Fieldtime AdvisoryBook a call

Sales automation · Minneapolis–St. Paul

Give your sales reps their week back.

We build and run the systems that handle call prep, CRM updates and follow-up emails for B2B sales teams. Your reps review and send. The busywork is already done.

Book a 15-minute callSee a sample brief

Based in the Twin Cities. Happy to meet for coffee.

The problem

Most of a sales rep's week isn't spent selling.

Call prep

Reps dig through websites and LinkedIn before every call, or they skip it and wing the first ten minutes.

CRM updates

Notes get logged late, partly, or not at all. Then nobody fully trusts the forecast.

Follow-up

The recap email goes out hours or days after the call, and the deal loses momentum.

How it works

It runs in the background, around every customer call.

  1. 115 min before

    A research brief arrives

    In Slack, Teams or email: company snapshot, recent news, likely priorities, three discovery questions and a suggested opener.

  2. 2During the call

    The rep sells

    Calls are recorded with the tools your team already uses, like Zoom, Teams or Gong. Nothing new to learn.

  3. 3Minutes after

    CRM and follow-up are done

    CRM fields are filled in, risks and competitor mentions are flagged, and a follow-up email is waiting for the rep to approve.

Works with Salesforce, HubSpot, Dynamics, Pipedrive and others, on Microsoft 365 or Google Workspace. A person approves everything before it reaches a customer.

What your reps get

Here's what lands before and after a call.

The company and people below are made up. Your briefs are built from public sources about the real account and from your own CRM.

#sales-briefs · 1:45 PMSample

Northline Cold Storage

2:00 PM discovery call with Dana Ruiz, VP Operations

~180employees
3MN and WI sites
1987family-owned since

Recent news

  • Opened a third temperature-controlled site in Eau Claire this spring.
  • Posted two openings for inside sales reps last month.

Likely priorities

  • Filling capacity at the new site quickly.
  • Getting new reps productive without slowing the senior team down.

Questions to ask

  1. How are you filling the Eau Claire site: new customers or moving existing ones?
  2. When a new rep starts, how long until they run calls on their own?
  3. What happens to call notes today after a meeting ends?

Suggested opener

"Congrats on the Eau Claire opening. I imagine filling a new building changes what the sales team's week looks like. How has that gone so far?"

CRM · updated 2:40 PMSample
StageDiscovery → Solution review
Next stepDemo for Dana and the sales manager, Oct 14
PainNew reps take a quarter to ramp; CRM notes are inconsistent
CompetitorMentioned: in-house spreadsheet
RiskBudget set in January
Drafts · 2:41 PMSample

Why not just use ChatGPT?

Tools reps have to remember to use stop getting used.

Reps can paste notes into a chat tool, and most stop after a few weeks. Our systems run automatically inside the tools your team already uses, so nothing depends on rep discipline.

Rep uses a chat toolFieldtime runs it
Rep has to remember, every callRuns on every call automatically
Output varies by repSame format your managers expect
Copy and paste into the CRMWritten to the right CRM fields
Consumer terms for your dataBusiness API terms, set up for you

Security and data

Built by someone who sells security.

Your IT team will ask good questions. Here are the answers up front.

Your data isn't used for training

We use business-grade model APIs whose terms say customer data is not used to train models.

Nothing kept longer than needed

Workflows process data and pass it on. Stored run history is pruned automatically.

Least-privilege access

Service accounts can write only to the specific CRM fields they need, and nothing else.

Your cloud, if required

For regulated teams, we can deploy inside your own Microsoft Azure or AWS environment.

How we start

A 30-day pilot with a few of your reps.

We agree on what success looks like before we start, then measure it together. If it doesn't earn its keep, you'll know in a month.

Who
3 to 5 of your reps
How long
30 days
Price
Fixed, agreed up front
Measured by
Hours saved per rep, and a visibly cleaner CRM
ND

Built by a seller, for sellers

Nick DeGidio, founder

Nick has spent his career in B2B sales, most recently selling cybersecurity to mid-sized companies. He knows what a rep's week actually looks like, because it's his week too.

He started Fieldtime Advisory to give sales teams the systems he wanted for himself: research done before the call, and the admin handled after it. He leads every engagement personally, from the first conversation to the system running in your CRM.

Connect on LinkedIn

Next step

Want to see what this would look like for your team?

Book 15 minutes and we'll walk through how your reps prep, log and follow up today. If you're in the Twin Cities, we can do it over coffee.

Book a 15-minute call

Or email [email protected]