SalesTool report – sales rep

SalesTool is the No. 1 tool for sales reps - Simple, Efficient & Secure! Write or dictate visit reports and tasks with a structured input dialog on the go and immediately forward them to your customers and colleagues with all important informations. No rework necessary.

Organize your sales team in the office as well as out in the field and integrate your customers into the sales process.

Reasons for using SalesTool:

- The effort to create and finalize your reports and tasks after customer meetings is significantly reduced.
- Tasks can be collected and delegated on the spot. In addition, your customers are included in the sales process.
- Important information can be accessed and added from home, when you are on the go, or when you are at the customers office. As a sales agent you always have the necessary information at hand.
- SalesTool allows you to save all important information and tasks regarding your customer base. Already completed tasks can quickly be recalled.
- In case of personnel changes in your company, information doesn’t get lost and customer service can be continued seamlessly.
- SalesTool can be used while your are offline and all data remains only on your device.

Main Features:

*** Reports ***
- Create and share meeting notes and visit reports easily while you are in meetings with your customers.
- All protocols are automatically structured and formatted.
- Topics of discussions can be classified as internal and external. Internal topics are only shared with selected persons (eg. your backoffice sales team).
- Protocols and tasks can be printed or sent as a PDF file by email.

*** Tasks ***
- Tasks can be assigned with a contact or a colleague.
- Attachments can be added to topics and tasks.

*** Customers ***
- Notes for important information can be added to your customers.
- Contacts are structured according to the company name.
- Simple and clear overview of reports, tasks as well as notes by customer.
- Import contacts from your address book.

*** Teams ***
- Add your sales- and project teams in order to quickly share your visit reports with multiple persons.
- A different color can be assigned to each team.
- Grant access to your customers and reports for your colleagues.

*** Secure ***
- All data remains only on your device and is not stored on any server.