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.
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
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.