Top 10 Field Marketing Event Solutions for Brands & Agencies

Field marketing software is the new revolution in optimizing team performance, improving customer engagement, and maximizing company revenue. These software are essential for businesses looking to streamline their in-person marketing efforts.

This blog will further explore the top field marketing software solutions and how they can drive better business results.

What is Field Marketing Software?

Field marketing management software is a digital tool for businesses to manage their in-person marketing efforts. It is a centralized platform for planning, executing, and tracking campaigns without manual labor.

Eventually, the tool makes marketing campaigns for your company easy with further enhanced coordination of field teams, capturing leads, and measuring the success of each event or activity.

For instance, suppose a tech company hosts multiple product demos at trade shows nationwide. With field marketing management software– now they can manage the schedules of their demo teams, track leads captured during each event, and integrate this data with their CRM for follow-up.

Moreover, the tech team can identify the most effective events by analyzing the data. Also, refine their marketing efforts for future demos.

Unlike traditional marketing tools, these tools are specifically built for face-to-face engagements. It helps marketers interact directly with customers.

Furthermore, gather real-time feedback and improve on-the-ground performance.

Top Field Marketing Software

Here are some of the top field marketing software of the current market. These tools are turning heads and have become a game changer for the field service industry.

Additionally, each option has its own features and brings something unique to the table. We’ll break down how they all stand out from one another in features, pricing, and ability to influence your marketing efforts.

Smartsheet

Smartsheet claims that it currently has 13.5 million users making it the most used field marketing software. The tool is literally in a game of its own. No other tools come even close in number.

Furthermore, recently its collaboration with Roche Diagnostics during the worldwide pandemic has made it more popular. Its collaborative and flexible platform makes it ideal for businesses that need to organize tasks, timelines, and teams in one place.

Pricing

Offers plans to match varying business sizes and needs. Editions starting at:

• Individual: $9/month
• Business Plan: $32/month per user
• Enterprise: Custom pricing (10+ members)
• Advanced work management (recent addition): Custom pricing (For organizations managing large-scale projects and integrating across their systems)

Features

Smartsheet simplifies the management of field marketing projects and team coordination. Key features include:

• Project and resource management
• Task scheduling and capacity planning
• Multiple project views: Gantt charts, calendars, cards, and grids
• Digital asset management via Brandfolder
• Secure request forms for internal and external stakeholders
• Integrations include Evernote, Box, DocuSign, Adobe Creative Cloud, Jira, Salesforce, Tableau, ServiceNow, Microsoft Office 365, Slack, Google Workspace, Dropbox, OneDrive, GitHub, and Zapier.

Why pick Smartsheet field marketing tool?

Did you know that Smartsheet is designed to handle complex field marketing campaigns with ease? The tool keeps everything organized, tracks every step of your project, and ensures nothing falls through the cracks.

Still wondering why you should pick Smartsheet?

Suppose your company is juggling multiple field marketing events across different locations. You think managing tasks, timelines, and team communication is getting out of hand. The only tool that can save you in this scenario is Smartsheet, with its powerful project management and collaboration features.

Furthermore, Smartsheet’s automation tools streamline repetitive tasks. Meanwhile, its real-time collaboration helps field reps and office teams stay connected and aligned, ensuring smooth execution from start to finish.

HubSpot Marketing

This tool has 228,000+ users in more than 135 countries right now! HubSpot Marketing is considered one of the best marketing software for lead management.

Pricing

Free and premium plans that grow with you. Editions starting at:

• Free: $0/month
• Starter: $20/month per seat
• Professional: $890/month (3 seats included)
• Enterprise: $3,600/month (5 seats included)

Features

It’s an AI-powered field marketing software for lead generation and automation. Key features include:

• Connect with leads at the right time through email, landing pages, and forms
• Manage contacts and campaigns from one centralized platform
• Use automation tools to increase efficiency and scale your marketing efforts
• Measure campaign success with advanced reporting tools
• Leverage CRM data to create personalized, scalable customer connections

Why pick HubSpot marketing tool?

We included HubSpot Marketing as one of the top choices of 2024 because it’s perfect for helping teams with lead management.

With HubSpot, you can easily further organize and manage all the contacts your field reps gather in one place. Plus, it lets you track the success of our field marketing campaigns. It keeps everyone on the same page and makes scaling lead management after face-to-face events a breeze.

This tool helps you and your team to stay organized, aligned, and stay to grow.

Fluix

Another powerful field marketing management software– Fluix. It is designed to streamline field operations and enhance team collaboration. The tool is also perfect for businesses looking to improve efficiency in document management and workflow automation.

Pricing

Fluix offers flexible pricing plans based on your business needs. Three major editions they have:

• Starter: $10/month per user
• Professional: $20/month per user
• Enterprise: Custom pricing available

Features

Key features of Fluix include:

• Document management for easy access and sharing
• Workflow automation to streamline repetitive tasks
• Mobile-friendly interface for on-the-go access
• Real-time data collection and reporting
• Integration with popular tools like Asana, Dropbox, Airtable, Google Drive, Slack, and Microsoft SharePoint

Why pick Fluix?

The field marketing management software stands out among others due to its ability to automate field processes. Fluix makes it easy for teams to manage documents and workflows. Moreover, keeps everything organized and easily accessible.

If you’re still on the fence about choosing Fluix– here’s a more elaborate explanation to that question.

Imagine your company grapples with managing documents and workflows while out in the field. Coordinating tasks and collecting data can feel like a never-ending chore. That’s where Fluix comes in. Its intuitive document management and automation features are designed to simplify these tasks.

Additionally, with Fluix’s mobile-friendly platform, your team can work from anywhere. They can collect real-time data and communicate seamlessly, boosting productivity and enhancing operational efficiency. 

Fluix is your go-to solution for transforming how your organization operates in the field.

Bizzabo

Bizzabo has a rating of 4.6 out of 5. It is designed to empower marketing teams to organize immersive events and engage audiences effectively. Furthermore, the tool offers a centralized platform for managing all aspects of your event planning to ensure successful outcomes.

Pricing

They also offer free demos. Other pricing plans are:

• Event Software: $499/user per month (billed annually and requires a minimum of 3 users)
• Experiential Onsite: Single and multi-event pricing is available
• Premium Add-ons: Custom pricing based on your options.

Features

Bizzabo field marketing software provides a comprehensive set of tools to enhance your event coordination.

• Cross-Events Dashboards: Get a centralized overview of data from multiple events
• Event Management Tools: Manage every detail of your events with ease
• Personalized Content Capabilities: Create intuitive and flexible agendas for tailored attendee experiences
• Integrations: Constant Contact, Gigasheet, HubSpot CRM, Keap, Mailchimp, Qlik Application Automation, Salesforce, Slack, Xero, and more. Custom integrations available through Bizzabo’s API or a paid Zapier account

Why pick Bizzabo marketing tool?

You should know that Bizzabo excels at creating robust and memorable field marketing events. One of the finest in that task compared to others currently available in the market.

Also, this platform empowers your team to craft personalized experiences that impress attendees from registration to post-event follow-up, making every moment impactful.

Imagine your marketing team struggling to coordinate events that truly engage attendees. You think delivering a memorable experience is challenging. But with Bizzabo, you can measure your event's performance and engagement effectively.

Furthermore, this tool allows you to make informed decisions for future events, enhancing your event coordination and driving significant business outcomes. Bizzabo is the perfect solution for marketing teams looking to elevate their event game!

Drift

Best AI-powered conversation platform– Drift is designed to enhance productivity for field marketing teams and accelerate sales cycles. With its advanced AI capabilities, it further provides valuable insights that help the team engage effectively with prospects.

Pricing

This field marketing software offers free demos. Pricing packages include:

• Premium: Starting at $2,500 per month (Everything free).
• Advanced: Custom pricing with personalization.
• Enterprise: Custom pricing with personalization (Everything in Advanced package+)

Features

Drift offers a suite of tools tailored for meaningful conversations. Standout features include:

• AI Engagement Score: Real-time intent insights to prioritize prospect interactions
• Personalized Video Messaging: Create engaging, tailored video messages for prospects
• Meeting Insights: Track how many meetings your reps book and analyze booking trends
• Integrations: 6sense, Drip, Google Analytics, HubSpot, Marketo, Optimizely, Salesforce, Salesloft, Slack, and others. Also, custom integrations available through Drift’s API or a paid Zapier account

Why pick Drift field marketing software?

We have added Drfit to this list specifically because of its AI-powered conversational potential. With this, it can elevate your field reps’ ability to engage prospects meaningfully.

This marketing tool helps your team focus on the right prospects. Also, it shows them where to direct their efforts. This ensures they connect with top prospects effectively.

Moreover, Drift’s AI engagement score acts like a radar. It alerts you which leads your team should engage with and when. This feature personalizes interactions based on your business’s unique needs. It further helps to identify high-value opportunities.

Array

Another great field marketing management software. Array become popular for its ability to efficiently collect in-field data in no time. Collect your field data in real-time with Array. It provides the marketing managers with a clear overview of the campaign performance.

Pricing

There is a free version of Array field marketing management software. Aside from that it offers:

• Essential: $50/user monthly
• Pro: $300 for 10 users monthly
• Enterprise: Custom pricing (unlimited access)

Features

Array offers advanced tools to enhance in-field data collection and analysis. Here are the other key features of the tool:

• There is a task manager feature that can assign tasks to field reps and monitor progress.
• Graphs, pie charts, and maps for instant analysis.
• Array uses GPS to track form submission locations.
• Available integrations are Airtable, Asana, ClickUp, DocuSign, Eventbrite, Google Analytics, HelloSign, HubSpot, Mailchimp, Microsoft Teams, and more. Custom integrations are available through Array’s API or a paid Zapier account.

Why pick Array?

Did you know that Array is one of the few field marketing software that helps field reps collect in-field data, and then instantly analyze it for real-time insights?

It enables marketing teams to track campaign performance while ensuring managers have a transparent view of progress.

Suppose your team is struggling to gather and analyze data from potential customers during field campaigns. You think the process of tracking and reporting is slow and inefficient. But with Array, you can use intelligent mobile forms to collect and visualize data instantly.

Furthermore, Array’s GPS tracking and real-time visualizations help you keep your reps on track. You can make quick, informed decisions based on the data collected in the field.

Overall, it’s the ideal tool for improving data collection and ensuring campaign transparency.

Wiser

This tool is leading the market as a product recommender engine for Shopify store owners.

Wiser is a commerce intelligent tool for field marketing. It is designed to help field marketing teams make informed decisions based on real-time data on pricing, brand intelligence, and market awareness.

Pricing

Wiser also offers a free demo. However, their pricing is based on your custom request.

Features

Wiser delivers actionable insights for better commerce execution. Standout features include:

• Retail Execution Details: Diagnose in-store compliance challenges and enable quick action in the field
• Shelf Intelligence: Access critical data to ensure potential customers receive their orders promptly
• Price Management: Monitor how your pricing compares across categories and competitors
• Brand Intelligence and Market Awareness: Gather insights that drive smarter field marketing strategies

Why pick Wiser marketing tool?

You should pick Wiser because it simplifies commerce execution. Also makes your team’s marketing efforts simpler.

It gives your field marketing team simple workflows and actionable insights. This also helps them make quick decisions during store visits. With Wiser, you get detailed data on pricing, shopper insights, and brand intelligence.

The tool’s shelf intelligence helps position your products for success.

Additionally, its retail execution tools let your team quickly handle in-store challenges. This tool is perfect for field marketers who want to boost efficiency and make data-driven decisions on the go.

GoSpotCheck

GoSpotCheck is a field marketing software designed to streamline in-field activities specifically. It helps teams complete tasks, capture data, and provide real-time insights to improve decision-making. It's also ideal for managing retail and CPG brand operations.

Pricing

• Essentials: Starting at $35 per month (with 20 users)
• Pro: $55 per month (20 users)
• Enterprise: A Custom package (150+ users)

Features

Top features include:

• Real-time task tracking
• Photo capture and reporting
• Performance analytics and dashboards
• Customizable surveys and forms
• Mobile-friendly for easy data input on the go

Why pick GoSpotCheck?

You should pick GoSpotCheck if you need real-time visibility into your field operations.

Moreover, it's designed for teams that need to manage in-field tasks easily. GoSpotCheck helps you collect data, track performance, and give instant feedback. The mobile app is simple and user-friendly.

Furthermore, the customizable reports allow you to analyze field data quickly and make data-driven decisions on the spot.

Also, with its photo capture feature, field reps can provide visual proof of in-store conditions or completed tasks, ensuring accuracy and accountability across your team.

GoSpotCheck keeps your teams organized and efficient. It ensures everyone stays aligned with company goals. This makes it perfect for field marketing teams wanting to further optimize in-field activities.

VisitBasis

VisitBasis is retail audit software designed to help field marketers conduct audits efficiently. It also allows teams to use mobile devices for data collection. With customizable features, it's a top choice for retail teams looking to streamline audits and reporting.

Pricing

The tool subscription offers a 14-day free trial. Aside from that the Premium plan starts from $15/month for one user. VisitBasis for Android is free for teams of 10 or fewer users. It further enables them to conduct retail audits, collect market data, create electronic forms, manage tasks, and generate PDF and photo reports.

Features

Starting from marketing data collection to building interactive reports and dashboards– VisitBasis has a lot of features to offer.

• Customizable audit forms
• Automate reporting with custom dashboards
• Collect 16 different data types for products
• Built-in fraud prevention tools
• Mobile-friendly for on-the-go auditing

Why pick VisitBasis?

VisitBasis is ideal for retail teams conducting store audits who need flexibility and accuracy.

You can customize forms based on the specific data you need, allowing for detailed, accurate reporting. Moreover, the built-in fraud prevention tools ensure data integrity, reducing the chances of errors during audits.

Furthermore, its mobile functionality allows your team to gather information quickly and efficiently, keeping you in control of stock and inventory details. VisitBasis helps you stay on top of your audits with ease.

MainEvent

Another comprehensive solution designed for field marketing teams running local sampling campaigns. It helps manage and track brand ambassadors’ schedules and activities. It is easy to execute successful sampling strategies with MainEvent.

Pricing

Like most field marketing management software, MaineEvent also has a free demo. However, there is no specific defined subscription cost. Their pricing is set based on your requirements and request.

Features

The key features include:

• Customizable dashboards to monitor program performance by market
• Scheduling tools for field teams to view their schedules and get directions to work locations
• Activity tracking for brand ambassadors to ensure all tasks are completed
• Detailed reporting to analyze the effectiveness of your sampling strategy

Why pick MainEvent field marketing software?

We have chosen MainEvent because it specializes in product sampling. It is a popular strategy for gaining customers.

Furthermore, this tool helps you efficiently manage and track various aspects of your local sampling campaigns, from field staff to visit locations. After each campaign, MainEvent generates in-depth reports that detail the outcomes of your field reps’ efforts.

Why Use Them?

Investing in these tools raises important questions. It’s not unexpected if you wonder, "Are they worth it?" or "Why should we use them?"

Let me tell you something— 78% of companies that use real-time data collection tools reported increased campaign effectiveness (Forbes Advisor).

Also, with the field marketing tools you can automate various tasks like form filling, auditing, and report generation which increases productivity by 30%.

Other benefits include:

• Improved accuracy in data collection: Automated systems reduce human errors in data entry.
• Real-time reporting: Instant insights help teams make further quicker, data-driven decisions.
• Enhanced collaboration: Cloud-based tools keep field and office teams connected seamlessly.
• Cost reduction: Optimizes resource allocation and cuts administrative costs.
• Scalability: Easily adapts to growing field operations and business needs.

Overall, you are saving time, labor, and cost with the utilization of field marketing software.

Furthermore, if you can choose the right tool for your company— you might even be able to save 15%-20% on administrative costs (Deloitte). 

The right software can streamline your processes, enhance team collaboration, and improve data accuracy. Overall, these benefits lead to more effective marketing campaigns and better ROI.

How to Choose One?

Choosing the right field marketing management software can be challenging. Consider your team’s needs and your marketing goals.

Moreover, think about the size of your team and the scale of your campaigns. Evaluate different options based on features, ease of use, and integration capabilities.

Above all, you need to know what features you’re looking for and which tool can offer that. Here is a further suggestion for you on the top features you should look for.

Top Features to Look for in Field Marketing Software

When selecting a tool, look for key features such as:

• Real-time data collection and analytics
• User-friendly interfaces
• Customizable dashboards
• Integration with existing tools
• Robust reporting capabilities
• Mobile accessibility

Core Functionality

All field marketing software shares essential core functionality. This functionality makes it effective for field marketing. Here are the key features you can expect: 

First, activity planning allows you to design, organize, and schedule various initiatives. This further includes events, promotions, demonstrations, and campaigns. 

Next, tracking functionality helps you monitor the progress of your events. It also gathers customer interactions and feedback.

Additionally, it captures relevant data for analysis.

Mistakes to Avoid

Avoid common pitfalls when selecting software. Don’t rush the decision-making process.

Also, make sure to involve your team in the selection. Moreover, don’t overlook training. Ensure your team understands how to use the software effectively.

Furthermore, here are some more mistakes insights you should avoid:

• Ignoring the user's need.
• Overcomplicating features. Just look for the basic requirements. Further unnecessary tools will just bother you and your team. Also, will delay your time— eat out a certain portion of productivity.
• Neglecting the integration capabilities.
• Don’t overlook the importance of the new software training.
• Look for reviews and ratings on the support of the tool providers. Lack of support can further lead to unresolved issues and decreased productivity.
• Moroever, GPS tracking— check out if the tracking function of the chosen software working right or not.
• Does the software offer further route optimization?
• Do the matrices of performance tracking and analytics align with your team?

Lastly, don’t ignore support options. Reliable customer support can make a big difference in your experience.

Alternative Options

Aside from the mentioned field marketing management software, there are further options you can look for:

1. OPOC
2. Promomash
3. DotActiv
4. Wrike
5. monday.com
6. Beehivr
7. Distributo
8. TeletrackLIVE
9. Salesforce Trailhead
10. Mobiwork

Bottom Line

With the right approach, field marketing software can significantly enhance your marketing efforts and drive your success.

The automation marketing operations are driving the growth of the field service industry right now. The marketing automation software market is projected to reach $11.46 billion by 2027. From 2022 to 2030, this market is expected to grow at a CAGR of 10.23%.

Also, the email market software market is set to hit $2.53 billion by 2028 (According to Fortune Business Insights, 2022)

These figures further indicate a high-growth industry ripe with potential. Furthermore, how off the track and backdated you would be if you don’t use these field marketing management software in the current market climate.

However, you could see this as an opportunity if you know how to leverage the smartest tool to gain deeper insights into customer behavior and drive conversion with automation. The right field marketing software can be pivotal in harnessing this potential.