FieldCloud Sales for Sales Operations

Customize and automate the sales process by making data-driven decisions every step of the way.

Streamline sales. Automate business processes.

Manage success by automating complex business processes with drag-and-drop simplicity. Create workflows that guide sales agents through qualification conversations, intelligently recommend next steps, and automate manual tasks like orders or proposals.

Customize the sales cycle and make insightful decisions.

Now you can easily set up lead routing and scoring directly in Field Cloud. Use flexible reports to drill into data on any field in FieldSales, and get automatic updates and alerts to speed up management decisions.

Hit the ground running with dedicated support and partners.

Customize, integrate, and extend FieldCloud with our strategic partner network, open APIs, and broad AppExchange marketplace. Whether you’re looking for training, consulting services, or the expertise of the world’s largest concentration of FieldCloud innovators, it’s all here.

Visualize and create any process with drag-and-drop simplicity.

Complex sales processes can be automated with drag-and-drop actions in Process Builder. Create workflows that guide sales agents through qualification conversations, intelligently recommend next steps on a deal, or automate manual tasks like filling out orders or putting together complex proposals.

Simplify the approval process to keep deals in motion.

Automate the approval process for simple or sophisticated business requests, including deal discount approvals, and travel and expense reports. You can respond to approval requests directly in Chatter, or via email.

Track marketing campaigns across all channels.

Be a successful lead tracker from capture to close. You’ll be able to manage and track campaigns across all channels, including social media. This will help you make smarter decisions about where to invest, and show the impact of your marketing activities on your sales pipeline.

Learn more about the top FieldCloud Sales features for sales Operations:

Lead Management

Show the impact of your marketing activities on your sales pipeline and invest your time on the hottest leads.

Workflow and Approvals

Design and run any business process with point-and-click simplicity. Manage success with flexible approval processes.


Extend FieldCloud to any role, department, and industry by tapping the power of the world’s leading business app marketplace.

FieldCloud Success Cloud

Get the most out of FieldCloud and maximize ROI faster with expert service, support, and training.


Sales Management

Contact Management

Sales Team Collaboration

Sales Forecasting

Mobile CRM for Android


Sales Professionals

Sales Leaders

Sales Operations

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