Lead & Contact Management
Capture, organize, assign, prioritize and follow leads and customer contacts throughout the sales cycle.
Maeverick Sales Force Automation Software and Field Sales Tracking
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Watch a quick walkthrough of Maeverick Sales Force Automation and see how the platform supports sales visibility, execution and field operations.
Direct answer
What is Sales Force Automation?
Sales Force Automation (SFA) is software that organizes and automates sales activities such as lead management, follow-up, deal progression, meetings, communication, field activity and reporting. Maeverick combines these sales workflows with location-aware field tracking so managers can see both pipeline progress and execution on the ground.
One sales operating system
Everything your sales team needs to move opportunities forward.
Maeverick brings core CRM, sales automation, communication, field execution and performance visibility together in one Sales Force Automation platform.
Deal & Pipeline Management
Track opportunities by stage, value, owner and next action while keeping managers aware of deal movement and bottlenecks.
Email Tracking & Automation
Connect customer-owned sending and receiving email accounts, maintain communication history and support structured follow-up workflows.
Meeting Scheduling
Schedule sales meetings across all packages and keep meeting activity associated with the relevant lead, contact or deal.
Meeting Minutes & Sharing
Intermediate and Expert teams can record and share meeting minutes so decisions, commitments and next steps stay visible.
Sales Automation & Workflows
Standardize repetitive steps, task creation, reminders, lead routing, deal-stage actions and customer follow-up.
Sales Analytics & Reporting
Monitor activity, conversion, pipeline health, outcomes, targets and field execution through operational dashboards and reports.
Forecasting
Use pipeline stage, deal value, probability and sales activity to build a clearer forward view of expected business.
Lead Scoring
Prioritize leads using configurable sales criteria so representatives can focus attention on higher-value opportunities.
Document Management & Tracking
Keep sales documents accessible to the team and associate relevant material with customer and deal activity.
Call & Activity Tracking
Maintain a chronological record of calls, emails, meetings, notes, tasks, visits and deal-stage activity.
Sales Playbooks & Process Guidance
Standardize repeatable selling motions, process steps and guidance so teams execute consistently across territories.
Custom Data & Processes
Adapt Maeverick to your operation with configured fields and customized processes according to package entitlement.
Lead Aging & Next Actions
Identify stale leads and keep a visible next action so promising opportunities are less likely to be forgotten.
Lost-Deal Analysis
Capture structured reasons for lost opportunities and use that information to identify recurring commercial obstacles.
Mobile Field-Sales Access
Give sales teams access to the information they need while working in the field across mobile devices.
Maeverick field intelligence
Sales Force Tracking built for teams that sell outside the office.
Pipeline data tells you what representatives report. Field-sales tracking adds visibility into where execution is happening. Maeverick connects customer visits, sales activity and territory movement with the rest of the sales record.
Tailored to your sales operation
Tell us what your Sales Force Automation needs to do.
Your team size, field footprint and required capabilities shape the right Maeverick configuration. Complete these three short steps and our team can prepare a tailored proposal.
- No public package or price commitment required
- Requirements stay selected when you move back
- Built for desktop, tablet and mobile
Frequently asked questions
Sales Force Automation FAQs.
Clear answers about sales automation, field tracking, connected email and tailored SFA proposals.
What is sales force automation software?
Sales force automation software centralizes and automates day-to-day sales work such as lead management, follow-ups, deal progression, meetings, email activity, field-sales tracking and reporting. Maeverick adds location-aware field-sales visibility so managers can connect pipeline activity with real-world execution.
What are the benefits of sales force automation?
Sales force automation reduces repetitive administration, gives managers clearer pipeline and field-activity visibility, standardizes follow-up, improves accountability and keeps lead, deal, meeting and customer activity in one operational system.
What sales tasks can Maeverick automate?
Maeverick can support lead assignment and routing, follow-up tasks, deal-stage actions, reminders, meeting scheduling, email workflows, activity logging, lead scoring, pipeline reporting and configured sales processes.
How is sales force automation different from a CRM?
A CRM primarily organizes customer, contact and deal information. Sales force automation uses that information to drive repeatable sales actions, workflows, reminders, tracking and reporting. Maeverick combines CRM-style records with sales automation and field-sales tracking.
How does Maeverick field sales tracking work?
Maeverick can associate sales-agent activity with operating locations and field visits. Teams can use location-aware activity, geo-tagged visits, check-in and check-out information, planned-versus-actual visits and territory reporting to improve field execution visibility.
Can Maeverick schedule meetings and record meeting minutes?
Maeverick supports meeting scheduling and can be configured to support meeting-minute recording and sharing as part of the required sales workflow.
Can we connect our own email accounts?
Yes. Maeverick can connect customer-owned sending and receiving email accounts so sales communication can be associated with the relevant customer and sales activity.
How is a Maeverick SFA proposal prepared?
Tell us the size of your sales force, the number of distinct locations or territories you operate in, and the capabilities you need. Our team uses those requirements to prepare a tailored Sales Force Automation proposal.