorded: day start, day end and check-in
  • 0Apps to install: the field app runs in the phone's browser

Overview

What Field Force does for you

DV Soft Field Force (FMS, Field Force Management) replaces the phone calls, messages and month-end spreadsheets a field team usually runs on with one system. Attendance, customers, visits, products, quotations, orders, expense claims, targets and campaigns are kept in one set of records that the field app and the manager console both write to, so nothing is typed twice.

Managers plan calls by person and day and see the same day who started work, which planned visits were filed and which were missed, and which orders, expense claims and leave requests are waiting for a decision. Representatives open the field app in their phone's browser (Chrome on Android, Safari on iPhone), start the day, check in at each customer with the phone's location and file the report before they leave, even where the signal drops. There is nothing to install from an app store.

Nothing in the core knows what a doctor or a farmer is. What differs between industries is configuration: the customer types a team calls on, the activities a visit can be, the expense types it claims and the extra questions on a customer record or visit report. Each company starts with its own trade's settings, runs on a database of its own at its own web address, and has every module on every plan.

Who it’s for

  • Pharma and medicalMedical representatives calling on doctors, hospitals, clinics, pharmacies and stockists, with doctor visits, product presentations, sample drops and medical camps.
  • Agri inputsSeed, fertiliser and crop-protection teams working with farmers, dealers and distributors through field demonstrations, crop visits and farmer training.
  • FMCG distributionSales teams covering retailers, supermarkets, wholesalers and distributors on a beat, with stock checks, promotions, merchandising and order collection.
  • Industrial products and field serviceSales engineers and service staff visiting factories, contractors, dealers and consultants for product demonstrations, site surveys, client meetings and quotations.

Features

Everything your team needs in Field Force

Illustrative DV Soft Field Force feature “One platform, four kinds of field team”: Industry configuration, with sample data

One platform, four kinds of field team

Pharma and medical, agri inputs, FMCG distribution and industrial products run on the same core. Doctors, farmers, retailers and factories are configuration, not separate applications.

Illustrative DV Soft Field Force feature “GPS-verified attendance and check-in”: Check-ins · today, with sample data

GPS-verified attendance and check-in

Starting the day, ending it and checking in at a customer record the phone's location and the time, so a visit is evidence, not a claim. Nobody is tracked in the background between those moments.

Illustrative DV Soft Field Force feature “Visit plans that count what was missed”: Ravi Kumar · today's beat, with sample data

Visit plans that count what was missed

Managers plan calls for a person and a day. A planned visit nobody checked in against is marked missed on its own, and an unplanned call can still be checked in from the customer.

Illustrative DV Soft Field Force feature “Visit reports in your industry's words”: Visit report, with sample data

Visit reports in your industry's words

What was done, the products discussed, your trade's own questions, a photo where the activity needs one and the next action. A due date raises the follow-up; an opportunity raises the lead.

More in Field Force

Works when the signal drops

With no network, the visit report waits on the phone and is sent when the signal returns. The check-in time is already stored, so a late send never reads as a late visit, and sending twice does not file it twice.

Quotations and orders with approval

Quote in the field, turn an accepted quotation into an order at the quoted rates, and approve it or return it with a reason in the console. The rate is copied onto each line, so re-pricing tomorrow leaves today's order alone.

Expense claims with caps and receipts

One claim covers a span of days, with a receipt photo per line and a cap per expense type. An approver can allow less than was claimed, and the claim shows what was cut before it is paid.

An attendance register that adds itself up

Each day of the month is worked out as present, on leave, holiday, weekly off or absent from check-ins, approved leave and the holiday list, with payable days ready for whoever runs payroll.

Targets counted live, reports that export

Targets per person for visits, customers covered, new customers, leads, orders, order value and accepted quotations are counted from the records when a scorecard opens. Every report downloads as CSV or prints to PDF.

Modules

Everything in one system

Field Force brings these areas together, with one sign-in, one database and one support team.

Illustrative DV Soft Field Force Field app module: field app on a phone with visit reports queued offline, with sample data

Field app

A mobile web app in the phone's browser: day start and end, today's plan, customers, GPS check-in, visit reports, follow-ups, products, quotations, orders, expense claims and leave.

Illustrative DV Soft Field Force Visits and beat plans module: Ravi Kumar · today's beat, with sample data

Visits and beat plans

Visit plans by person and day, GPS check-in, unplanned calls, visit reports with photos, follow-ups and missed visits marked automatically.

Illustrative DV Soft Field Force Customers and leads module: Customers, with sample data

Customers and leads

Customers by type, from doctors and farmers to retailers and factories, with your industry's extra fields and visit history, and a lead pipeline from enquiry to won or lost.

Illustrative DV Soft Field Force Quotations and orders module: Orders, with sample data

Quotations and orders

Products with categories, units and prices; quotations sent, accepted, declined or expired and converted to orders; orders approved or returned with a reason.

Illustrative DV Soft Field Force Attendance and leave module: Attendance register, with sample data

Attendance and leave

Day start and end with location, the monthly attendance register with payable days, leave requests with approval and the company holiday list.

Illustrative DV Soft Field Force Expense claims module: Expense claims, with sample data

Expense claims

Claims with a receipt per line, caps per expense type, part approval and payment.

Illustrative DV Soft Field Force Targets and campaigns module: Target vs achievement, with sample data

Targets and campaigns

Monthly, quarterly or yearly targets per person; product launches, demonstrations, medical camps and farmer training with dates, budget and status.

Illustrative DV Soft Field Force Reports and CSV import module: Customers, with sample data

Reports and CSV import

Geographical coverage, visit completion, employee performance, product performance, order book, field expenses, customer growth and business opportunities; CSV import of customers, employees and holidays.

Illustrative DV Soft Field Force Administration and control module: Industry configuration, with sample data

Administration and control

Dashboard, territories, divisions and reporting lines, login accounts and roles, company settings, industry configuration and the audit trail.

Dedicated team

Built & executed by your dedicated Field Force team

Field Force is built, implemented and supported by one in-house DV Soft team. The same people take you from your first call to go-live and stay with you after it.

  • No outsourcing
  • One point of contact
  • 24/7 support desk

From requirements to ongoing updates

  1. 1Requirements
  2. 2Configuration
  3. 3Data migration
  4. 4Training
  5. 5Go-live
  6. 6Ongoing updates

Your in-house Field Force team

  • Product owner

    Owns Field Force and your roadmap, and is your one point of contact from day one.

  • Implementation engineers

    Configure Field Force around your workflows, roles, branches and approvals.

  • Data-migration specialists

    Move your records from spreadsheets or your old system, checked row by row before go-live.

  • Trainers

    Train every team on site or online until your staff are confident on their own.

  • 24/7 support desk

    Phone, WhatsApp and email, around the clock, from people who know your setup.

How it starts

Up and running in a few steps

Your Field Force team walks you through each one.

  1. 1

    A dedicated DV Soft team

    Book a demo and the team behind Field Force walks through a field day for your industry, then stays with you through rollout.

  2. 2

    Your workspace, set up for your trade

    Your company gets its own database and web address, with your industry's customer types, visit activities, expense types and extra fields, your territories and reporting lines, and customers and employees imported from CSV.

  3. 3

    Training for managers and reps

    Managers learn the console; representatives learn their day on the phone, from day start to the visit report.

  4. 4

    Go-live, with 24/7 support

    Your team starts working its day in the field app, with DV Soft support on call around the clock.

Plans and pricing

Find the Field Force plan that’s right for you

Every plan includes your dedicated team, implementation help and 24/7 support.

Starter

For a field team of up to 25 sales people. Every module included.

₹1,999 /month

Billed monthly, or ₹19,990 a year

GST extra as applicable

Plan highlights:

  • Up to 25 field sales people
  • Office staff sign in free
  • Every module included
  • No limit on customer records
  • Your own database and web address
  • 21-day free trial on request

Dedicated team and 24/7 support included

Business

For a field team of up to 500 sales people. Every module included.

₹9,999 /month

Billed monthly, or ₹99,990 a year

GST extra as applicable

Plan highlights:

  • Up to 500 field sales people
  • Office staff sign in free
  • Every module included
  • No limit on customer records
  • Your own database and web address
  • 21-day free trial on request

Dedicated team and 24/7 support included

Enterprise

For a field team of more than 500 sales people. Every module included, priced for your team.

Custom pricing

Quoted for your size and setup

Plan highlights:

  • More than 500 field sales people
  • Office staff sign in free
  • Every module included
  • No limit on customer records
  • A written quote for your whole team

Dedicated team and 24/7 support included

Ready within 6 to 24 hours of payment. Prices exclusive of GST. Need a different size or your own server? Ask for a quote.

Compare Field Force plans

What each Field Force plan includes
Starter ₹1,999/month Recommended Growth ₹4,999/month Business ₹9,999/month Enterprise Custom pricing
Size and limits
Field sales people Up to 25 Up to 100 Up to 500 As quoted
Features
Every module Included Included Included Included
Office staff sign in free Included Included Included Included
No limit on customer records Included Included Included Included
Your own database and web address Included Included Included Included
21-day free trial on request Included Included Included Included
More than 500 field sales people Not included Not included Not included Included
A written quote for your whole team Not included Not included Not included Included
Dedicated team and implementation IncludedIncludedIncludedIncluded
24/7 support by phone, WhatsApp and email IncludedIncludedIncludedIncluded
Get a quote: Field Force Starter Get a quote: Field Force Growth Get a quote: Field Force Business Get a quote: Field Force Enterprise

FAQ

Frequently asked questions

The things people ask us most about Field Force.

Still have a question?

Talk to the Field Force team, 24/7 on phone and WhatsApp.

Is DV Soft Field Force available now?

Yes. It is live at fms.dvsoft.in. Book a demo and we will walk through a field day for your industry, or ask for a free trial of up to 21 days.

Do our representatives need to install an app?

No. The field app is a mobile web app, not an Android or app-store app. A representative opens your company's address in the phone's browser (Chrome on Android, Safari on iPhone) and signs in. There is nothing to download and nothing to update.

Does it track our people all day?

No. The phone's location is recorded at three moments: when a person starts the day, when they end it, and when they check in at a customer. Nobody is followed in the background between them.

What if someone refuses location access?

The browser asks for permission. If it is refused, the visit is still recorded without a position, and the manager can see that it has none.

What if there is no signal at the customer?

The visit report is kept on the phone and sent when the network returns. The check-in time is already stored, so a late send does not look like a late visit, and sending twice does not file it twice. Photos need a signal to upload.

Does it fit our industry?

It starts with settings for pharma and medical, agri inputs, FMCG distribution and industrial products. Customer types, visit activities, expense types and extra fields are configuration, changed for your company with no new software and no deployment.

Can we load our existing customer list?

Yes. Customers, employees and holidays import from a CSV file. Every row is checked before anything is saved, territories are written by name, and a corrected file updates rather than duplicates.

How is it priced?

One flat price for the whole company, set by the number of field sales people: Starter ₹1,999 a month for up to 25, Growth ₹4,999 for up to 100 and Business ₹9,999 for up to 500. Above 500, Enterprise is quoted. A year costs ten months' price. Prices exclude GST. Office staff sign in free and every plan includes every module.

Is our data kept separate from other companies?

Yes. Each company runs on a database of its own at its own address, such as yourcompany.fms.dvsoft.in. When DV Soft support opens your workspace it signs in under its own name, and every action is logged in the audit trail.

How soon is my product ready after payment?

Your dedicated DV Soft team sets up your product within 6 to 24 hours of payment and sends your login details, then helps your team get started. Support is available 24/7.

Ready to run Field Force?

See it live, or talk to the team that will set it up with you. Implementation and 24/7 support come with every plan.