LASSO Field Sales

LASSO is the field sales app for B2B reps who sell in person. Plan your stops, talk your notes after each visit, snap business cards and find the next business worth a visit. LASSO is free to download. To sign in you need a LASSO account from your company: its admin sets up the accounts for its reps and managers. If your company does not use LASSO yet, visit lassoreps.com. YOUR DAY • Today: your morning brief, follow-ups due, meetings, and the account or lead most worth a visit now, with the reason. • Stop list: plan the day, put your stops in order from where you are, see each business's hours, and open the route in your maps app. • One tap at the door: Talked, Not in, Left card or Not interested, saved on the stop. LESS TYPING • Voice notes: talk after a visit. LASSO writes the note, follow-ups, meetings and deals for you to check before anything is saved. • Business cards: take a picture. LASSO reads the name, title, email and phone, and suggests the account it belongs to. • Nameplates and photos: scan an equipment nameplate, add photos to a deal or a canvassing pin, or photograph a paper quote. ACCOUNTS AND DEALS • Accounts, contacts, deals and history in one place. • A pipeline by stage, with a mark on any deal that has no next step. • Canvassing pins and territories on a map. • QR leave-behinds: a customer scans your code, says what they need and books a time. NEW BUSINESS (when your company turns it on) • Find leads: buildings near you, such as hotels, apartments, senior living, medical and offices, scored with the reasons, so you know which doors to knock first. FOR MANAGERS • Overview: what needs your attention, such as deals with no next step and overdue follow-ups. • Team scoreboard: doors, calls, deals created and won, by rep. • Live map and day trails for reps who choose to share their location. YOUR LOCATION IS YOUR CHOICE Location sharing is off unless you turn it on in Settings. It only runs during the hours you pick, shows a banner the whole time it is on, and turns off in one tap. On iPhone, LASSO records only while the app is open. WORKS WITH YOUR TOOLS • Salesforce, Outlook or Google Calendar, and Gmail, when your company turns them on. • Keeps working with a weak signal and sends your changes when you are back online.