Allow automatic check-ins and check-outs based on their workday templates. Even if your agent forgets, the app will automatically start tracking their sales route, and stop when their workday is over.
With the help of the app, your agent can view his sales route for the day and then plan his day accordingly. This reduces the need for multiple rerouting.
When new leads come in, you can easily distribute them to your field agents based on their availability, zipcode, product etc. You can also set tasks and meetings for the leads and assign it to your field agents as well.
With instant notifications on the app, your agents will come to know of the new leads/tasks assigned to them and can get in touch with the lead instantly.
After every meeting is completed, automatically remind your agent to add the notes of the meeting. Through smart geo-tracking and activity tracking, you can set these reminders.
The meeting logs will help your higher management get insights into how the meeting went, and what the customer is looking for from your business. It will also allow the field agent to make more efficient follow-ups as he will have a point of reference for his next meeting.
All incoming calls, SMS, online channels can be captured as leads easily on the mobile app. No need for your agents to wait to reach the office and then add new leads from their call history or text inbox.
Instantly add leads the new leads you meet on the field using the mobile app. Your agents can also edit and modify lead details on the go.
It is possible that your agents’ work may take them to places where the internet connectivity is not so great. The mobile app allows him to continue with his work even with poor network.
Field agents can continue to add leads they meet, log in meeting notes and make calls even without the internet.
Know the sales route that your agent has taken for the day. Get reports on the meetings that he has attended and the status of these meetings. Know when your agent started his day, the number of meetings he has completed, and the ones he has missed out on.
These reports not only help you keep a check on your team, it also helps you gain insights into the productivity of your field team and the quality of their meetings.