Gadget for Faster Daily Field Reporting

employee review 5Hi friends,

Are you into technology? I bet the answer is yes! Every one of us loves what technology brought us. It makes our life easier and makes our transaction faster!  Today, I just read something that is related to this that I want you to read and judge by yourself. It is a software sales gadget. Salespeople usually doing field work and I know that it takes so much time and effort to return to office and submit their reports. Salespod has offered something that makes your daily reporting easier. I will let you read the blog they have written about it.

Daily Field reporting

Salespod is a multifaceted tool for daily field reporting. Meaning, it allows you to manage all aspects of your field activities in one place while looking back at past events. Time tracking, data input, inventory and merchandising, purchase tracking, custom forms, and mobile crm for all your clients are all in one place for easy access. Importantly, all daily events can be seen through reporting and queried as needed.

Diary & Daily Reports

The Diary screen in Salespod allows reps and managers to see previous visits to clients and see events created in each visit under “Daily Reports”. It also allows reps and managers to see “Working Hours” which incorporates start of day, end of day, hour totals, and milage.

Field Data

All events (documents, photos, messages, visit notifications, time, mileage, notes, etc.) can be seen for reporting. Salespod allows for filtering based on:

  • Type of activity
  • Time period
  • Representative
  • Client
  • Tags

Managers are quickly able to pull up data from the field based on their specific query.

The Representative Card

The “Representative card” contains basic field activity reports for every representative. The periods shown in there are predefined (Today, Yesterday, Last Friday, This week, Last week, This month, Last month). This allows for reporting on team members down to specific activities and actions of that particular member.

Now, you see for yourself the advantages of using this gadget, so are you going to use it? Don’t get me wrong, I am not here to promote something but I’m here to bring you the latest things that can be handy with sales people. If anyone of you has this kind of gadget, you can leave us a comment so we can have first-hand information from the user itself.

Many thanks!

Jack

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