3 good reasons to use a field sales app
Visit reports recorded on paper get lost
With a field sales app, your employees record visit reports digitally – without having to use a pen and paper. As a result, no more data or relevant information gets lost and is always available in your CRM system.
The productivity of your sales team is measurable
You always get an overview of all upcoming customer appointments of your sales representatives and can easily check their capacities as well as the customers' sales potential. If necessary, you can quickly take action and assign or adjust priorities.
No more unanswered questions during a meeting
Your employees not only use a digital sales call guide, but they can also use the app to directly introduce product videos and digital catalogs. Heavy product catalogs and different media in sales talks were yesterday - Guided Selling is today!
Monthly investments vs. Monthly savings
10 min manual follow-up per report x 40 customer appointments
= 6.66 hrs time savings x 23€ hourly wage
= 153,18€ - 12€ Investment
= 141,18€ savings per month
Next steps with snapADDY VisitReport
The app for your field sales
Creating a digital template for field sales visits in the dashboard
Installing the snapADDY VisitReport app and creating the first visit report
Connecting snapADDY VisitReport to CRM system (optional)
Do you have any questions or want to create a rollout plan with us?
Feel free to contact our team:Contact Sales
Use cases of a field sales app
With snapADDY VisitReport, your sales representatives can directly set up products with customers on site and digitally record visit reports.
Maintenance & Inspection
snapADDY VisitReport supports maintenance & inspections with a digital log. Pictures can be created and saved directly from the app if required.
Meter Reading Service
With snapADDY VisitReport, your field staff always get an overview of all upcoming appointments and meter readings during each service.
This is what snapADDY VisitReport provides
- Configurable questionnaires
With the smart application for field sales, you can create customized questionnaires and, if required, add a signature field.
The CRM integration saves you another work step. You do not need to initially export the data as a file and then import it again because the recorded data is transferred directly to your CRM system.
- Direct access to CRM inventory data
Thanks to this app, you have direct access to your CRM inventory data. In case the contact is not yet available in your CRM system, you can quickly and easily scan the business card or QR code of the person you are talking to.
- Coordination of appointments
Create meetings and book necessary resources such as meeting rooms or equipment with just a few clicks.
- Appointment overview directly in the app
You do not even have to look at your Outlook calendar anymore! In the app, you can see all upcoming appointments at a glance and can already prepare the related visit report for the next appointment.
- Automated sending of follow-up & feedback emails
Automatically send individual follow-up or feedback emails directly after your meeting! As a result, nothing will be overlooked.
- Offline mode
The field sales app is always at hand and ready to use – even in places with inadequate or no Internet connection!