Record call visits offline
We also built a separate app for fast, offline call execution. On loading the app, reps are greeted by a dashboard showing their accounts and calls. They can either start a planned call from there or add new call details – and each call step is fully customisable. Product distribution details are easily recorded such as sales volume, position and share of shelf.
All your accounts on the go
Tapping on an account name reveals insights into particular accounts, including any open tasks and notes. Account surveys can be created and assigned for completion and presentations can be stored shown to encourage sales.
And the app can ultimately turn interest into sales by taking orders there and then.
To complete the call notes can be added for future visits, and reports run on personal, team and product performance.
Pocketsales for Call Execution is available now for iOS and Android.
For a demo or to find out more about our mobile and Salesforce capabilities, feel free to contact us today at email@example.com.
Can't wait? You can also check out our free lightweight edition for smartphones, Pocketsales Lite.