Happisales – Sales Tracking Software

Field Sales Tracking and Management App - Happisales

Advanced Mobile Solution for Enterprises to Achieve Improved Sales Productivity, ROI

Why Field Sales Tracking and Management Is Critical for Business Growth

Field sales process has its own challenges like service delivery optimization, tracking sales activities using real-time communication and rising operational costs as it’s operations are widespread. Failing to track, improve the field activities of sales executives can have a direct impact on your business productivity, ROI, growth.In short, a field sales tracking and management app addresses to the challenges of both the sales reps and managers.

Automating and streamlining the field sales activities like assigning resources based on job priority, journey planning, meeting customers, creating to-dos, adding notes, sending reports etc. will simplify the day-to-day tasks of reps and help the tasks on-time and improves customer experience. At the same time, the app also helps the managers with real-time data to stay connected to sales workforce out for activities at any time.

How Our Field Sales Automation App Will Help Your Enterprise

With our field sales automation solution, happisales, sales manager can monitor, track, measure and improve on field activities of executives. The app also helps the secondary sales executives to accelerate the day-to-day activities and perform better.

Benefits

  • Automates Sales Process
  • Accelerates On-Field Sales Activities.
  • Enhances Customer Satisfaction.
  • Provides Real-Time Insights for Faster Decision Making.
  • Enables seamless Field Activity Tracking.
  • Empowers with end-to-end Field Sales Management
  • .

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Lead Status
Lead Source
Contact Mode

Features

Plan your Sales/Service

Create and track Journey Plans, Set Targets to sales executives based on individual, area and region.

Journey Replay

Track your Sales Executives on the Map and the route replay for the past days.

Customer Visit Entries & Actions Performed

Validate the customer visit logs and activities performed by Sales Executive. Look for Sales Closed/Invoice collected.

Track Your Targets

Create transparency in the targets and regular notifications to boost your sales executives achievement.

ToDo's

Set your next action Plan/visit, create Task, Record audio and textual notes, log various actions performed.

Expense Tracking

Manage all your field sales expenses in one place. Review and approve the claims with one click.

Daily Reports and Dashboards

Track all your field sales activities under one roof, manage your employees and customers with ease of access.

Product Cataloging

Manage your products digitally and enable field reps to access available products and pricing.

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