You may already have a dedicated field-sales tool and you're not thrilled with it. You may have been sold a Salesforce rollout that grew three sizes too big and now nobody loves. Or, most likely, you don't have a field tool at all. Your reps are running on paper notes, a laptop or iPad with a spreadsheet, and whatever each person has figured out on their own. The customer experience is inconsistent, depending on their rep's prowess with managing the chaos.
Behind a desk, a patchwork like that sort of works. On the road, it falls apart. Important information gets lost — the conversation a rep had on Tuesday, the comment about a new SKU, the reason an order got revised on the spot. Efficiency drops — reps spend time managing data and making their own system, instead of using the one you gave them.
Orbit Sales is the one you give them. Every rep works from the same customer screen, the same order form, the same way to log a visit. The information lands in one place instead of scattered across spreadsheets and notebooks, and what reaches the office is consistent regardless of who's on the road.
A practical migration
- Connect one system first — usually wherever your orders live today (Shopify, WooCommerce, Square).
- Import customers and products.
- Start one or two reps on the App. Keep the rest on whatever they use today — the legacy tool, the spreadsheet, the notebook.
- Add more systems (CRM, accounting, mailing list) as you go.
- Cut over by team, not in a big bang.
You've probably had a "six-week" software rollout stretch into six months. You've probably paid for a CRM your team quietly abandoned. You may have been sold a deployment that needed a dedicated project manager, a months-long discovery engagement, and a slide deck full of change management before your first rep could log in. That's what we're trying to avoid.
A small team can be running on Orbit Sales in a couple of weeks. We still do proper discovery — we need to understand your business process, your integrations, your people, and what your unique needs may be, and we don't pretend otherwise. We just don't spin it out into a paid engagement that dwarfs the software itself. The scope is narrow on purpose: we're responsible for the field surface. Your CRM, accounting, and e-commerce are already set up, and they keep doing what they do.
Honest scope
- In production today with teams of hundreds of reps.
- If you're 800+ reps and want to pilot, talk to us directly. We'll tell you what will and won't work today, and what we'd add to get you the rest of the way.
- Small team. Support is a real person, usually in days, sometimes hours.