Best Field Marketing Software Shortlist
After my careful assessment, I decided to create this article focusing on the following tools for field marketing.
- Array - Best for collecting in-field data
- VisitBasis - Best for retail store audits
- DotActiv - Best all-in-one platform
- Briggs+Walker - Best for field marketing agencies
- Drift - Best AI-powered conversational platform
- Wiser - Best for commerce intelligence
- Promomash - Best for brand promotions
- Fluix - Best for sales support
- Bizzabo - Best for event coordination
- MainEvent - Best for local sampling campaigns
- OPOC - Best for real-time ambassador reporting
- Hubspot Marketing - Best for lead management
If you have teams that perform face-to-face brand development, you may have difficulty managing their activities, especially when they're separated into different areas simultaneously. In this scenario, you can implement field marketing software to help simplify the field marketing process by gaining access to real-time information and providing tools to your representatives. These tools will help simplify the field marketing process, enhance engagement, and empower your teams to increase revenue and customer loyalty. To help you find the best option for your business, I conducted extensive research to find significant options, each with its own considerable strength, and listed each platform's features, pricing, and pros and cons.
What Is Field Marketing Software
Field marketing software refers to a specialized type of digital tool that aids companies in planning, executing, and analyzing their marketing activities conducted outside the traditional office environment, often in specific geographic areas or directly with customers. It assists in managing tasks such as event coordination, local campaigns, brand promotions, retail store visits, visual merchandising strategy, and sales support, offering features like scheduling, tracking, data collection, and performance measurement to enhance the efficiency and effectiveness of overall marketing efforts.
Overviews Of The 12 Best Field Marketing Software
Here, you’ll find my evaluation of some of the best field marketing software you might consider for your brand. Each is worth its own weight in unique ways, and I’ll detail how every option differs from the rest.
1. Array - Best for collecting in-field data
Array helps field marketing teams collect in-field data and analyze it in real time to provide marketing managers with a transparent overview of campaigns.
Why I picked Array: The platform enables your field marketing reps to collect potential customer data by utilizing intelligent mobile forms. Afterward, Array will instantly track and analyze this information confidently and provide comprehensive data reports. As the team leader, you can use Array to keep your teams on track and ensure customers are informed by seeing data as your reps collect it.
Array Standout Features and Integrations
Standout features include real-time data visualizations such as graphs, pie charts, and maps. Array also provides tools to help you use GPS on form data to track your submission locations.
Integrations include the ability to connect Array with the tools you’re currently using, such as Airtable, Asana, ClickUp, DocuSign, Eventbrite, Google Analytics, HelloSign, Hubspot, Mailchimp, Microsoft Teams, and other software options. You can also use the platform’s API or a paid Zapier account to make custom connections between Array and your current tool set.
Pricing: From $25/month.
Free Trial: 30-day free trial + free plan available.
Pros
- Customizable forms
- Quick customer service
- Simple user interface
Cons
- Needs more form templates
- Can be slow
2. VisitBasis - Best for retail store audits
VisitBasis enables field marketers to use their devices to complete various retail store audits.
Why I picked VisitBasis: With VisitBasis, your field team can create customizable forms to collect the information they need when auditing your retail stores. The platform allows them to quickly add questions one at a time or upload entire forms. VisitBasis also empowers them to add question descriptions to provide additional information to ensure they get the information they need when out in the field.
VisitBasis Standout Features and Integrations
Standout features include the ability to collect 16 data types for every product in your inventory, allowing your field reps to stay in complete control of stock details. VisitBasis also provides tools to help prevent human error through its built-in fraud prevention capabilities, ensuring your field teams provide accurate, up-to-date information.
Integrations include connections with standard business applications, allowing you to ensure data collected from your field marketing reps flows through your systems with its built-in connectors - you can book a demo to see which systems can connect with the platform.
Pricing: From $15/user/month.
Free Trial: 14-day free trial.
Pros
- User-friendly interface
- Covers all merchandising processes
- Tasks can be performed on mobile devices
Cons
- No clear integration list
- Doesn’t allow data storage on local servers
3. DotActiv - Best all-in-one platform
DotActiv empowers field marketers to enhance their performance by providing an all-in-one solution to handle all field marketing needs.
Why I picked DotActiv: I added DotActive to this list because it provides comprehensive capabilities in an all-in-one platform to help your field marketing team achieve its goals. With DotActiv, you can maximize your field team’s output by increasing accountability, transparency, and collaboration. You can accomplish this by implementing a robust feature set that includes task management, time and attendance, planogram management, and more.
DotActiv Standout Features
Standout features include project management tools that help you organize, plan, and control field marketing projects while also accounting for risks. The platform also provides capabilities that enable you to schedule and automate store visits, visualize your brand’s representation, and collect relevant data.
Pricing: From $100/category/month.
Free Trial: Free demo available.
Pros
- Robust all-in-one tool
- Intuitive user interface
- Well-thought-out automation
Cons
- System sometimes freezes
- Pricing isn’t suitable for smaller businesses
4. Briggs+Walker - Best for field marketing agencies
Briggs+Walker provides field marketing agencies with comprehensive tools to manage their complex daily operations, from planning campaigns to selling face-to-face with potential customers.
Why I picked Briggs+Walker: The platform provides your field agency with intuitive solutions to help you manage in-office and field functions. The Field App within Briggs+Walker enables you to notify field reps when and where to go and how to speak with prospective customers. You can also use the Location Manager tool to plan and place your field marketers to increase conversions.
Briggs+Walker Standout Features and Integrations
Standout features include a campaign manager tool that helps you train, equip, and guide your field teams and provides them with performance insights that allow them to see how their work is doing compared to the rest of their colleagues. The platform also uses predictive heat maps that empower you to assign your top field reps to specific areas that are likely to convert.
Integrations include connections with third-party applications, such as Microsoft Power BI, Tableau, and Qlik, to help you gain unique data insights. You can also use the platform’s API to connect your CRM, call center, customer retention, and payment gateways to ensure you have complete control over your records and data.
Pricing: Pricing upon request.
Free Trial: Free demo available.
Pros
- Helps manage face-to-face campaigns
- Effective live performance tracking
- Intuitive field rep tech
Cons
- No clear pricing
- Not many built-in integrations
5. Drift - Best AI-powered conversational platform
Drift is an AI-powered conversational solution that helps field marketing teams increase productivity while speeding up sales cycles.
Why I picked Drift: I decided to add Drift to this list because it’s an AI-powered conversational tool that can help your field reps have more valuable conversations that lead to opportunities. With Drift, you can empower your field reps with a prospecting tool that tells them where they should focus their efforts so they engage with top prospects. It does this through an AI-powered Engagement Score feature that’s personalized to your business and acts as a radar to notify you of who your team needs to engage with and when.
Drift Standout Features and Integrations
Standout features include prospect and AI engagement score that provides real-time intent insights on your reps’ prospects. Drift also enables your teams to create video messages to help personalize engaging conversations.
Integrations include connections between Drift and popular business tools to help you build quality field marketing campaigns - these include native integrations with 6sense, Drip, Google Analytics, Hubspot, Marketo, Optimizely, Salesforce, Salesloft, Slack, Zendesk, and other software options. You can also use Drift’s API or a paid Zapier account if you need custom integrations between the platform and your current systems.
Pricing: From $2,500/month.
Free Trial: Free demo available.
Pros
- Excellent onboarding process
- Easy to use
- Simple to train other team members on
Cons
- Pricing isn’t suitable for small businesses
- Customer support can be slow to respond
6. Wiser - Best for commerce intelligence
Wiser is a commerce intelligence tool that field marketers can use to get the information needed to make better decisions while on the road.
Why I picked Wiser: The platform prides itself on helping marketing teams achieve more competent commerce execution by delivering accurate data and simple action. With Wiser, your field marketing teams can act on the solution’s commerce intelligence capabilities through easy workflows and systems that turn your data into actions. The information your field representatives have access to includes price management, brand intelligence, market awareness, shopper insights, and more.
Wiser Standout Features
Standout features include retail execution details that diagnose in-store compliance challenges and enable quick in-field team execution to ensure your field marketers make the most of store visits. The platform also offers shelf intelligence capabilities that provide field marketers the information they need to ensure potential customers will receive their orders as soon as possible and position your brand for success.
Pricing: Pricing upon request.
Free Trial: Free demo available.
Pros
- Real-time email communications
- Easy to navigate
- Simple customization capabilities
Cons
- Coverage map needs work
- Would be more beneficial to have third-party integrations
7. Promomash - Best for brand promotions
Promomash helps marketing managers organize field marketing campaigns more intelligently, allowing them to scale brand promotions effectively.
Why I picked Promomash: I wanted to add Promomash to this list because of how it can help you manage effective brand promotions with your field marketing team. You can use the solution to plan, execute, and analyze multiple field marketing activities in a single tool. With Promomash, you can manage brand promotions via in-person activities such as in-store demos, merchandising activities, events, and more.
Promomash Standout Features
Standout features include approvals and payment tools that allow you to review recent event history, approve expenses, and pay your field reps for their work. The platform also offers comprehensive reporting tools that enable you to analyze data to identify your best-performing events that lead to sales.
Pricing: From $500/month.
Free Trial: Free demo available.
Pros
- Comprehensive brand promotions platform
- Readily accessible support team
- Many field representative scheduling options
Cons
- Needs more training resources
- Pricing isn’t suitable for small businesses
8. Fluix - Best for sales support
Fluix provides a sales enablement platform that provides sales support to field marketing teams, helping them close deals faster when face-to-face with potential customers.
Why I picked Fluix: Marketing and sales are very closely connected, so it makes sense to evaluate a platform that empowers your field marketing reps to enhance sales experiences - and I added Fluix for consideration for this reason. Fluix is a sales enablement tool that provides your marketing team with sales support features, enabling them to securely get contracts signed remotely and distribute them within your sales hub. With Fluix, your field marketing teams can close deals faster, and you can track and audit documents from the same solution.
Fluix Standout Features and Integrations
Standout features include workflow automation capabilities that handle routine tasks and create a clear team collaboration flow. Fluix also automates report creation and management, which allows you to collect vital insights and ensure compliance.
Integrations include connections with various platforms to help you automate every phase of your business’s sales lifecycle, such as Airtable, Asana, Domo, Dropbox, Qlik, Salesforce, Slack, Smartsheet, Tableau, Wrike, and other software options. You can also use other integration methods like Fluix’s API or a paid Zapier account to connect the platform with systems you use every day.
Pricing: From $30/month.
Free Trial: Free trial available.
Pros
- Allows document annotations from Apple Pencil device
- Collects and summarizes data from multiple contracts
- Quickly sets up progress notification workflows
Cons
- Creating custom PDF files is complex
- Navigation needs improvement
9. Bizzabo - Best for event coordination
Bizzabo helps marketing teams power immersive events, engage audiences, and achieve extensive business outcomes.
Why I picked Bizzabo: The platform helps you create robust and memorable field marketing events and impress attendees. Bizzabo helps your field marketing team to create personalized experiences with your events, from registration to post-event follow-up and ensures attendees make the most of every moment. With Bizzabo, you can also measure your events’ performance and engagement to make highly effective decisions.
Bizzabo Standout Features and Integrations
Standout features include event management tools to help you and your team manage every aspect and detail of your events. The platform also provides event content capabilities that empower you to create personalized content journeys with intuitive, flexible agendas.
Integrations include connections with third-party applications, enabling you to get more from your tech stack, such as Constant Contact, Gigasheet, Hubspot CRM, Keap, Mailchimp, Qlik Application Automation, Salesforce, Slack, Xero, and other software options. Use Bizzabo’s API or a paid Zapier account to get access to event data and enrich your current tech stack through custom integrations.
Pricing: Pricing upon request.
Free Trial: Free demo available.
Pros
- Simple set up
- Quick attendee registration and engagement exporting
- Excellent suite of event management tools
Cons
- Customizations can feel limiting
- Support needs work
10. MainEvent - Best for local sampling campaigns
MainEvent is a comprehensive solution for field marketing teams conducting local sampling campaigns.
Why I picked MainEvent: Product sampling is a popular field marketing campaign strategy conducted by many organizations, and MainEvent can help those using this specific method to gain more customers. MainEvent can help you manage and track many aspects of your local sampling campaign, from field staff to visits and locations. Afterward, you’ll get an in-depth report of your sampling strategy displaying the outcome of your field reps’ efforts.
MainEvent Standout Features
Standout features include customizable dashboards that allow you to break down your programs by market and choose what information to display and monitor. MainEvent also provides scheduling and staffing tools that help your field teams see their schedules and get directions to work locations.
Pricing: Pricing upon request.
Free Trial: Free demo available.
Pros
- User-friendly platform
- Helpful event scheduling capabilities
- Offers in-depth access to sampling events
Cons
- Mobile application’s UI needs work
- No integrations listed
11. OPOC - Best for real-time ambassador reporting
OPOC helps marketing managers simplify the complexities of managing ambassador campaigns through real-time reporting capabilities.
Why I picked OPOC: The platform is a cloud-based control center that’s ideal for your field marketing team and provides you with instant, real-time reporting feedback. OPOC enables you to respond to your field marketers’ activities without the delays you typically have with traditional communication methods. OPOC allows your field reps to instantly return valuable data from their work in the field, which you can share with relevant stakeholders and offer them in-depth insights into your field marketing progress.
OPOC Standout Features and Integrations
Standout features include mobile workforce management tools that enable you to maximize the efficiency of your field marketing teams through effective communication and real-time updates. OPOC also provides resource planning tools, allowing you to manage and plan field reps and how long they're assigned to your project.
Pricing: Pricing upon request.
Free Trial: Free demo available.
Pros
- In-depth reporting tools
- Effectively manages field teams
- Flexible mobile forms for better compliance
Cons
- No integrations available
- Pricing isn’t clear
12. Hubspot Marketing - Best for lead management
Hubspot Marketing helps your field marketing team drive revenue by managing and connecting with the leads they collect from their efforts.
Why I picked Hubspot Marketing: I added Hubspot Marketing to this list because it can help you and your teams with lead management capabilities. You can use the platform to manage contacts your field reps meet and collect in one place and measure the success of your field marketing campaigns. Hubspot Marketing empowers you and your team to stay organized and aligned and scale your lead management after your face-to-face events.
Hubspot Marketing Standout Features and Integrations
Standout features include marketing automation tools that help you nurture and score leads, personalize follow-up campaigns, and manage data in bulk. The platform also provides advanced reporting capabilities that allow you to prove the effectiveness of your field marketing campaigns to relevant stakeholders.
Integrations include connections with a significant list of third-party applications, such as Databox, Eventbrite, Intercom, Mailchimp, Microsoft Teams, Salesforce, Supermetrics, Typeform, Unbounce, Zendesk, and other software options. You can also create custom integrations between Hubspot Marketing and your current systems through the platform’s API and a paid Zapier account.
Pricing: From $18/month.
Free Trial: Free plan available.
Pros
- Simple to use
- Easy to navigate
- Every piece of important detail is connected
Cons
- Some helpful features are in higher-priced tiers
- Pricing is confusing
Other Options
Since field marketing can come in many forms, you might need additional options other than the platforms I evaluated above. In this case, I added a brief list of other field marketing software options that are worth considering for your business.
- monday.com - Best for workflow management.
- Wrike - Best for team collaboration
- Salesforce Trailhead - Best for field marketing training.
- Smartsheet - Best for project management.
- Mobiwork - Best for managing mobile workforces.
- Beehivr - Best for creating interactive face-to-face experiences.
- TeletrackLIVE - Best self-booking call system.
- Distributo - Best for sending real-time, in-field orders.
Selection Criteria For Field Marketing Software
Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best field marketing software for this article:
Core Functionality
At their base level, all field marketing software will provide the same core functionality that makes it a field marketing tool. The following details the core functionality you’ll find in all field marketing software.
- Activity planning; the ability to design, organize, and schedule various field marketing initiatives, such as events, promotions, demonstrations, and campaigns.
- Tracking functionality; including tracking the progress of events, gathering customer interactions and feedback, and capturing relevant data for analysis.
Key Features
The following are some of the common features I found when researching field marketing software to add to this article.
- Task and Schedule Management: You can use field marketing tools to assign tasks to individual representatives, track progress, and establish deadlines, ensuring everyone understands their responsibilities, remains organized, and optimizes their time.
- Real-Time Communication: Effective communication is crucial for field marketing representatives, especially when working remotely; field marketing tools can provide capabilities such as instant messaging, file sharing, and collaborative tools, enabling straightforward communication between you and your team members, enhancing coordination, quick decision making, and a sense of unity among your employees.
- Performance Tracking and Analytics: You can use this feature to track your team’s performance with comprehensive analytics and reporting, allowing you to monitor key performance metrics, including conversion rates and customer interactions; this information can help you identify improvement opportunities, offer tailored coaching, and optimize field marketing strategies.
- Data Access: Field marketing software can provide real-time access to marketing and customer information, allowing field reps to retrieve the latest details, such as product catalogs, pricing, customer preferences, and stock levels, ensuring they have the latest information during customer interactions.
- Route Optimization: Field marketing solutions often provide features for route optimization to help your reps plan their schedules, allowing your team to optimize the sequence of events, reduce travel time, increase client meetings, and enhance productivity.
- GPS Tracking: Built-in GPS tracking features enable you to monitor your reps’ location in real-time, enhancing safety and security for field teams, especially when visiting unfamiliar or remote locations.
Usability
Usability and intuitiveness are essential when considering new field marketing software for your business and field rep productivity. So, when writing this article, I looked for platforms that have good reviews for clean, intuitive interfaces, customizable workflows, and simple navigation. Field marketing software with high usability will minimize your team's learning curve and enable everyone using it to get started immediately.
Software Integrations
Field marketing software should fit nicely with your current business systems through native integrations or custom connections through an API or a Zapier account. I looked for field marketing solutions that integrate with tools such as customer relationship management, inventory management, or accounting platforms. Simple integration between your field marketing software and other business systems ensures straightforward data flow through different tools, enabling efficient collaboration and accurate reporting.
People Also Ask
Many people have questions about field marketing software, and getting answers will help them see why they should implement these solutions in their business and narrow down their choices. Here are some of the top frequently asked questions about field marketing software.
What is the difference between field marketing and digital marketing?
What is an example of field marketing?
How much does field marketing software cost?
What are the benefits of field marketing software?
Other Marketing Software Reviews
Other than field marketing, there are other strategies you can implement to promote your organization and tools to help you with the process. The following are reviews of different types of platforms you can use to enhance other marketing strategies.
- Marketing Strategy Software
- Marketing Planning Software
- Marketing CRM Software
- Marketing Calendar Software
- Inbound Marketing Tools
The Takeaway
The main goal of field marketing is building a connection with your prospects and customers, which you can achieve through events, roundtables, and product demonstrations. Utilizing field marketing software in your organization enhances these activities, allowing your field reps to interact better with your audience. These tools will help you get the most out of your team’s field marketing efforts by aligning your company’s marketing, sales, and product marketing teams. After identifying your organization’s unique requirements, you can use any of the options in this article based on features, budget, and specific industry or personal preferences.
If you feel as if you need help in other areas of your marketing department, consider signing up for The CMO newsletter and get regular software reviews and marketing advice sent directly to your inbox.