The FieldEdge interface allows customers in FieldEdge to be easily added to Sales Builder Pro.
FieldEdge customers are searchable on the Sales Builder Pro Scheduling page.
We use all of the current API capabilities currently available to third parties. Stay tuned for future enhancements.
Here's an overview of the process:
- Customers: FieldEdge (FE) is the database of record for customer info
- Sales Calls: Use Sales Builder Pro (SBP) to schedule these appointments in the Sales Builder Management Portal. On the SBP schedule page, a scheduler will search for the Field Edge customer and create a job in Sales Builder for the sales rep.
The FieldEdge integration can be added to your Sales Builder Pro Company subscription. The initial one time set-up fee is $250. The maintenance fee per company is $49/mo for the duration of the subscription. We do require a first year pre-pay ($588). Please contact your Customer Support Specialist to begin the integration process.