Connect opportunities that begin at the customer's site to the bidding, contracting, and ordering processes.
In the furniture industry, many sales begin with site surveys and consultations conducted at architectural offices, hotels, residential projects, corporate clients, construction sites, or the client's own premises.
Field sales teams need to be able to access customer, product, price, stock, and project information via mobile devices; and transfer meeting, measurement, document, photo, quotation, and follow-up information to the central system.
Key components of site and project sales.
Potential customer, opportunity and project records
Customer visit and sales activity planning.
Exploration, measurement, photography and document records.
Product planning based on location, room, or project section.
Mobile catalog, pricing and product configuration.
Proposal creation, revision, and customer approval.
Estimated sale probability, expected value, and closing date.
Transformation of project, contract, order and delivery processes.
Sales representative performance and opportunity conversion analysis.
Don't leave field data in personal notes; transform it into measurable, shareable, and actionable corporate data.