This eases the task for reporting managers who get the update in-real-time without a need for any other communication channel.
Daily Work Entry module:
This module lets sales person make entries of their meetings, chats and conversation they have with prospects and clients anywhere around the globe.
They can search and view any previous records for reference.
Order Booking: -
Sales team even without a laptop can generate a fully customized quotation for various products and sent to customers on the spot without opening their native email application.
They can refer to older quotes for reference and create a duplicate one as well.
All the documents, power point presentations, spreadsheets, video presentation, image gallery – required by sales person, can be safely saved inside this application. They can be searched and shared with customers. Sales team is open to upload their own custom files as well.
Customer Request/Complaint logs:
Sales person often face issue of receiving complaints or feature requirements from customer on the go without enough time to convey the same to product development team in a proper official channel. This module eradicates this issue by allowing sale person to enter customer’s feedback in a single form and the message is conveyed back to all the stake holders of the product.
A dedicated admin panel is provided to reporting managers who can perform following using the application:
1. Create active and inactive sales persons
2. View/search and export work entries of sales persons
3. View/search and export quotations generated and sent
4. Track the spread of the sales person from a google map view
5. View reports in graphs in dashboard.