The Sales Support Agent rides along with your field team. Update accounts, check inventory and pricing, place orders, and schedule follow-ups, all by talking, hands-free. No more "I'll update the CRM when I get back to the office."
Your reps keep moving, the agent logs the visit, places the order, and books the follow-up before they're back in the truck.
Field reps spend much of the day on the road. They can't type. They can't pull over to update the CRM. The Sales Support Agent lets them work by talking naturally, and everything lands in the system the moment they say it.
"Log that I met with Mike, discussed Q3 pricing, and he's concerned about delivery times." Done. In your CRM. Instantly.
"Who's my closest account that buys electrical conduit?" Get location-aware recommendations for your next stop.
"Remind me to call Johnson Plumbing next Tuesday about their quote." Scheduled. Synced. You won't forget.
"Add 20 boxes of 12-2 Romex to the Henderson order and send them a quote." Order updated. Quote generated. Email sent.
Illustrative examples, each starts with something your rep says in the truck and ends with the work already done in the system.
"Reorder the usual for Westside Hardware."
Last order pulled, stock confirmed, the order is placed and confirmation sent, before the next stop.
"What can I do on price for 500 units?"
The customer's contract pricing and volume tiers are applied automatically, accurate numbers, no callback to the office.
"Log the visit and flag the delivery complaint."
A structured note lands on the account and a case is opened for the delivery issue, nothing falls through the cracks.
Bring one rep and one territory. Watch the notes, the orders, and the follow-ups land while they talk.
Distributors from $5M to over $1B run their sales, orders, and deliveries on Workd.
Not sure where to start? Try our AI: (248) 522-9680