Benefits to bank on

Automate Sales Operations Using Smart Workflows

• Visibility and Accountability

  Track and manage sales reps out in the field. Turn your employees’ iPads, iPhones, Android, or any feature phones into a cutting edge mobile-workforce management tool. Set up geofences around customer sites to track and verify sale visits. Automate operations and lead dispatch using event-triggered workflow involving people, place, and time.

• Smart Workflows

  Automate sales operations and monitor field activities using customizable IFTTT (If-this-then-that) rules engine. Generate real-time alerts, notifications, and reports based on any events/exceptions involving people, place, and time (ex: late arrival, departed early, etc.).

• Scheduling and Dispatch

  Set up a custom schedule for each rep (or group) based on their work schedule and time zone. Assign “customers” (sites), and “tasks” (worksites). Create custom “work rules” for each employee (or group) to automate schedule and dispatch based on the activities in the field.

• Reporting and Analytics

  Scheduled and on-demand reports for location, time, visits, mileage, and more. Get real-time alerts based on activity (or inactivity) in the field. Example: App turned off and so on. Export reports in various formats or integrate with any Payroll, CRM, or ERP systems!