AI is no longer a curiosity. It's not replacing jobs in the field, but it is now separating high-performers from the pack. New AI sales tools hit the market every day, but most are made for inside sales teams. That doesn't mean AI CRM use cases are limited for teams that sell in the field. Quite the contrary. If you're leading a team, or if you're a rep looking for an edge, here's how you can use AI to grow sales and smash numbers.
Field reps call on dozens of customers every week (some even daily). Many, if not most, reps barely track what happens. They might scribble in a notebook or type a quick note they'll never look at again. Why? Because it's inaccessible. It's disconnected from the rest of their day and it falls by the wayside. But a modern field sales CRM turns notes into actions that create sales, with very little effort.
On the way back to their car, a rep uses talk-to-text to quickly summarize their meeting. They're busy and use broken sentences and relatively incoherent thoughts. Once finished, their field sales app's AI automatically turns their ramblings into an organized meeting summary.
Virtually every field sales rep can fit more visits into their day. They simply need more structure to do so. Reps often take inefficient routes or don't call on customers as effectively as they could be. That's where AI comes in.
It analyzes real-time and historical traffic data to create the fastest route possible at any given moment. But it can go well beyond that. Discerning reps and leaders can build routes optimized for higher revenue by exporting their visit data and loading it into a Large Language Model (LLM) AI like ChatGPT, Gemini, or Claude.
A rep builds a daily route of customers and prospects they want to visit. They tap optimize and the AI instantly uses current and historical traffic data to create the fastest route. The rep tracks notes in their field sales app from every meeting. Every month, they export an activity report that lists the dates/times, customers, sales, and notes from their days in the field. They import the report into ChatGPT, ask it to analyze the timestamps, note content, and sales, and then create a plan of accounts to visit. They then create daily routes in their field sales app for the coming week based on the data. They regularly import their data into ChatGPT so it continues learning and adjusts their weekly routes to help them close more sales
Nobody wants to be a pest and annoy customers to the point they no longer want to work with them. But reps also need to remain persistent enough to create opportunities. This balance can now be assisted through AI.
By analyzing meeting notes and sales trends, AI identifies correlations between number of visits and sales (and other datapoints). You can use this data to predict how often to visit individual accounts over specific timeframes to maximize sales potential.
You can also turn visit notes into follow-up emails. It's as easy as tapping a button for a note to get rewritten into a message that opens into an email tool ready to get sent.
A rep uses talk-to-text and quickly summarizes a customer meeting with an action item. They tap Create follow-up email and AI rewrites their thoughts into a coherent message. Their phone's email client opens with the message ready to send to the associated contact.
When reps leave, an unfortunate side effect is that often their historical knowledge leaves with them. The right field sales tool powered by AI eliminates this problem. Every customer visit becomes a structured, searchable event. Every route is cataloged and saved. Based on a rep's actual data, a territory gets transferred to a new owner with nearly no downtime.
A rep leaves a company. Their manager exports their activity history and imports it into ChatGPT. The manager asks the AI to identify visit patterns so they can build monthly routes. More than that, they ask the AI to analyze timestamps and sales to create smarter routes. They have it take context from notes to engage customers more strategically. They build saved routes as templates in their field sales tool. They summarize account histories for new reps so they can hit the ground running. They also use smart rules to transfer customer ownership from the prior rep to the new rep, giving them complete access to every account's history.
AI isn't here to replace field sales reps. It's here to take their performance to the next level. It eliminates time wasted on admin and puts time back on reps' calendars so they can focus on selling.
That's why we built RepMove. Because we've lived this life. And we built something that finally works for field sales. Using our AI tools, outside sales teams can plan the best routes, automatically rewrite notes and emails, catalog visit and note histories, and export data into analysis tools to make their processes even more effective.
