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Advantive Field Sales

Tampa, Florida, United States

What it is

Advantive Field Sales is the company’s mobile field sales offering, identified as Opmetrix, for distributors and mobile sales teams. Reps can plan static or dynamic routes, schedule visits on maps, use live GPS tracking, and view call coverage. Customer records are available offline, with space to record notes, contact history, photos, tasks, surveys, and sales goals. Reps can process orders, invoices, quotes, credits, and returns online or offline with pricing, stock, and sales history. Retail execution tools track product range, shelf share and position, facings, pricing, promotions, and compliance, including photo proof. Advantive says Opmetrix has more than 30 ERP integrations and can sync master data, pricing, and inventory. Dashboards, Power BI integration, and an OData feed support analysis. A B2B eCommerce module adds a branded customer portal with account-specific pricing, stock visibility, and order history. Advantive offers a demo, dedicated support, and training resources. Pricing is on request; the product page does not state a trial duration.

For and against

For

  • Offline access to customer data and transactions
  • Supports route planning and visit tracking
  • More than 30 ERP integrations
  • Includes retail execution photo proof

Against

  • Pricing is available only on request
  • No free product trial duration is stated

The verdict

Opmetrix combines route and customer management with order processing and retail execution for mobile sales teams. Advantive offers a tailored demo, while pricing requires contacting the company.

Who it suits

It suits distributors and mobile sales teams, including mid-sized wholesalers and distributors, that need field reps to manage visits, customer records, and sales transactions.

Plans and prices

Opmetrix Field Sales

Priced on request

Pricing requires contacting Advantive; no public price listed

Every plan, in full

On the record

Analytics
Opmetrix offers rep and management dashboards, Power BI integration, and an OData feed for external analytics connections.advantive.com · read 7 Oct 2026
Core workflow
The product gives field reps customer, product, pricing, and order data and supports transactions including orders, invoices, quotes, credits, and returns.advantive.com · read 7 Oct 2026
Customer portal
Its B2B eCommerce module provides a branded self-service portal with account-specific pricing, stock visibility, and order history.advantive.com · read 7 Oct 2026
Customer records
Field reps can access customer data offline and record call notes, contact history, photos, tasks, surveys, and sales goals.advantive.com · read 7 Oct 2026
Demo
Advantive offers a free 20-minute call with a product expert and a live demo tailored to industry requirements; this is a demo offer, not a stated free product trial.advantive.com · read 7 Oct 2026
ERP integrations
Advantive states Opmetrix has 30-plus ERP integrations, syncs master data, pricing, and inventory, and supports custom integrations.advantive.com · read 7 Oct 2026
Integrations
Advantive states that Opmetrix can sync master data, pricing, and inventory with ERP systems and import sales transactions into the accounting system.advantive.com · read 7 Oct 2026
Mobile platforms
The Opmetrix Help Centre says its app is available in the Apple, Android, and Windows app stores.help.opmetrix.com · read 7 Oct 2026
Offline use
Opmetrix supports offline access to customer data and lets reps process transactions with or without an internet connection.advantive.com · read 7 Oct 2026
Platform access
Advantive describes Opmetrix as a mobile sales platform and says its self-service portal works on phones, tablets, and desktops; it does not name specific operating systems on these pages.advantive.com · read 7 Oct 2026
Pricing and trial
The product page offers a demo and does not state a subscription price or trial duration.advantive.com · read 7 Oct 2026
Product identity
Advantive identifies Opmetrix as its mobile field sales software for distributors and mobile sales teams.advantive.com · read 7 Oct 2026
Retail execution
The software tracks product range, share of shelf, facings, shelf position, pricing, promotions, and compliance, including photo proof.advantive.com · read 7 Oct 2026
Route planning
Opmetrix supports static and dynamic routes, map-based scheduling, live GPS tracking, and call coverage visibility.advantive.com · read 7 Oct 2026
Sales transactions
Reps can process orders, invoices, quotes, credits, and returns online or offline, with real-time pricing, stock, and sales history.advantive.com · read 7 Oct 2026
Security
Advantive's security FAQ says the Advantive ONE platform supports SSO and MFA and uses role-based access controls; it does not identify those statements as Opmetrix-specific.advantive.com · read 7 Oct 2026
Support and training
Advantive describes dedicated support, on-demand training resources, tailored training sessions, and ongoing product enhancements for Opmetrix.advantive.com · read 7 Oct 2026
Target customers
The maker describes Opmetrix as field sales software for distributors and mobile sales teams, and its demo page calls it a fit for mid-sized wholesalers and distributors.advantive.com · read 7 Oct 2026

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