Outcomes we help you achieve!
Capabilities for execution-led transformation
Account & Contact Intelligence Allows reps to easily capture every bit of information about their accounts and contacts they engage with. The personal assistant helps them to effortlessly feed intelligence while on-the-move or waiting for a meeting. Critical information like activity history, key stakeholders, meeting notes, buying process, and other account dynamics is always available for informed decision making.
Business Card Scanning Reps can easily created and update contact details by scanning business cards and save time on data entry. Helps build reliable, accurate and complete information about every customer contact. Makes sure customer database is always updated and current with every one having access to a profile they can trust.
Intelligent Personal Assistant on the mobile Every rep will now have a personal assistant to help them sell smarter and faster at all times. Reps become much more productive in carrying out their day-to-day activities. Guided selling by the assistant significantly improves user-adoption, engagement and process compliance.
Customer Interactions and Meeting Notes Capture customer interactions and quick meeting notes against an account or contact even while the meeting is on. Allows one to access and view all minutes in one place to understand every nuance of the sales engagement and arrive at right account and deal strategy. Helps you to be prepared and well informed for your next important customer meeting.
Opportunity & Pipeline Management Create, view and update opportunities with ease. Get a holistic view of deal stage, value, probability, offering, next steps and more. Sort and filter opportunities for better pipeline analysis to stay focused on right deals. Stay informed on sales cycles and deal progress for prioritizing follow-ups
Daily Activity Management and Reporting The app turns your device in to a portable office to plan, create, manage and share all activities. Automate daily activity reporting with a chronological list of all activities across accounts and deals. Evaluate team performance based on activities, face-to-face meeting, calls etc. Calendar is linked to activities to make sure one does not miss any of the scheduled tasks and appointments. Reps need not maintain a separate to-do list make all actions count.
Expense Management and Reimbursement Automate travel expense management and reimbursement process taking away additional burden from the reps. App allows users to easily create and share expense entries tagged to corresponding activities for reimbursements. Helps drive sales compliance and streamline processes.
Reminders and Alerts One can schedule reminders and alerts to make sure important deadlines and events are never missed. Reps could proactively plan action-oriented follow-ups. They need not frequently check each planned activity to act on it. Periodic reminder can be easily set for recurring events.
Attendance Management with GPS GPS-based location intelligence allows users to easily manage attendance while on duty. Facilitates local travel expense reporting eliminating manual errors.
Offline Capability App can be used even while users are offline and facing network connectivity issues while they are on-the-move. Data would automatically get synced up as-and-when network gets restored without any risk of data loss.
Sales Performance Dashboards Sales dashboards provide real-time view in to your business and critical KPIs at a glance. Measuring accurate health of your business is pivotal to improve and stay on top of your game. Fast and easy access to right information from anywhere at any time enables business agility and smarter business decisions. Auto-updation of reports without any manual intervention saves considerable efforts and time.