Field Sales
Attendance and Live TrackingPunch in, live location and stagnation alerts Visits and Beat PlanningPlanned, unplanned and multi day beats Route OptimizationAI picks the day and the sequence Orders and ReturnsCapture revenue during the visit Expense ManagementPolicy aware claims with AI bill scan Nearby ProspectingFind new businesses and create leadsField Service
Cases and Work OrdersFrom request to work type in minutes AI DispatchRecommend or auto assign the right technician Service InventoryWarehouse, van stock and transfers Technician AppPrepare, check in, consume, check out InvoicingBill from products actually consumed Maintenance PlansPreventive work orders on scheduleLumina AI
AI Sales CoachKnow the customer before you walk in Speech to Action PlannerPlan beats and meetings by voice AI Shelf AuditPlanogram and missing SKU detection Manager Action PlannerSpot bottlenecks, notify in one step Multilingual AIWork in the language your team speaksMeet Lumina, the AI that acts.
Ask, understand, recommend and act across every visit, beat and work order.
By industry
FMCG and Consumer GoodsOutlet coverage, orders and shelf audits DistributionDealer visits, collections context, returns Equipment and MachineryAsset history, dispatch and spare parts Appliances and ElectronicsFast repairs with SLA tracking Medical EquipmentSkilled technicians and preventive plansBy role
Field Sales RepsA planned day and an AI coach in your pocket Sales ManagersLive team view and one click intervention DispatchersAI matches skill, slot and territory TechniciansThe right job, the right parts, every time Operations and AdminConfigure rules without codeCustomer story
How a consumer goods distributor covered 40% more outlets with the same field team.
[Placeholder story, replace with a real client]
Read the story ›Learn
Product TourA two minute walk through a field day Customer StoriesResults from teams on F1 Agent BlogField sales and service playbooksSupport
Help CenterGuides for admins and field users Release NotesWhat is new in F1 Agent Contact SupportTalk to our product team
The F1 Agent product brochure
Every module for field sales and field service, in 16 pages.
Download PDF ›Company
About F1 AgentWhy we built it and where it is going Cloud IngeniousThe Salesforce Summit Partner behind F1 Agent PartnersImplementation and reseller partners CareersBuild the future of field work ContactSales, support and mediaBuilt by Cloud Ingenious
F1 Agent is designed and built by a Salesforce Summit Partner that has spent years closing the gap between CRM and the field.
Our story ›The F1 Agent Blog
Practical writing on beats, routes, visits, expenses, dispatch and spare parts, from the team that builds F1 Agent on Salesforce.
In short
The F1 Agent Blog publishes guides for field sales leaders, service managers, dispatchers and Salesforce admins who run teams outside the office.
Topics include beat planning, route optimization, visit execution, field expense policy, AI dispatch, service inventory, preventive maintenance and using AI assistants like Lumina in daily field work.
Articles are written by the F1 Agent product team at Cloud Ingenious, a Salesforce Summit Partner, and are useful whether or not you use F1 Agent.
Start here
Three short sequences for the questions each role asks first.
