PROBLEM

80% of sales managers have concerns around their rep’s field activity. Are they making visits? Are my rep’s visits happening in the quality I would expect? This is always a tricky call. Field sales reps need information for customer interactions at their fingertips on their mobile device while they are on the road. Spending their time visiting customers, managing interactions, closing deals, and recording information requires a sales professional to be a jack of many trades, but at the same time they need to be detail oriented and highly organized.

Visit Management
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CHALLENGES

Organisations with a field sales force who interact with dealers, distributors & retailers have many challenges in managing people and getting visibility of sales & business process. Some of the challenges include-

FI 1

VISIT PLAN

Plan and optimize customer rounds to save time

FI 12

NOTES

Take and share photos and notes during their visit

FI 13

FIELD REPS TRACK

For managers to track their field sales reps and see when they check in-out at each location

FI 11

MAPPING LOCATION

Validate their movements with GPS and get photo reports and visit notes

FI 14

REPORTS

Reduce or even eliminate off-hours reporting

FI 15

EASY ACCESS

Nothing to install on your computer-easy-to-use mobile application

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SOME AMAZING FEATURES

Feature list of Visit Management Mobile App

Feature 1

Mark Attendance Using Mobile App

Feature 2

Check-In And Check-Out Of Client Visit

Feature 3

User Can Create His Own Visit Plan

Feature 4

Sales Activity Is Collected On The Cloud

Feature 5

Image Capture Of Meeting notes

Feature 6

100% Secure Access To Your Data