Outside Sales Team Coordination & CRM Integration

PROBLEM

A company with a large, geographically dispersed outside sales team has difficulty in assigning and scheduling sales resources to client sites and getting sales reps to timely and accurately record their sales meeting in the company’s CRM system, resulting in missed sales opportunities and lower revenue.

 

 

SOLUTION

OnSeen’s Task Management, Resource Scheduling/Dispatching and Messaging/Notifications/Alerts Modules integrated with company’s CRM system allow sales managers to intelligently assign and schedule outside sales reps to customer/prospect sites. Using geo-fencing and proximity awareness, OnSeen can help validate the sales rep’s check-in and check-out location/time against assigned location/time and notify/alert sales managers and reps of exceptions.

BENEFITS

Improved Service, Increase Sales Rep Effectiveness and Efficiency
  • Provides geo-location, date/time stamps to verify the times and locations of sales rep’s presence at assigned, remote customer/prospect meetings
  • Provides actionable map view with markers and overlays depicting sales reps actual and assigned locations
  • Auto-triggers alerts to sales managers and reps based on changes to activity location, requirements or schedule
  • Generates exception reports that notify managers when sales reps were not at the specified location or if they arrived late or left early

IF YOU WANT TO GET AHEAD OF THE GAME… GET TYPING

Contact us to learn how you can integrate our location-driven collaboration technology into your existing app to improve the ROI, efficiency and effectiveness of your mobile teams and resources.

Contact Us

14 + 2 =