Track your sales process from marketing campaign, lead generation, Project successfully awarded to the point of maintaining repeat and referral business.
You can create Job Orders specific to Clients, define checklist templates and assign tasks, activities to the field officers.
Field Officer can capture all the data required to close the job order including consumables, spares and upload images to capture observations on a mobile application.
Field Officers can submit claims for the expensas such as Food, Travel and Medical through the mobile platform which can then be approved by the reporting managers through the web.
An interactive dashboard provides a overview of jobs, activities and claims and a summary of various upcoming and overdue tasks along with graphical representation showing distribution trends.
Field 2 Office provides real time status of order of service from the customer location help managers to easily access employee performance and also take corrective measures if the works gets delayed.
A detailed summary is available where You can view results in the form of graphs and charts for trend analysis. This section provides a overview of active prospects, conversion ratios, conversation ratios, opportunities ratio and distributions for marketing, sales, opportunities and prospects. Summary of various upcoming and overdue tasks can be viewed from this section along with the graphical representation showing distribution trends.
You can capture the clients that have begun a conversation for a project and capture the movement of as they move through the sales process with an interactive Kanban type drag and drop layout..
Once a client project is awarded, you can capture the repeat and referral business potentials coming from them and maintain an ongoing relationships. This also provides an interactive drag and drop Kanban card layout.
You can define the marketing process flow and capture the movement of prospects as they move through the marketing process with an interactive Kanban type drag and drop layout.
You can determine what are the possible accounts with a prospective client. Here you can also see a geographical distribution of the accounts on a google map interface.
You can capture the details of the different contacts that are associated with an client account.
Maintain repeat and referral business pontentials with the existing clients by capturing the flow sales flow through a interactive kanban drag and drop interface.
You can create campaigns to target prospective market segments in terms of industrial domain specialisation and geographical preferences.
You can capture and update the the details of leads of your prospects and mark them as active or inactive as being a hot lead or otherwise.