ZipWise: Field Sales Planner

ZipWise helps field sales reps organize clients, research businesses and plan their visits. BRING YOUR CLIENT LIST Import Accounts and Leads from Salesforce report CSV exports. Review column mappings before importing. CSV import does not create a live Salesforce connection or write changes back to Salesforce. PLAN YOUR DAY Create visit plans, arrange stops and compare route suggestions. Open your navigation app for directions. Travel times and route estimates can change with road conditions. RESEARCH BEFORE A VISIT Find businesses in your territory and request AI-assisted research briefs. Review the available sources and verify important details before using them in a conversation. Generated research can be incomplete or inaccurate. KEEP TRACK OF YOUR WORK Manage clients, scheduled visits and visit history. Use the ZipWise web app and the same account to continue planning at your desk.…