With the Business Travels CRM module, the Visit Planner of Order Sender, planning and managing sales visits has never been easier. Everything is integrated: appointments, clients, prospects, geolocation, deadlines, statistics, reports. One dashboard, everything under control.
A CRM with more control, more efficiency, all at a glance.
With the Business Travels CRM you can easily manage all your appointments, activity reports, and sales on the go. Your digital agenda at a glance: schedule visits in just a few clicks and instantly access all the information you need, always up to date.
Manage scheduled and completed appointments with dedicated colors; quickly select clients and prospects with autocomplete data. A brand-new section lets you choose the type of appointment: meeting, call, email, plus detailed reports with multiple activities such as order, quote, payment collection, first visit, follow-up, and more.
Every appointment is also synced with your device’s calendar. And if your calendar is connected to the Cloud, the appointment will appear on all devices linked to your account, both iOS (Apple) and Google (Android).
View your digital agenda’s appointment schedule at a glance: expired appointments, upcoming ones, and the most recent visits.
Instantly access detailed statistics of your appointments over the past year, month by month. Customizable stats and charts by period, clients, suppliers, with filters for territories, types, activities, and much more.
With the sales rep visit planner CRM, you can geolocate your customers and prospects on an interactive map, instantly identify their location, and find those closest to you.
Use the filters by customer type to view only customers, only prospects, or both on the map, along with area and category filters. Optimize your business trips and sales activity. Offer your clients a flawless and high-performing service.
For each appointment, you can retrieve the customer’s main or secondary address, add notes and goals, and, at the end of the visit, complete a survey with the outcome to send to your company. Analyze visits, sales statistics, customer behavior, visit frequency, appointment performance, and schedule the next one. Improve your sales strategy.
Customer geolocation on the map is now fully optimized. The Business Travels CRM also allows you to manage prospects with dedicated profiles. The Customer Profile has been updated: get quick access to calls, directions, emails, SMS, and WhatsApp.
You also have new search filters: Area and Category.
Never miss a customer or an appointment again with Business Travels – the sales rep visit planner by Order Sender.
