Field Sales Software Free Trial: What to Expect

What "14-Day Free Trial" Actually Means

Not all free trials are equal. Some give you a demo environment with dummy data and limited features — you get to click around a sandbox that looks nothing like your real operation. That's not useful.

Here's what the SalesRep Software 14-day free trial actually includes:

• Full Professional plan features — not a stripped-down starter tier, not a demo environment
• No credit card required — at any point during the trial, ever
• Your real data — import your actual customers and products and run real orders
• Your real team — invite your actual reps and use it in the field
• Cancel any time — there is no obligation, no lock-in, and no auto-charge

The trial is designed to give you a genuine picture of what the software does in your environment. By day 14, you should have real data and a confident decision — not a demo impression.

Start the trial with your real data. Sign up now — takes 2 minutes, no credit card required.

What You Get on Day 1

From the moment you create your account:

Dashboard (web, desktop browser): Your management view. See rep activity, orders, GPS check-ins, revenue, and commission in real time.

Mobile app for reps (iOS and Android): Available immediately on the App Store and Google Play. Reps download and sign in within minutes of receiving their invitation.

Smart import: Upload your existing Excel customer list and product catalogue. The smart import tool maps your columns automatically — even messy files import cleanly in most cases.

Commission configuration wizard: Set up your commission structure — flat rate, tiered, product-specific — in 15-30 minutes.

GPS tracking active from first check-in: The moment a rep checks in at a customer, you see their verified location, timestamp, and coordinates in the dashboard. See GPS tracking for details.

Order management: Reps capture orders offline or online; stock visibility shows what's available at point of capture; invoices generate automatically. See order management.

The Honest Trial Timeline

Days 1-2: Setup and First Orders

This is the setup phase. Import your customers and products, invite reps, configure commission. Your first test order should be in the system by end of day 1.

Most teams are running real customer orders through the system by day 2. The setup process takes 1-2 hours of active work — not 2 days.

Days 3-7: Daily Real Usage

This is where the trial gets valuable. Reps are using the mobile app in the field daily. You're watching the dashboard. Orders are coming in. GPS check-ins are being logged.

By day 5, patterns start to emerge: which reps are checking in earliest, which customers are being visited and which aren't, how order volume compares to your previous week.

Days 8-14: Real Data, Real Decision

By the second week, you have genuine data from your own team. You can generate a weekly activity report, review commission statements, and see territory coverage.

This is when most managers know whether they're staying or not — not because of a feature list, but because they can see the difference in their own operation.

Don't wait to start. Begin your trial now — the value compounds as data builds, so starting sooner gives you more to work with.

Common Trial Mistakes to Avoid

Mistake 1: Only Testing With One Rep

The management value of field sales software — real-time team visibility, territory coverage analysis, comparative rep performance — only becomes visible when multiple reps are using it simultaneously. Testing with a single rep shows you the mobile app but not the dashboard's full power.

Fix: Invite at least 3 reps on day 1, ideally your full team.

Mistake 2: Using Dummy Data

Importing 10 fake customers and 5 test products tells you nothing about whether the import tool will handle your 800-customer database. Testing commission on fake orders tells you nothing about whether your real commission structure is configurable.

Fix: Import your real customer list and real product catalogue from the start. See spreadsheet import for how to prepare your files.

Mistake 3: Not Setting Up Commission

Commission automation is often the highest-ROI feature — and the most compelling for reps personally. Teams that skip commission setup during the trial miss the feature that most often drives the "we need to keep this" decision.

Fix: Spend 20-30 minutes on the commission wizard in the first session. Run the calculator for a real pay period and verify the output.

Mistake 4: Not Checking In Daily

The dashboard value compounds as data builds. A dashboard on day 3 looks sparse. The same dashboard on day 12, with 10 reps making 8-10 visits each over two weeks, shows you patterns you've never had visibility into before.

Fix: Check the dashboard every morning, even for 5 minutes.

What Happens at the End of 14 Days

If you want to continue: Choose a plan on the pricing page and enter payment details. Your team continues without any disruption — same accounts, same data, same app. No re-setup, no migration.

If you decide not to continue: Your data is yours. Export your complete customer list, product catalogue, order history, and commission records at any time before or after the trial ends. No export fees.

What doesn't happen: No auto-charge. No credit card ever stored during the trial. No awkward calls from a sales rep pressuring you to convert. The software either demonstrates its value during the trial or it doesn't.

Which Plan to Choose After the Trial

Starter: For teams of 1-4 reps or businesses that primarily need digital order capture without the full commission and reporting suite.

Professional: For teams of 5-20 reps. Includes commission automation, advanced reporting, gamification, customer portal, and route optimisation. This is the plan most trial users move to. See full feature details on our pricing page.

Enterprise: For 20+ reps or teams with complex integration requirements. Contact us for custom pricing.

What Onboarding Support Is Available

Email support is included in all plans, including during the trial. If you hit an issue importing data or configuring commission, send a message — responses come from people who understand South African field sales, not offshore script readers.

There are no paid training packages required. The setup process is designed to be self-service. The support team is there for edge cases, not to be a crutch for a confusing product.

Your Next Step

The trial signup takes 2 minutes. You'll be importing your first customer data within 10 minutes of that. Your first rep can be checking in from the field by this afternoon.

The 14 days cost you nothing. The data you gather during them is genuinely useful — regardless of which way you decide.

Sign up and be live today. Start your 14-day free trial — full Professional features, no credit card, your real data, your real team. Make the decision in 14 days with real numbers.

The Only Way to Know Is to Try

Reading about field sales software has a ceiling. The trial has no ceiling — and no cost. Import your real customers, invite your real reps, and see how the dashboard looks after two weeks of genuine usage. That's the evidence you need.

Two minutes to sign up. Two weeks to be certain. Start your free trial now — no credit card, no obligation, full Professional features from day one.