iReport Service
Sales Reports and Opportunity Management
SALES WITH SYSTEM.
We support you with the tools and features to keep track of your sales territory and systematically organize your customers.
Organize your sales opportunities with modern workflows. Use the possibilities of the mobile app for your “Farming & Hunting”. Work on your existing customer base and gather new opportunities. Track your opportunities. Focus on your customer and insteald of wasting time in organization.
Qualify your customers with an ABC level and touch frequency. Show “overdue” customers in list or map views. Log your activities quickly and efficiently.
Create quotations quick and easy on-site. Increase your frequency with the right organization. Monitor yourself and your daily performance. Use digital app features like push notifications, reminders and widgets.
iReport Sales Manager
SALES CONTACT REPORTING
Record your visit reports fast and easy on site by mobile iPad and iPhone.
CUSTOMIZED TEMPLATES FOR YOUR REQUIREMENTS
Use our default sales templates with opportunity workflow or your custom needs and ideas.
TOUCH AND TOUR ORGANIZATION
Map view of your customers and touchlists for your optimized route planning. Open customers directly in your preffered maps app.
REPORTS AND REMINDERS
Create reminders directly from visit reports, offers, or contact memos.
SALES OPPORTUNITY FUNNEL FILL AND LIVE
Find more sales opportunities by using features like touch frequence, last and next contact in your digital workflows.
INCREASE SALES
Do not spend your valuable time with organization, let the system guide you. Create touch lists of your next activities in seconds.
Digital Sales Process
SALES MOBILE FEATURES
Intuitive touch gestures with smart device user experiences.
- Nearby seach to quick show companies around you
- Opportunity template with self managed product groups
- Mobile master data administration
- Individual forms, templates
- Reminder, versioning, marking, completion workflow
COMPANIES, CUSTOMERS AND CONTACT
Customer and contact management with visit history and map view.
- Company master data with extended address information and GEO position
- Visit and touch history
- Tour planing module
- Report calendar in weekly and monthly view
- Connection to Calendar App / Exchange Outlook
WORKLFLOW FROM QUOTATION TO CONFIRMATION AND INVOICE
Creation of offers and further processing for order confirmation with signature function.
- Product selection with discount options
- Bill of material (BOM) with standard and optional components
- Product images for use in the process
- Quote and order directly by PDF mail to your customer
BACKOFFICE WEBPORTAL (OPTIONAL)
Web portal for monitoring and procesing sales activities.
- Master data management, rights and role managenent per sales area
- Analyzes by field staff, time period and contact type
- Charts of field service performance
- Settings management of connected mobile devices
- Import and export interfaces
SALES CONTACT REPORTING
Record your visit reports fast and easy on site by mobile iPad and iPhone.
CUSTOMIZED TEMPLATES FOR YOUR REQUIREMENTS
Use our default sales templates with opportunity workflow or your custom needs and ideas.
TOUCH AND TOUR ORGANIZATION
Map view of your customers and touchlists for your optimized route planning. Open customers directly in your preffered maps app.
REPORTS AND REMINDERS
Create reminders directly from visit reports, offers, or contact memos.
SALES OPPORTUNITY FUNNEL FILL AND LIVE
Find more sales opportunities by using features like touch frequence, last and next contact in your digital workflows.
INCREASE SALES
Do not spend your valuable time with organization, let the system guide you. Create touch lists of your next activities in seconds.