CRM and field sales
Every customer called on time, every visit recorded.
CRM for sales follow-up: daily call lists by customer value, recorded outcomes and a field sales app for beat routes and orders.
Today's callsToday
Customer AOrder placed
Customer BCall back
Customer CNo answer
Sample figures for illustration.
01 · Calls
A call list that sets the day.
Each day starts with a call list by customer value. Record the outcome with proof, and follow-up actions start automatically.
- Daily call lists by customer value
- Call outcomes with proof
- Automatic follow-up actions
02 · Review
Managers see what happened.
Managers review call results, with lockout where needed, and watch CRM dashboards. Sample, service and wishlist reports capture customer requests.
- Manager review and lockout
- CRM dashboards
- Sample, service and wishlist reports
03 · Field sales
Take the beat to the street.
Plan beat routes, tag customer locations and set sales targets. Salesmen take orders on the phone and log no-order reasons with GPS.
- Beat routes
- Customer locations
- Sales targets
- Mobile order taking
- No-order reasons with GPS
- Location reports
What's included
- Daily call lists by customer value
- Call outcomes with proof
- Automatic follow-up actions
- Manager review and lockout
- CRM dashboards
- Sample, service and wishlist reports
- Beat routes
- Customer locations
- Sales targets
- Mobile order taking
- No-order reasons with GPS
- Location reports
Related modules
See your follow-ups in allsoft® Books.
A 30-minute walkthrough set up with your customers and routes.