Automate, plan, track and monitor your agent's daily sales routine
Let LeadSquared plan your agents’ day for them. Right from the number of meetings scheduled, the goals for the day, and the best travel route – everything is designed for them, automatically.
Based on the agent’s location, the mobile app will identify leads nearby. Your agents can then drop in for a quick meeting or follow-up.
The tool can use the customer’s activity history to look for possible upsell or cross-sell opportunities and recommend sales actions to your agent
Track all their calls and messages that they receive on their mobile device and analyze their overall productivity. Use their meeting history to know if they are meeting their targets.
LeadSquared will not allow your agents to complete their tasks or meetings if they are not in the correct location. This reduces falsified meeting logs.
Get complete geo reporting of all the meetings and tasks. Know how many meetings have happened, the distance traveled, and even the locations of every meeting.
Your field agents can check-in to indicate that they are starting their sales route, and similarly, check out at the end of the day. In case they forget or are unable to do so manually, the tool will automatically check them in.
Stop your agents checking in from false locations. For example, if they are in Boston, they can not check in claiming that they are in New York City. You can also geo-fence their tasks to prevent fraudulent entries.
Automatically assign leads to your field agents based on the pin codes that they are in charge of. Send them instant notifications or assign tasks to them to follow up.
After the meeting is over, the app will automatically remind you where your next meeting is. Also, it will tell you the route you need to take to reach the location quickly.
After the scheduled meeting time, send an email to your field agents reminding them to log in meeting notes. This helps you to know how the meeting went, ultimately helping you take important sales and business decisions.
Your field team may need to collect documents from your customers for verification. Your field agents can easily upload multiple documents at a time for verification, and they can be instantly approved. This reduces the wait time and improves efficiency.
Get real-time updates of your agents’ location and the number of meetings that they have had. Take a look at the sales route that they have navigated, the miles traveled and the tasks that they have completed.
“The mobile CRM app is intuitive and has provided continuous value to our field sales team. The team was able to easily adopt and grasp the tool in a few weeks. The app’s functionality allows us to process leads, tasks, and activities, on the go, flawlessly. It also works offline which is very crucial for…”
“LeadSquared is used by our retail sales managers and third-party agents who are on the field selling our products. We needed an easy way to create and track leads on-the-go, and various roles/access levels as we work with different third-party agencies, and LeadSquared does that perfectly.”