For outside salesSpend time building relationships, not searching systems.
You became a rep to build customer relationships and drive revenue. Instead, you spend Monday mornings assembling visit plans and your evenings trying to remember what happened at each account.
What Plato accomplishesA tool that’s purpose-built for field sales.
Without Plato
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Little time for preparation and admin.
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Sales efforts are based on instinct.
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The information you need exists across many different tools.
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Important knowledge is frequently lost.
With Plato
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Voice-based visit preparation and reporting saves you up to 8h per week.
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Data-driven sales increases your revenue by 7-16%.
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An all-in-one solution with great usability and less than 2 weeks ramp-up time.
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With a 360° customer overview, you’re more professional than ever.
Measurable impactWhat changes for field sales:
7-16% revenue growth.
Typical sales trends over the course of a year: your team identifies the risk of customer churn and opportunities for cross-selling.
5-8 hours saved on visit optimisation.
Learn which customers to visit and what to propose. Quote on-site and use voice-based reporting for easy documentation.
10x better sales efficiency and data quality.
Revenue analysis, meeting preparation and documentation: Get your day-to-day work done with higher quality and less effort.
How Plato transforms Outside salesGo from scattered preparation to confident, data-driven selling.
Open Plato and your week is already planned. Walk into every meeting with full context and close deals on-site.
Know exactly who to visit and come fully prepared.
Your week’s priorities are ranked by Plato AI, highlighting expansion opportunities, churn risks, and proximity-based suggestions.
The customer page is your visit brief: You see a full history of revenue trends, open quotes, and AI insights that your competitors don’t have.
Close deals on-site and log visits in under a minute.
Search for products and see live pricing on your phone. Create quotes while sitting with the customer.
After your visit, Plato handles the follow-up.
On the way to your next stop, use voice logging to capture more details than you would ever type into a report.
To help you sell even better, Plato makes suggestions based on past visits — and it automatically schedules your next touchpoint with the customer.
Client testimonial
Aleksander LazicI used to spend five hours a week preparing for and following up on customer visits, hunting down information, and coordinating quotes with inside sales. Now I check Plato right before an appointment and I'm fully prepared in two minutes
Outside Sales, Holtzmann & Sohn
