Visit Reports

A modern lead caption process at the trade fair & in the field service with snapADDY VisitReport looks like this: Your sales representatives fill out the predefined questionnaires digitally during the customer interview and scan the respective business card afterwards. The answers and extracted data are combined to a new visit report, which is exported to your individual CRM system!

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Digital visit reports

Paper chaos at the trade fair, lost business cards while transporting them back to your company - this happens a lot of companies that carry out an active lead caption process at trade fairs or in the field. With snapADDY VisitReport we have now finally digitized visit reports completely and brought them up to date. With the fully digitalized VisitReport solution, you no longer need paper for your lead process. The Template Configurator is used to define a question template, which is completed by all sales representatives at the field during an interview. The results are then transferred directly to the relevant fields in your CRM system.

Digital reports in snapADDY VisitReport

Signature field

Use snapADDY VisitReport's signature field in order to obtain marketing permission, e.g. consent to data processing or newsletter subscriptions directly on the go. A text field that you can configure is shown before opening a signature field that you can use to get the permission for data collection in accordance with Art. 13 GDPR The signature will be generated together with the text to a retrievable PDF. In addition to the PDF download, CRM export is currently available for Microsoft Dynamics and Pipedrive.

snapADDY VisitReport: signature field

Sketches & drawings

If you want to capture a sketch or drawing during your conversation, you only need to click on the color icon in snapADDY VisitReport and you can create a sketch that is attached to the report and will be attached in your CRM system. You have the possibility to select individual brush sizes and colors and you can easily reverse individual drawing steps.

Sketches & drawings in snapADDY visitReport

Direct integration with your CRM system

A great added value of the solution snapADDY VisitReport is the direct CRM mapping of given answers in the app with their existing CRM fields. Thus, the results of the questionnaires can be stored directly in the right place in your CRM system. A drop-down box value from your questionnaire can be converted directly to a drop-down value in your CRM system. All results are stored in the respective organizations, contacts and activity. If you would like to have a further CRM integration, please do not hesitate to contact our sales team.

CRM mapping between CRM system and snapADDY

Notes & attachments

You are at a trade fair in a conversation with a potential customer and he shows you a document / flyer, which you would like to keep in your CRM? With snapADDY, you do not have to keep this document and capture it later, but you can conveniently save the entire document in your CRM system via a simple photo. The same applies to notes.

snapADDY VisitReport: note attached to a visit report

snapADDY VisitReport
at a glance

Make time-consuming contact data collection become a thing of the past.

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