Customer Visits
Regularly visit your customers and dealers . Enter your plans into the system, execute them with a mobile application.
“It is now very easy to compile visit reports and keep track of your sales staff…”
Data collection
Always be in touch with your customers through your field teams. Collect customer behavior and preferences with quick surveys and customized forms.
Performance Reports
Set performance goals for your field teams and mid level managers. Submit progress charts.
Field Teams
You can schedule regular visits to your dealers or customers. Within this plan, your field teams will create their daily routes, perform their tasks and transmit their reports through the mobile application. You will save time on tedious tasks such visit report preparation.
Thanks to the GPS controls of your smartphone, you can make sure that the visits take place at the exact customer location. With the rules you will create, you can activate location controls.
Financial Credit Check
You can use our check add-on in addition to your corporate evaluation processes for your customers' financial risk assessments.
The application will contact Credit Registration Office through our integration services and automatically find your customer’s ratings, provided that your customer allows this information to be shared. The authorization process is also undertaken by our application.
You can use the Rule Engine to automatically calculate financial risk assessment results. By transmitting the result to the customer or sales representative, the process can be completed with end-to-end automation.
Complaint Notifications
You can record various product or service complaints from your customers. With the Complaint Management Processes, you can assign tasks to the relevant departments, and follow the operation and realization of these tasks.
You can group complaints with labels and generate statistics via group, unit, product, region or other concept you define.
You can provide transparency to your customer by e-mail.
Gathering Information with Instant Surveys
You may want to periodically gather information and generate statistics from the field to organize your marketing activities and develop new strategies. In this case, you can assign the questionnaire forms you create to your field staff.
On top of that, you can ensure that these questionnaire forms are automatically generated, with the addition of regularly conducted field activities.
You can set targets related to the realization of the surveys and monitor the realization of these targets.
Canvasing
You can conduct regional screening studies to develop a potential customer portfolio, regain passive customers or update the information of your existing customers.
You can define your regions hierarchically and assign tasks to your field staff, moreover, you can enable field staff to create these tasks themselves and forward them to the center.
Thanks to the integration services, the information received at the center is transferred to your corporate systems and can automatically update your master data.