Create tasks such as who to meet, where and when to meet, and what to pitch/discuss, from your mobile and allocate them to the field executives. You can also create workflows, to evaluate the progress of the task, and follow-ups.
TASK ALLOCATION THROUGH MOBILE
Allocate tasks to your reps and monitor them. Set-up focused territories for team members so that tasks assigned reach the reps as soon as they are uploaded.
Either take good follow-ups, or your customers will switch to your competitor! Get notified if a follow-up is missed, or if leads have been lying untouched in the system for long.
SINGLE OR BULK UPLOAD
Manually compose the task details and assign them to the team or import directly via spreadsheets. The tasks will automatically pop-up as an alert in the mobile.