First Bite launches mobile CRM for field sales & trade show teams

Foodservice field sales and trade show teams can now capture contacts, view deals, request samples, log activity, and enrich data from their phones.

Voice-to-text logging.

Reps log contacts, activities, and notes by speaking, guided by conversational prompts. A rep leaving a meeting with a restaurant operator can capture what was discussed, who else was in the room, and what to follow up on before pulling out of the lot.

Photo capture.

An event badge, a business card, or a handwritten note becomes a verified contact from a single photo. It's the badge scanning reps already expect from scanner apps, connected straight to their pipeline instead of a separate list.

Contact enrichment.

Missing CRM fields fill themselves in from scans and voice memos. A badge photo that captures a name and an operator's brand returns a verified title, work email, and LinkedIn profile, checked against First Bite's foodservice database.

Mobile CRM solutions for trade show teams

Renting badge scanners is expensive. Photos of badges and business cards on your phone have zero context and are a pain to organize. Cleaning lists and notes after the show takes days and stalls follow-up. 

First Bite's new mobile CRM solutions streamline trade show lead capture and cleanup. Leads get added even when someone doesn't give an email. Nothing to export and reconcile, no lost context, and the full CRM is there when you need it.

• Scan a badge, card or handwritten note to create and enrich contacts on the spot. 
• Tag contacts during capture (e.g., NRA_Show_2027) so post-show segmentation is done before you pack up.
• Use voice-to-text to add a note to the contact or company while the conversation is fresh.
• Leads land in the CRM immediately along with your notes, so follow-up can start right away, and trade show activity stays traceable to deals.
• Pull up a contact, company, or deal while on the floor to check status, prior touchpoints, and who owns the account.
• Launch sample sends to interested leads directly from your phone. No delays. 

Field sales CRM solutions 

Field reps are constantly on the go between operator site visits, dinners, and shows. They need to look up contact details and capture notes as they go. With core field sales CRM actions now on mobile, First Bite users can stay informed and keep pipeline data up to date from anywhere.

• Record visits and notes by voice right after a meeting, before the details fade.
• Add contacts, create deals, update deal stages, and leave notes without waiting to get back to a laptop.
• Request samples on the spot.
• Pull up deals before or during a visit so you never walk in blind.

Check out First Bite's mobile CRM solutions

Current First Bite users can now log in to First Bite from any mobile browser, no app download required.

Have questions? Reach out to your account manager or request a demo.

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