Software for the next generation of field sales

From the expert in geolocation and field sales software comes Shepherd, one solution built from thousands of learnings

Enterprise teams trust Ascent Cloud

Let your data lead the way

Shepherd works with most popular file types, from one-off spreadsheets to CRMs to data lakes. Visualize millions of records within minutes and create actionable, interactive maps that use your first-party data as the source of truth.

Route, drive, sell. Repeat.

Designated field mode

Reps using Shepherd can activate Field Mode to minimize screen distractions and stayed focused on daily tasks. Launch turn-by-turn navigation through preferred apps like Google Maps and quickly log visits by updating stop dispositions and attaching notes or voice-to-text comments on the go.

Work together, even from miles apart.

Real-time collaboration

Real-time location tracking and virtual rooms make collaboration effortless. Coordinate route planning together while looking at identical data layers and active legends. See a user's progress in real time as they navigate, check in, skip, or disposition stops during their day.

Plus...

Routing

Map out multi-stop journeys using custom selections or predefined datasets. Reps can view turn-by-turn navigation via external apps like Google Maps and easily manage route stops from both desktop and mobile devices.

Scheduling

Turn planned routes into scheduled daily agendas complete with set visit durations and estimated arrival times. Managers can view reps' schedules in real time, build or adjust routes directly on team calendars, and reschedule stops on the fly.

Optimizing

Shepherd automatically re-orders stops to maximize selling time and minimize windshield time. Automatically calculate start and end points based on a rep's assigned home base or current location.

Check-Ins

Seamlessly log visits and record stop changes alongside voice or text notes. The system includes automatic geofencing to alert reps if they check in far from a location.

Built-in analytics

Shepherd's built-in analytics will evaluate the health of your imported data, flag missing fields or duplicate coordinates, and highlights statistical outliers in your numerical data, like revenue or employee counts.

Mobile experience

Reps are always on the go, and they deserve an app that can move with them. Shepherd comes with a dedicated mobile app that works offline and automatically syncs progress the moment a connection is secured.

Shepherd AI

Architected for the AI era

Shepherd wasn't retrofitted with AI. It was built with native AI at its core. Query your territory data in plain English, automate complex workflows, and get more done in seconds.

Show me accounts in this area who haven't had a visit in 6 months
Find all open leads near my 2:00 PM meeting that have an annual revenue over $500k.
Identify clusters of unassigned accounts in Texas with more than 100 employees.
From the makers of award-winning software
5,000+ reviews

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