Beschreibung
To capture the visits made by the sales executive and provide a summary report.
It is a mobile application designed for Reliance Industries, where sales executives will efficiently capture and manage business customer visits. This app helps to track visits made for lead conversion, regular follow-ups with existing customers, and deal closures.
Customer Engagement Key Features:
* Capture visit details such as contact information, visit date, and visit outcome.
* Capture customer feedback once a visit is completed.
* Reports to see all visit details, which will help the business take appropriate action.
* The Dashboard will provide insight about the visits scheduled, pending, and completed.
* Streamline your sales process and improve customer relations with this application.
* Monitor and analyze your sales performance in real-time.
* The Visit History tab will display the past 5 visits for the search associate, i.e., customer.
Neuigkeiten
-->Sold-to Lead Conversion, Lead Closure & Lead Approval tabs for
improved user experience and workflow management.
--> Enhancements to the Downstream Product Pricing form.
--> Save as Draft functionality for Visit Creation.
--> Factsheet details are now displayed during Visit Creation.
--> RM and PH users can now edit Strategic Details in the Factsheet.
--> View completed Factsheets under Customer Factsheet Module.