Internal and external sales have long lines of communication? The storage of your visit reports is decentralized, and you are looking for a uniform visit protocol template that can be filled out in a few minutes – even on the move? The Salesforce Visit Reports module solves these challenges in just one week.
The module offers the possibility of simple planning, documentation and follow-up of field service appointments. The central filing as well as the ease of use of the reports saves your employees time. In this way you can efficiently structure your sales and win deals faster – mobile via app and on site.
This is how visit reports work
Your sales representatives plan regular appointments with your customers or partners in Salesforce – including a clear calendar view. The reminder function provides the basis for task planning.
After an appointment, your employees can fill out the visit report with one click. Thanks to the mobile app for iOS and Android, the report can be filled out directly on site. Any data can also be viewed and edited in the app.
Information such as customer, contact, date and time (and other prefabricated fields) are automatically stored in the visit log form. Only the notes and the agreed conditions have to be filled out by hand.
Thanks to the e-mail template, the appointment summary can be sent quickly and easily to the customer.
Once the visit report has been filed and the appointment summary has been sent, your employees can see all the content at a glance. Automated reminders will notify you when a new appointment is due.
- Salesforce Sales Cloud
5 reasons why
- Fast use, inexpensive & industry standard: first successes visible after a few days
- Reduction of manual work – faster in sales
- No data / information loss
- Transparency & faster collaboration
- Easy handling
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