Sales Force Tracking
Introducing the enhanced Sales Force Tracking Module, an exclusive feature of the Vision Enterprise Platinum Premium Software. This module is designed to efficiently monitor both one-time and recurring sales appointments for your sales representatives. Capture essential client details such as name, address, and contact information, along with multiple site management.
With administrative privileges, easily create new one-time or recurring appointments for sales meetings, site visits, follow-ups, and more. Receive prompt mobile notifications for new appointments and reminders for overdue ones.
Platinum Mobile
Access and manage consultations seamlessly through the Platinum Mobile app, only compatible with Android and iOS devices supporting all Google services. Sales reps can effortlessly record site details, travel odometer readings, and attach photos or PDFs to consultations. Each consultation can be customized to require signatures and additional attachments upon completion.
Built-in navigation features enable smooth navigation to sites using Google Maps, Waze, or Apple Maps. Furthermore, reps can utilize quick links within the app to compose new emails to customers or directly initiate calls. Track arrival and departure details, including dates, times, and locations, ensuring comprehensive monitoring of all interactions. Sales managers and administrators enjoy comprehensive access to process reports detailing client history and sales rep performance. The real-time data dashboard presents users with multiple graphs for insights into past and ongoing appointments, including tracking active appointments for all sales reps and their current activities.
- Ideas for Sales Representatives
- Client History
- Efficient
- Travel Odometer Readings
- Comprehensive Evaluation
- Reporting and Insights