The Order Sender Enterprise Business Travels CRM is the mobile solution designed to help the sales team organise appointments, manage clients and prospects, track visits via geolocation and generate reports directly from a tablet.
A practical and comprehensive system for improving sales planning, keeping field information up to date and giving the company more precise control over sales representatives’ activities.
With the Order Sender Enterprise Sales Representatives’ Business Travels, every sales representative can plan appointments in just a few clicks, view customers on the interactive map and organise their travel more efficiently.
The app allows you to assign a visit frequency to each customer, check the last appointment made, review scheduled visits and also manage new prospects.
All activities are synchronised, enabling the sales force and the company to work with data that is always up to date.
The Order Sender Enterprise Mobile CRM enables sales representatives to manage appointments with specific audit criteria, record notes and visit outcomes, and access sales information directly from a tablet.
Appointments can be viewed on the calendar, and the system can integrate with wearable devices, messaging systems and calendars from other software.
At the end of each appointment, the sales representative can create a post-visit report containing objectives, notes and outcomes, to be sent directly to the company.
In this way, the Customer Visit CRM helps reduce the loss of information, improve sales oversight and make the sales team’s work more effective.
Request a free demo of Order Sender Enterprise and discover how to manage customer visits from a tablet.
