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 ›Customer Stories
Sales and service teams across FMCG, distribution, equipment, appliances and medical devices share what they measured before and after F1 Agent, and what they would do differently.
Built natively on Salesforce · by Cloud Ingenious, a Salesforce Summit Partner
120+
companies on F1 Agent
25,000+
field users every day
30%
less travel time
1.2M
visits and jobs a month
In short
F1 Agent customers are field sales and field service organizations that run Salesforce and need visibility into work done outside the office.
Sales teams typically measure outlet coverage, travel per visit, orders per visit and expense accuracy. Service teams measure first time fix, repeat visits, SLA compliance and time to invoice.
Each story below names the modules used and the metric that moved. Client names are withheld at their request and shown as placeholders.
Featured story · FMCG and Consumer Goods
Reading these stories well
A rep with ten visits is not automatically better than one with six. When you compare results across stories, check which column the metric comes from.
| Team | Activity metric (easy to inflate) | Outcome metric (what to track) | Where F1 Agent captures it |
|---|---|---|---|
| Field sales | Visits per day | Visits with an order, order value per visit | Visit tasks, order capture, check out disposition |
| Retail execution | Photos uploaded | Planogram compliance, missing SKUs fixed | AI shelf audit results per outlet |
| Sales management | Attendance marked | Territory coverage, cancellations by reason | Territory reports, cancel and reschedule reasons |
| Field service | Jobs closed | First time fix, repeat visits, SLA met | Case status, SLA tracking, asset history |
| Service finance | Parts issued | Parts consumed per job, days to invoice | Products consumed, invoice from checkout |
Pick your industry to see teams with a similar field model.
Showing 9 stories · All industries
[FMCG client]
+22%planogram compliance in 2 quarters
Reps photographed shelves as a visit task. AI flagged missing SKUs and placement issues, and regional managers tracked fixes outlet by outlet.
AI Shelf Audit · Visit Tasks · Reports
Read the story ›[Beverage client]
3,100new retail leads created in 6 months
When a visit finished early, reps searched nearby businesses missing from Salesforce, created leads on the spot and visited them as unplanned calls.
Nearby Prospecting · Leads · Unplanned Visits
Read the story ›[Pharma distributor]
-19%overdue receivables per dealer
The AI Sales Coach showed each rep the dealer’s order history and outstanding balance before check in, so collections context came up in every meeting.
AI Sales Coach · Orders · Returns
Read the story ›[Building materials distributor]
64%fewer expense queries to finance
City tier limits, soft limits and AI bill scanning meant claims arrived complete. Managers commented in the app instead of over phone calls.
Expense Management · Approvals · Odometer
Read the story ›[Industrial equipment client]
32%fewer repeat service visits
Each work type carried skills, duration and required parts. Technicians saw missing parts before leaving, and product requests moved stock from the nearest warehouse.
Work Types · Service Inventory · Product Transfers
Read the story ›[Compressor manufacturer]
41%of jobs now preventive, up from 12%
Recurring maintenance plans generated work orders and appointments automatically, so quarterly servicing no longer depended on someone remembering.
Maintenance Plans · Assets · Service Appointments
Read the story ›[Consumer appliance brand]
91%of jobs resolved within SLA
Dispatchers moved from spreadsheets to AI recommendations, then switched high volume work types to auto dispatch once they trusted the matches.
AI Dispatch · SLA Tracking · Time Slots
Read the story ›[Electronics service company]
2 daysfaster billing cycle
Checkout captured planned versus actual parts with reasons for unused items. Products consumed flowed straight into an invoice shared from Salesforce.
Products Consumed · Invoicing · Case Status
Read the story ›[Diagnostic equipment client]
27%faster mean time to resolution
Service agents reviewed each device’s history before creating the work order, and dispatch only offered engineers with the matching skill and territory.
Asset History · Skills · AI Dispatch
Read the story ›Pick your industry to see teams with a similar field model.
Showing 2 stories · FMCG and Consumer Goods
[FMCG client]
+22%planogram compliance in 2 quarters
Reps photographed shelves as a visit task. AI flagged missing SKUs and placement issues, and regional managers tracked fixes outlet by outlet.
AI Shelf Audit · Visit Tasks · Reports
Read the story ›[Beverage client]
3,100new retail leads created in 6 months
When a visit finished early, reps searched nearby businesses missing from Salesforce, created leads on the spot and visited them as unplanned calls.
Nearby Prospecting · Leads · Unplanned Visits
Read the story ›Pick your industry to see teams with a similar field model.
Showing 2 stories · Distribution
[Pharma distributor]
-19%overdue receivables per dealer
The AI Sales Coach showed each rep the dealer’s order history and outstanding balance before check in, so collections context came up in every meeting.
AI Sales Coach · Orders · Returns
Read the story ›[Building materials distributor]
64%fewer expense queries to finance
City tier limits, soft limits and AI bill scanning meant claims arrived complete. Managers commented in the app instead of over phone calls.
Expense Management · Approvals · Odometer
Read the story ›Pick your industry to see teams with a similar field model.
Showing 2 stories · Equipment and Machinery
[Industrial equipment client]
32%fewer repeat service visits
Each work type carried skills, duration and required parts. Technicians saw missing parts before leaving, and product requests moved stock from the nearest warehouse.
Work Types · Service Inventory · Product Transfers
Read the story ›[Compressor manufacturer]
41%of jobs now preventive, up from 12%
Recurring maintenance plans generated work orders and appointments automatically, so quarterly servicing no longer depended on someone remembering.
Maintenance Plans · Assets · Service Appointments
Read the story ›Pick your industry to see teams with a similar field model.
Showing 2 stories · Appliances and Electronics
[Consumer appliance brand]
91%of jobs resolved within SLA
Dispatchers moved from spreadsheets to AI recommendations, then switched high volume work types to auto dispatch once they trusted the matches.
AI Dispatch · SLA Tracking · Time Slots
Read the story ›[Electronics service company]
2 daysfaster billing cycle
Checkout captured planned versus actual parts with reasons for unused items. Products consumed flowed straight into an invoice shared from Salesforce.
Products Consumed · Invoicing · Case Status
Read the story ›Pick your industry to see teams with a similar field model.
Showing 1 stories · Medical Equipment
[Diagnostic equipment client]
27%faster mean time to resolution
Service agents reviewed each device’s history before creating the work order, and dispatch only offered engineers with the matching skill and territory.
Asset History · Skills · AI Dispatch
Read the story ›Want these metrics as a baseline for your own team before you decide?
Get my field metrics baselineService spotlight · Equipment and Machinery
[Industrial equipment client] services compressors and pumps across nine territories. Their biggest cost was not labour. It was the second trip, when a technician arrived without the part.
"Work types did more than we expected. Once a job type knew its parts, the van stock check happened before the technician left, not at the customer's door."
Parts were tracked in a warehouse spreadsheet. Nobody knew what was in each van.
Top 30 job types got required skills, expected duration and parts lists.
Product requests and transfers moved parts from warehouse to van before each job.
Dispatchers accepted AI recommendations that matched skill, territory and open slots.
Checkout captured actual parts with reasons for unused ones, and invoices followed the same day.
A pilot zone set the baseline, proved the numbers and gave the rest of the company a reference team to call.
Expense tiers, travel modes, visit forms and work types matched the real rulebook, so nobody kept a side spreadsheet.
Visits with an order, or repeat visits avoided. One number on the dashboard kept managers and reps aligned.
Beat and dispatch recommendations came first. Auto dispatch followed once teams trusted the matches.
How we report results, and how to speak to a customer directly.
Many of our customers prefer not to be named publicly. We describe their industry, team size and modules used, and can arrange a reference call where a customer agrees.
Each figure compares the customer's baseline with the same metric after rollout, using data from F1 Agent reports and dashboards on their Salesforce org.
Yes, where a matching customer is willing. Tell us your industry and team size and we will try to connect you with a similar team.
Some do. Most stories focus on the module that drove the result. FMCG and distribution teams usually start with field sales; equipment, appliance and medical teams with field service.
It depends on team size and how much configuration is needed. Visibility metrics like attendance and visit completion appear as soon as reps start using the app; outcome metrics need a few cycles of data.
Yes. If your team runs on F1 Agent and you would like to be featured, named or anonymous, contact your account manager or write to us through Contact Support.
