Newsroom Archives - SPOTIO

SPOTIO and Solo Elevate Solar Sales Experience with Advanced Integration Features

Jenny Tsao — Tue, 23 Jan 2024 08:30:00 +0000

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 sales teams, the technology they use in the field is becoming a critical component of future growth strategies and ongoing success. Field sales teams use at least three different systems on average in their day-to-day operations, according to SPOTIO’s most recent research data.

With this increase in technology adoption, the integration of technologies is crucial. It streamlines processes, improves data accuracy, and accelerates sales operations. The partnership between SPOTIO and Solo is a prime example of how synchronized technology can boost productivity and success in field sales.

Trey Gibson, Founder and CEO of SPOTIO, expressed his enthusiasm: “We’re excited about our advanced integration with Solo. The need for speed in solar sales is more demanding and necessary than ever. This update is not just a technical improvement but a significant advancement in operational efficiency. It simplifies processes and enables sales teams to move faster and more accurately than before.”

Tech Synergy for Solar Success
This integration introduces an instant trigger for the Solo integration upon logging a custom Task activity in SPOTIO, leading to unprecedented efficiency for sales teams. Rather than merely creating a customer profile in Solo, SPOTIO now automatically generates a detailed solar proposal. The real advantage lies in the two-way sync. When a proposal is created in Solo, a link is sent back to SPOTIO and is accessible in the “links” section for the record. This feature saves time, ensures accuracy, and speeds up proposal generation, revolutionizing solar sales.

The update’s standout feature is its native integration between SPOTIO and Solo, offering pre-configured compatibility, enhanced stability, and ease of use, leading to faster and more efficient outcomes.

“At Solo, we’ve understood that collaboration between technology providers in the solar sales market is not just a convenience; it’s a necessity for staying ahead in a rapidly evolving industry,” shared Solo’s Chief Revenue Officer David Wilson. “Partnering with forward-thinking providers like SPOTIO enables us at Solo to meet and exceed the needs of our current and future customers with greater efficiency and ease. This synergy is key to delivering exceptional value in the dynamic world of solar sales.”

About SPOTIO
SPOTIO is the premier field sales engagement platform designed specifically for field sales teams to increase pipeline growth, enhance productivity, and close more deals. SPOTIO centralizes field sales activities, offering organizations critical insights and visibility to drive revenue. Serving thousands of customers globally, SPOTIO is committed to propelling field sales teams to new heights. Headquartered in Dallas, Texas, SPOTIO is a privately held company. For more information, please visit www.spotio.com.

About Solo
Solo is the industry-leading back-office solution for contractors and sales organizations, providing dynamic proposals, document management, CAD design, and engineering-as-a-service for the home improvement industry. Solo partners with a diverse group of best-in-class organizations to provide complementary technologies, solutions, and services designed to accelerate your business’s ascent. The Solo platform has helped hundreds of solar companies optimize their operations and close more deals. To date, Solo has created over three million dynamic proposals, saved an estimated 150,000 hours of work, closed more than 100K deals, and permitted over 30,000 Plansets. For more information, please visit www.gosolo.io.

Unprecedented Success For SPOTIO: Clinches 31 Awards In G2 Crowd’s Latest Evaluation Of Sales Platforms

Jenny Tsao — Thu, 04 Jan 2024 08:00:03 +0000

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 Implementable in Sales Engagement platforms and Best Mid-Market Results and Customer Relationship Index for Field Sales.

These accolades underscore SPOTIO’s commitment to excellence and innovation in empowering sales teams. As a platform, SPOTIO has consistently demonstrated its ability to enhance productivity and effectiveness in the field sales domain. This latest recognition from G2 Crowd, based on authentic customer feedback, further cements its position as a trailblazer in the industry.

Jenny Tsao, SPOTIO’s new Head of Marketing, expresses her enthusiasm: “Being part of the SPOTIO team and witnessing our impact on meeting our customers’ needs is truly exciting. The awards we’ve earned in this latest report validate our solutions through genuine customer experiences and affirms the hard work and dedication of the entire SPOTIO team. Our consistent performance over recent years is a testament to our unwavering focus. Looking ahead, I’m thrilled about the prospects of raising the bar even higher and continuing to innovate for the success of our customers.”

The comprehensive list of awards won by SPOTIO in the G2 Crowd Winter 2024 report includes:

Sales Engagement – Leader: Best Results and Most Implementable
Field Sales – Leader: Best Mid-Market Results and Customer Relationship Index
Additional 27 awards categorized by sector and functionality

For more details about SPOTIO and its award-winning sales engagement and field sales solutions, please visit the SPOTIO website.

About SPOTIO
SPOTIO is the premier field sales engagement platform designed specifically for field sales teams to increase pipeline growth, enhance productivity, and close more deals. SPOTIO centralizes field sales activities, offering organizations critical insights and visibility to drive revenue. Serving thousands of customers globally, SPOTIO is committed to propelling field sales teams to new heights. Headquartered in Dallas, Texas, SPOTIO is a privately held company.

About G2 Crowd
G2 Crowd is the world’s largest and most trusted software marketplace, guiding over 60 million users each year, including personnel from all FORTUNE 500 companies, in making informed software decisions based on authentic peer reviews. G2 Crowd collaborates with various software and services companies, aiding them in reputation building, software spending management, and business growth.

SPOTIO Honored as One of Dallas-Fort Worth’s Best Places to Work for the Fourth Time

Jenny Tsao — Thu, 28 Sep 2023 21:01:37 +0000

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 award and the fourth time overall.

SPOTIO has secured its place among the top workplaces in the region, ranking at #12 in the Small Business category in the Dallas area. This distinction highlights SPOTIO’s commitment to fostering an exceptional work environment for its dedicated team members.

The Best Places to Work awards are significant because the results are derived from real employee feedback collected through anonymous surveys. SPOTIO’s continued recognition demonstrates its commitment to creating a thriving and engaging workplace culture that values the voices of its employees.

Chereen Pasha, SPOTIO People Operations Director, expressed enthusiasm for this accomplishment, saying, “Winning the Best Places to Work award is an extraordinary achievement for us, especially during a year of transformation, where we made significant shifts in our strategies and operations. This year’s win showcases our adaptability and validates our commitment to doing what’s best for our customers and team members alike.”

“To win this award consistently, you need to build trust with your team that the company has their best interest at heart,” said SPOTIO’s CEO and Founder, Trey Gibson. “This involves asking for input and feedback regularly and most importantly, being prepared to put it into practice to show that individual voices matter. Our team understands that we are always trying to improve; we want to know what we’re doing well and what we need to improve. That type of open and honest two-way feedback continues to move SPOTIO forward.”

SPOTIO’s dedication to creating an exceptional work environment underscores its commitment to employee well-being and reflects its mission to empower businesses with cutting-edge technology and solutions.

For more information about SPOTIO’s focus on building a high-performance team culture, please visit www.spotio.com/careers.

About DBJ’s Best Places to Work

2023 marks the 21st year of the Dallas Business Journal’s Best Places to Work program that showcases the top 100 companies in the North Texas region across five different categories based on employee size: Micro (10-24), Small (25-49), Medium (50-249), Large (250-999) and Extra-large (1000+). For the complete list of DFW’s Best Places to Work, click here.

SPOTIO Announces the Fourth Edition of the State of Field Sales Report

Jenny Tsao — Thu, 06 Jul 2023 02:08:46 +0000

ADDISON, TEXAS JULY 06, 2023 – SPOTIO, a leading field sales engagement software, is excited to release the highly-anticipated fourth edition of the State of Field Sales Report. As an annual research study, this report provides a comprehensive analysis of the field sales industry, shedding light on the emerging trends and insights driving the global marketplace.

“We believe that this report’s focus on the field sales profession and exclusive insights make it a truly one-of-a-kind resource for our industry.”, said Christian Beatty, SPOTIO’s Head of Marketing. “We wanted it to be the first and only place to find such valuable information – like trend data, performance benchmarks, industry opinions, and more – in the hopes that it helps field sales professionals develop strategies to adapt and thrive in a challenging competitive market.”

The State of Field Sales Report aims to serve as a compass for industry professionals, helping them navigate the ever-evolving landscape of field sales. To compile the research for this report, SPOTIO conducted an extensive survey, gathering input from over 440 field sales professionals across a wide range of industries, roles, and geographical locations. The diverse pool of participants ensures a robust and representative sample to ensure its findings are both accurate and appropriate for all audiences. By delving deep into the data and analyzing key metrics, this report provides a holistic understanding of the challenges, opportunities, and best practices in the field sales domain.

Key highlights from the State of Field Sales Report include:

Comprehensive analysis of the evolving field sales landscape, encompassing both B2B and B2C sectors.
Insights into the challenges faced by field sales professionals and recommended strategies for overcoming them.
In-depth examination of market dynamics and trends, providing strategic guidance for organizations to gain a competitive edge.
Identification of emerging sales techniques and technologies that are reshaping the industry.

“The State of Field Sales Report is the result of our commitment to understanding the pulse of the industry,” said Trey Gibson, CEO and Founder at SPOTIO. “We are thrilled to share this fourth edition of the report, packed with valuable insights and analysis that can inform and guide businesses in their field sales endeavors. The findings in this report are unmatched in their depth and breadth, and we are confident that it will serve as an invaluable resource for industry professionals worldwide.”

To access the State of Field Sales Report, please visit https://spotio.com/blog/sofs-4th-edition-download/

For media inquiries, interviews, or further information, please contact Christian Beatty at christian@spotio.com.

About SPOTIO

SPOTIO is the leading field sales engagement platform built for field sales teams to grow pipelines, improve productivity, and close more deals. SPOTIO centralizes field sales team activities and provides sales organizations with the visibility and insight needed to drive revenue. Thousands of customers worldwide rely on SPOTIO to accelerate growth with their field sales teams. SPOTIO is a privately held company based in Addison, Texas.

SPOTIO Leads the Field Sales Space Once Again with 20 Prominent Awards in G2 Crowd’s Summer 2023 Report

Jenny Tsao — Tue, 20 Jun 2023 01:58:06 +0000

ADDISON, TEXAS JUNE 20, 2023 – SPOTIO, a leading field sales engagement software provider, has been recognized with a record-setting twenty G2 awards in the field sales space for Summer 2023. Most notably, the platform has been awarded badges for the best results, usability, best ROI, highest user adoption, and most implementable.

This achievement, coupled with their continued ranking as the top provider in the space, is a testament to SPOTIO’s commitment to empowering field sales teams with the tools they need to drive growth and success. The software provides sales teams with a complete sales routing and tracking solution that helps them effectively manage their territories and optimize their schedules to stay on top of their game.

“We’re thrilled to be recognized by G2’s Summer 2023 awards, and it is truly an honor to have received 20 badges, including the number one spot in the field sales industry,” says Head of Marketing of SPOTIO, Christian Beatty, “Because the feedback comes from real SPOTIO users, this recognition means so much to our team and validates that our innovative sales solutions are really resonating with our customers. We will continue striving for excellence and look forward to continuing our growth and success in the industry.”

The Badges Awarded to SPOTIO by G2 Include

Field Sales – Leader: overall, mid-market, SMB, and Summer
Field Sales – Implementation: overall, mid-market, SMB, and Summer
Field Sales – High Performer: overall, mid-market, SMB, and Summer
Field Sales – Best Results: SMB and Summer
Field Sales – Best Usability: SMB
Field Sales – Highest User Adoption: SMB
Field Sales – Best Est. ROI: SMB
Field Sales – Momentum Leader: Summer

With SPOTIO, sales reps can spend less time on administrative tasks and more on what they do best: selling. The platform is designed to drive efficiency, productivity, and growth, helping sales teams achieve their goals and exceed their targets. For more information about SPOTIO and its field sales enablement solutions, please visit http://www.spotio.com.

About SPOTIO
SPOTIO is the leading field sales engagement platform built for field sales teams to grow pipelines, improve productivity, and close more deals. SPOTIO centralizes field sales team activities and provides sales organizations with the visibility and insight needed to drive revenue. Thousands of customers worldwide rely on SPOTIO to accelerate growth with their field sales teams. SPOTIO is a privately held company based in Addison, Texas.

About G2 Crowd
G2 Crowd is the world’s largest and most trusted software marketplace. More than 60 million people annually — including employees at all of the FORTUNE 500 — use G2 to make smarter software decisions based on authentic peer reviews. Thousands of software and services companies of all sizes partner with G2 to build their reputation, manage their software spending, and grow their business.

SPOTIO Recognized as a 2023 G2 Best Software Winner

Jenny Tsao — Thu, 16 Feb 2023 11:30:33 +0000

ADDISON, TX – FEBRUARY 16, 2023

SPOTIO, the industry-leading sales engagement platform for field sales teams, is honored to announce it has been named to G2’s 2023 Best Software Awards, earning the 45th spot of the best sales products in the world. As the world’s largest and most trusted software marketplace, G2 Crowd is visited by 80 million software buyers annually. Its annual Best Software Awards rank the world’s best software companies and products based on authentic, timely reviews from real users.
This announcement marked SPOTIO’s first time receiving this prestigious award earned because of the overwhelmingly-positive feedback collected from actual SPOTIO customers.

“We are proud to be named alongside all the other outstanding companies in this prestigious group. It represents years of hard work and focus on our mission of helping our customers achieve more”, says Jonathan Moss, SPOTIO’s Head of Product. “We are excited about the future for field sales engagement, and we look forward to more product innovation and growth.”

The lists G2 created are based on data from over two million authentic, verified customer reviews. Some highlights from the past year that helped SPOTIO earn top marks include:

“The best tool you can find in the B2B sales industry!”
“Using SPOTIO made my life way easier and organized”
“SPOTIO is a solid tool that keeps getting better”
“An excellent tool to provide structure, communication, and strategy for our company”
“SPOTIO is a solid upgrade from SalesRabbit”

Having earned the #1 spot in Field Sales and 15 G2 awards in December alone, SPOTIO is no stranger to this type of recognition. However, being named a leading provider of Sales Products worldwide is a milestone achievement and a bright spot in the company’s eight-year history. “It’s truly an honor to be counted as one of the Best Sales Products on G2,” said SPOTIO Founder and CEO Trey Gibson. “This list is a who’s who of sales software, and I speak for the whole SPOTIO team when I say we couldn’t be prouder to be recognized alongside some of the biggest and most influential companies in the world.”

Learn more about what actual users have to say (or leave your review of SPOTIO) on G2 Crowd’s SPOTIO review page.

About G2
G2 Crowd, the world’s leading business solution review platform, leverages more than 381,000 user reviews to drive better purchasing decisions. Business professionals, buyers, investors, and analysts use the site to compare and select the best software and services based on peer reviews and synthesized social data. Every month, more than one million people visit G2 Crowd’s site to gain unique insights.

About SPOTIO
SPOTIO is the leading field sales engagement platform built for field sales teams to grow pipelines, improve productivity, and close more deals. SPOTIO centralizes field sales team activities and provides sales organizations with the visibility and insight needed to drive revenue. Thousands of customers worldwide rely on SPOTIO to accelerate growth with their field sales teams. Visit the SPOTIO website to start your field sales transformation today.

Field Sales Engagement Leader SPOTIO Announces Office Relocation and Expansion

Jenny Tsao — Wed, 03 Aug 2022 08:00:23 +0000

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 and productive since they began operations in 2014.

“Since the beginning, SPOTIO’s focus has been to help field sales achieve more and we’ve been fortunate enough to be successful in that mission”, said SPOTIO CEO and Founder Trey Gibson. “Despite all the challenges in recent years, it’s been exciting to witness our perseverance and massive growth – none of which would be possible without the support of our fantastic team and customers.”

SPOTIO received their Series A investment just before the impact of COVID in January of 2020. While many companies were struggling to survive the global pandemic, SPOTIO has achieved significant revenue growth and doubled headcount in Dallas over that period. The company also states that they have exceeded their forecasted goals this year and are on pace for another record-breaking year in 2022.

“SPOTIO’s value proposition to our customers has continued to gain traction and we hope that this space marks a new chapter of continued growth for our company”, said Raki Shah, SPOTIO’s CFO. “This office is a significant investment but one we hope will provide a better environment for our talented team and ultimately help us attract new talent to help us grow in the future.”

To help support their growth, the company has reported that they are looking to expand their team significantly in the coming weeks. Those that may be interested in joining SPOTIO in their new office can apply at https://spotio.com/careers/.

SPOTIO Earns Top Marks in G2’s Summer Field Sales Software and Route Planning Reports

Jenny Tsao — Mon, 27 Jun 2022 12:57:22 +0000

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 Requirements, and Most Implementable.

Users ranked SPOTIO as a leader in customer satisfaction and market presence in both the G2 Small and Mid-Market Grid reports for Field Sales Software in Summer 2022. G2 is one of the largest software marketplace and services review platforms, used by 2,000 companies and more than 5 million buyers each month.

G2 Grid for Field Sales Software

Mid-Market G2 Grid® for Field Sales Software

Check out the grid in real-time

“From day one, our mission has been to help make field sales teams become more efficient and effective through technology”, said Jonathan Moss, SPOTIO’s Head of Product. “Receiving such an overwhelming amount of positive feedback from our customers and recognition from G2 has been very gratifying and validates that we are on the right track for the future.”

In total, SPOTIO received ten awards based on reviews, market presence, and ability to solve customer needs. This marks the first time the company has received this many awards during a G2 quarterly report. The list includes:

Leader – Field Sales Software and Route Planning Software
Field Sales Leader – Small and Mid-Market Businesses
Field Sales – Most Implementable – Small and Mid-Market Businesses
Field Sales – Best Meets Requirements – Mid-Market Businesses
Field Sales – Best Estimated ROI – Small-Business
Momentum Leader – Field Sales Software and Route Planning Software

The G2 Grid represents the voice of real software users, rating products algorithmically based on data sourced from G2 user product reviews and data aggregated from online sources and social networks. Products are ranked by customer satisfaction (based on user reviews) and market presence (based on market share, seller size, and social impact).

Learn how SPOTIO is helping to streamline field sales activity, process, and management through a modern and intuitive solution that drives results at https://spotio.com/sales-engagement-software/.

SPOTIO: Leading Across Four Categories in G2’s Spring 2022 Awards

Jenny Tsao — Thu, 31 Mar 2022 15:15:42 +0000

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 deliver meaningful and measurable results for our customers,” said Alison Cherie, SPOTIO’s head of Customer Experience. “We are so proud of the reputation we’ve built over the past few years and are eager to continue this trend well into the future.”

G2 Crowd has awarded SPOTIO with the following Spring 2022 accolades:

G2 Crowd is the technology industry’s most trusted source for customer reviews. The site uses information from peer-to-peer reviews and aggregates it to score business software products on The Grid. The four quadrants in a G2 Crowd Grid are Leaders, High Performers, Contenders, and Niche. Take a look at SPOTIO’s Reviews on G2 to see what customers are saying about the platform.

G2 Grid for Field Sales Software

G2 Grid® for Field Sales Software

G2 Grid for Route Planning Software

G2 Grid® for Route Planning Software

As a leader in the Field Sales Engagement industry, SPOTIO is trusted by thousands of sales professionals across a wide range of industries to help them overcome the common challenges experienced in outside sales and transform their teams to achieve more.

The SPOTIO solution is an end-to-end platform purpose-built for field sales that is proven to increase rep productivity and overall win rate, help reinforce sales processes across your teams, and provide key insights to help sales leaders become more efficient and effective.

The net effect is that you’re able to ramp new reps faster, get more productivity from your outside team, and generate more accurate forecasts, all with less management frustration. SPOTIO is transforming outside sales to achieve more.

About SPOTIO

Thousands of customers worldwide rely on SPOTIO to accelerate growth with their field sales teams. SPOTIO is a privately held company based in Dallas, Texas.

Press Release: SPOTIO Multi-Channel Communication (MCC) – Feature Upgrade

Jenny Tsao — Mon, 28 Feb 2022 17:05:54 +0000

SPOTIO delivers industry-first hybrid multi-channel communication Capabilities Within field sales engagement platform

New functionality to streamline real-time coordination and improve hybrid field sales performance.

DALLAS, TX, Mar. 1, 2022. SPOTIO, the leader in field sales engagement software today announces the release of their highly-anticipated multi-channel communications module to streamline coordination of revenue-generating activities for field sales teams. Multi-channel communication – or “MCC” – enables field sales reps to organize, manage, and coordinate their sales activity from any place – and any device – while keeping the rest of the team updated in real-time. MCC provides a seamless hybrid sales experience for communicating through multiple channels within the SPOTIO product.

The pandemic has created new challenges for field sales teams. These challenges force field sales teams to go “hybrid” and start working from home or the office with increased regularity.

“Before this release, our multi-channel communications capability existed solely in our mobile app,” says SPOTIO’s Head of Product Management, Jonathan Moss. “Today’s sales teams need always-on access, so we’ve built a seamless web and mobile experience that enables sales reps to be more productive and connected to their customers. Whether working from home or being out in the field, there is no barrier to effective engagement.”

With the Hybrid MCC feature, SPOTIO can easily capture all sales activity without creating more work and hassle for your field sales team – anytime, anywhere, and on any device, effectively bridging the gap between inside and outside sales motions. Less friction for your reps means they can focus on deals instead of spinning their wheels on outdated and cumbersome communication processes.

More frequent and real-time updates mean more accurate forecasts, better coaching, and, ultimately, better performance for your field sales teams.

“The future of field sales is a hybrid motion where sales reps can transition from home to office, to field seamlessly and communicate with customers and prospects on many channels,” said SPOTIO’s CEO, Trey Gibson. “The release of this feature will be a huge improvement for our customers, but it’s also a giant leap towards our goal of becoming the most advanced field sales engagement provider in the market.”

For additional information about SPOTIO or specific information on their hybrid multi-channel communication capabilities, visit their website or email your questions directly to info@spotio.com.

About SPOTIO

Media Contact for SPOTIO:

Christian Beatty

SPOTIO Head of Marketing

Cell (972) 800-0083

christian@spotio.com