Solutions for Sales and Service Representatives
Arm your sales and service teams with the tools they need to work efficiently by tracking and managing clients and prospects and well as sales opportunities and client activities.
Increase Visibility to Close Deals Faster
Log customer contact information across one user-friendly interface. You can also track upcoming sales activities, deliver products to field locations and receive signed e-tickets from customers. As a sales or service representative, you will be able to leverage analytics to provide accurate forecasting, and target leads that are worth your time.
- Follow high quality leads with forecasting information and management
- Organize and record all client activities
- Maintain contact information in a centralized location
- Maintain all safety records and certifications
- Secure user access and controls
- Mobile friendly and cloud-based backup systems
Close More Leads by Tracking Sales Opportunities
Your sales team can gain a better understanding of prospective clients and record all their activities along the buyer’s journey.
Integrated and Easy to Use System
Allows your team to create and maintain contact databases under one simple CRM system.
Make Purchase Requests and Receive Approvals Quickly
Receive immediate approvals directly to the field from the office in real time.
Easy to use software lets you complete your orders in just a few simple steps
Create Purchase Orders from Any Mobile Device
Mobile compatibility lets field personnel procure small or larger orders on their mobile devices.
Eliminate Overwhelming Paper Trails
Time-stamped accuracy will help you track every purchase and save time.
Manage Jobs in Real-Time
A live tracking board allows you to view start times, crew assignment and job statuses on a single screen.
Locate and Dispatch Resources Effectively
The module allows you to schedule crews and equipment efficiently giving your management team full visibility.
Purchase Approval and Tracking System Maintains Full Compliance
With this module you will meet all safety and certification requirements.
Stay Ahead of Certification Expirations
By scheduling email reminders and real-time notifications you will know before any important certificates expire.
Request a Demo
To see a demo, complete the information below and a representative will contact you.