Outfield

What Is Outfield?

Outfield is a field sales CRM designed for businesses whose sales work takes place outside the office. It connects the work done by field representatives with the information used by sales managers. This helps teams maintain a shared record of customers, accounts, and field activity across different locations. Outfield can also work alongside an existing CRM, rather than requiring companies to replace their current system. It is mainly intended for organizations that need to coordinate sales activities across territories while keeping customer and field data in one place.

What Is Outfield Best For?

Outfield is notable for field sales teams that need to coordinate customer visits across multiple locations. Its Route Planner creates multi-stop routes using account locations and real-time traffic information. Reps can plan visits around their customer accounts instead of managing routes separately from CRM activities. This makes it useful for teams that want their CRM workflow to include both customer information and the logistics of visiting those accounts.

How Much Does Outfield Cost?

Outfield pricing is estimated to start at $49/user/month. Actual cost is tailored to organizational needs. The platform offers the following two plans with sub plans:

Traditional

• Upstart: Custom price
• Champion: Custom price
• Dynasty: Custom price

Performance-Based

• Base Price: Custom price
• Success Commission: Custom price

All plans except success commission plan come with a 30-day free trial.

Besides the base subscription, users should also consider the following potential expenses that can increase the Outfield cost:

• Higher-Tier Features: Upgrading for advanced GPS mapping, analytics, prospecting, route optimization, and territory tools may add roughly $10–$30/user/month
• Revenue Tracking and Analytics: Adding RUPL for revenue tracking and performance analytics may add around $10–$30/user/month
• Performance-Based Pricing: Choosing the performance model can add a variable success commission of up to roughly $45/user/month when performance targets are achieved
• Enterprise Customization: Independent databases, white labeling, and specialized add-ons may add approximately $5,000–$25,000+ annually
• Onboarding Assistance: Optional setup and onboarding services may add roughly $500–$2,500+ depending on deployment requirements
• Additional User Licenses: Expanding the field team can add approximately $50–$100/user/month based on comparable field-sales CRM pricing
• Existing CRM Subscription: Using Outfield alongside Salesforce, HubSpot, Dynamics 365, Zoho, or NetSuite may require an additional $20–$150+/user/month for the existing CRM licenses

Disclaimer: The pricing is subject to change.

Outfield Integrations

Outfield software supports integration with multiple systems and platforms, such as:

• QuickBooks
• HubSpot
• Xero Accounting Solution
• Outlook
• Google Calendar

How Does Outfield Work?

Here’s how you can get started with Outfield software after signing in:

• Log in to Outfield and access the field sales dashboard
• Review customer accounts and activity within your assigned territory
• Select accounts that require visits and add them to a route
• Use the Route Planner to organize multiple stops and account visits
• Check in at customer locations and review relevant account information
• Record visit notes, photos, and other activity from the mobile app
• Update deal information and manage customer orders when needed
• Review field activity and performance data from the dashboard

Who Is Outfield For?

Outfield is ideal for a wide range of industries and sectors, including:

• Insurance
• Medical devices
• Beverages
• Wineries

Outfield Use Cases

We have compiled a list of scenarios, based on user feedback and our analysis of Outfield features and capabilities, where this platform can be a practical fit for specific operational buyers:

1. Field Reps Losing Time Planning Customer Visits

Reps visiting several accounts in a day can spend too much time working out the order of their stops. Outfield’s Route Planner creates multi-stop routes using account locations and real-time traffic information. This gives reps a structured route for their customer visits while keeping those accounts connected to their broader CRM workflow.

2. Managers Struggling To Track Rep Activity

When sales reps work independently in the field, managers can have limited visibility into what happens between customer visits. Outfield’s Performance Management tools provide information on rep activity and performance. Managers can use this data to review field work and identify activity that may need follow-up without relying entirely on manual updates.

3. Sales Teams Managing Scattered Account Data

Sales teams can lose context when customer information, interactions, and opportunities are recorded in different places. Outfield’s Sales Pipeline CRM connects account information with deal stages and sales activity. Teams can use the pipeline to follow opportunities while keeping related customer information available within the same CRM workflow.

4. Managers Finding It Difficult To Plan Territories

Sales managers can struggle to understand where accounts are located and how customer coverage is distributed across a territory. Outfield’s Sales Mapping tools display accounts and customers geographically, giving teams a visual way to organize territories and identify account locations. This can help managers plan coverage without relying on separate mapping tools.

Is Outfield Right For You?

If your business has outside sales teams that manage customer accounts across different territories, Outfield can fit this type of workflow. Its CRM brings account information and field sales activity together. The platform is compliant with GDPR and CCPA requirements and follows ISO 27001, SOC 1, and SOC 2 standards. It is trusted by companies like Amazon Prime, Olay, and HTC and can easily cope with the requirements of rapidly growing teams.

CRM software is increasingly being used to bring customer information and sales processes into one system. Outfield follows this trend by connecting customer account data with field sales activities. This allows teams to keep customer information and sales activity together instead of managing field operations through separate systems.

Still confused about investing in the Outfield software? Contact us at (661) 384-7070 to make the right decision.