Equip Field Sales to Be a Revenue Machine
33% of field teams aren’t using AI at all — because most AI wasn’t built for the field. DASH is. Four capabilities, one co-pilot inside SPOTIO.
Prep Every Visit with DASH IQ
Reps walk into every door with the full picture — account history, product answers, and company docs at their fingertips. No more guessing. No more calling the office.
Close the Loop with DASH Actions
Update records, schedule follow-ups, snap business cards to data, and draft emails — all through a quick conversation with DASH. Every change confirmed before it saves. Your CRM finally reflects what actually happened today.
Keep Reps Selling with DASH Go
Between stops, reps talk to DASH to hear summaries and draft notes by voice — then confirm with a quick tap when it’s safe. Less time on the phone, more focus on the road and the next opportunity.
Connect Your Revenue Stack with DASH Connect
Link DASH to Claude, ChatGPT, or your CRM. Pull pipeline snapshots, sync leads, and trigger actions across platforms — all from one conversational request.
Trusted by Top-Performing Field Sales Teams
A Closer Look at DASH
DASH IQ
Company Doc Answers: Upload your pricing sheets, specs, and battle cards. DASH searches them instantly so every rep gets the same clear guidance — one source of truth for the whole team.
10-Second Visit Prep: Tap DASH for a plain-language summary of any record. Last visit, contact history, deal status. No digging through CRM tabs.
In-App Guidance & Record Search: DASH walks reps through workflows with instant guidance and deep-links to the right record from chat. No menus. No waiting on a manager.
The Difference Between Generic AI and SPOTIO AI
Unlike generic AI tools, DASH is purpose-built for the unique speed and challenges of outside sales. It’s an integrated co-pilot that understands your team, your processes, and your goals.
Generic AI provides generic answers. SPOTIO AI securely ingests your specific sales collateral to become a true expert on your business. Reps get instant, accurate answers that are always aligned with your brand and strategy.
App switching kills momentum. DASH directly into the SPOTIO platform, so reps can get answers and capture activity without ever leaving their workflow. Whether they’re planning a route or logging a visit, DASH keeps them focused and productive.
The best opportunities don’t always happen between 9 and 5. DASH provides reps with immediate, step-by-step guidance when they need it. Eliminate bottlenecks and empower your team to solve problems and find answers instantly, without waiting for a manager.
Integrated Sales Engagement Platform. Not Just a Plug-In.
Leverage SPOTIO as your comprehensive system for action and record-keeping. Seamlessly integrate with your CRM for complete visibility without the hassle of switching between tools.
Accelerate Every Sale with SPOTIO
Enhanced by AI
SPOTIO is the comprehensive platform designed to optimize every aspect of your field sales process. Our AI co-pilot is built directly into these core tools, making them even more powerful and intuitive.
Our Success Stories
If you want to know how your salespeople are doing, there’s not a better tool on the market. I truly believe that.
Read Full Testimonial
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FAQs
Find answers to common questions about SPOTIO AI and how it can benefit your team.
DASH is SPOTIO’s AI co-pilot for field sales. It includes four capabilities: DASH IQ for answers and visit prep, DASH Actions for record updates and follow-ups, DASH Go for voice-first workflows between stops, and DASH Connect for linking to your LLM and tools. Every action requires human confirmation.
Two sources: the SPOTIO knowledge base for platform guidance, and your uploaded documents — pricing sheets, specs, templates, and process docs. Your content is securely stored and never used to train models for other customers.
No. DASH shows a confirmation preview before writing any changes. Nothing saves until the rep reviews and approves. Leadership gets AI speed without losing control.
SPOTIO’s Download My Day feature provides offline access for up to 24 hours. DASH’s AI features require a connection, but reps can still access downloaded records and log activities offline. Everything syncs when connectivity returns.
Yes. Admins define how DASH talks, what it emphasizes, and what processes it reinforces. DASH adapts to your company’s voice and sales process.
New reps ask DASH how-to questions and get instant answers from your knowledge base and training docs. On-demand guidance accelerates ramp time without waiting for a manager.
Yes. Your documents and SPOTIO data are only accessible to authorized users. Uploaded content is not used to train models for other customers.
DASH Connect works with the LLM of your choice, including Claude and ChatGPT. Managers can query field data and trigger actions from their preferred LLM without logging into SPOTIO.
