News
Vendor announcements and release notes as SPOTIO publishes them, plus our own coverage of the releases that matter to field sales teams. Our editorial score for SPOTIO is 8.6/10 — the news feed doesn't change it.
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Our coverage
Announced Jul 7, 2026 · Our coverage Nov 1, 2026 · by Max Sandborg
SPOTIO Next Best Action: a Value Score on every recordSPOTIO's Next Best Action scores every record and recommends a visit, call, text or email. How it works, what it means for field teams, and one caveat.
Announced Apr 1, 2026 · Our coverage Nov 1, 2026 · by Max Sandborg
SPOTIO DASH AI: the field sales co-pilot, explainedSPOTIO's DASH AI puts visit prep, voice logging and follow-up drafting in the mobile app, with rep approval before every write. What it means for field teams.
From SPOTIO
- Oct 27, 2026BlogHow to Scale a Contractor Sales Org: $5M to $50M ↗
Your sales org that worked at $5M will stall at $15M. See the team structures, comp fixes, and systems needed at each stage to reach $50M.
- Oct 22, 2026BlogSales Accountability: How Field Teams Build It ↗
38% of leaders say reps miss targets due to low activity. 7 field-tested strategies to build accountability without micromanaging your team.
- Oct 20, 2026BlogCRM for Logistics: What It Is and Why It Matters ↗
Logistics companies with field sales teams need specialized CRM capabilities. Learn how to evaluate the right solution for your operations, and what features drive results across different logistics segments.
- Oct 19, 2026BlogSales Planning Tools: A Buyer’s Guide by Use Case ↗
14 tools in 5 categories by use case. Key capabilities, pros and cons on every pick, plus original field sales data.
- Oct 7, 2026BlogWhat PE Buyers Actually Look for in a Roofing Business ↗
Nick Branon sold Hero Roofing for $8M through PE. Here's what buyers actually evaluated before writing the check.
- Oct 6, 2026Blog30-60-90 Day Field Sales Plan for Reps & Managers | SPOTIO ↗
Learn how to create a winning 30-60-90 day sales plan for field sales. Get actionable steps, sample plans, and metrics to ramp faster and close deals.
- Oct 2, 2026BlogDistributor Territory Management: The Step-by-Step System That Stops Coverage Gaps ↗
Your reps are driving through dead territory. See the step-by-step process distributors use to audit, split, and fix coverage.
- Sep 29, 2026BlogSales Productivity Tools That Save Field Reps 9+ Hrs/Wk ↗
Field reps lose 9 hours a week to admin. We surveyed 452 sales pros and tested 15 tools to find what gives that time back. See ratings, pricing, and real results.
- Sep 21, 2026BlogSales Performance Metrics That Actually Improve Results ↗
Tracking 15 metrics and still guessing where reps struggle? This framework breaks field sales performance into four layers so you coach the right problem.
- Sep 18, 2026BlogStorm Territory Management Playbook ↗
Storm territory management starts before reps leave the parking lot. The sizing, assignment, and tracking strategy top restoration teams use — with insights from a CEO who managed D2D teams.
- Sep 14, 2026BlogSalesRabbit App: Pricing, Features & Review ↗
SalesRabbit pricing doesn't include add-ons like DataGrid AI or Digital Contracts. Get the full 2026 breakdown of plans, features, and limits.
- Sep 9, 2026BlogCommercial Roofing Sales: Build a Program That Doesn't Sink Your Residential Business ↗
Commercial roofing sales is a separate discipline, not an extension of residential. When you're ready, what year one earns, and how to protect both sides.
- Sep 7, 2026BlogField Sales Automation: Cut Admin, Sell More ↗
Field reps lose 5+ hours/week to data entry. See how top teams use automation to reclaim selling time — backed by data from over 300 field sales pros.
- Sep 7, 2026BlogHow to Build a High-Performance Contractor Sales Team ↗
75% of contractor sales managers were never trained to lead. What that costs you, what good looks like, and how to fix it in a manager's first 90 days.
- Sep 4, 2026BlogHow to Scale a Roofing Company to a Successful Exit ↗
Selling a roofing company? What buyers pay for, which systems to build first, and how one founder went bootstrap to acquisition.
- Aug 25, 2026BlogBest Home Improvement Sales Software (2026) ↗
Compare the leading home improvement sales software for field teams: pricing, pros and cons, use cases, and user reviews.
- Aug 15, 2026BlogBest CRM for Distributors: 10 Tools Compared (2026) ↗
Compare 10 CRMs built for distribution sales teams — with 2026 pricing, ERP integration depth, and field rep mobile access rated side by side.
- Aug 12, 2026BlogBest Leadbeam Alternatives for Field Sales (2026) ↗
Compare 7 Leadbeam alternatives — pricing, territory management, AI capabilities, user ratings and pros/cons for every tool.
- Aug 12, 2026BlogRoofing Sales Tips: Overcome Objections to Close More Deals ↗
Reps who know roofing inside out still lose deals at the objection. Scripts and proven techniques for the 5 objections you'll hear every week.
- Aug 5, 2026BlogBest SalesRabbit Alternatives for Field Sales Teams (2026) ↗
Looking beyond SalesRabbit? We break down 7 alternatives with pricing, ratings, and features field sales teams care about.
- Aug 4, 2026Blog12 Sales Commission Structures (with Formulas) ↗
Compare 12 sales commission structures with formulas and examples. Use our free calculator to estimate rep payouts or plan your team's comp budget.
- Jul 29, 2026BlogBest Field Sales Management Software (2026 Comparison) ↗
7 top field sales management platforms evaluated based on AI features, territory mapping, mobile CRM, activity tracking, and rep adoption.
- Jul 24, 2026BlogMRO Sales: Strategies for Distribution Sales Teams ↗
Selling MRO means thin margins, price-driven buyers, and Amazon eating your accounts. A field sales guide for distribution leaders.
- Jul 21, 2026BlogBest Sales Tracking Apps for Field Teams (2026) ↗
Which sales tracking apps work for reps in the field? We compared 10 tools on mobile access, offline mode, GPS, AI features, and CRM sync.
- Jul 20, 2026BlogSales Territory Design: A Step-by-Step Process ↗
If sales territories look equal on paper but produce wildly different results, the design is the problem. Here's a field-tested process to fix it.
- Jul 14, 2026BlogCRM Adoption for Field Sales: A Leader's Playbook ↗
Most field CRM rollouts fail at the parking lot — reps log from memory or don't log at all. A 4-week framework to fix adoption for good.
- Jul 13, 2026BlogMedical Device Sales: 10 Strategies That Win Deals ↗
Most medtech sales advice is generic. These 10 strategies cover VAC navigation, clinical evidence packaging, and multichannel execution.
- Jul 9, 2026BlogHow to Increase Home Improvement Sales: A Field Playbook ↗
Follow 10 actionable steps to increase your home improvement sales and close more deals.
- Jul 8, 2026PressSPOTIO Launches Next Best Action ↗
Predictive Value Score on every record plus a recommended next action — visit, call, text, or email.
- Jul 7, 2026NewsroomSPOTIO Launches Next Best Action AI Recommendation Engine ↗
SPOTIO, the AI-powered field sales execution platform, today announced NBA (Next Best Action), an AI-powered recommendation engine.
- Jun 26, 2026BlogRoofing Sales Training Guide: Skills, Process & Programs ↗
Skip the boot camp. Build a process. Roofing sales skills, onboarding frameworks, and the top training programs compared.
- Jun 19, 2026BlogBest Roofing CRM Software: 9 Picks for 2026 ↗
Leads slipping between canvassers and closers? See how 9 roofing CRMs handle field sales — from storm territory setup to rep accountability.
- Jun 18, 2026BlogSales Onboarding Checklist for Field Sales Teams ↗
8 onboarding practices and a 90-day checklist built for field sales — covering territory setup, tool adoption, and ramp metrics.
- Jun 16, 2026BlogField Sales Rep Competencies: The Hiring Guide ↗
Many reps who fail were hired on charm, not competency. Use this field-specific rubric to evaluate the 4 traits that predict ramp speed and retention.
- Jun 12, 2026BlogSales Forecasting for Field Teams: Methods & AI ↗
Most field sales forecasts fail because the data behind them is incomplete. Learn the 5 methods, how AI fits in, and how to get it right.
- Jun 12, 2026BlogB2B Sales Strategy: A Field Leader's Playbook ↗
Territory design, team-level execution & strategy frameworks matched to mid-market scale — for B2B field sales managers.
- Jun 11, 2026BlogField Sales Team Structure: Models, Ratios & Org Charts ↗
Island, Assembly Line, Pod, with territory models for field teams. Plus org structure, span-of-control ratios, and hiring order.
- Jun 8, 2026BlogB2B Social Selling Strategies: A Playbook for Field Sales Reps ↗
Generic LinkedIn tips don't work for field reps. This guide covers social selling strategies for the territory-based field sales workflow.
- Jun 2, 2026BlogBest AI Sales Tools for Field Teams (2026) ↗
Most AI tools were built for desk reps. 10 tools reviewed for field conditions: voice capture, offline sync, and CRM depth. Includes 2026 survey data.
- May 29, 2026BlogBest Sales Pipeline Tools for Field Sales Teams ↗
Comparing sales pipeline tools? We ranked 10 options on G2 ratings, territory features, and field sales fit. Pros, cons, and pricing.
- May 28, 2026BlogThe Operator's Field Sales Playbook: More Revenue, Same Team ↗
PE-backed field sales operator? Get the 90-day diagnostic, four revenue levers, and board-ready reporting framework. No new hires required.
- May 15, 2026BlogBest Sales Forecasting Software for Field Teams ↗
Don't guess which deals will close. Compare 7 forecasting tools evaluated for territory-based pipelines, activity data, and field rep workflows.
- May 14, 2026BlogField Sales Management: Build a Team That Performs ↗
Your reps are in the field — you can't manage them from a dashboard. SPOTIO's guide: accountability, coaching, and territory strategies.
- May 12, 2026BlogSales Performance Management for Field Sales Teams ↗
Your reps are in the field — your sales performance management should be too. How field managers set goals, track reps, and coach to quota.
- May 8, 2026BlogSales Quota Gap: Why It Happens and How to Close It ↗
Survey data: just 1 in 3 field sales teams have 70%+ of reps hitting quota. Learn why the gap forms and the steps managers take to close it fast.
- May 6, 2026BlogPE-Backed Field Sales: When Legacy Teams Bet on Modern Growth Strategies ↗
Your portfolio company's field sales team is its growth engine — or its biggest drag. Learn the five value creation levers PE operators are using to fix it.
- May 5, 2026BlogTerritory and Quota Planning for Field Sales Teams ↗
Only 1 in 3 field sales teams hit quota consistently. Learn common territory planning mistakes — and how top-performing teams set quotas differently.
- Apr 4, 2026BlogBest Sales Mapping Software for Field Teams ↗
Compare 7 sales mapping platforms for field teams—honest picks by team size, sales model, and what you need beyond basic route planning.
- Apr 1, 2026NewsroomSPOTIO Launches DASH, the AI Co-Pilot Purpose-Built for Field Sales Teams ↗
DASH IQ, DASH Actions, DASH Go and DASH Connect inside the mobile app; every action needs the rep's approval before it writes to the system.
- Mar 18, 2026Blog11 Sales Follow-Up Strategies: Cadences, Scripts & Examples ↗
Learn 11 sales follow-up strategies that work in B2B, B2C, and field sales. Build cadences, choose channels, and use real-world scripts from top reps and coaches.
- Mar 17, 2026BlogSales Rep Interview Questions That Reveal Top Hires ↗
Stop hiring reps who can't self-source or take feedback. SPOTIO's interview framework helps field sales managers identify top performers before day one.
- Mar 11, 2026BlogField Sales Guide: What It Is, How It Works, How to Win ↗
Field sales reps close at 2–3x the rate of inside teams. Learn the strategies, KPIs, and tools top field teams use — with data from our latest survey of field sales pros.
- Mar 6, 2026BlogThe State of Field Sales 2026 ↗
SPOTIO's annual field sales survey and benchmarks.
- Feb 25, 2026BlogField Sales Quota Attainment: 2026 Playbook for Managers ↗
Only a third of field teams have 70%+ of reps hitting quota. Learn how managers use realistic quotas, weekly activity plans, and coaching to change that.
- Feb 13, 2026BlogBest Roofing Software for 2026: 10 Tools to Scale Your Business ↗
Compare the 10 best roofing software platforms for 2026 — from field sales execution and territory management to estimating, job tracking, and crew time. Find the right stack for your team.
- Feb 10, 2026Blog9 Best Digital Business Card Apps for 2026 ↗
Compare the 9 best digital business card apps for field sales teams in 2026. G2 ratings, pros and cons, pricing, use cases, and key features.
- Jan 29, 2026BlogConsultative Selling: Definition, Skills & Process ↗
Master consultative selling for field sales: 6-step process, strategic questions, and field-specific tactics that drive 25% higher close rates and 20% larger deals.
- Jan 6, 2026Blog5 Best Zoho Alternatives for Field Sales Teams ↗
Discover the best Zoho alternatives for field sales. Compare territory management, activity tracking, route optimization, and team performance analytics.
- Dec 19, 2025BlogBest Construction CRM Software for 2026 | Top 11 Platforms ↗
Compare 11 leading construction CRM platforms for 2026. Discover tools for field sales management, project tracking, and client communication. Find the best fit for your team.
- Dec 5, 2025Blog8 Best Sales Performance Management Platforms for 2026 ↗
Compare top sales performance management software for 2026. Learn how the right SPM platform boosts quota attainment, automates commissions, and drives revenue growth.
- Nov 18, 2025BlogTop 12 Sales Acceleration Platforms | 2026 Update in 2026 ↗
Discover the leading sales acceleration solutions for field sales leaders who want real results—faster closes, better territory control, and activity your reps will actually log.
- Mar 31, 2025Release notesSPOTIO AI Introduces Advanced Intelligence for Field Sales ↗
FOR IMMEDIATE RELEASE Dallas, TX – March 31, 2025 SPOTIO AI enhances selling, simplifies workflows, and delivers coaching tools to empower field sales teams. SPOTIO, the leading field sales platform, today announced new AI capabilities to streamline operations and maximize team performance. “Field…
- Mar 31, 2025NewsroomSPOTIO AI Introduces Advanced Intelligence for Field Sales ↗
SPOTIO AI enhances selling, simplifies workflows, and delivers coaching tools to empower field sales teams. Dallas, Texas — March 31, 2025 — SPOTIO, the leading field sales platform, today announced new AI capabilities to streamline operations and maximize team performance. “Field sales is tough…
- Nov 18, 2024NewsroomSPOTIO Releases 5th Edition of the State of Field Sales Report ↗
FOR IMMEDIATE RELEASE Dallas, TX – November 18, 2024 New research highlights key trends, challenges, and strategies to help field sales teams succeed in today’s complex market. SPOTIO, the leading field sales engagement platform, has released the highly anticipated Fifth Edition of its State of…
- Aug 7, 2024Release notesSPOTIO Announces Launch of Leaderboards to Enhance Field Sales Performance ↗
FOR IMMEDIATE RELEASE Dallas, TX – August 7, 2024 – SPOTIO, the leading provider of field sales engagement software, is excited to announce the launch of its highly anticipated Leaderboards functionality, also now available on mobile. This enhancement is designed to empower field sales teams by…
- Jan 23, 2024NewsroomSPOTIO and Solo Elevate Solar Sales Experience with Advanced Integration Features ↗
Dallas, TX – January 23, 2024 – SPOTIO, the leader in field sales engagement technology, and Solo, the all-in-one solar growth and proposal platform, are excited to announce an enhanced native integration that will redefine efficiency and effectiveness in the solar sales sector. For modern outside…
- Jan 4, 2024NewsroomUnprecedented Success For SPOTIO: Clinches 31 Awards In G2 Crowd’s Latest Evaluation Of Sales Platforms ↗
ADDISON, TX JANUARY 4, 2024 – SPOTIO, the cutting-edge field sales, and sales engagement software leader, has achieved significant results in G2 Crowd’s Winter 2024 awards, securing an impressive 31 awards. This achievement is highlighted by their recognition for Best Results and Most…
- Sep 28, 2023NewsroomSPOTIO Honored as One of Dallas-Fort Worth's Best Places to Work for the Fourth Time ↗
SPOTIO, a Dallas-Fort Worth-based technology company and a pioneer in field sales software, is proud to announce its recognition as one of Dallas-Fort Worth’s Best Places to Work by the Dallas Business Journal. This year’s results mark the second consecutive year that SPOTIO has received this…
- Jul 6, 2023NewsroomSPOTIO Announces the Fourth Edition of the State of Field Sales Report ↗
For the first time, SPOTIO earned the best software award, which recognizes the top-rated sales product companies worldwide based on customer reviews and market presence.
- Jun 20, 2023NewsroomSPOTIO Leads the Field Sales Space Once Again with 20 Prominent Awards in G2 Crowd’s Summer 2023 Report ↗
For the first time, SPOTIO earned the best software award, which recognizes the top-rated sales product companies worldwide based on customer reviews and market presence.
- Feb 22, 2023NewsroomSPOTIO Strengthens Leadership With New CRO And VP Of Sales ↗
Addison, TX, February 22, 2023 – SPOTIO, the leading field sales engagement provider, has strengthened its leadership team by adding a new Chief Revenue Officer, Scott Shapiro, and Vice President of Sales, Neil Arsenault. The new sales leaders were brought on board to accelerate SPOTIO’s rapid…
- Feb 16, 2023NewsroomSPOTIO Recognized as a 2023 G2 Best Software Winner ↗
For the first time, SPOTIO earned the best software award, which recognizes the top-rated sales product companies worldwide based on customer reviews and market presence.
- Aug 3, 2022NewsroomField Sales Engagement Leader SPOTIO Announces Office Relocation and Expansion ↗
ADDISON, TX – SPOTIO announces the opening of their new headquarters located at 5057 Keller Springs Road in Addison, TX to accommodate the rapid growth that the business has experienced in recent years. SPOTIO is a Dallas-based SaaS platform that enables field sales teams to become more efficient…
- Jun 27, 2022NewsroomSPOTIO Earns Top Marks in G2's Summer Field Sales Software and Route Planning Reports ↗
DALLAS, TX. – SPOTIO today announced that G2 Crowd has recognized SPOTIO as one of the top Field Sales and Route Planning providers based on customer reviews. Customer reviews on G2 Crowd ranked SPOTIO as a leader across multiple categories, including Market Presence, Best ROI, Best Meets…
- Mar 31, 2022NewsroomSPOTIO: Leading Across Four Categories in G2's Spring 2022 Awards ↗
DALLAS, TX. – SPOTIO, for the 14th quarter in a row, is once again recognized as a G2 Leader in the Field Sales Engagement Software industry and takes home awards across four different major categories. “Our consistent ranking as a G2 Leader is a direct reflection of our ongoing commitment to…
- Sep 14, 2021NewsroomSPOTIO Consistently Ranks as Leading Field Sales Engagement Platform by G2 ↗
DALLAS, TX. – SPOTIO, recognized as a leading field sales engagement software for B2C and B2B customers, has received six G2 Awards as part of the Fall 2021 Report. G2 Grid for Field Sales Software G2 Grid® for Field Sales Software G2 Grid for Route Planning Software G2 Grid® for Route Planning…
- Jul 20, 2021NewsroomSPOTIO Takes Home 6 G2 Summer Awards ↗
The Oscars, the GRAMMYs, the British Sewing Awards… Just about every field recognizes its top performers in some way. The tech industry is no different. In fact, some of the most popular awards in the software space come from G2, a well-known and respected software review site. What makes awards…
- Jun 21, 2021NewsroomSPOTIO is a Top Performer Across 6 Categories in G2's Summer 2021 Awards ↗
SPOTIO continues to carve out its name as the leading Field Sales Engagement Platform. DALLAS, TX. – SPOTIO, the leading field sales engagement software, is happy to announce that they have received six awards as part of G2’s Summer Report for 2021. SPOTIO has been recognized by its users for…
- Oct 23, 2020NewsroomSPOTIO Included in Dallas Business Journal’s ‘2020 Best Places to Work’ ↗
SPOTIO, the leading field sales acceleration platform for outside sales teams, is excited to announce that it has been named one of the Dallas Business Journal’s 2019 Best Places to Work.
- Sep 23, 2020NewsroomSPOTIO #1,635 on Inc. 5000 List of Fastest Growing Private Companies in the U.S. ↗
For the 2nd Year in a Row, SPOTIO Appears on the Inc. 5000 List of Fastest Growing Private Companies in the U.S. Dallas, TX, September 23, 2020 – Inc. magazine revealed that SPOTIO, the leading field sales engagement platform, is No.1,635 on its annual Inc. 5000 list, the most prestigious ranking…
- Jan 9, 2020NewsroomSPOTIO Raises $4.5 Million from Ballast Point Ventures ↗
January 9, 2020 – SPOTIO, a Dallas-based software company providing cloud-based sales acceleration and performance management solutions for field sales personnel, is pleased to announce a $4.5 million Series A investment from Ballast Point Ventures. The platform’s robust, mobile-first feature set…
- Oct 29, 2019NewsroomSPOTIO Included in Dallas Business Journal’s ‘2019 Best Places to Work’ ↗
SPOTIO, the leading field sales acceleration platform for outside sales teams, is excited to announce that it has been named one of the Dallas Business Journal’s 2019 Best Places to Work.
- Aug 19, 2019NewsroomSPOTIO #477 on Inc. 5000 List of Fastest Growing Private Companies in the U.S. ↗
Inc. magazine revealed that SPOTIO, Inc., the leading field sales acceleration platform for outside sales teams, is No. 477 on its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies.
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